This required online course is designed for UF employees in supervisory roles (managers, deans, directors, department heads, VPs, etc.) Property which is removed from UF owned, leased, or used locations (as identified in the UF Space Tracking and Reporting System, STARS) must have the Off-Site Certification completed. The department could require property to be tracked besides the mandatory attractive property described above.

This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the questionWhat is allowed to be claimed in accordance with the UF Travel Directives?. Learn how to refer to the PCard Index, UF Directives and Procedures for Travel, and the Florida Statutes for Per Diem and Travel Expenses, to help you remain in compliance with rules for using a UF PCard for Travel. This course will also cover the types of fraud that occur most frequently at UF and outline the strategies for preventing, detecting, and reporting fraud. Take pictures with the app to add and update the property record. This workshop is designed for departmental representatives who perform accounts payable duties.

This session focuses on a key workplace skill identifying and achieving the desired results of your work. This course is intended for anyone with tier 1, 2, or 3 fiscal responsibility. The overall objective of this workshop is to ensure UF employees with fiscal responsibilities understand how funding sources can be used when completing financial transactions.

This class qualifies for CPE credit for Florida CPAs. Ensure asset receives a decal within 30 days of the receipt of the property (below is an example of an attractive property decal). Topics covered include elements of a good quote, dollar thresholds where quotes and public solicitations are required, and tips for working within the system(s) and rules. Required for payroll processors and department administrators to obtain the UF_TL_DEPT_PROCESSOR role and recommended for all UF supervisors and managers, this interactive session reviews leave policy and practices. Finally, well explore a variety of case studies and practical examples.

a pZs4vCc`. This course will introduce you to ChartFields, the backbone of the University of Floridas accounting structure. This session covers key concepts related to effort reporting as well as cost principles for Principal Investigators and key personnel participating in sponsored programs. These best practices are focused on allocating and assigning appropriate costs correctly the first time and reviewing sponsored project transactions in order to identify any costs that might be placed incorrectly or require follow-up. In this session we will consider how critical thinking, along with self-awareness and understanding of the mental shortcuts we often, and unknowingly, take can be integrated into a process to help cultivate good judgment.

This highly interactive course also covers the types of fraud that occur most frequently at UF and outlines strategies for preventing, detecting, and reporting fraud. This course is required to obtain and retain the UF_N_BP_COLLEGE_PLANNER role. Division of Sponsored Research: (352) 392-9174, University of Florida This course is ideal for individuals interested in human resources, serving in supervisory positions, or interested in becoming a supervisor.

The University of Florida is a complex place with various funding sources. For anyone who interacts with the myUFL Time and Labor module and/or manages time-worked and leave, this session is for you! This directive establishes the proper methods of acquiring, decaling, and maintaining attractive property. Attractive Property is property that costs less than $5,000 and is not a capital asset. The University or the department should track the property due to various reasons, including: Attractive property that is required to be tracked must be recorded in myAssets. Please note, the Excel elective grouping will no longer count towards the Pro 3 Fiscal certification. University of Florida

2 CFR 200 is a foundational document for determining the appropriateness of costs charged to federal grants. responsible for approving time and leave and to obtain the UF_TL_DEPT_APPROVER role. The tools presented here will enable you to see yourself and your world through someone elses eyesand that can go a long way toward increasing communication effectiveness! Also available as an on-demand online course through myTraining. Departments are responsible for verifying the completion of off-site certifications by their employees of attractive property and capital assets.

[y D4eRsm([Ea2h5l[1UqQhB]%\%LeH Please reference the sample of an Attractive Property Directivefor more information. Annual off-site certifications are required starting July 1st and are due no later than September 30th. This session provides a deep dive into the most important aspects related to effort, including effort commitments and cost sharing. The course will define fraud, discuss the different types, and differentiate between theft and fraud. Other topics include time-worked rules, reporting time in myUFL, using Time and Labor tools, managing exceptions, and approving time. In this session, you will learn to: This course provides a practical introduction and guide to fair and legal employment practices at UF.

Topics covered include elements of a good quote, dollar levels for verbal and written quotes, definitions of public solicitations, and tips for working with the UF Purchasing Department. Learn the basics of using the Enterprise Analytics platform including navigation of the interface, opening a report, changing the homepage, and scheduling a report.

The course should take approximately 20 minutes to complete. Please keep in mind the following guidelines for elective credit: Procurement 101 is an introduction and overview of purchasing best practices, along with the policies, regulations and statutes in place at UF. This session provides a comprehensive overview of Effort Reporting and its related business processes.

Enterprise Analytics introduces users to ways to create, enhance, customize, and manage reports and charts using Cognos Analytics Reporting.

