{"id":2340,"date":"2025-07-17T22:42:13","date_gmt":"2025-07-17T22:42:13","guid":{"rendered":"https:\/\/stagewp.westernu.edu\/business\/?page_id=2340"},"modified":"2026-02-28T00:19:01","modified_gmt":"2026-02-28T00:19:01","slug":"training","status":"publish","type":"page","link":"https:\/\/stagewp.westernu.edu\/business\/training\/","title":{"rendered":"Training"},"content":{"rendered":"<section class=\"hero-secondary\">\n  <div class=\"relative bg-black\">\n                <img decoding=\"async\" class=\"adhere object-cover\" src=\"\/media\/business\/images\/teamwork-and-cooperation-silhouette-icon-set-business-alliance-symbol-collection-human-hands-together-glyph-pictogram-partnership-partners-meeting-sign-isolated-illustration-vector.jpg\" srcset=\"\" sizes=\"100vw\" alt=\"Aerial view of a multi-story hotel building with mountains in the background on a clear day. Surrounding area includes roads, smaller buildings, and trees.\">\n      <div class=\"adhere gradient-overlay\"><\/div>\n        <div class=\"relative container pt-56 md:pt-112 pb-144 md:pb-192\">\n      <div class=\"md:flex md:justify-between px-12\">\n        <div class=\"sm:w-8\/12 md:w-6\/12 xl:w-5\/12 px-12\">\n                      <div class=\"mb-20\">\n              <div class=\"block font-sans font-bold text-14 text-white leading-130\">\n  <span class=\"inline-block\">\n    <a href=\"\/\" class=\"block hover:underline\">WesternU<\/a>\n  <\/span>\n      <span class=\"inline-block mx-6\">\/<\/span>\n          <a href=\"https:\/\/stagewp.westernu.edu\/business\" class=\"inline-block hover:underline\">University Financial Services &amp; Treasury<\/a>\n          <span class=\"inline-block mx-6\">\/<\/span>\n    <span class=\"inline-block\">Training &amp; Quick Links<\/span>\n  <\/div>            <\/div>\n                                        <h1 class=\"t-h1-sans  text-white\">Training &amp; Quick Links<\/h1>\n        <\/div>\n              <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n\n<section class=\"relative my-48 md:my-72\">\n  <div class=\"container\">\n    <div class=\"lg:flex px-12 lg:justify-center\">\n      \n      \n                  \n                  \n      <div class=\"w-full px-24 wysiwyg-content xl:w-10\/12 2xl:w-9\/12\">\n        <p>Welcome to UFS&amp;T Training and Quick Links home page. Your one-stop quick training and resource center. On this home page you will find frequently used documents and links only.<\/p>\n<p>Straight down to business!<\/p>\n<h3>Training Resources<\/h3>\n<ul>\n<li><a href=\"\/media\/business\/training\/financial-services-101-overview-presentation-final.pdf\" target=\"_blank\" rel=\"noopener\">Financial Services Overview Presentation<\/a><\/li>\n<li><a href=\"\/media\/business\/abcs-of-higher-education-training-website-final.pdf\" target=\"_blank\" rel=\"noopener\">ABC&#8217;s of Accounting and Finance<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fpa\/workday-adaptive-financial-reporting.pdf\" target=\"_blank\" rel=\"noopener\">Running Financial Reports via Workday Adaptive Insights<\/a><\/li>\n<\/ul>\n<h3>Procedures, Guidelines, &amp; Forms<\/h3>\n<p>The following sections provide topic specific quick links for your financial business needs. Click the drop-down menu for the topic you would like to navigate and learn more about.<\/p>\n\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n\n\n\n\n\n\n<section class=\"relative my-48 md:my-72\" vue-app>\n  <div class=\"container\">\n        <app-accordion class=\"px-24 lg:w-4\/5 mx-auto\">\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Procurement\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <h3>Purchasing<\/h3>\n<p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-form-acquisition-summary-aug-2019.docx\">Acquisition Summary<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-form-new-elixir-set-up-aug-2019.docx\">New ELIXIR Set Up<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-form-new-vendor-aug-2019.docx\">New Vendor<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-form-request-for-elixir-training-aug-2019.docx\">Request for ELIXIR Training<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-form-request-for-new-hire-relocation-aug-2019.docx\">Request for New Hire Relocation<\/a><\/li>\n<\/ul>\n<p>Information:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-accepting-gratuities-aug-2019.docx\">Accepting Gratuities<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-amazon-returns-aug-2019.docx\">Amazon Returns<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-buy-used-equipment-aug-2019.docx\">Buy Used Equipment<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-competitive-bidding-aug-2019.docx\">Competitive Bidding<\/a><\/li>\n<li>Enterprise Car Rental\n<ul>\n<li>Questions: Enterprise Rep \u2013 Matthew