Mini Tune-Ups

UCPath

On 10/23/17, Devlin Seymour, Business Systems Analyst, and Jim Corkill, Controller and Director of Business & Financial Services, discussed the upcoming elimination of subs 5 & 7 for payroll distributions.

[Click here for the presentation deck, updated with Q&A]
 

moving

On 10/26/17,  Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, discussed the changes to moving and relocation policy G-13.

[Click here for the presentation deck, updated with Q&A]

payroll

On 11/15/17, Jim Corkill, Controller, Sona Baboolal, Payroll Manager, and Shannon Jackson, Payroll Assistant discussed the benefits of receiving electronic annual W-2 notices, and of choosing direct deposit for your payroll. They also discussed the impacts of these topics to UC Path.

Accounting

On 1/10/18 Olga Mery, Manager, General Accounting, and Susan Esparza, BFS Systems & Data Manager, provided a refresher training on how to submit journal requests. They also talked about the history of why using the correct format and template is important; reviewed an overview of the steps to creating a successful journal request; and, provided an overview of tools available to help you.

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