[this is not subcontracts for Contracts & Grants]. Record the date of scan and user who scanned the barcode. The Department Contact will ensure that these items are: Individuals are notified electronically, via email, with a request to complete the online form, The Off-Site Certification must be completed by the property user, The property user certifies the propertys current location and that it is still used for UF business purposes, The certification is completed annually for all UF property that is not located at a UF owned, leased, or used location, If the property is being used by a Non-UF Employee, the property user will complete a Non-UF Employee Certification online, which outlines the users responsibilities while the UF item is in the users possession and fulfills the annual inventory requirements for the item, If the property user has a current e-mail address in the UF directory an e-mail will be sent notifying the user that the item is ready for certification, If the user does not receive the e-mail or the e-mail gets deleted, it can be accessed directlyin myAssets, The Non-UF Employee Certification only needs to be completed once a year if the user is regularly traveling with a specific piece of equipment. Whether the item is mandatory attractive property or department-designated attractive property, it will have a white decal.

myInventory app can be downloaded by anyone with the Property Custodian, Departmental Contact, IT Contact, or Scanner role in myAssets. Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. RSH200 Effort Reporting is included as part of the third track (Academic Department Support) of the Pro3Series.

Learn how to transfer budget monies using either budget transfer or upload budget transfer processes. This role will allow access to complete all needed Commitment Accounting actions.

Information for fiscal employees, including quick guides, recommended training classes and upcoming finance training courses. Equipment Use Fee Equipment Management Policy, International Traffic in Arms Regulations, UF Space Tracking and Reporting System, STARS, University of Florida Basic myUFL Accounts Receivable TerminologyDesigned for employees who must deposit revenue without tracking customer information, this certified hands-on class will cover: In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking and posting. In this session, participants will learn how to record a deposit and create the accounting entry in the myUFL system. Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. Participants will learn about allowable expenditures for each funding source and have a chance to practice applying the rules to ensure uniform and consistent application of associated directives. Learn about purchase limits, precautions for card use on the Internet, receipt requirements, what constitutes misuse, and how PCards are paid and charges processed.

This course introduces resources on campus and tips for getting your security roles. This is a follow-up session to Intro to Purchasing in myUF Market. This workshop is required for the UF_AP_VOUCHER_PROCESSOR role. Gainesville, FL 32611 (352) 392-3261. Start a surplus pickup request of all capital assets and attractive property to be submitted by the Department Contact for approval by the Property Custodian. This class qualifies for CPE credit for Florida CPAs. Participants will be introduced to an internal control framework and study the key concepts together with a series of questionnaires that will guide them in performing unit-based internal control self-assessments.

Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations.

In this class we introduce reports, tools, directives and recommendations for management of financial activities at the departmental level. This workshop is designed for departmental representatives that perform travel-related duties.

), and other relevant university relationships, including the University Board of Trustees and Board of Governors. This workshop is designed to increase institutional awareness so that employees at the University of Florida may be more effective in their jobs as they navigate the complexities of our large university and serve as resources for others.

This course introduces how budgeting works at UF. This is not a how to workshop. This course requires approximately 40 minutes to complete. The Marketplace is a combination of myUF Market and myUF Payment Solutions. This role will expire 90 days after receipt. This workshop is for decision makers, requisition initiators and department approvers who need to buy goods and services using requisitions and purchase orders. (352) 392-3261, Controller's Office Center for Excellence, Explain the differences between assets and property, Identify the different decals UF uses to identify and track department assets and attractive items, Summarize the responsibilities different individuals/groups have for managing and tracking property, Explain the importance of identifying and tracking property, Outline procedures for managing and tracking property, Determine what surplus property is, locate and use the UF Surplus Warehouse, and describe how users are authorized, List some resources they can access for assistance with property management, How to enter Credit Card and EFT Deposits. Other key resources and facts about the university also are introduced.

When a department is relocating an asset to an off-site location, or an item is intermittently traveling, the department must complete an Off-site Certification Form in myAssets before the equipment is removed from campus. To properly maintain, safeguard, and care for attractive property, the department must: Linked are instructions on relocating, transferring, disposing, and inventorying attractive property.