Daniel,\u00a0<a href=\"mailto:matthew.b.daniel@ehi.com\">matthew.b.daniel@ehi.com<\/a>\u00a0or (954) 655-4850<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-non-competitive-rationale-aug-2019.docx\">Non Competitive Rationale<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/controlled-substances-operation-procedure.docx\">Ordering Controlled Substances<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-purpose-of-the-purchasing-department-aug-2019.docx\">Purpose of the Purchasing Department<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/2019-quality-instant-printing-price-list.pdf\">Quality Instant Printing 2019 Price List<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/purchasing\/wu-fyi-software-applications-needed-to-process-orders-aug-2019.docx\">Software Applications Needed to Process Orders<\/a><\/li>\n<\/ul>\n<h3>Central Receiving<\/h3>\n<p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/procurement\/receiving\/wu-forms-package-tracking-request-aug-2019.docx\">Package Tracking Request<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/procurement\/receiving\/wu-forms-product-returns-aug-2019.docx\">Product Returns<\/a><\/li>\n<\/ul>\n<p>Information:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/receiving\/wu-fyi-duties-of-central-receiving-aug-2019.docx\">Duties of Central Receiving<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/receiving\/wu-fyi-ordering-controlled-substances-aug-2019.docx\">Ordering Controlled Substances<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/receiving\/wu-fyi-receiving-flowchart-aug-2019.docx\">Receiving Flowchart<\/a><\/li>\n<li><a href=\"https:\/\/airtable.com\/shrA9EjemMgZICdOL\">Received Packages \u2013 Weekly<\/a><\/li>\n<\/ul>\n<h3>Mailroom<\/h3>\n<p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/mailroom\/wu-form-copy-job-quotation-aug-2019.xlsx\">Copy Job Quotation<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/mailroom\/wu-form-fedex-processing-aug-2019.pdf\">FedEx Processing<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/mailroom\/wu-forms-mailroom-supplies-aug-2019.docx\">Mailroom Supplies<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/mailroom\/wu-form-ups-processing-aug-2019.pdf\">UPS Processing<\/a><\/li>\n<\/ul>\n<p>Information:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/mailroom\/wu-fyi-roles-and-responsibilities-of-university-mailroom-aug-2019.docx\">Roles and Responsibilities of University Mailroom<\/a><\/li>\n<\/ul>\n<h3>Reprographics<\/h3>\n<p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/reprographics\/wu-form-copy-job-quotation-aug-2019.xlsx\">Copy Job Quotation<\/a><\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/procurement\/reprographics\/work-request-form.pdf\">Work Request Form<\/a><\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Accounts Payable\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/accounts-payable\/form-w-9.pdf\" target=\"_blank\" rel=\"noopener\">Form W-9<\/a>. Use this form to request the taxpayer Identification number when entering into an agreement or contract with a new consultant or vendor.<\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/accounts-payable\/payment-requisition-2024.pdf\" target=\"_blank\" rel=\"noopener\">Payment Requisition<\/a>. The Payment Requisition is used when submitting payment request. Please submit the approved form with all support documentation attached to the Accounts Payable office prior to the requested payment date.<\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/accounts-payable\/signature-authorization-form.pdf\" target=\"_blank\" rel=\"noopener\">Signature Authorization Form<\/a>. This form is used to identify all individuals who have authority approve documents that are paid through the Accounts Payable Department. Please have each authorized signer fill out this form and return it to Accounts Payable.<\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/accounts-payable\/pettycashreimbform.xlsx\" target=\"_blank\" rel=\"noopener\">Petty Cash Reimbursement Form<\/a>. The Petty Cash form is used to request petty cash reimbursement by the authorized custodian\u2019s of petty cash accounts.<\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/accounts-payable\/westernu-ach-form-2024.pdf\">Direct Deposit Authorization<\/a>. To request direct deposit for accounts payable payments, type banking information into the form then print, sign and forward to Accounts Payable. This form requires a voided check for checking accounts and an original signature.<\/li>\n<li><a href=\"https:\/\/westernu.sharepoint.com\/sites\/OfficeofLegalAffairs\/SitePages\/Independent-Contractors-Assessment-and-Determination.aspx\" target=\"_blank\" rel=\"noopener\">Independent Contractor Determination<\/a>. The link provides specific information, instructions, and forms to determine whether an individual performing services for the University should be classified as an employee or an independent contractor.