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
GLACIER Submission Guidance (Secure Upload)
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

 

 

Upcoming Policy Events

2024 Apr 05

Equifax Electronic I-9 Training - Pilot Schools / Units Only

Repeats on the first Friday until Fri Jun 14 2024 .
9:30am to 11:00am

Location: 

Register At: https://harvard.zoom.us/meeting/register/tJIlfuGoqj4oHtGckwAwojuI9_Yq8k8lFPUs

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered the first Friday of the month from 9:30-11:00. If you require training prior to the next scheduled training, contact i9help@harvard.edu.

The Electronic I-9 is a paperless I-9 process that will: 1) enhance new hire and department experience, 2) automatic Form I-9 error checking and reduced audit risk, and 3) automate E-Verification.

Register at: https://harvard....

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2024 Apr 17

Processing Commencement Prizes and Awards

1:00pm to 2:00pm

Location: 

Register at: https://trainingportal.harvard.edu/Saba/Web_spf/NA1PRD0068/common/ledetail/cours000000000041782

This virtual course, led by subject matter specialists from the Financial Policy Office and the International Payee Tax Compliance Office, will review the differences between prizes, grants, allowances, fellowships, and student business expenses.They will also discuss how to process these payments accurately and the tax and reporting implications of each payment type. There will also be time during the session for Q&A.

Please visit the Harvard Training Portal for ...

Read more about Processing Commencement Prizes and Awards
2024 May 03

Equifax Electronic I-9 Training - Pilot Schools / Units Only

9:30am to 11:00am

Location: 

Register At: https://harvard.zoom.us/meeting/register/tJIlfuGoqj4oHtGckwAwojuI9_Yq8k8lFPUs

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered the first Friday of the month from 9:30-11:00. If you require training prior to the next scheduled training, contact i9help@harvard.edu.

The Electronic I-9 is a paperless I-9 process that will: 1) enhance new hire and department experience, 2) automatic Form I-9 error checking and reduced audit risk, and 3) automate E-Verification.

Register at: https://harvard....

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2024 Jun 07

Equifax Electronic I-9 Training - Pilot Schools / Units Only

9:30am to 11:00am

Location: 

Register At: https://harvard.zoom.us/meeting/register/tJIlfuGoqj4oHtGckwAwojuI9_Yq8k8lFPUs

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered the first Friday of the month from 9:30-11:00. If you require training prior to the next scheduled training, contact i9help@harvard.edu.

The Electronic I-9 is a paperless I-9 process that will: 1) enhance new hire and department experience, 2) automatic Form I-9 error checking and reduced audit risk, and 3) automate E-Verification.

Register at: https://harvard....

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only