CSUEB Bay Card Updates May 2019 August 2019 Black Board Transact - PowerPoint PPT Presentation

CSUEB Bay Card Updates

§ May 2019 – August 2019 § Black Board Transact to Bay Card TouchNet OneCard Software § Chartwells (New Dining Vendor) Set up Transition § Important changes § Phil Station § US Bank § Mobile App § New Website URLs

Bay Card Website www.csueastbay.edu/baycard

§ Available on IOS and Android Devices Bay Card § Check balances Mobile App § Reload Bay Bucks § Mobile Payments § Digital Bay Card

Bay Bucks ASI Business Student Duplicating Library WavePoint Office Health Center Circulation Machine Transaction Center Locations Bookstore Starbucks Einstein Bagel Taco Bell Pizza Hut RedWave Panda Express Subway Jamba Juice Pioneer Kitchen

§ Re-Card – Spring 2020 § Opportunity for new Photo § New card design chosen by New Bay Card student body MyPhoto Design § Voting Oct. 2 – Oct. 8 http://www.csueastbay.edu/ baycard/bay-card-re- design.html

Winning design

SB SB 972: Su Suici cide e Preven ention Ho Hotline e Tel elep ephone e Nu Numb mber ers (1) The telephone š number for the National Suicide Prevention Lifeline, 1- 800-273-8255. (2) The Crisis Text š § New requirement for suicide Line, which can be accessed by texting prevention hotline numbers HOME to 741741. be listed on student id cards. (3) The campus police š or security telephone § All new card stock purchased number or, if the campus does not have will have numbers listed on a campus police or security telephone back of Bay Card. number, the local nonemergency telephone number. (4) A local suicide š prevention hotline telephone number.

RE-Card Important Dates Photo Submission Now – December 31, 2019 Distribution of New Bay Cards Next Steps March 3, 2020 – May 15, 2020 Submit your photo today! Visit: www.csueastbay.edu/baycard

Name 1 feature of the mobile app. Question

Thank you! For more information please visit our website www.csueastbay.edu/baycard

Y U Student F inanc ial R esponsibility Agr eement

WHAT IS THE STUDENT FINANCIAL RESPONSIBILITY AGREEMENT? • I t’ s the U nive rsity’ s way o f e nsuring that o ur stude nts unde rstand the financ ial re pe rc ussio ns o f e nro lling in c lasse s at CSU E ast Bay. • I t o utline s the U nive rsity’ s e xpe c tatio ns fo r payme nt, ho lds, and the e mplo yme nt o f c o lle c tio n age nc ie s.

WHY DO WE WANT STUDENTS TO READ & SIGN THE AGREEMENT? • T he U nive rsity is e nsuring that stude nts are c are fully c o nside ring the c o st o f the ir e duc atio n, inc luding financ ial planning and de bt manage me nt. • T he U nive rsity is info rming/ re minding the stude nt o f the ir financ ial o bligatio n whe n e nro lling in c lasse s at CSU E B • T he U nive rsity may e mplo y the se rvic e s o f c o lle c tio n age nc ie s fo r the c o lle c tio n o f fe e s. T he agre e me nt is the U nive rsity’s way o f c o mmunic ating tho se arrange me nts.

HOW OFTEN ARE STUDENTS ASKED TO SIGN THE AGREEMENT? • T o ensure that eac h student is c o nsidering his o r her financ es eac h year, the agreement is requested to be signed once per academic year during Spring/ F all registratio n

WHAT HAPPENS IF A STUDENT DOES NOT SIGN THE AGREEMENT? • T he stude nt will c o ntinue to re c e ive re minde rs to c o mple te the agre e me nt until he o r she do e s so • I f the stude nt do e s no t sign the agre e me nt: *NO re gistratio n blo c k will be plac e d *NO re le ase o f transc ript ho ld will be plac e d

TRIVIA QUESTION! Will the stude nt be able to e nro ll in c lasse s e ve n if she / he do e s NOTsign the agre e me nt?

Y U T RA NSFERS

TYPES OF TRANSFERS • BUDG ET T RANSFERS • PAYRO LL ADJUST MENT S • NO N-PAYRO LL EXPENSE T RANSFERS

TYPES OF TRANSFERS WHAT T HE Y HAVE IN COMMON Co rre c ts and mo ve s financ ial data be twe e n diffe re nt c hart fie lds F o rms are submitte d to a spe c ific o ffic e F o rms c re ate a Pe o ple So ft e ntry within a le dge r WHE RE T HE Y ARE DIF F E RE NT Payr oll Adjustments F SU Ac tua ls L e dg e r E xpense T r ansfer s Budg e t T r a nsfe r s Ge ne ral Ac c o unting Budge t Offic e Ac tua ls L e dg e r Budg e t L e dg e r

BUDGET TRANSFERS Use d to tr ansfe r budge t fr om one De par tme nt/ Ac c ount to anothe r De par tme nt/ Ac c ount within the same fund • Cre ate s c hange s in the “Budge t” le dge r • No t po ste d o r re late d to “Ac tuals” • Re c e ive d & pro c e sse d by the Budge t Offic e Dashboar d Vie w BUDGE T L E DGE R

