What's New

Quick Reference: Financial Policy Summaries

09/23/21 - Back to School Policy Refresher Slide Deck
10/06/21 - Revised Appendix G Travel Policy Requirements for Travel Expenses Charged to Federal Awards or Cost Share Funds
07/22/21 - Performer Tax Brown Bag Session Slide Deck 
03/25/21 - Responsibilities of Purchasers, Preparers, and Approvers (ROPPA) Brown Bag Session Slide Deck
03/01/21 - Revised Responsibilities of Purchasers, Preparers, and Approvers (ROPPA) Policy
01/22/21 - Payments to Foreign Entities and Foreign Individuals in B2P Session Slide Deck
01/01/21 - Revised Procurement Policy
12/01/20 - Independent Contractor Web Based Training
10/09/20 - Timing and Processing of Student Worker Travel Expenses
01/21/20 - Payment Categories and Hiring Methods if Classified as an Employee
11/12/19 - Tax Implications for Moving, Recruiting, Visas and Related Expenses
10/01/19 - Air Travel Guidelines at a Glance

COVID-19 Updates:
Harvard Main Coronavirus Website
Cash Receipts Guidelines
Guidance Regarding Independent Contractor Policy Requirements
Guidance Regarding I-9 Collection
GLACIER Submission Guidance (Secure Upload)
Internal Controls (Key Controls) Guidance
Interim Payroll Policy and Processes
Reimbursement Expenses for Remote Work - Business Expense Policy
Sponsored Expenses FAQ
Travel Guidance Effective 10/29/21 - Updated 10/29/21


Other Additions

10/01/19 - Independent Contractor Classification PI/Researcher Guide
09/26/19 - Slides for 10/26/19 Supplier Onboarding Process Session
08/22/19 - Slides from 8/22/19 Back to School Policy Refresher
7/1/2019 - Revised Independent Contractor Policy effective 7/1/2019
12/18/18 - Slides from 12/18/18 Software Accounting Policy Information Session
Financial Management of Property, Plant and Equipment - updated 7/1/18
10/01/17 - Bank Accounts Policy has been updated
10/01/17 - DUNS, Tax ID and EIN Numbers FAQ


Online ROPPA Training (Responsibilities of Purchasers, Preparers and Approvers Policy)

Informational Brochure: Reference Guide for Purchasers

Sponsored Travel Policy Update Brochure

 

 

Upcoming Policy Events

2022 Feb 04

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

Repeats every 2 weeks every Friday until Fri Jun 24 2022 except Fri Apr 29 2022.
10:00am to 11:30am

Location: 

https://harvard.zoom.us/j/97500026050

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

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.zoom.us/j/97500026050

After registering, you will receive a confirmation email containing information about joining the meeting:

In addition to the Zoom training,...

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2022 Feb 18

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

10:00am to 11:30am

Location: 

https://harvard.zoom.us/j/97500026050

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

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.zoom.us/j/97500026050

After registering, you will receive a confirmation email containing information about joining the meeting:

In addition to the Zoom training,...

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2022 Mar 04

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

10:00am to 11:30am

Location: 

https://harvard.zoom.us/j/97500026050

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

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.zoom.us/j/97500026050

After registering, you will receive a confirmation email containing information about joining the meeting:

In addition to the Zoom training,...

Read more about Equifax Electronic I-9 Training - Pilot Schools / Units Only
2022 Mar 18

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

10:00am to 11:30am

Location: 

https://harvard.zoom.us/j/97500026050

This course is for schools and units participating in the Equifax Electronic I-9 Project and is offered every other Friday from 10:00-11:30.

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.zoom.us/j/97500026050

After registering, you will receive a confirmation email containing information about joining the meeting:

In addition to the Zoom training,...

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