Fiscal Onboarding
What is Fiscal Onboarding?
We have special fiscal trainings just for you to learn important skills for your position. You will meet other new employees and the core office personnel who will be able to answer your questions.
These trainings are designed to welcome new fiscal staff across the University of Florida and provide a high-level overview of important financial information to get you started. Our objective is to introduce key fiscal concepts at the University of Florida, provide access to resources and tools, aid in allowing new fiscal staff to create connections with others in similar situations to their own, and help you understand how the Finance & Accounting core offices can assist you as you learn your new role.
HR Onboarding
HR Onboarding (UF Human Resources)
Upcoming Fall 2023 Sessions
The Fiscal Onboarding training sessions will take place virtually using Zoom. Registration is required for all sessions.
If you are new to Zoom, visit UFIT’s Zoom Resources page.
Financial Basics at the University of Florida (CFO110)
(Required pre-requisite for all Fiscal Onboarding sessions)
October 11 from 1:00 – 3:00 pm
Registration closes on October 9 at 1:00 pm.
November 2 from 9:00 – 11:00 am
Registration closes on October 31 at 9:00 am.
To Register: Click Here
Class Handout: PDF
This training is designed to welcome new fiscal staff across the University of Florida and provide a high-level overview of important financial information to get you started. Our objective is to introduce key fiscal concepts at the University of Florida, provide access to resources and tools, aid in allowing new fiscal staff to create connections with others in similar situations to their own, and help you understand how the Finance & Accounting core offices can assist you as you learn your new role. Topics that will be covered in this course include:
- An overview of University of Florida fiscal information
- Defining the importance of Fund Accounting at UF
- Connecting UF’s fund sources to “Fund Codes”
- Providing information about the “Basic Six” ChartFields
- Understanding the importance of internal controls
Once you have completed Financial Basics at the University of Florida, you may register for any of the sessions listed below. These activities are common tasks that most fiscal staff are exposed to at the University. Scenarios presented in these exercises are intended to prepare fiscal staff to perform processes on their own with a level of comfortability. Appropriate core office staff will lead sessions to ensure all questions and concerns are addressed and to guide participants through each scenario.
Topic Sessions
Registration closes two days prior to session start date.
(You will be able to register for these sessions after completing the pre-requisite, Financial Basics at the University of Florida (CFO110) session).
General Accounting (CFO115)
Presented by Beth Groff
General Accounting and Financial Reporting is responsible for the maintenance of ChartFields and Combination Codes, the review of general ledger (GL) activities and the timely closing of accounting periods. In addition, the office processes GL journal entries for cash transfers, inter-departmental transactions and expense corrections and reviews the accuracy of monthly financial reports. Participants will have the opportunity to partake in activities intended to familiarize new fiscal staff with ChartField.
Available Date:
- November 7 from 1:00 – 3:00 pm
To Register: Click Here
Class Handout: PDF
Cost Analysis (CFO122)
Presented by Brenda Harrell, Gene Hoskins
This session will provide information related to Cost Analysis department within F&A. Cost Analysis assists UF departments regarding effort and space reporting, myUFL entry of sponsored commitments, research payment, and development of F&A rate data. Participants will have the opportunity to take part in two activities intended to familiarize new fiscal staff payroll and effort commitments.
Available Date:
- October 17 from 1:00 – 3:00 pm
To Register: Click Here
Class Handout: PDF
Disbursements (CFO114)
Presented by Barbie Cromwell, LeeAndrew Morales
The primary responsibilities of Disbursements are managing the electronic Accounts Payable and supplier sub-systems and ensuring that suppliers, travelers, University departments and others are paid timely and accurately, and in accordance with applicable laws, regulations and University requirements. Participants will have the opportunity to partake in two activities intended to familiarize new fiscal staff with adding a new supplier in myUF Marketplace and paying an encumbered invoice in myUF Marketplace.
Available Date:
- November 6 from 1:00 – 3:00 pm
To Register: Click Here
Class Handout: PDF
Procurement (CFO123)
Presented by Karen Olitsky, Jennifer Leckerling
This session will provide information related to the procurement process at UF. UF Procurement policies are in place to ensure UF receives the best value and to mitigate risks when buying an item. Procurement is the only department with signature authority. Participants will learn about purchase orders, quote thresholds, and contracts in place with UF. Participants will have the opportunity to solve three scenarios where items need to be purchased using the UF procurement process.
Available Dates:
- November 8 from 9:00 – 11:00 am
To Register: Click Here
Class Handout: PDF
Payroll Services (CFO118)
Presented by Megan Burnsed, Brian Kuhl, Kimberley Alderson, Linda Smith, Chris Davis
The primary responsibilities of Payroll Services are processing the Human Resource and Student Employment data to pay University employees, as well as certain non-wage payments made via the myUFL Payroll and Time & Labor modules. Participants will have the opportunity to partake in two activities intended to familiarize new fiscal staff with Approving Time and Termination and New Hire.
Available Dates:
- October 18 from 9:00 – 11:00 am
To Register: Click Here
Class Handout: PDF
Banking & Merchant Services (CFO117)
Presented by Karen Gillespie, Robin Levine, Lee Johnson
Banking & Merchant Services is responsible for cash management of the University. This includes banking administration, managing investments, receiving and depositing University revenue and reconciling University bank accounts. Participants will have the opportunity to partake in two activities intended to familiarize new fiscal staff with Check and Credit Card Deposits.
Available Dates:
- November 9 from 1:00 – 3:00 pm
To Register: Click Here
Class Handout: PDF
Pre & Post Award Research Overview (CFO 124)
Presented by Matthew Foran, Bridget Duffy, Melissa Anne Gilleland Mullaney
This session will provide an overview of The Division of Sponsored Programs and Contracts and Grants Accounting Services – offices within UF Research available to aid campus with pre and post award management. Participants will have the opportunity to meet with representatives from both core offices for an open discussion as well as to partake in pre and post award exercises.
Available Dates:
- October 25 from 1:00 – 3:00 pm
To Register: Click Here
Class Handout: PDF | Key Terms DOC
Asset Management Fiscal Onboarding (CFO 125_ILT)
Presented by TBD
This course provides an overview of Asset Management and UF Surplus within Finance and Accounting. Asset Management is responsible for tracking and accounting all assets for UF from acquisition to disposal. UF Surplus manages the disposed of property and assists in UF sustainability efforts by reusing or reselling surplus property. Participants will have the opportunity to learn about the Asset Life Cycle and how Asset Management fits within their role. They will also get to answer several surveys during the course and participate in a scenario where items need to be shopped from the warehouse.
Available Dates:
- October 19 from 9:00 – 10:00 am
To Register: Click Here
Class Handout: None
Questions?
For questions about the Fiscal Onboarding sessions, contact the Controller’s Office Center for Excellence at controller-office@ad.ufl.edu.
Last Reviewed
05/05/2023: Reviewed content