To continue processing Commitment Accounting actions, complete PST986 Commitment Accounting Advanced prior to the 90-day expiration. As soon as an item is identified as being a 600 series item, the Division of Research Compliance and Global Support will be contacted. Division of Research Compliance and Global Support will assist the department in developing any needed security measures. The course also discusses inventory policy and explains workflow of requests to department approvers and Asset Management for final approval and processing in myUFL. In this course, participants will complete an overview of the myAssets property system, designed for departmental property custodians and contacts to control their department inventory. This includes decaling, identifying, annual inventorying, transferring, disposing of attractive property, and keeping the department up-to-date with attractive property policies.The property custodian will identify Departmental Contacts who will be delegated daily tasks. Gainesville, FL 32611 (Learn more about LinkedIn Learning here.). Learn how to audit purchases to ensure compliance with UF PCard Policy, and learn the steps for maintaining PCard supporting documentation for vouchers and using the PCard Paid Charges Aging Report. Designed for employees who must deposit revenue without tracking customer information, this certified hands-on class will cover: This hands-on session is for individuals who create requisitions and receive assets for their department. This course covers key PCard Policies and procedures for carrying and using a UF purchasing card, identifying ways of protecting your PCard, procedures for lost or stolen PCards, and cardholders transfer or termination. Designed for departmental staff responsible for their departments employee labor charges and cost reallocations. This workshop offers guidelines for understanding and adjusting to the differences in people, through observation of their behavior. Scanner role Enables UF employee ONLY the ability to download the myInventory app on an Apple device. The class also shows how to cancel purchase order lines and close purchase orders.

In this interactive session participants will learn the manual journal entry process within myUFL, including when a manual journal entry is required, types of manual journal entries, the key steps for entering and editing journal entries, common errors, and how to search or correct posted journals. If assistance is needed determining if an item is controlled by the International Traffic in Arms Regulations (ITAR) or a 600 series item, contact Asset Management at property@admin.ufl.edu for assistance. Designed for payroll processors, department administrators, and supervisors, this session provides an in-depth review of UF leave policy and facilitates a better understanding or FMLA and extended leaves of absence. This content covers key PCard Policies and procedures for carrying and using this type of UF purchasing card, such as policy for hotels, rental cars, airfare, gasoline, conference registrations and travel-related purchases. Please note, although this is a list of recommended training for fiscal staff, ultimately the training will depend on your role and should be discussed with your supervisor prior to attending classes or requesting associated security roles. (352) 392-3261, https://wiki.businessaffairs.ufl.edu:8443/display/BHD/myInventory+App, Departmental Online Shopping and Equipment Request Website, Obtaining or Transferring a License Plate or Title for a University Vehicle, Transfer (Receive) Property from UF Surplus. All UF departments. It is the Property Custodians responsibility to identify and safeguard all attractive property owned by their departments. Users will view demonstrations and work through scenarios that illustrate key introductory concepts while exploring the basics of the Reporting tool. Available as an on-demand online course through myTraining. In this interactive course, you will learn how to process a voucher, gain voucher approval, obtain payment, sign up for exceptions notifications and identify budget errors. This course will enable you to develop a basic understanding of the accounting structure, system, and concepts used to manage the financial transactions and flow of money at the university. This course folds in the most pertinent laws and policies involving basic human resource practices and impacting our employees. The 600 series is a list of items maintained by the Department of Commerce. The 600 series items are also known as the Commerce Munitions List. The myUF Marketplace will provide a user-friendly, streamlined way for departments to purchase and pay for goods and services. This workshop will introduce UFs sources of funds along with the accompanying rules, or directives, that govern how each type of monies may be spent. Learn the responsibilities of the departmental verifier/approver and the steps for verifying/approving PCard transactions in myUFL. This course is designed to provide all UF employees with basic knowledge of how to identify and responsibly manage capital assets and attractive property at the University of Florida. This class qualifies for CPE credit for Florida CPAs.

Learn how to refer to the PCard Index, the UF Directives and Procedures, and the Florida Statutes for guidance in compliance to PCard policies. Asset Management recommends iPhone 6s or later because of the camera quality but the myInventory app works on Apple devices (iPhone, iPad, iPod) running iOS 11.3 or later. Please note, the Budget Development Competency Reporting elective course grouping will no longer be offered. This would include cars, trucks, trailers, boats, ATVs, and golf carts costing under $5,000.

Along with a brief review of upgrade related procedures, participants will review: Protecting our customers credit and debit card information is a priority at the University of Florida. For training regarding this competency, please visit linkedin.com/learning. Topics include an overview of the new analytics toolset; how to create, modify, and save a customized dashboard; and setting your dashboard as a home page.

Designed for departmental staff who handle travel in their areas, this workshop introduces travel and expense processes. This online course provides information about the myUF Marketplace system. Also included is how to do change orders to increase, decrease or make changes to your purchase order and how to resend it to the supplier. It also provides step-by-step guidance for using the online FAR and managing sponsored research commitments. This course also introduces dashboarding and interacting with your data through sorting and filtering techniques. See T&OD schedule for dates, times and locations of Business Communication workshops.