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 Spring 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)

March 7 from 9:00 – 11:00 am 
Registration closes on March 4 at 9:00 am.
To Register: Click Here

Class Handout: PDF

Upcoming sessions, registration is Not open

• April 6 from 9:00 – 11:00 am
• May 2 from 9:00 – 11:00 am

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 Patrice Lecomte, Dennis Nguyen, Salima Joree

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 Dates:

• February 6 from 9:30 – 11:00 am 
• April 11 from 1:30 – 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 Dates:

• February 7 from 9:30 – 11:00 am 
• April 12 from 9:30 – 11:00 am 

To Register: Click Here
Class Handout: PDF

Disbursements (CFO114)

Presented by Dianna Brook, Barbie Cromwell 

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 Dates:

• February 9 from 9:30 – 11:00 am 
• April 10 from 1:30 – 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:

• March 21 from 9:30 – 11:00 am 
• May 10 from 1:30 – 3:00 pm 

To Register: Click Here

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:

• March 23 from 9:30 – 11:00 am 
• May 8 from 9:30 – 11:00 am 

To Register: Click Here

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:

• March 24 from 9:30 – 11:00 am 
• May 15 from 9:30 – 11:00 am 

To Register: Click Here

Pre & Post Award Research Overview (CFO 124)

Presented by Matthew Foran, Bridget Duffy, Brittany Nicole Milito, 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:

• March 29 from 1:30 – 3:00 pm
• May 11 from 1:30 – 3:00 pm 

To Register: Click Here

Questions?

For questions about the Fiscal Onboarding sessions, contact Jenny Seitz at jacohen@ufl.edu.

Last Reviewed

02/03/2023: reviewed content