January 6, 2008 - January 12, 2008 Archives

Faculty and Human Resources - Room Change

The Office of the Associate Dean for Faculty and CLA Human Resources will host an important training session focused on faculty and academic staff recruitment and hiring processes. The session will include a brief overview of relevant University policies, a primer on collegiate search guidelines and procedural requirements, and real-time demonstrations working within the University's online employment system. The college strongly encourages all administrators and support staff to attend.

Thursday, 10 January 2008
12:00 - 2:00 p.m.
35 Nicholson Hall

Lunch will be provided.

To ensure sufficient quantities, please RSVP to clahr@cla.umn.edu.

FFI: Office of the Associate Dean for Faculty and CLA Human Resources, 612-624-9839

Contributions from Which One Benefits

Occasionally a potential internal donor asks whether they can make a donation to the University of Minnesota through the UM Foundation, and direct its use. The concern is mainly an issue of tax consequences to the donor. One cannot deduct as a charitable contribution "a contribution to a specific individual", nor "a contribution from which one receives or expects to receive a benefit." Further, if your contribution entitles you to merchandise, goods, or services, you can deduct only the amount that exceeds the fair market value of the benefit received.

If there are questions related to this, it would be best to consult with a tax advisor prior to making a gift to review possible tax consequences.

See also: IRS Publication 526 Charitable Contributions.

In addition, an internal donor is not allowed to direct use of his/her contributions, and therefore could not be an authorized signer on funds where they make contributions.

For more information, please contact:
Rose Pederson
CLA Fiscal Administration
208 JohH - 101 Pleasant St SE
Minneapolis, MN 55455
Phone: 612-626-7611

Fax: 612-624-6839

CLA Job Postings

Department Administrator Vacancy

CLA has a department administrator vacancy in the Department of Cultural Studies and Comparative Literature.

If you are interested in learning more about this position, please read the full position description on the OHR website.

Please share this opening with staff in your units. CLA would like to encourage you to consider these promotional opportunities and would like to do what we can to support career progression.

CLA Financial Service Team Open Positions

The college will be posting positions this week to fill any open positions on the six financial services teams. The college will look to qualified internal candidates first.

The two levels are Senior Accountant and Executive Accounts Specialist. If you are interested, please check these out on the University's online employment system.

Payroll Job Posting

The CLA Payroll Office has a position posted for the auditing and entering of HRMS Entry Worksheets for several units in CLA.

For more information, see requisition number 152030 at: https://employment.umn.edu or contact Toni Ziegler at: a-zieg@umn.edu, 4-4153.

Spring Scholarship Processing

The Office of Student Finance has a few reminders and updates on the Scholarship Automation Process. Spring financial aid will begin disbursing for Undergraduate, Graduate, and Law students on January 14th, 2008.

Please have all of your scholarship batches entered and approved by Friday January 11th. This is important to ensure that students' financial aid packages are complete and will be disbursed correctly. Batches entered late can result in cancellation of other financial aid, and have the potential to negatively affect students.

When financial aid information becomes available in PeopleSoft you will be able to begin entering scholarship batches for new freshmen for Fall/Spring 2008-2009. This is estimated to occur in the beginning of March 2008. More information will follow.

If there is a new user in your department who did not receive this email, please forward this message and have them respond to saosf@umn.edu <mailto:saosf@umn.edu> in order to be added to the listserv.

Enterprise Financial Systems Training

The following is meant to clarify some questions you may have as we move closer to implementing the financial service team model and gearing up for the new financial system. This will be an agenda topic at the HR/Fiscal meeting next week in order to provide more information and answer questions.

Who needs training to access the new Enterprise Financial System?
Generally, if you are a preparer, approver, fiscal monitor, want access to reports, or are involved in grant activity, you will need some EFS training.

What training classes do I need to take?
The following is a tentative list of the EFS classes being developed for financial users who are part of a financial service team or who will be doing departmental work:
   Preparers (financial service teams and departmental designated activities)

  • Asset Management
  • Bank Card Reconciliation
  • Basic Accounting*
  • Basic Accounting II
  • Chart of Accounts (EFS)
  • Create Requisitions (for purchasing)
  • Departmental Deposits
  • Endowments
  • Procurement Card Reconciliation (PCAR/ECAR)
  • Receiving Purchases*
  • Travel Authorizations and Expense Reimbursements
  • Vendor Inquiry*

Preparers (financial service teams only)

  • Create Bills
  • Journal Voucher Entry and Processing
  • Payment Voucher Entry and Maintenance
  • Procurement Specialist


  • Journal Voucher Approvals
  • Payment Voucher Approvals
  • Procurement Card (PCAR) Approvals
  • Requisition (purchasing) Approvals
  • Travel and Expense Approvals

Fiscal Monitors (financial service teams only)

  • Accounts Receivable (AR) Monitoring
  • Asset Accounting


  • HRMS Impacts (for HRMS users)
  • Introduction to Financial Reports*
  • Introduction to Navigation*
  • Sponsored Projects Administration Overview*

* No prerequisites required

When do I need to take training courses?
So that information is fresh, Central EFS has determined that the bulk of training will be available to employees April-June 2008. Approximately 84 new training classes have been created or are in the development stages. Of those, about 40 are for cluster and departmental designated users.