<\/li>\n<li><a title=\"Accounts Payable\" href=\"https:\/\/stagewp.westernu.edu\/media\/business\/scholarships-stipends-and-fellowships.pdf\" target=\"_blank\" rel=\"noopener\">Scholarships Stipends and Fellowships<\/a>. Use this form to assist in properly characterizing a student payment as either a stipend or a payment for services. Also see \u2018Payments to Students\u2019 and \u2018Payments to Individuals for Services Provided\u2019 below.<\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/cell-phone-electronic-device-request-form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Cell Phone Electronic Device Stipend Request Form<\/a>. Fill out this form and obtain the proper authorization(s), and forward to the\u00a0<a href=\"mailto:Payroll@westernu.edu\">Payroll@westernu.edu<\/a>. You can refer to the policy in this link,\u00a0<a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/accounts-payable\/cell-phone-electronic-device-stipend-policy.pdf\" target=\"_blank\" rel=\"noopener\">Cell Phone Electronic Device Stipend Policy<\/a>\u00a0for additional direction.<\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Bursar&#8217;s Office\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <h2>Insurance Request Form<\/h2>\n<ul>\n<li><a href=\"https:\/\/westernu.sharepoint.com\/sites\/RiskManagement\" target=\"_blank\" rel=\"noopener noreferrer\">Certificate of Insurance Request Form<\/a>\u00a0\u2013 Requests must be submitted by a WesternU employee only.<\/li>\n<\/ul>\n<h2 align=\"left\">Activity Participant and General Release Forms<\/h2>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/westernu\/pdfs\/risk-management\/activity-participant-image-release.pdf\" target=\"_blank\" rel=\"noopener\">Activity Participant Image Release Form<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/westernu\/pdfs\/risk-management\/general-release-activity-participant-laboratory-use-v2018.pdf\" target=\"_blank\" rel=\"noopener\">Laboratory Volunteer Release Visitor<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/westernu\/pdfs\/risk-management\/gross-anatomy-lab-tour.pdf\" target=\"_blank\" rel=\"noopener\">Gross Anatomy Lab Tour \u201cMinor\u201d<\/a><\/li>\n<\/ul>\n<h2 align=\"left\">Volunteers on Campus Forms<\/h2>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/westernu\/pdfs\/risk-management\/volunteer-agreement-v2021-fillable.pdf\" target=\"_blank\" rel=\"noopener\">Volunteer Agreement v2021 Fillable<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/westernu\/pdfs\/risk-management\/volunteer-registration-form-v2021-fillable.pdf\" target=\"_blank\" rel=\"noopener\">Volunteer Registration Form v2021 Fillable<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/westernu\/pdfs\/risk-management\/general-release-activity-participant-laboratory-use-v2021-fillable.pdf\" target=\"_blank\" rel=\"noopener\">General Release \u2013 Activity Participant Laboratory Use v2021 Fillable<\/a><\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Payroll\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/pdfs\/direct-deposit-authorization-form.pdf\" target=\"_blank\" rel=\"noopener\">Direct Deposit Authorization Form<\/a>. Please include a voided check when submitting your direct deposit form to the Payroll Department. Forms submitted without\u00a0a voided check will not be processed.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/2026-form-w-4-1.pdf\">2026 Form W-4<\/a>. This link takes you to the IRS website where you can print the W-4 form. This form requires an original signature. Please print out this form and return it to the payroll office.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/pdfs\/2023-ca-state-tax-form-de4.pdf\" target=\"_blank\" rel=\"noopener\">California DE4 Employee Withholding Allowance Certificate Form<\/a>. This form is used if you want to claim a different number of exemptions than you do on the W-4 form.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/oregon-w-4.pdf\">Oregon W-4<\/a>. This link takes you to the Oregon State employee\u2019s withholding allowance certificate.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/pdfs\/2016_exempt_timesheet.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Exempt Bi-Weekly Time Record<\/a>. Salaried employees can type information into this interactive form, print it, sign it, and forward the signed form to the Payroll Department at the end of each bi-weekly period. Reminders will be sent University wide for each period ending date.