Do I route this paperwork/action through CALS Admin Services?
Revised: 04/01/2011
NOTE: With the implementation of more on-line systems (like Manager Self Service), the routing of actual paperwork is
changing. Electronic routing of transactions for college-level approval will be used as it becomes available.
YES!
NO!
ACCOUNTING/BUDGET/FUNDING/PAYROLL:
> Employee Attribute Changes not on “Do” List
> All actions/paperwork that involve college commitments
> GRA/GTA actions that don’t require an RBC - Except new or
> Budget Office – Access for Budget System and for On Line
re-hires requiring E-Verify
RBC’s
> Student actions that don’t require an RBC – Except new or re-
> Request for Budget Change (RBC) (all)
hires requiring E-Verify
> Check Requests for Unit Head reimbursements (both UA
> PCF, if all accounts listed are non-budgeted
and Foundation)
> Performance Evaluations
> Travel Authorizations & Expense Reports for Unit Heads
> Request for system access (Uaccess Employee & Analytics)
> FRS Account Update Memo
> Local Fund Budget Shell
> Request for new accounts (UA and Foundation)
> Certain RFAAs changing pre-9/30 expenses on 12X and
13X accounts
> Off-cycle paycheck requests
GRANT PROPOSALS:
> Grant proposal packets (including 501(c)3 related grants)
PERSONNEL:
> Employee Name Change
> Extending Positions (Staff & Appointed) (including grant
funded)
> Hires – All new hire or re-hire (for E-Verify)
> Hiring Forms, PAF/PCF/RBC for TRIF-WSP actions
> Hiring Packets for Affiliates/Associates
> Flex Year
> FLSA Changes
> FTE Change
> In-class career progression
> LDET’s involving any College account
> Leave of Absence (with or without pay)
> Non-Resident Staff: I-9 Updates & DS 2019 Forms
> PCF if any CALS budgeted account is involved
> Promotion
> Recruitment – Appointed and Staff
> Sabbaticals
> Supplemental Compensation (including graduates on
budgeted funds)
> Termination Reports (Graduate or Student Termination
Report only if involuntary)
> Title form changes
General Guidelines
- If in doubt, contact CALS Admin Service.
- Realize that special circumstances can change the above lists, and this is a Work-in-Progress.