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Forms & Resources

Forms

Police Background Screening Request Form
Used by recruiters and Human Resources to conduct background screening on job applicants.

Sample Monthly Financial Reconciliation Certification
Form to ensure that all Department IDs and Fund Codes have been reconciled.

Resources

Internal Controls Checklist
Provides the University with a tool for evaluating the internal control structure in a department or functional unit, while also promoting effective and efficient business practices.

Review Your Accounts – Guide to Complete the Monthly Financial Reports Reconciliation
Provides best practice suggestions to help guide through the monthly financial reconciliation and review process.

Separation of Duties – Cash and Check Process Flowchart
Shows the step-by-step process of receiving, depositing, and reconciling cash and checks.

Tier 1 Checklist for Monthly Reconciliation
Assists Tier 1 reconcilers with performing the reconciliation of the Monthly Financial Reports.

Tier 2 Checklist for Reconciliation Review
Assists Tier 2 employees with reviewing the monthly reconciliation of the Monthly Financial Reports prepared by Tier 1.

Tier 3 Payroll Detail Spot Check
Details potential red flags for Tier 3 employees to look for while performing spot checks of the completed Monthly Financial Report reconciliation.

Tier 3 Quick Guide for Obtaining the Monthly Financial Reports
Step-by-step instructions for obtaining and saving monthly financial reports for Tier 3 employees.

Tier 3 Quick Guide for Spot-Checking the Payroll Reconciliation Report
Provides details on formatting the Payroll Reconciliation Detail in Excel to allow for easy spot checking and provides suggestions for items to look for during the checks.

Tier 3 Quick Guide for Spot-Checking the Transaction Detail Report
Provides details on formatting the Transaction Detail in Excel to allow for easy spot-checking and provides suggestions for transactions to look for during the checks.

Tier 3 Transaction Detail Spot Check
Details potential red flags for Tier 3 employees to look for while performing spot checks of the completed reconciliation.