The core training requirements that most everyone will need includes Basic Accounting (available online) and Chart of Accounts EFS (instructor-led). These courses are available now. If you are a preparer, approver, fiscal monitor, want access to financial reports, and/or are involved in grant activity, you are strongly encouraged to take these courses now. Please also make sure other financial users in your department are aware of and sign up for these training requirements as well.   

Where do I go to access online and instructor-led training?
Access to the online Basic Accounting training, registering for instructor-led Chart of Accounts EFS, future courses, and assessments may be found at http://www1.umn.edu/ohr/trainingservices/financial/efs/

How many instructor-led classes are there?
Approximately one-half of the departmental and cluster designated courses will be instructor-led, and one-half will be online.

How will I know when and which courses I need to take?
Training services will be preregistering staff for courses. You will be receiving an email with your training registration assignment. You will also be receiving a "post card" from the Org Design team and your supervisor indicating which classes we have indicated you need to take.

Why do I need to take training courses and assessments?
Central EFS has determined that training and assessments are critical to ensure that staff is prepared to use the new system to its full potential. The assessments were developed to help ensure that staff understand how to use the new financial system and are familiar with the new policies and procedures before they gain access to the new system.

For additional information, please refer to Training Services:

Training Services
Phone: 612-626-1373
Web: Training Services
E-mail: trngsvcs@umn.edu

FY09 Budget Prep Calendar

The FY09 Budget Prep Calendar is now located on the Fiscal Administration web page. We will post revised copies as we receive them.

You can find the calendar at: http://www2.cla.umn.edu/admin/contribute_docs/FY09_BudgetPrep_Calendar.pdf.

All FY09 Budget instructions and documents will be updated on the fiscal administration web page in the coming weeks as the college begins the FY09 Budget planning cycle with academic departments and centers.

Grants Management Users Network (GMUN) Winter General Meeting

The GMUN Winter General Meeting will be held on Thursday, January 24, 2008, from 10:00-11:30 am, at Coffman Theater. The agenda is as follows:

  • SPA Strategic Vision - Pamela Webb
  • EFS - Conversion and Beyond - Sue Paulson
  • Cost Share/Match - Kevin McKoskey, Sue Paulson
  • Grants.gov and Adobe Platform - Frances Spalding
  • Grants, Projects, and Contracts (GPS) - Sue Paulson
  • Updates - Pamela Webb
  • Effort (if time allows) - David Hagen


Appraisals of Probationary Faculty - Due 25 January 2008
Annual appraisals of probationary faculty are due in the Office of the Associate Dean for Faculty no later than Friday, 25 January 2008. Information about these reviews may be found on the Appraisals of Probationary Faculty page of the Faculty website, along with links to the governing documents and forms.

The New Financial System: Impacts and Benefits

Mike Volna is presenting a high level overview of EFS on January 31st in an open session of the University's Quality Fair focusing on the features and benefits to constituents.

"The New Financial System: Impacts and Benefits" will be presented from 11:15 a.m. - noon, Thursday, January 31, 2008 in the Minnesota Room of the McNamara Alumni Center.
You can register for the University's Quality Fair at: http://www1.umn.edu/osci/

Mark Your Calendar

Jan. 17
CLA Financial / Human Resources Meeting, MN Population Center at 9:00 am

Jan. 24
- The GMUN Winter General Meeting will be held on Thursday, January 24,
2008, from 10:00-11:30 am, at Coffman Theater

Jan. 25
CLA Payroll cutoff for the 1/21/08 - 2/3/08 pay period, 4:30 pm.

Jan. 28
Appraisals of Probationary Faculty due to 212 Johnston Hall

Feb. 28
CLA Financial / Human Resources Meeting, Room 101 Fraser Hall, 8:00 am

About this Archive

This page is an archive of entries from January 2008 listed from newest to oldest.

December 30, 2007 - January 5, 2008 is the previous archive.

January 13, 2008 - January 19, 2008 is the next archive.

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