Forms, Job Aids and Links

A Note Regarding University Policies

University policies and how they are established are found at policies.osu.edu. The only way to ensure you’re working with the current policy is to go to the website and refresh your cache, rather than saving the document or a website as a favorite.

NOTE: If your Arts and Sciences transaction is OSP funded, please contact The Office of Sponsored Programs’ (OSP) Grants Shared Services Center for support.

Forms and Job Aids

Travel Checklist: Helpful instructions, reminders, and links to policy and helpful web pages for all steps in the travel request, prepaid travel expenses, and reimbursement process.

Spend/Travel Authorization Report (SA) Roles: This checklist contains useful required information needed when creating a Spend Authorization (SA) in Workday for pre-travel approval.  This document also provides an overview of the responsibilities of each audience in the SA process and lifespan from the initiation to completion.  There is a page with helpful links to training, OSU policy, and Workday reports.

 

Expense Report (ER) Roles: This checklist contains useful required information needed in an Expense Report (ER) in Workday for travel specific ER’s and non-travel ER’s.  This document also provides an overview of the responsibilities of each audience in the ER process and lifespan from the initiation to completion.  There is a page with helpful links to training, OSU policy, and Workday reports.

Miscellaneous Payments (MP): Business and Finance Tips and Tricks for Miscellaneous Payments

Helpful Links

The Office of University Compliance and Integrity University Policies: All Ohio State policies are available for search (Expenditure, Travel, Purchasing etc.)

Oanda - Financial brokerage website for trading accounts.

Office of the Controller - Website for the Ohio State Controller

Office of Sponsored Programs: Project Administration - Responsible for submitting to funding agencies proposals requesting support for research

Ohio State Administrative Resource Center for Workday

Workday:  Workday system (login required)

Purchasing - Information for suppliers and faculty about purchasing process

Purchasing Card Program - Information on the PCard program