Business Services
Forms and Training
Training & Forms
Employee Training
- FERPA
- Driver's Training
- Sexual Harassment Prevention
- Internet Security *UPDATE IN PROGRESS*
- Clery training (Campus Security Authority)
**Currently Under Development**
Completed within the department and completion reported to Business Services:
Signed Acknowledgment:- Student of Concern
- Suicide Prevention
- Student Affairs Summer Training Series 2019:
- FLSA Training
- Cardholder Training
- Travel Training
- Cash Handling
- HIPPA **UPDATE IN PROGRESS**
*Please see sections below for additional training opportunities specific to that area.
Student Affairs Handbook
Finance
Purchase and Reimbursement Forms:
- Make a Purchase (EZ Buy)
- Journal Voucher or OCE
- Other Purchasing Forms (Direct Pay, Bid, etc.)
- Reimbursement Request
Request Forms:
Attach this form with receipts when food or entertainment are purchased:
Use this form when you have not been able to secure an itemized receipt (last resort):
Use this form for event pre-authorization:Use these forms for procurement contracts:
- Standard Performer Contract
- Standard Contract for Goods and Services
- Policy 528: Contract Signature Authority and Delegation
- Miscellaneous Request Form
Use this form to request a change fund for an event:
- Request for Change Fund (Printable .pdf)
- Request for Change Fund (Controllers)
Student Organization/Clubs Fundraising:
**Always work with Advancement & Alumni Relations**
Misc. Finance Forms:
- Cardholder Training
- Amazon Business Account Training
- Cash Handling Training
- Cash Register Training Class Sign-Up
- Cash Register Training Materials
- Gifts & Awards Form Training
- How to Approve Transactions in ServiceNow
- Miscellaneous Requests
- Missing P-Card Receipts Search
- Monthly Review Process
- Receipt Scanning
- Free online training for nonprofit professionals: https://www.nonprofitready.org/
Personnel
**Please contact your Personnel Specialist for a New Position Request**
- New hire or rehire
- Status Change
- Termination
- Post a Position
- Self Disclosure Form
- Position Evaluation Request
- Employee Resignation/Termination Process Checklist
- ACA Form
Use these forms to complete performance appraisal:
- Performance and Development Template
- Performance and Development Timeline
- Performance Review Matrices
Checklists:
- New Hire Onboarding Checklist
- Supervisor Onboarding Checklist
- Business Services Onboarding Checklist
- Employee Onboarding Checklist
- Employee Resignation/Termination Process Checklist
- Onboarding Plan Template
Other Forms:
- Free online training for nonprofit professionals: https://www.nonprofitready.org/
- How to Complete a W-4 Form?
- HR salary increase guidelines
- QR Code for Direct Deposit
- Workforce Planning
Travel
- Travel Forum 11-5-19 (host: USU Travel Office)
- 2019-11-05 Pcard and Travel Forum (hosts: USU Travel & Pcard Offices)