OSU Policy updates – information for CFAES Employees
OSU Policy updates – information for CFAES Employees – Please review the one-pager with some important information on OSU’s updates to the Expenditure Policy and the Rewards and Recognition Policy. The new versions are now in effect include a wide range of financial topics including meals, alcohol, recruiting expenses, employee recognition, entertainment, membership dues, and gifts.
Welcome new BOC team member Joe Tobias
We are pleased to announce we have a new team member joining us! Joe Tobias has accepted the position of BOC Team Lead for main campus in 004 Ag Admin. Some of you may already know Joe by working with him in his current role in the PCard and Travel Office. He supports the entire University fiscal community with frontline customer service, training sessions, communications and assistance with University policies and updates.
New electronic exception form now available
The CFAES Electronic Financial Transaction Exception Workgroup (Lisa Simpson, Tyler Schechter, Shirley Lin, and Lisa Wilson) has launched a new Electronic (paperless) workflow process to review and approve financial exceptions. The process utilizes DocuSign and does not require additional training.
The Electronic Financial Transaction Exception Request is a 2-step process.
Step 1 “Complete the PowerForm” to establish workflow routing
Step 2 “Complete the Exception Form” for approval and auditing purposes.