Activities by Category

• Budget
• Department Financial Reports
• Contracts, Procurement & Risk Mgmt.
• Equipment
• Managing Department Finances
• Open Forum Presentations
• Payroll
• Security
• Travel

Budget

Activity
Benefit Rates
Budget Transfer Form / Budget Transfer Information
Campus Sources and Uses Information
College Based Fees
Lottery Fund Budget Allocation
Payroll Reports Printing Problem
Year End Deadlines Memo

Contracts, Procurement & Risk Mgmt.

Activity
Business Cards Ordering Information
Campus Contracts Information
Campus Dining Contract Information
Category Code Listing for Purchase Orders
Direct Pay Form
Guest Lecturer Invoice - FO75-37
Hospitality Expenditure Policy
Printing Services Information
Office Max Department Account Set-Up Form
Office Supplies Ordering Information
P Card Information
Procurement Process Guide
Risk Evaluation Form
Sole Source Justification Form
Step-by-Step Guides for Requisitions / Purchase Orders

Department Financial Reports

Activity
Finance Dashboard Roadmap

Equipment

Activity
Authorization for Off-Campus Use of Cal Poly Equipment
Equipment Relocation Change Form
Off-Campus Equipment Use and Control Policy Procedure
Request to Survey Equipment Form / Definitions of Disposal Options
Transfer of Equipment Ownership Form

Managing Department Finances

Activity
Budget Transfer Form / Budget Transfer Information
Change Fund Information
Expenditure Transfer Form / Expenditure Transfer Information
Managing Your Department Funds
Petty Cash Form / Petty Cash Information
Year End Deadlines Memo

Open Forum Presentations

Activity
Finance Year-End Open Forum (June 15, 2006)

Payroll

Activity
Direct Deposit Information
Leave Usage/Hourly Pay Form (Exempt Employees)
Leave Usage/Hourly Pay Form (Non-Exempt Employees)
New Staff / Faculty Payroll Information
Payroll Calendar (2009)
Payroll Expenditure Transfer Form / Payroll Expenditure Transfer Information
Payroll Forms
Payroll Links
Student Assistant Time Reported Information
Student Employee Hiring Information
Student Pay Handbook
Student Pay System Information
Student Pay System Logon
Tax Withholding Status Change
Timekeeper Information

Security

Activity
Security Form

Travel

Activity
Airline Information
Car Rental Information
Mileage Information
Travel 1A Form (Before your trip)
Travel Claim (After your trip)
Travel Forms
Travel Guidelines

Using PeopleSoft Financials

Activity
Step-by-Step Guides

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