BUDGET TRANSFERS Commonly Used for : • T ransfer between two departments in the same Co llege • T ransfer between a Divisio n and Departments within that Divisio n • T ransfer between ac c o unts within the same Department

BUDGET TRANSFERS Budg e t T r a nsfe r F or m • Name and Date , De partme nt, De sc riptio n • Re quire d c hart fie lds: Ac c o unt, F und, De ptI D • Must transfe r within sa me fund • Use Pro g ram, Pro je c t and Class as ne e de d • L ine De sc riptio n (30 c harac te rs max)

BUDGET TRANSFERS • Be sure yo u have De le gate d Autho rity fo r the transfe r • E nsure the re is suffic ie nt budge t in the ac c o unt yo u are mo ving budge t fro m • T o tal de bits (+) must e qual the to tal c re dits (-) • T ransfe r must ne t to ze ro • No commas • Se nd re que st to : budget@csueastbay.edu

TEST YOUR KNOWLEDGE What is the differ enc e between Budget and Ac tuals? A. No diffe re nc e . Budge t and Ac tuals are always the same . B. Ac tuals are fle xible . Budge ts are rigid. C. Budge ts are fo r planning purpo se s and Ac tuals re fle c t what ac tually happe ne d.

PAYROLL EXPENSE TRANSFERS Payr oll E xpe nse T r ansfe r s FSU Ac tua ls L e dg e r

PAYROLL EXPENSE TRANSFERS • Po ste d in “Ac tuals” le dg e r (with F T E ) • Dashbo ard vie w: • T o transfe r salary and be ne fits alre ady po ste d (c urre nt fisc al ye ar o nly) § F ac ulty, Staff, Manag e me nt, Spe c ial Co nsultants, Casual Wo rke rs, Stude nts (No n-Wo rk Study): 601XXX ac c o unts § F e de ral Wo rk Study: 602XXX ac c o unts § Be ne fits: 603XXX ac c o unts

PAYROLL EXPENSE TRANSFERS Pa yro ll E xpe nse T ra nsfe rs mo ve individua l pa yme nts b y c harge pe rio d , inc o rpo ra ting e mplo ye e a nd po sitio n de ta il tha t is upda te d in Pe o ple So ft ta b le s a nd displa ye d in the L a b o r Co st Distrib utio n da shb o a rds. • Ac c e pta b le re a so ns fo r tra nsfe r: § De pa rtme nt Re o rg a niza tio ns § L a te no tific a tio n o f a ppro pria te funding so urc e a nd/ o r la b o r c o st split fo r e mplo ye e / stude nt a ppo intme nts § F a c ulty wo rklo a d a djustme nts § Adjustme nts fo r re c e ntly a ppro ve d g ra nt c o ntra c ts • Una c c e pta b le re a so ns fo r tra nsfe r: § Ove rspe nt Budg e t § Ma na g ing Budg e t with Pa yro ll E xpe nse T ra nsfe rs

PAYROLL EXPENSE TRANSFERS Accounting P er iod vs. Char ge P er iod Ac c o unting Pe rio d : Whe n the payme nt was pr ocessed Charge Pe rio d: Whe n the payme nt was ear ned

PAYROLL EXPENSE TRANSFERS Curre ntly, mo st (no n-g rant) re que sts fo r Payro ll E xpe nse T ransfe rs are submitte d via e mail to Jo e Andre ws. I nfo rmatio n re quire d: • E mplo ye e / Stude nt Name • E mplo ye e I D (fo und in L CD Dashbo ard) • E mplo ye e Re c o rd Numbe r (fo und in L CD Dashbo ard) • Po sitio n Numbe r (fo und in L CD Dashbo ard) • Charg e Pe rio ds (fro m/ to ) rang e fo r adjustme nts • Pe rc e ntag e to transfe r (ne e de d fo r split distributio ns) • T ransfe r to c hartfie lds • Re aso n fo r transfe r

PAYROLL EXPENSE TRANSFERS F T E E a rning s Curre ntly lo c ate d Distribution Re que st o n the ORSP F o rms F orm L ibrary L o o king fo r vo lunte e rs to use this Co py to be plac e d fo rm fo r no n-g rant o n the F inanc e Payro ll E xpe nse Suppo rt Unit F o rms T ransfe rs as we ll as se c tio n (with L abo r Co st Distributio n Chartfie ld Re que st se t up! F o rm)

PAYROLL EXPENSE TRANSFERS He lpful T ips! • Ple ase submit re que sts by the 20 th o f e ac h mo nth. • Be sure yo u have De le gate d Autho rity fo r the transfe r. • E nsure the re is suffic ie nt budge t in the funding so urc e yo u are mo ving e xpe nse s to . • I nc lude E mplo ye e Re c o rd Numbe r in yo ur re que sts – e spe c ially if the re are multiple appo intme nts fo r the same e mplo ye e / stude nt. • Re me mbe r that asso c iate d be ne fits e xpe nse s will be transfe rre d with the salary/ wage e xpe nse s.

PAYROLL EXPENSE TRANSFERS T e st T im e ! (We ll, no t re ally!) What is no t an ac c e ptable re aso n fo r re que sting a Payro ll E xpe nse T ransfe r?

EXPENSE TRANSFERS E xpe nse T ra nsfe rs Ge ne ral Ac c o unting Ac tuals L e dge r