The forms, checklists, and documents on the pages listed below are provided by units across campus as examples of best practices. Take a look and feel free to contact any of the departments for more information on how they use these documents. 

Please contact us if you have any best practices documents you would like to share.

  • Employee Onboarding: Processes and checklists for integrating new employees into a department.
  • Financial Processes: Account Reconciliation, Organization Review, Operational Advances, etc.
  • Travel: Checklists and forms to manage the steps involved in processing travel.

 

 Employee Onboarding
Document Description Contact

Getting Started: The Basics (doc)

New Employee Outline of Responsibilities and Expectations (doc)

These documents are used by Eller's Financial Management unit both to manage the details of getting a new employee up and running and to start integrating the employee into Eller's culture. Jean Vock
Assistant Dean of Finance
Eller College of Management

New Employee Checklist (docx) - updated Septmeber 10, 2014

New Student Employee Checklist (docx)

Much like the documents from Eller College, these documents are used by UITS's Financial Management Services unit to manage the varied tasks of dealing with new employees. Monica Tacconi
Senior Program Coordinator
University Information Technology Services

UITS Employee Information

Information for UITS employees new to the U

A series of internal webpages is now available for both new hires and current staff. UITS’s business office uses these resources to make the on boarding process smoother. Monica Tacconi
Senior Program Coordinator
University Information Technology Services
   

Financial Processes (return to top)
Document Description Contact

Moving Expense worksheet (xlsx)

This document is utilized by Accounts Payable Specialists to assist with evaluating reimbursements for moving expenses on behalf of new University Employees offered a moving allowance/expense. This spreadsheet assists AP in determining qualified vs. non-qualified moving expenses that will be reflected on the new employees paycheck. The spreadsheet is included in the reimbursement packet upon finalization of the reimbursement. Denise Blum Accounts Payable
Accounts Receivable Operations Coordinator
Financial Services Office

Month End Reconciliation Checklist (xlsx)

This document helps departments manage account reconciliation. Catherine Zavala
Information Technology Trainer
UITS Workshops & Training Team

Organization Review Best Practices

This presentation covers best practices for creating Organization Reviews within UAccess Financials. 

Amy McClure
Manager, Budgets-Financial Analysis

Mary Durham-Pflibsen
Analyst, Budget and Financial
Eller College of Management

Object Code Quick Reference (pdf)

Object Code Quick Reference (docx)

This document gives FSO Administration an easily printed document to reference when searching for object codes.  Ada Korhonen,
Assistant Director, Administration
Financial Services Office

Department Sub Accounts and Reporting Codes Structure

Sub Account vs Reporting Code Relationships Checklist

Sub Account and Reporting Code Relationships Checklist Reference

Sub-Accounts and Financial Reporting Codes are features of UAccess Financials that departments can customize to suit their accounting needs. These documents provide guidance on the how sub-accounts and reporting codes relate to each other and your department structure. Ron Roberts,
Business Manager, Senior
Campus Recreation
   

 

Travel (return to top)
Document Description Contact

Travel Template

This spreadsheet allows you to track all information related to one travel instance in one document. Deb Evano
Administrative Associate
Strategic Alternative Learning Techniques Center (SALT)

Travel Checklist 

This spreadsheet is used by FSO Administration to track travelers and ensure all the necessary steps are completed.

Ada Korhonen,
Assistant Director, Administration
Financial Services Office

Travel Reimbursement Information Sheet

This worksheet  is given to FSO travelers to track per diem and mileage reimbursements. Ada Korhonen,
Assistant Director, Administration
Financial Services Office

AZPM Template for Travel Expenses
(xlsx)

AZPM Travel PRE Trip Info Documentation (docx)

These documents are used by Arizona Public Media to achieve compliance with travel expenses.  Lisa Coons
Accountant, Principal
Arizona Public Media