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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 Dates

Important: Technology Orientation for Fiscal Onboarding

Date: September 8 from 11:00am to 12:00pm
Location: Zoom https://ufl.zoom.us/j/91240165754?pwd=WTM3aCsyNlI5MGlabHRDRXpDaUR6dz09
Meeting ID: 912 4016 5754
Passcode: 288538

We highly recommend you attend this short session to get your technology set-up. This way you will have a successful training experience. No registration needed.

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
    • Additional resources can be found here. https://it.ufl.edu/teams/
    • The regular Fiscal Onboarding training sessions will take place into Microsoft Teams.
  2. How to use and navigate around inside 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

(Required pre-requisite for all Fiscal Onboarding sessions)

Date: September 9 from 9:00am to 11:00am
Location: In Microsoft Teams
Once you have completed Financial Basics at the University of Florida, you will be able to register for topic sessions that apply to your current job duties.

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 (the week of September 14-18)

Registration links will be sent after you complete Financial Basics.

Topic Sessions (2 hours)

Travel – Sept. 14 at 9:30am or at 2:30pm

Brent Wallen, Tammy Frost, John Murrhee

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.

Pre-Award – Sept. 15 at 1:30pm

Amber Hardie, Nate Rushing, Melissa Mullaney

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.

Payroll Services – Sept. 17 at 1:30pm

Scott Easton, Kimberley Alderson, Linda Smith 

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.

General Accounting and Financial Reporting – Sept. 18 at 9:30am

Dennis Nguyen, Grace Williams (Patrice Lecomte) 

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.

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

07/31/2020: reviewed content