Business Travel at the University of Florida and be very complex due to the overwhelming amount of rules and guidelines that must be followed. 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. Learn about requisition and purchase order approval workflow. The course will define fraud, discuss the different types, and talk about why people commit fraud. The class also discusses steps to resolve purchase disputes as well as PCard voucher reports.

This course covers which expenses are allowable and non-allowable on the PCard and how to identify fund-conditional purchases. 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. This workshop is designed for departmental representatives who perform accounts payable duties. This class is for UF staff and faculty who need to purchase services. The course will define fraud, discuss the different types, and differentiate between theft and fraud. Asset Management requires the use of myAssets to identify and track all attractive property because myAssets is fully integrated with departmental contacts, UF locations, off-site certifications, e-mail notifications, and surplus pick-ups. 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?. This class qualifies for CPE credit for Florida CPAs. The course shows how to obtain a listing of department assets and submit property status change requests to Asset Management, including updating property, completing inventory, creating reports of survey, and requesting surplus equipment pickup. Scanner role Enables UF employee ONLY the ability to download the myInventory app on an Apple device.

This workshop is required for the UF_GL_END_USER, UF_AP_VOUCHER_PROCESSOR and UF_AR_CASHIER roles. Examples could be cameras, computer peripherals, musical instruments, lab equipment, medical equipment, and equipment to be loaned out to other departments. 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 course introduces the myUF Marketplace to employees designated as Requestors. Record the date of scan and user who scanned the barcode.

This workshop offers guidelines for understanding and adjusting to the differences in people, through observation of their behavior. The adoption of the Marketplace represents UFs ongoing commitment to initiatives that strategically reduce costs without sacrificing quality. You will develop a basic understanding of the accounting structure, system and concepts used to manage the financial transactions and flow of money at the University.

The Marketplace is a combination of myUF Market and myUF Payment Solutions.

responsible for approving time and leave and to obtain the UF_TL_DEPT_APPROVER role. This interactive session covers UFs approach to budgeting in myUFL. 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. In this session, participants will learn more advanced Commitment Accounting concepts and actions involving Department Budget Tables USA such as: This workshop is required to obtain the permanent UF_KA_DEPT_BUDGETING_ADMIN security role. This class qualifies for CPE credit for Florida CPAs.

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. 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. Please review the Capital and Attractive Livestock Directive for information. PST986 Commitment Accounting Advanced must be completed within 90 days of obtaining the UF_KA_DEPT_BUDGETING_TRAINEE role.

Learn how to transfer budget monies using either budget transfer or upload budget transfer processes. This course introduces resources on campus and tips for getting your security roles.

Enterprise Analytics introduces users to the reporting dashboard through videos and interactive tutorials using IBM Cognos Analytics. The Off-site certification will be required annually as long as the item is located off-site campus or continues to travel. Division of Sponsored Research: (352) 392-9174, University of Florida 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. Please note, the Excel elective grouping will no longer count towards the Pro 3 Fiscal certification. Please reference the sample of an Attractive Property Directivefor more information. Gainesville, FL 32611 myInventory app can be downloaded by anyone with the Property Custodian, Departmental Contact, IT Contact, or Scanner role in myAssets. After completing this course, participants will be able to: This interactive session covers UFs approach to budgeting in myUFL. This class qualifies for CPE credit for Florida CPAs. 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! See T&OD schedule for dates, times and locations of Business Communication workshops. The Board of Governors and governmental regulations require the University of Florida to document the location of property, and this directive ensures the proper accounting of capital assets and attractive property. Please note that this online class is required for those employees designated Requestors, however, it is recommended for Financial Approvers and Shoppers. 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. University Controllers Office: (352) 392-1321, University of Florida

Upload scans by Wi-Fi or cellular connectivity. Security roles associated with PST083: UF_N_MKT_FINANCIAL_APPROVER&UF_N_MKT_REQUESTOR. 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. Commitment Control is an accounting methodology that identifies and reserves (or commits) funds for future payment obligations. Learn about purchase limits, precautions for card use on the Internet, receipt requirements, what constitutes misuse, and how PCards are paid and charges processed. For comprehensive Sponsored Projects training visit: https://learn-and-grow.hr.ufl.edu/toolkits-resource-center/sponsored-programs/. Gainesville, FL 32611 This course also introduces dashboarding and interacting with your data through sorting and filtering techniques. 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. Available as an on-demand online course through myTraining. To continue processing Commitment Accounting actions, complete PST986 Commitment Accounting Advanced prior to the 90-day expiration. It also explains the need for consistent treatment of direct and indirect costs. This session provides a comprehensive overview of Effort Reporting and its related business processes. Participants will learn about the budgeting model, budget terminology, and the budget timeline, as well as examples from myUFL. This course is intended for anyone with tier 1, 2, or 3 fiscal responsibility.

