Forms & Procedures

Finance

Form Notes Updated
What Forms Should I Use? A BearBuy job aid that lists transaction types and the appropriate form to use for each. 8/1/2024
UC Berkeley Travel Policy The webpage outlines UC Berkeley's key travel policy points, including guidelines on business and personal travel, expenses for transportation, lodging, meals, and incidentals, as well as reimbursement procedures and documentation requirements. 8/1/2024
UC Berkeley Entertainment Policy The webpage provides detailed guidelines on UC Berkeley's entertainment policy, including roles, allowable and unallowable expenses, reimbursement processes, per-person meal limits, requirements for documentation, and policy exceptions. 8/1/2024
UC Berkeley Honoria Policy The webpage outlines UC Berkeley's honoraria guidelines, including eligibility criteria, payment limits, required approvals, necessary documentation, and restrictions on payments to university employees. 8/1/2024
UC Berkeley Cash Deposits Policy The webpage provides guidelines for managing and recording bank deposits, including procedures for handling cash and checks, ensuring accuracy, and maintaining compliance with financial controls. 8/1/2024
List of E&I Division Approvers This Google Sheet shows in detail the E&I unit divisions and affiliated programs. 8/1/2024
BFS Accounts and Description A list of commonly-used BFS account codes. Tip: use the Find feature in Acrobat to search for keywords (e.g., computer, printing, meals, travel, etc.) to help locate appropriate codes. 8/1/2024
Systems and Training handout The webpage provides training materials and resources from UC Berkeley's Controller's Office, covering topics such as financial systems, timekeeping, contracts and grants, reimbursements, and internal controls. 8/1/2024

Procedures

FormUpdated
Event request form for the Vice Chancellor for Equity & Inclusion's calendar 09/28/23
E&I Approvers spreadsheet (this list determines who has the authority to approve different transaction types in your programs and is used as a reference by our CSS partners) 02/01/16

E&I Procedures Job Aid
Note: Many of the business and HR procedures have undergone significant changes since the production of this guide. And there have been staffing changes among the approvers for many programs. However, it is still a useful job aid that covers interfacing with BRS in the areas of B&FS, HR, and IT. (Tip: print double-sided on 11x17" paper.) 

Generic versions:

09/16/14
Research Administration Process: CSS-RA detailed procedure | CSS-RA workflow 03/25/15

Campus Hiring

View Job Openings

To view job openings or check the status of an application, visit http://jobs.berkeley.edu.

Employment Resources

  • Applicant Resources: Find instructions and tips on applying for a job at Berkeley, as well as disability and compliance information.
  • Hiring Resources: For hiring managers or supervisors, this section provides details about planning a recruitment, posting job requisitions in TAM, screening applicants, interviewing candidates, or documenting recruitments.
  • Employment Staff Assignments: Find the appropriate contact for any of the applicant, employee or manager and supervisor services.

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