Search for policies, forms and other documents by typing a keyword, or browse by choosing the department and/or type of document from the filters below. This repository includes documents managed by Business and Finance as well as other helpful documents.
Type: Form
- Department: Controller, Financial Training
Use this template only to request new or edit Grant Worktags for non-OSP grants as part of the Create Request questionnaire, when multiple grants are associated with an award. These requests for new grants route for approval by the Controller's Office, creation by the Office of Sponsored Programs, and management by the units
Department: Controller, Foundation Data Model- Department: Controller, Financial Training
Form required to document the responsibilities, certification, and authorization associated with the issuance and/or return of an asset for off-campus use. Requires Sender Permissions in DocuSign to fill-in form. See Related Documents for detail.
Department: Controller, Asset Management- Department: General University, Controller
FDM Checklist Items for Earnings Operation Intake
Department: Controller, Foundation Data ModelCertificate exempting employees from Columbus Hotel/Motel tax when staying on University business
Department: Tax Office, ControllerCertificate exempting federal excise tax for the purchase of communications services.
Department: Tax Office, Controller- Department: Controller
Form to be completed and submitted to Tax Office for the University’s Ohio Sales Tax filings
Department: B&F Procurement Shared Service Center, Controller, Tax OfficeUse this template to provide additional details when requesting a new or editing an Earnings Operation.
Department: Controller, Foundation Data Model- Department: Controller
Use this checklist if requesting to decommission an earnings operation
Department: Controller, Foundation Data Model- Department: Controller
Internal Revenue Service form used for vendor set up to receive payment and Form 1099
Department: Tax Office, ControllerUse this template for mass requests for Spend Categories, whether it be new or edits to existing values. Limited to three roles (Buyer, Commodity Manager, Procurement Administrator).
Department: Controller, Business Processes, Foundation Data Model- Department: Tax Office, Purchasing, Controller
Effective 01/07/2021: There are several forms inside Workday that are used to request new financial Worktag values or to request edits to existing values. Use the attached reference guide to determine which Workday form is appropriate to use. If requesting an inactivation, you will follow the instructions on the Inactivation Checklist tab in addition to submitting your form. Additional instructions are contained within the reference guide to help you.
Department: Controller
Type: Policy
- Department: General University, Controller, Asset Management
University policy managed by the Office of Business and Finance
Department: FInancial Planning and Analysis, Controller- Department: General University, Controller
- Department: B&F Procurement Shared Service Center, Controller, General University, Reimbursements, Travel, Expenses
University policy managed by the Office of Business and Finance
Department: Controller, Foundation Data Model- Department: General University, Controller
- Department: General University, Controller
University policy managed by the Office of Business and Finance
Department: Controller
Type: Other
- Department: Controller, Business Processes
There are several forms inside Workday that are used to request new financial Worktag values or to request edits to existing values. Use the attached reference guide to determine which Workday form is appropriate to use. If requesting an inactivation, you will follow the instructions on the Inactivation Checklist in addition to submitting your form. Additional instructions are contained within the reference guide to help you.
Department: Controller, Foundation Data Model- Department: Controller
- Department: Controller, Business Processes