Meeting Tuesday, January 8, 2019 10:00 a.m. Broome Library 2325 - - PowerPoint PPT Presentation

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Meeting Tuesday, January 8, 2019 10:00 a.m. Broome Library 2325 - - PowerPoint PPT Presentation

FHR Council Meeting Tuesday, January 8, 2019 10:00 a.m. Broome Library 2325 AGENDA WELCOME Diane Mandrafina, Assistant VP for Business & Financial Affairs/Controller FINANCE 101 Diane Mandrafina, Financial Services FINANCE 101 Link


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FHR Council Meeting

Tuesday, January 8, 2019 10:00 a.m. Broome Library 2325

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AGENDA

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WELCOME

Diane Mandrafina,

Assistant VP for Business & Financial Affairs/Controller

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FINANCE 101

Diane Mandrafina, Financial Services

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FINANCE 101

Link to training presentations and tutorials:

https://www.csuci.edu/financial-services/forms-tutorials.htm#training

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TRAVEL UPDATES

Diane Mandrafina, Financial Services

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TRAVEL UPDATES

Link to Certify booking overview:

https://www.csuci.edu/financial-services/documents/training-nov-2018/certify- account-booking-fin-101-nov-2018.pdf

Link to Certify expense training guide:

https://www.csuci.edu/financial-services/documents/training-nov-2018/certify-user- guide-fin-101-nov-2018.pdf

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TEAM DYNAMICS

Josh Magana and Jonathan Freking, Financial Services

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Link to Financial System Team Dynamix:

https://ci.teamdynamix.com/TDClient/Requests/ServiceCatalog?Categ

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Link to How-To guide for Team Dynamix:

TEAM DYNAMICS

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FISCAL SERVICES TEAM

Leslie Brotcke, Financial Services

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FISCAL SERVICES TEAM

Link to Financial System Team Dynamix:

https://ci.teamdynamix.com/TDClient/Requests/ServiceCatalog?Categ

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Link to How-To guide for Team Dynamix:

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SHARED SERVICES SOLUTION PROGRAM

Tara Hughes, Human Resources

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KAIZENS & E-WORKFLOW PROCESS

Renee Fuentes, Human Resources

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KAIZENS & E-WORKFLOW PROCESS

DocuSign final paycheck request form

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QUESTIONS? FUTUERE TOPICS?

Next Meeting: Tuesday, February 12 10:00 a.m. Petit Salon

For inquiries on scheduling, contact T eresa Montoya at teresa.montoya@csuci.edu