Training & Quick Links
Welcome to UFS&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.
Straight down to business!
Training Resources
- Financial Services Overview Presentation
- ABC’s of Accounting and Finance
- Running Financial Reports via Workday Adaptive Insights
Procedures, Guidelines, & Forms
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.
Purchasing
- Acquisition Summary
- New ELIXIR Set Up
- New Vendor
- Request for ELIXIR Training
- Request for New Hire Relocation
Central Receiving
Mailroom
Reprographics
Asset Management
no forms
- Form W-9. Use this form to request the taxpayer Identification number when entering into an agreement or contract with a new consultant or vendor.
- Payment Requisition. 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.
- Signature Authorization Form. 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.
- Petty Cash Reimbursement Form. The Petty Cash form is used to request petty cash reimbursement by the authorized custodian’s of petty cash accounts.
- Direct Deposit Authorization. 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.
- Independent Contractor Determination. 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.
- Stipend or Service Form. Use this form to assist in properly characterizing a student payment as either a stipend or a payment for services. Also see ‘Payments to Students’ and ‘Payments to Individuals for Services Provided’ below.
- Cell Phone Electronic Device Stipend Request Form. Fill out this form and obtain the proper authorization(s), and forward to the Payroll@westernu.edu. You can refer to the policy in this link, Cell Phone Electronic Device Stipend Policy for additional direction.
Insurance Request Form
- Certificate of Insurance Request Form – Requests must be submitted by a WesternU employee only.
Activity Participant and General Release Forms
- Activity Participant Image Release Form
- Laboratory Volunteer Release Visitor
- Gross Anatomy Lab Tour “Minor”
Volunteers on Campus Forms
- Direct Deposit Authorization Form. Please include a voided check when submitting your direct deposit form to the Payroll Department. Forms submitted without a voided check will not be processed.
- W-4 2023 Employee Withholding Allowance Certificate Form. 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.
- California DE4 Employee Withholding Allowance Certificate Form. This form is used if you want to claim a different number of exemptions than you do on the W-4 form.
- OR-W-4 Employee Withholding Allowance Certificate Form. This link takes you to the Oregon State employee’s withholding allowance certificate.
- Exempt Bi-Weekly Time Record. 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.
- Salary Advance Request Form. 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..
- Independent Contractor Determination. 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.
- Cell Phone Electronic Device Stipend Request Form. Fill out this form and obtain the proper authorization(s). You can refer to the policy in this link: Cell Phone – Electronic Device Stipend Policy for additional direction.
- Manual Hourly Timecard Form. Submit a manual hourly timecard form when payroll period cut-off is closed.
- Commonly Used Expense Accounts Listing
- Activity Code Maintenance Request Form
- Fund Maintenance Request Form
- Org Maintenance Request Form
- Account Maintenance Request Form
- Fund Transfer Guidelines
- Transfer Request Form – Accounting
- Advancement Donor Form – Required when submitting donor related expenses.
- Financial Information Access Request Form
Budget Transfers
- Self-Service Operating and Capital Budget Transfer Tool
- Self-Service Budget Transfer Instructions
- Budget Transfer Request Form
Budget Queries
Budget Development Process
Fiscal Year 2025/2026
- FY26 Time and Responsibility Schedule
- Information Session – Phase I Strategic Financial Planning & Budget Development Process FY 2026– PowerPoint
- Information Session – Phase I Strategic Financial Planning & Budget Development Process FY 2026– Zoom Recording
- Phase I Workday Process Tasks Instructions FY 2026
Budget Workshop Series