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/salary-advance-request-form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Salary Advance Request Form<\/a>. This form must be printed, filled out, and signed. Please refer to the salary advance policy on Self-Service (BanWeb) for restrictions. Salary advance requests should be forwarded directly to the Payroll Department..<\/li>\n<li><a href=\"https:\/\/westernu.sharepoint.com\/sites\/OfficeofLegalAffairs\/SitePages\/Independent-Contractors-Assessment-and-Determination.aspx\" target=\"_blank\" rel=\"noopener\">Independent Contractor Determination<\/a>. The link provides specific information, instructions, and forms to determine whether an individual performing services for the University should be classified as an employee or an independent contractor.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/pdfs\/cell-phone-electronic-device-request-form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Cell Phone Electronic Device Stipend Request Form<\/a>. Fill out this form and obtain the proper authorization(s). You can refer to the policy in this link:\u00a0<a href=\"https:\/\/www.westernu.edu\/media\/business\/pdfs\/cell-phone-electronic-device-stipend-policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Cell Phone \u2013 Electronic Device Stipend Policy\u00a0<\/a>for additional direction.<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/pdfs\/manual-hourly-timecard_editable.pdf\" target=\"_blank\" rel=\"noopener\">Manual Hourly Timecard Form<\/a>. Submit a manual hourly timecard form when payroll period cut-off is closed.<\/li>\n<li>Information:<\/li>\n<li><a href=\"https:\/\/www.westernu.edu\/media\/business\/2026-payroll-calendar.pdf\">2026 Payroll Calendar<\/a>. Complete with payroll ending dates, timecard due dates, holidays and pay dates.<\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              General Accounting\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <p>Forms &amp; Tools:<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/coa-commonly-used.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Commonly Used Expense Accounts Listing<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/activity-code-maintenance-request.pdf\" target=\"_blank\" rel=\"noopener\">Activity Code Maintenance Request Form<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/fund-maintenance-request.pdf\" target=\"_blank\" rel=\"noopener\">Fund Maintenance Request Form<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/org-maintenance-request.pdf\" target=\"_blank\" rel=\"noopener\">Org Maintenance Request Form<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/account-maintenance-request.pdf\" target=\"_blank\" rel=\"noopener\">Account Maintenance Request Form<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/general-accounting\/fund-transfer-guidelines-1.pdf\" target=\"_blank\" rel=\"noopener\">Fund Transfer Guidelines<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/general-accounting\/transfer-request-form-accounting.xlsx\" target=\"_blank\" rel=\"noopener noreferrer\">Transfer Request Form \u2013 Accounting<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/us.ipaas.teamdynamix.com\/app\/form\/start?c=ZDI4ZTNkZjQtMGIyOC00OTkwLTgxYTAtMjlmNjFlYTk5MzVk&amp;t=KzZqK0xnPT0yVnBLU3pTU211bFdYVmNONlhJbWJzUGpGbDF2anpSR1JybDl2bnhvZ1Zjd2xwQ0kwVWZvU0Q2cGw5WVdzZXE4b1VIbDF6V2o1Q1BQKzJsamV5ME5OajM3bFJBK3VaRFJ5UjFOYWRKRGNXQnNUcFhWTEhyeTduUjZzWHUxQ1FPRg\" target=\"_blank\" rel=\"noopener\">Financial Information Access Request Form<\/a><\/li>\n<\/ul>\n<p>Information:<\/p>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/mediafiles\/business\/Management.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Management Responsibility and Accountability<\/a><\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Budget\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a title=\"Budget Transfer Tool\" href=\"https:\/\/banweb.westernu.edu\/\" target=\"_blank\" rel=\"noopener\">Self-Service Operating and Capital Budget Transfer Tool<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/budget-admin\/budget-transfer-request-form.pdf\" target=\"_blank\" rel=\"noopener\">Budget Transfer Request Form<\/a><\/li>\n<li><a title=\"Budget Queries Tool\" href=\"https:\/\/banweb.westernu.edu\/\" target=\"_blank\" rel=\"noopener noreferrer\">Self-Service Budget Queries Tool<\/a><\/li>\n<\/ul>\n<p>Information:<\/p>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/budgettransfersbudgetvsactual.pdf\" target=\"_blank\" rel=\"noopener\">Budget Transfers &amp; Budget vs. Actual Presentation<\/a><\/li>\n<li><a title=\"Budget Query Handout\" href=\"https:\/\/www.westernu.edu\/mediafiles\/budget\/budget-query-handout.pdf\" target=\"_blank\" rel=\"noopener\">Self-Service Budget Queries Instructions<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/budget-admin\/budget-transfers-instructions-sop-1.pdf\" target=\"_blank\" rel=\"noopener\">Self-Service