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

Dec 07, 2022 •380 likes •541 views

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

  1. FHR Council Meeting Tuesday, January 8, 2019 10:00 a.m. Broome Library 2325

  2. AGENDA

  3. WELCOME Diane Mandrafina, Assistant VP for Business & Financial Affairs/Controller

  4. FINANCE 101 Diane Mandrafina, Financial Services

  5. FINANCE 101 Link to training presentations and tutorials: https://www.csuci.edu/financial-services/forms-tutorials.htm#training

  6. TRAVEL UPDATES Diane Mandrafina, Financial Services

  7. 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

  8. TEAM DYNAMICS Josh Magana and Jonathan Freking, Financial Services

  9. TEAM DYNAMICS Link to Financial System Team Dynamix: https://ci.teamdynamix.com/TDClient/Requests/ServiceCatalog?Categ oryID=8266 Link to How-To guide for Team Dynamix:

  10. FISCAL SERVICES TEAM Leslie Brotcke, Financial Services

  11. FISCAL SERVICES TEAM Link to Financial System Team Dynamix: https://ci.teamdynamix.com/TDClient/Requests/ServiceCatalog?Categ oryID=8266 Link to How-To guide for Team Dynamix:

  12. SHARED SERVICES SOLUTION PROGRAM Tara Hughes, Human Resources

  13. KAIZENS & E-WORKFLOW PROCESS Renee Fuentes, Human Resources

  14. KAIZENS & E-WORKFLOW PROCESS DocuSign final paycheck request form

  15. 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

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