Quick Reference Guides
On this page you can find Quick Reference Guides from all the UFS Departments.
Accounting and Financial Reporting Services
Accounts Payable Services
PRD:
PRD Payment Information Lookup
PRD Documentation in ECM (Enhanced Content Management))
Purchase Orders:
Purchase Order Check Number Lookup
PO Documentation in ECM (Enterprise Content Management)
Purchasing/AP Quick Reference Guide (May need to logon to protected Purchasing site)
Payroll Services
Employee Self Service Quick Reference Cards
- View Online Pay Statement
- Employee Self Service address change instructions
- Employee Self Service W2 instructions
- Employee Self Service DD instructions
- Employee Self Service W4K4
Business Officer Quick Reference Cards
- ZHRFLEX Report
- ZCCWBS Report
- Employee Pay to Pay Comparison V2.0
- Payroll Preliminary Posting Report
- Employee Hours by Pay Period
- Moving Expenses Entered Before Employee Start Date
- Request PA40 Personnel Action Workflow
- Approve PA40 Personnel Action Workflow
- Personnel Action Workflow Slides
Spinifex Reports
- Absence Report
- Employee Pay to Pay Comparison
- Employee Pay to Pay Comparison V2.0
- Employee Hours by Pay Period
- Employee with Supervisor
- Equity Report
- Home and Work Address Verification
- Infotype 0008 Locked Report
- Name History
- Payroll Preliminary Posting Report
- Quota Summary
- Timesheet
- Timesheet Totals
Research Financial Services
Cost Transfer Policy (PDF)
Journal Voucher (JV) Explanation Form (DOC)
JV Tips and Hints (PDF)
JV Decision Tree (XLSX)
Research Financial Services Year End Reminders (PDF)
Service Centers and Recharge Operations Policy
Service Center & Recharge Operations Contact List FY17
Service Center Recharge Operation Rate Request Summary Template
UK Revenue questionnaire template
Treasury Services
Deposit Kiosk Instruction Guide
Form 8300 Sample Letter to Payer
Essentials for PRD Entry for Imprest Account Requests
Merchant Card Services
Chargeback Manager Quick Reference Card
Instructions for setting up Worldpay online access