Staff Support Operations Guide

Select One of the following Topics:

Accounts Payable/Disbursements [Return to Top]

  • Purchasing Card Journal Vouchers
  • Account Codes and Examples
  • Commodity Codes and Examples
  • Honorariums
  • Student Prizes and Awards
  • Travel 
    • Forms
    • Procedures
    • Policy – See Travel Guide
  • Direct Payments
    • What is Direct Payment
    • When to use Direct Payment
    • Examples


BANNER [Return to Top]

  • How to Use BANNER
    • How to Read BANNER Paper Reports
    • Form Names and Descriptions
    • How to Navigate on BANNER
  • BANNER Overview – Screen Pages
    • Form Names, Acronyms and Purpose
  • BANNER-Finance
    • Forms Available
    • When and How to Use Forms
  • BANNER-Students
    • Forms Available
    • When and How to Use Forms

 

BUDGET [Return to Top]

  • Transfer of Funds
    • Why Funds are Transferred
    • How Funds are Transferred
  • Direct Input of Data
  • Forecasting
  • CM Format and Reconciliation to Traditional Net
    • Examples
  • Budget Timetables
  • Budget Forms
    • Spreadsheet Forms
    • Printed Forms
    • BANNER Screen Forms
    • Relation to Printed Reports – GUI Forms
    • Submission of Forms
    • Collection for Payroll
  • How to Read Paper Reports

 
CONTRACTS AND GRANTS [Return to Top]

  • Contract Information Office
    • Contacts And Jobs
    • Who Do You Contact With Questions?
  • Sub Contracts
  • Consultants
  • Distinguishing Between Research Gifts and Contracts/Grants
  • Determine Impact On Overall Budget
  • Overhead Rules For Different Sponsors
  • Budgets
    • Help with Building Budgets/Checklist
    • On line Budget template for proposals
    • Research Budget Preparation 
    • Define “Cost Sharing” Differences
    • Real Cost Share Detail on Budget
  • Student Summer Support Guidelines
  • Patents and Intellectual Property (Chuck Rancourt)
    • Patents
    • Service Marks
    • Trademarks

HUMAN RESOURCES [Return to Top]

  • Personnel
    • Affirmative Action Hiring
    • Procedures For Hiring Faculty And Staff
    • Checklist For Personnel-Parking-Benefits Processing
    • Safety Training
    • Independent Contractor/Vendor vs Employee
  • HR Forms
    • Form  Names and Descriptions 
    • When and How To Use HR Forms
    • Fringe Benefits
    • Tuition
    • Leave Time
    • Vacation
  • Faculty Hires – Provost’s Office
    • Hours
    • P&T


PAYROLL [Return to Top]

  • Student Bi-Weekly Payroll
    • Student Payroll Pay Schedule
    • Forms To Pay Student
    • Appropriate Accounting Codes
    • Graduate Financial Authorizations
    • Rate Calculation
    • Immigration, Alien Tax Information
    • International Students
    • VISA - Obtaining
  • Staff  Payroll
    • Non Exempt (Bi-Weekly)
      • Salary Calculations (Full Time)
      • Salary Calculations ( Part Time)
      • Timetable and Forms
    • Exempt (Semi-Monthly)
      • Yearly Salary Calculations (Full Time)
      • Salary Calculations ( Part Time)
      • Supplemental Calculations
      • Forms Timetable
      • Forms Processing Turnaround Times      
    • Faculty Payroll (Semi-Monthly)
  • Salary Calculations (Full Time)
    • Salary Calculations ( Part Time)
    • Timetable and Forms
    • Direct Deposit Procedure
  • Contact Names and Numbers
    • Exempt
    • Non-exempt
    • Students
  • Labor Verification Requirements
    • Who must be verified
    • How to verify
  • Payroll Corrections
    • Approx. Time Between completion of Form and Receipt of Check
    • Checking for Appropriate Signature
  • Direct Data Input
  • Work-Study Students
    • Financial Aid 


PURCHASING/DISBURSEMENTS [Return to Top]

  • Instructions For On Line Purchasing
    • How to obtain password, etc.
    • On-Line Commodity Codes with easier access to vendor ID
  • Account Codes and Examples
  • Commodity Codes and Examples
  • Approval Signature Changes
  • Forms Needed to end a purchase
  • Procedures for contract renewal 
  • Explanations of Capital Equipment Vs. Components
  • Travel/Purchase Credit Cards
    • How to Apply for Purchase Credit Card
    • How to Apply for Travel Credit Card
    • What You Can’t Buy With Credit Cards
    • Credit Card Reconciliation Database
    • Rules For Credit Card Purchase  (Regulatory Restrictions)
  • Travel Policy (See Travel Guide)
  • How to Prepare Paperwork to Reconcile Statements, Vouchers, etc.
  • Purchase Requests
    • A/Rs - Purchases over $10,000
  • Advertising


GIFTS RECEIVABLES [Return to Top

  • How Gift Fund Types Are Determined
    • Account Creation 
    • Assignment Of Fund Numbers
    • Determining Overhead to be Charged
  • Procedure to Follow For Receiving Gifts In-kind
  • How To Verify Gift is Posted
  • Processing Gift Forms
    • Procedures
    • Gift Check Process
    • How to Request Account For Monetary Gifts From Corporate Donors
    • Procedure For Doing Paperwork For Checks Received for Research Fellowships, etc.
  • Gift Processing Forms


RESEARCH [Return to Top

  • How Research Funds Impact Total Budget (refer to section 2.6)
  • On-Line Budget Preparation Forms – Contracts and Grants
    • Assignment of Fund Numbers
    • Account Creation Fund
  • Allowable Expenses Chargeable Against Research Accounts
  • Research Funds Involved On All Levels 
    • Procedures
    • Undergraduate Research Projects
  • Reporting
    • Sponsor Financed
    • Technical Reports
    • BANNER Reports
  • Overhead Rules
    • Rules for Variable OH Rates
    • Determination of Items That Do Not Get Charged Overhead
    • Sub Contracts
    • Gift Surcharge
    • Overhead (Admin Surcharge) Rates for Research and Non Research Gifts
    • Process for Waiver of Surcharge
  • Overhead Incentive 
  • Journal Vouchers/FTR 
  • Forms 
    • How To Fill Out
    • When/How to Use
  • Over Expended Funds
  • Fund Close Out


 

APPENDIX: FORMS [Return to Top]