2024
May
03
What's New
Quick Reference: Financial Policy Summaries
HBS Users - See Accessing a Harvard University SharePoint Site or MS Team for guidance.
10/06/2023 - University-Issued Card Policy
08/01/2023 - Tax Implications for Moving, Recruiting, Visas, & Related Expenses
07/13/2023 - Processing Childcare Costs Matrix
05/01/2023 - Revised Financial Systems Access Policy
04/19/2023 - Addendum Business Expense Reimbursements Policy - Work-Related Travel to Campus
04/17/2023 - Employee Fellow vs Nonemployee Fellow Classification Deck
Recording Employee Fellow vs Nonemployee Classification
03/22/2023 - Fellowship, Prize, Award, Grant, Allowance Session Slide Deck
Recording Fellowship, Prize, Grant Policy Session (SSO)
02/06/2023 - Revised Accounting for Leases Policy
02/06/2023 - Revised Bank Accounts Policy
02/01/2023 - Revised Payment Categories and Hiring Methods if Classified as an Employee
1/30/2023 - Updates to ROPPA Training and PCard Policy with transition of PCard from Oracle to Concur
Employment / Payroll Policies and Resources
Employment / Payroll Policy and Resources
I-9 Collection Processes
Other Sites:
Cash Receipts Guidelines
Internal Controls (Key Controls) Guidance
Reimbursement Expenses for Remote Work - Business Expense Policy
Sponsored Expenses FAQ
COVID-19 Information
Environmental Health & Safety COVID-19 Resources
Harvard Main Coronavirus Website
Harvard University Health Services COVID-19 Information Page
Other Additions
12/05/2022 - Classification of Employee Fellows vs Nonemployee Fellows
11/16/2022 - Payments to Foreign Individuals + Entities Slide Deck
Recording Payments to Foreign Individuals + Entities (SSO)
09/22/2022 - Back to School Policy Refresher Slide Deck
Recording Back to School Policy Refresher (SSO Required)
09/14/2022 - Supplier Onboarding: Policy and Process Session Slide Deck
06/21/2022 - Software Accounting Policy - with a 7/1/21 revision date incorporating new FASB regulations
05/20/2022 - ROPPA Training Requirements - updated to include B2P Supplier Portal Users
Online ROPPA Training (Responsibilities of Purchasers, Preparers and Approvers Policy)
Informational Brochure: Reference Guide for Purchasers
Sponsored Travel Policy Update Brochure