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Fiscal Onboarding

What is Fiscal Onboarding?

We have a special fiscal training event just for you so you can 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.

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

Upcoming Fall 2021 Sessions

Occurs every second Monday of the month.

The Fiscal Onboarding training sessions will take place on Microsoft Teams. We highly recommend you attend this short session to get your technology set up so you have a successful training experience. No registration needed.

Orientation to Microsoft Teams

August 9 from 11:00 am – 12:00 pm
To Attend: Click Here

September 13 from 11:00 am – 12:00 pm
To Attend: Click Here

October 11 from 11:00 am – 12:00 pm
To Attend: Click Here

November 8 from 11:00 am – 12:00 pm
To Attend: Click Here

Join this orientation session using the Zoom link above to learn:

  1. How to get Microsoft Teams set up on your computer https://teams.microsoft.com/downloads
  2. How to use and navigate Microsoft Teams during the training.
  3. How to use the video call and chat features in Microsoft Teams.
  4. How to access your participant OneNote notebook that contains all of your learning materials.

Financial Basics at the University of Florida (CFO110)

(Required pre-requisite for all Fiscal Onboarding sessions)

August 10 from 9:00 – 11:00 am.
Registration opens July 27 and closes August 6 at 9:00 am.
To Register: Click Here

September 14 from 9:00 – 11:00 am.
Registration opens August 31 and closes September 10 at 9:00 am.
To Register: Click Here

October 12 from 9:00 – 11:00 am.
Registration opens September 28 and closes October 8 at 9:00 am.
To Register: Click Here

November 9 from 9:00 – 11:00 am.
Registration opens October 26 and closes October 29 at 9:00 am.
To Register: Click Here

We strongly encourage you to join your colleagues who are new to their role and explore the important elements of fiscals concepts at the University of Florida. 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 any of the following activities 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 activities to ensure all questions and concerns are addressed and to guide participants through each scenario.

Topic Sessions (Third week of the month)

Registration links will be sent after you complete Financial Basics.

Payroll

Megan Burnsed, Brian KuhlKimberley 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.

Payroll (CFO118) – MondayAugust 16 from 10:30 am – 12:00 pm 
Registration opens on August 9 and closes on August 13 at noon.
To Register: Click Here

Payroll (CFO118) – Monday, October 18 from 10:30 am – 12:00 pm 
Registration opens on October 12 and closes on October 15 at noon.
To Register: Click Here

 

General Accounting

Dennis Nguyen, Grace McLaughlin, Patrice Lecomte, Kimberly Cruce 

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 an activities intended to familiarize new fiscal staff with ChartField.

General Accounting (CFO115) – Tuesday, August 17 from 1:00 – 2:30 pm 
Registration opens on August 9 and closes on August 13 at noon.
To Register: Click Here

General Accounting (CFO115) – Tuesday, October 19 from 10:00 – 11:30 am 
Registration opens on October 12 and closes on October 15 at noon.
To Register: Click Here

 

Pre-Award

Nate Rushing, Melissa Mullaney, Amber Hardie 

Sponsored Programs facilitates institutional approval for all proposal submissions, accepts and administers grant awards, and negotiates contracts and other research-related agreements on behalf of the University of Florida. Participants will have the opportunity to partake in two activities intended to familiarize new fiscal staff with proposal budgeting.

Pre-Award (CFO121) – WednesdayAugust 18 from 1:00 – 2:30 pm
Registration opens on August 9 and closes on August 13 at noon.
To Register: Click Here

Pre-Award (CFO121) – Wednesday, October 20 from 1:30 – 3:00 pm
Registration opens on October 12 and closes on October 15 at noon.
To Register: Click Here

 

Travel

Brent Wallen, Natalie Andreita 

The purpose of the University of Florida Travel Office is to provide direction for employees and others who undertake travel on behalf of the University. Participants will have the opportunity to partake in two activities intended to familiarize new fiscal staff with Travel Authorizations and Expense Reports.

Travel (CFO116)– Monday, September 20 from 1:00 pm – 2:30 pm 
Registration opens on August 9 and closes on August 13 at noon.
To Register: Click Here

Travel (CFO116)– Thursday, October 21 from 10:30 am – 12:00 pm 
Registration opens on October 12 and closes on October 15 at noon.
To Register: Click Here

 

Contracts & Grants

Nadia Bahadori (Brown), Robert Sessions

The purpose of the Contracts and Grants office is to provide post award financial services and support to faculty and unit administrators who manage or administer sponsored projects.  Participants will have the opportunity to partake in two activities intended to familiarize new fiscal staff with re-budgeting in UFIRST and monitoring in myinvestiGator.  

Contracts & Grants (CFO119)– Monday, September 20 from 10:00 – 11:30 am 
Registration opens on September 14 and closes on September 17 at noon.
To Register: Click Here

Contracts & Grants (CFO119)– Monday, November 15 from 10:00 – 11:30 am 
Registration opens on November 9 and closes on November 12 at noon.
To Register: Click Here

 

PCards

Theresa Loper, Chris (Contance) Williams, Johnny Mae DudleySamathers Richardson 

This session will provide information related to the use and reconciliation processes related to the UF PCard.  PCards are used to purchase low dollar supplies and services for university-related activities where UF pays the bill. There are specific guidelines for allowable purchases and the financial transaction approval process. Participants will have the opportunity to take part in two activities intended to familiarize new fiscal staff with the rules and regulations for PCards 

PCards (CFO120)– Tuesday, September 21 from 10:00 – 11:30 am 
Registration opens on September 14 and closes on September 17 at noon.
To Register: Click Here

PCards (CFO120)– Tuesday, November 16 from 10:00 – 11:00 am 
Registration opens on November 9 and closes on November 12 at noon.
To Register: Click Here

 

Banking & Merchant Services

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.  

Banking & Merchant Services (CFO117)– Wednesday, September 22 from 1:30 – 3:00 pm 
Registration opens on September 14 and closes on September 17 at noon.
To Register: Click Here

Banking & Merchant Services (CFO117)– Wednesday, November 17 from 1:30 – 3:00 pm 
Registration opens on November 9 and closes on November 12 at noon.
To Register: Click Here

 

Disbursements

Dianna Brook, Barbie Cromwell, Crystal Porchiazzo 

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 

Disbursements (CFO114)– Thursday, September 23 from 1:00 – 3:00 pm 
Registration opens on September 14 and closes on September 17 at noon.
To Register: Click Here

Disbursements (CFO114)– Thursday, November 18 from 1:30 – 3:00 pm 
Registration opens on November 9 and closes on November 12 at noon.
To Register: Click Here

 

For questions about the Fiscal Onboarding sessions, contact Gwynn Cadwallader, gcadwallader@ufl.edu.

For registration assistance, call 392-4626 or email training@ufl.edu.

Questions?

University Controller’s Office: (352) 392-1321

controller-office@ad.ufl.edu

Training & Organizational Development: (352) 392-4626

training@ufl.edu

Last Reviewed

07/31/2021: reviewed content