What's New

Quick Reference: Financial Policy Summaries

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
Construction Closing Costs for Suspended Construction Projects due to COVID-19
Guidance Regarding Independent Contractor Policy Requirements
Guidance Regarding I-9 Collection
GLACIER Submission Guidance (Secure Upload)
Internal Controls (Key Controls) Guidance
Inventory - FY20 Extension Memo 9/8/2020
Interim Payroll Policy and Processes
Reimbursement Expenses for Remote Work - Business Expense Policy
Sponsored Expenses FAQ
Travel Guidance Effective 07/01/2021 - Updated 06/28/2021


Recent 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

2021 Oct 20

PeopleSoft Training Harvard Registered States – Overtime Eligible – Time Entry Employees

2:00pm to 3:00pm

Location: 

https://harvard.zoom.us/meeting/register/tJcrceyorTwiHNYBpg6lN-xm8hMDMsvjQ7u-

This training scheduled for October 20, 2021 from 2:00-3:00 will provide an overview employee roles and responsibilities, and the steps to complete and maintain PeopleSoft data and will include a PeopleSoft demonstration and time for Q&A. T

This session will focus its discussion on overtime-eligible employees which include HUCTW employees and employees paid weekly.  

See the...

Read more about PeopleSoft Training Harvard Registered States – Overtime Eligible – Time Entry Employees
2021 Oct 21

PeopleSoft Training Harvard Registered States – Exempt Employees

10:00am to 11:00am

Location: 

https://harvard.zoom.us/meeting/register/tJwoc-yhrz0sHdxALzSOsS3t6lJ-iKSdqeDc

This training scheduled for October 21, 2021 from 10:00-11:00, will provide an overview employee roles and responsibilities, and the steps to complete and maintain PeopleSoft data and will include a PeopleSoft demonstration and time for Q&A.

This session will focus its discussion on exempt salaried employees which includes individuals paid once a month and exempt bi-weekly employees.

See the...

Read more about PeopleSoft Training Harvard Registered States – Exempt Employees
2021 Oct 28

Time Approvers / Keepers / Adjusters – Keeping, Adjusting, or Approving Time for Employees working in Harvard Registered States

10:00am to 11:00am

Location: 

https://harvard.zoom.us/meeting/register/tJUodumtpjkjGtzMVXjjvL3at1KXaeijiNBQ

In this training session scheduled for October 28, 2021 from 10:00-11:00, we will provide Time Reports, Approvers, and Adjustors an overview of steps to complete in PeopleSoft. This session will include a PeopleSoft demonstration and time for Q&A.

See the Central Payroll website to review PeopleSoft materials including the Interim Payroll Policy and...

Read more about Time Approvers / Keepers / Adjusters – Keeping, Adjusting, or Approving Time for Employees working in Harvard Registered States
2021 Oct 29

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

Repeats every 2 weeks every Friday until Fri Dec 31 2021 except Fri Jun 25 2021.
10:00am to 11:30am

Location: 

https://harvard.zoom.us/meeting/register/tJMtde2rrzIqHNxNTZMApHaT4GJlnv_Q2JBv

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-...

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