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Administration and Finance
Resources

Resources

Search or filter to explore resources within Administration and Finance, including how-to guides, forms, policies, trainings, and more.

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Tool

Enterprise Interface Builders (EIB)

Workday’s EIB Tool is designed to upload financial transactions in batches. This tool will only work for certain Workday roles assigned to use it.

Policy or guideline

Equipment inventory policy

Requirements for tracking and tagging capital equipment over $5,000, maintaining inventory records, and completing biennial physical inventory verification.

Form

F4 payment request form

A request for payment for an expense that supports University business. All fields are required.

Form

FAO inventory and self analysis worksheet

Use this worksheet to assist in identifying all financial activity objects (FAO) within a department and the analysis, review and reconciliation controls appropriate for each one.  See Appendix B.

How-to

Federal and New York State grants supplier guidelines and resources

Certain Federal grants and state contracts require the use of small businesses or MWBE/SDVOB suppliers. Corporate Purchasing can assist in identifying qualified suppliers, developing proposals that satisfy these requirements, and coordinating with the appropriate agencies to support compliance and audit readiness.

Form

FICA tax refund authorization form

Authorize the University of Rochester to refund your share of FICA taxes. Employees contacted about a refund must submit this form within 45 days.