Budget Transfer Instructions<\/a><\/li>\n<li><a title=\"Workday Financial Coordinator Authorization Form FY 25-26\" href=\"https:\/\/stagewp.westernu.edu\/media\/business\/workday-financial-coordinator-auth-form-fy-25-26.pdf\" target=\"_blank\" rel=\"noopener\">Workday Financial Coordinator Authorization Form FY 25-26<\/a><\/li>\n<li><a title=\"Information Session - Phase II Annual Salary Adjustment &amp; Budget Development Process FY 2026- PowerPoint\" href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fy26-annual-salary-adjustment-budget-development-phase-ii-powerpoint.pdf\" target=\"_blank\" rel=\"noopener\">Information Session \u2013 Phase II Annual Salary Adjustment &amp; Budget Development Process FY 2026- PowerPoint<\/a><\/li>\n<li>Information Session \u2013 Phase II Annual Salary Adjustment &amp; Budget Development Process FY 2026- Zoom Recording<\/li>\n<li><a title=\"Phase II Workday Process Tasks Instructions FY 2026\" href=\"https:\/\/stagewp.westernu.edu\/media\/business\/workday-budget-reallocation-step-by-step-instruction_fy-25-26.pdf\" target=\"_blank\" rel=\"noopener\">Phase II Workday Process Tasks Instructions FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fpa-and-budget-development-process-fy26-finala.pdf\" target=\"_blank\" rel=\"noopener\">Information Session \u2013 Phase I Strategic Financial Planning &amp; Budget Development Process FY 2026\u2013 PowerPoint<\/a><\/li>\n<li><a title=\"Information Session \u2013 Phase I Strategic Financial Planning &amp; Budget Development Process FY 2026\u2013 Zoom Recording\" href=\"https:\/\/westernu.zoom.us\/rec\/share\/mwqp_frxhVY5bB4jVK0dPpI5fJNGrofBcX7kofujWN9KANK0fUp2NT95lfG3E85f.PDBS95QqYXsFgPGx\" target=\"_blank\" rel=\"noopener\">Information Session \u2013 Phase I Strategic Financial Planning &amp; Budget Development Process FY 2026\u2013 Zoom Recording<\/a><\/li>\n<li><a title=\"Phase I Workday Process Tasks Instructions FY 2026\" href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fy26-phase-i-workday-process-tasks-instructions.pdf\" target=\"_blank\" rel=\"noopener\">Phase I Workday Process Tasks Instructions FY 2026<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fy26-time-responsibility-schedule-final-03.19.25.pdf\" target=\"_blank\" rel=\"noopener\">FY26 Time and Responsibility Schedule<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/importantmonthenddeadlines.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Important Month-End Deadlines<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/pdfs\/compensationchartofaccounts.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Compensation Chart of Accounts<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Financial Planning and Analysis\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <p>Forms &amp; Tools:<\/p>\n<ul>\n<li><a href=\"https:\/\/login.adaptiveinsights.com\/app\" target=\"_blank\" rel=\"noopener\">Workday Adaptive Insights Login Page<\/a><\/li>\n<\/ul>\n<p>Information:<\/p>\n<ul>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fpa\/workday-login-page-navigation-instructions-1.pdf\" target=\"_blank\" rel=\"noopener\">Workday Login Page Navigation Instructions<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fpa\/workday-adaptive-financial-reporting.pdf\" target=\"_blank\" rel=\"noopener\">Workday Adaptive Insights Financial Reporting Presentation<\/a><\/li>\n<li><a href=\"\/media\/business\/fpa\/healthcare-services-projections-presentation-fy24.pdf\">WesternU Health Projections Presentation<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/fpa\/pcc-rolling-forecast-revenue-projections-20221026.pdf\" target=\"_blank\" rel=\"noopener\">WesternU Health Projections Instructions<\/a><\/li>\n<li><a href=\"https:\/\/stagewp.westernu.edu\/media\/business\/viewing-personnel-planning-sheets-fy24.pdf\" target=\"_blank\" rel=\"noopener\">Viewing Personnel Planning Sheets Instructions<\/a><\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n          <\/app-accordion>\n  <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":264,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-2340","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/pages\/2340","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/users\/264"}],"replies":[{"embeddable":true,"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/comments?post=2340"}],"version-history":[{"count":19,"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/pages\/2340\/revisions"}],"predecessor-version":[{"id":2750,"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/pages\/2340\/revisions\/2750"}],"wp:attachment":[{"href":"https:\/\/stagewp.westernu.edu\/business\/wp-json\/wp\/v2\/media?parent=2340"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}