Learn about the colleges’ fiscal policy, training and process and find links to various forms and resource websites.
Visit the Get Help page to submit receipts, requests, and other inquiries.
Visit Confluence for the most up to date Fiscal Assignments and meeting links.
Resources
UCBO Fiscal Resources
- Office Hours: Thursdays at 9 a.m. (Holidays and Closures may affect schedule, check Confluence for changes)
- Youtube: Demos and policies trainings in video format
- Infographic Library: Infographics for Professional Employees
- Fiscal Training: All trainings related to UCBO Fiscal Policies and Procedure
- Fiscal Onboarding: For new employees, any employees needing refreshers, and employees applying for credit cards
Onboarding and Separation
Fiscal Checklist for onboarding and separation
Visit the HR page regarding employee onboarding and separations HR checklist.
Onboarding
- Supervisor of new employee should submit a Business System Account Form via the UCBO Forms website
- If the new employee has any purchasing responsibilities, they will be required to take the Fiscal Policy and Procedure training. Please reach out to our team for training schedules and more details.
Separation
- Any employee who has a university credit card is required to turn in all receipts and documentation at least two weeks prior to their departure.
- If the employee has a university credit card, they will need to shred the physical card before departure.
Policy
Information and links on relevant policies.
Campus Entertainment Policy
Policy considerations for different types of campus entertainment events.
Confluence page: Campus Entertainment Policy
Cash Handling
Cash handler considerations, training requirements, and standardized procedures for the Undergraduate Colleges
- Cash handling refers to the acceptance or distribution of cash or cash equivalents (checks, money orders, credit cards, gift cards, Triton Cash, reimbursements, and paychecks) and the reconciliation of this “cash” including deposits.
- Any employee who is a cash handler is required to take both the UC Learning Training and internal UCBO training.
- Cash handling partners must be employees who 1) do not have supervisory relationships and 2) are cash trained.
Confluence page: Cash Handling
Gift Prizes and Awards
University policies regarding, Scholarships, Giveaways, Employee Recognition (includes volunteer and panel recognition info), Gift Cards, Student Prizes, Gifts & Awards.
Confluence page: Gift Prizes and Awards
Purchasing Methods
More information on procedures and policies for Purchase Orders (PO), Credit Cards, Performance Agreements (PA), registering for PaymentWorks, Oracle Shopping, Reimbursements, Recharges, and Honoraria.
Confluence page: Purchasing Methods
Travel
Vist Confluence for more information about travel procedure
Confluence page: Travel