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 Spring 2022 Sessions
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
February 21 from 11:00 am – 12:00 pm
To Attend: Click Here
April 11 from 11:00 am – 12:00 pm
To Attend: Click Here
May 9 from 11:00 am – 12:00 pm
To Attend: Click Here
Join this orientation session using the Zoom link above to learn:
- 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/
- How to use and navigate Microsoft Teams during the training.
- How to use the video call and chat features in Microsoft Teams.
- 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)
February 22 9:00 – 11:00 am
Registration opens February 8 and closes February 18 at 9:00 am.
To Register: Click Here
April 12 from 9:00 – 11:00 am
Registration opens March 29 and closes April 8 at 9:00 am.
To Register: Click Here
May 10 from 9:00 – 11:00 am
Registration opens April 26 and closes May 6 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
Registration links will be sent after you complete Financial Basics.
Contracts & Grants
Lauren White, 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)– Tuesday, March 8 from 1:00 – 2:30 pm
Registration closes on March 4 at noon.
To Register: Click Here
Cost Analysis
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.
Cost Analysis (CFO122)– Wednesday, March 9 from 1:00 pm – 2:30 pm
Registration closes on March 4 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)– Monday, March 14 from 10:00 – 11:30 am
Registration closes on March 11 at noon.
To Register: Click Here
PCards
Theresa Loper, Chris (Contance) Williams, Johnny Mae Dudley, Samathers 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, March 15 from 10:00 – 11:30 am
Registration closes on March 11 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) – Wednesday, March 16 from 1:00 – 2:30 pm
Registration closes on March 11 at noon.
To Register: Click Here
Procurement
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.
Procurement (CFO123) – Monday, May 16 from 10:00 – 11:30 am
Registration closes on May 13 at noon.
To Register: Click Here
General Accounting
Dennis Nguyen, 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, May 17 from 1:30 – 3:00 pm
Registration closes on May 13 at noon.
To Register: Click Here
Payroll
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.
Payroll (CFO118) – Wednesday, May 18 from 10:00 – 11:30 am
Registration closes on May 13 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, May 19 from 1:00 – 3:00 pm
Registration closes on May 13 at noon.
To Register: Click Here
For questions about the Fiscal Onboarding sessions, contact Dianne Matheis, d.matheis@ufl.edu.
For registration assistance, call 392-4626 or email training@ufl.edu.
Questions?
University Controller’s Office: (352) 392-1321
Training & Organizational Development: (352) 392-4626
Last Reviewed
12/31/2021: reviewed content