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. For classes where both in-person and online are offered, we highly recommend that you take the in-person version.

Departments are responsible for verifying the completion of off-site certifications by their employees of attractive property and capital assets. Enterprise Analytics introduces users to ways to create, enhance, customize, and manage reports and charts using Cognos Analytics Reporting. 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. The course discusses what constitutes PCard misuse for both cardholder and verifiers/approvers, and what constitutes fraud. [this is not subcontracts for Contracts & Grants]. Other topics include time-worked rules, reporting time in myUFL, using Time and Labor tools, managing exceptions, and approving time. This interactive session is designed for those who handle, manage and/or deposit cash/checks at UF, and covers UFs cash/check handling control requirements, including why these controls are so important. 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.

This training is required for all myUF Marketplace users as a result of the elimination of the UFF-PA form. This class features discussion of case studies and time for group questions and answers. 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. PST073 walks you through instruction guides and resources available to refer to when you are in the moment at your desk completing a purchase in myUF Marketplace on behalf of your department.

This course will introduce you to ChartFields, the backbone of the University of Floridas accounting structure. (Learn more about LinkedIn Learning here.). 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. Departments are responsible for following the requirements set forth in the Equipment Use Fee Equipment Management Policy for all items purchased using Equipment Use fees. Participants will learn about the core offices, how to find your DSA, and where to go for additional training.

This workshop is designed for departmental representatives that perform travel-related duties. The in-person training class offers the opportunity for interaction, questions, and additional discussions that are not possible online. a pZs4vCc`. You will also learn how to complete an Encumbered Voucher, Unencumbered Voucher (Payment Authorization), and Expense to Expense Voucher (Inter-Departmental Expense Refund). Controller's Office Center for Excellence.

Can you imagine the ways this might benefit you in your career, your day-to-day dealings with people, and in your personal relationships? 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.

This course discusses some of the most important management practices for sponsored projects. This session provides a deep dive into the most important aspects related to effort, including effort commitments and cost sharing. To ensure we are responsible stewards, we identify and track property to minimize risk due to theft or loss, meet regulatory compliance standards, maximize property usage, and support UFs sustainability efforts. 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?. 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. Mobile computing and storage devices may contain sensitive information. Tracking this device with sensitive information help meet requirements by HIPAA, FERPA, HITECH, and Export Control. Examples of mobile computing devices are laptops, notebooks, netbooks, tablets, and smart phones. The complete list of mobile computing devices directives can be found on the UFIT website. 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. In this class, we introduce reports, tools, directives, and recommendations for management of financial activities at the departmental level.

This online course provides information about the myUF Marketplace system. It includes coverage of the budget cycle, how to manage Budget Preparation and All Funds Budgets, using View Forms, Calculating and Allocating Compensation Budgets, and using Smart View. These items have a military application but are considered less sensitive than items on the United States Munitions List. Any equipment item on this list must be identified as a 600 Series item in UFs property records or a departmental list of Attractive items. 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. This course will cover the steps UF budget personnel must complete within the new UF Hyperion Budgeting application to manage budget planning and submission for each fiscal year. Annual off-site certifications are required starting July 1st and are due no later than September 30th. 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 requires approximately 40 minutes to complete. This online course provides information about the myUF Marketplace system. Learn how to refer to the PCard Index, the UF Directives and Procedures, and the Florida Statutes for guidance in compliance to PCard policies. [y D4eRsm([Ea2h5l[1UqQhB]%\%LeH 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. Clarity + Compliance = Good Stewardship! In this session, participants will review how to complete Department Budget Table transactions. Leave Policy is part of the Pro3 HR/Payroll track. 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.

Learn how to search for items in the Marketplaces 35 UF negotiated-price catalogs, how to create a cart for goods and services with other suppliers; how to add Ship To, Bill To, ChartFields and other required fields, how to assign a cart to a requestor, and submit an order.