Mini Tune-Ups

UCPath

**UPDATED**

On September 17, 2018, Jim Corkill, Director, Business & Financial Services, and Shannon Jackson, Payroll Specialist, talked about what departments can do to prepare for the first week of the UCPath rollout.

[Download the presentation deck]

UCPath

**UPDATED**

On August 30, 2018, Cynthia Seneriz, Director, Human Resources, and Cindy Doherty, Director, Academic Personnel, discussed procedures and deadlines for hiring employees during the cutover to UCPath.

[Download the presentation deck, updated to include Q&A slides]

Accounting

**UPDATED**

On 4/17/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed the EMF Award Closing process, including the completion of the required Close Memo.

[Click here for the presentation deck]

Money

**UPDATED**

On 4/10/18 Jacob Godfrey, Associate Director & Chief Procurement Officer, and Steve Kriz, Assistant Director, Accounting Services discussed Procurement policy and guidelines for reimbursement, the Form 5 process, and some of the top mistakes made when completing the Form 5 for reimbursement.

CA State Capitol

**UPDATED**

On 3/27/14 Sandra Perez, Assistant Budget Director, Budget & Planning, discussed the use of state funds.

[Click here for the presentation deck]
 

EMF

**UPDATED**

On 3/14/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed EMF Project Contribution Forms and how to complete them properly.

[Click here for the presentation deck]

travel

**UPDATED**

On 1/24/18, Jim Corkill, Controller and Steve Kriz, Assistant Director, Accounting Services talked about some of the updates in the new tax bill, and how they affect business at UCSB as well as enhancements to booking and paying for travel in Connexxus.

UCSB Object Codes

**UPDATED**

On 2/12/18 Olga Mery, Manager, General Accounting and Leslie Griffin, Associate Director, Business and Financial Services discussed the use of object code 7200. They talked about the history, current, and the go-forward usage for object code 7200.

[Click here for the presentation deck]

UCSB Henley Gate

**UPDATED**

On 1/19/18, Jim Corkill, Controller and Steve Kriz, Assistant Director, Accounting Services talked about reimbursement for commuting assistance during the freeway closure caused by the recent mudslide.

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

Accounting

**UPDATED**

On 11/7/17, Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting,  discussed using the new EMF Award End Date form in Gateway.

[Click here for the presentation deck]

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