Administration and Finance

Guidelines

Below is a collection of guidelines you may find useful. If you would like to see something added to this list, please let us know.

You may also be interested in our forms collection.

Click on the title to open the guideline and '(more)' for additional information.


A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  X  Y  Z  

A



Accruals
   Accruals Tip Sheet  (more)



Acela Guideline
   Steinhardt Guideline: Acela  (more)



Advance Reconciliations
   Steinhardt Guideline: 60 Day Deadline for Reimbursement Requests and Advance Reconciliations  (more)



AP Workflow
   AP Workflow Overview and Resources  (more)



Appointing Personnel on Grants
   Appointing Personnel on Grants Presentation  (more)

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B



Bookstore Departmental Prepaid Cards
   NYU Bookstore Departmental Prepaid Cards  (more)



Business Reimbursements
   Traveling on Business? Things to Consider/Remember  (more)

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C


Cash and Cash Equivalents’ Handling: A Guideline for NYU Steinhardt Employees (Guideline)  (more)



Catering Tips/Gratuities
   Steinhardt Guideline: Catering Tips/Gratuities  (more)



Confidential Research Participants
   How Do I … Make Direct Payments to Confidential Research Participants?  (more)


   How Do I … Obtain and Use Debit Cards for Payments to Human Subjects? (more)



Corporate Travel Account (CTA)
   Approved and Prohibited Purchases for P-Card and CTA  (more)


   Global Payment Card Refresher Training, Feb. 2016 (more)



Credit Cards
   How Do I … Accept Payments via Credit Card?  (more)



Currency, Foreign Rate Converter
   OANDA Currency Converter Tool  (more)

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D



Deadline
   Steinhardt Guideline: 60 Day Deadline for Reimbursement Requests and Advance Reconciliations  (more)



Debit Cards
   How Do I … Obtain and Use Debit Cards for Payments to Human Subjects?  (more)



Debit Cards, Gift Cards, and Purchasing Cards (P-Cards)
   Petty Cash and Cash Equivalents  (more)



Donations
   Guidelines for Receiving Donations  (more)

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E



Employee Separations and Transfers (AF_1001)
   When Employees Transfer or Separate (AF_1001)  (more)



Endowments
   Endowments: A Primer  (more)

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F


Fair Labor Standards Act (FLSA): An Overview (Presentation)  (more)


Family and Medical Leave Act (FMLA) Guide (Guideline)  (more)


Flexible Workspace Arrangements Policy (Guideline)  (more)



Forecasting, Budgeting, and Planning
   FY14 Forecast and FY15 Budget  (more)



Foreign Currency Rate Converter
   OANDA Currency Converter Tool  (more)



Funds Overview
   Funds Overview: A Quick Overview of Commonly Used Funds within the Steinhardt School  (more) UPDATED

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G



Gifts to Steinhardt School: Guidelines for Receiving Donations
   Guidelines for Receiving Donations  (more)


Global Payment Card Refresher Training, Feb. 2016 (Presentation)  (more)



Graduate Student Employees
   GSOC CBA: Impact and Implication  (more)



Grants Management Training
   Grants Management Training, OTPS Part II: Purchasing Things Indirect/Overhead/F&A Costs  (more)


Green Guidelines (Guideline)  (more)

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H



Hiring
   Hiring Temporary Full or Part-Time Help  (more)



How do I … ?
   How Do I ... Establish and Use a Petty Cash Fund?  (more)


   How Do I ... Use My IDA Funds? (more)


   How Do I … Accept Payments via Credit Card? (more)


   How Do I … Make Direct Payments to Confidential Research Participants? (more)


   How Do I … Obtain and Use Debit Cards for Payments to Human Subjects? (more)

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I


Incident / Injury Protocol (Guideline)  (more)



Individual Development Accounts
   How Do I ... Use My IDA Funds?  (more)

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J



Journal Entry Management System (JEMS)
   JEMS Presentation  (more)

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N


New Employee Resources and FAQs (FAQ)  (more)

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O



OBIEE / UDW+
   OBIEE: Browser and Operating System Compability  (more)


   Planning Your Annual Budget: From Forecast to Budget (more)



Onboarding
   New Employee Resources and FAQs  (more)

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P



Payment Card (P-Card)
   Approved and Prohibited Purchases for P-Card and CTA  (more)


   Global Payment Card Refresher Training, Feb. 2016 (more)



Per Diems
   Steinhardt Guideline: Per Diem Meal Reimbursements  (more) UPDATED



Performance Communication
   Performance Communication Guide for Employees  (more)


   Performance Communication Guide for Supervisors (more) UPDATED



Pets in NYU Stienhardt Facilities (AF_1002)
   Pets in NYU Steinhardt Facilities (AF_1002)  (more)



Petty Cash
   Petty Cash and Cash Equivalents  (more)



Petty Cash Fund
   How Do I ... Establish and Use a Petty Cash Fund?  (more)



Policy Awareness Program
   Steinhardt Policy Awareness Program  (more)

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R



Reimbursement Requests
   Steinhardt Guideline: 60 Day Deadline for Reimbursement Requests and Advance Reconciliations  (more)

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S



Separations and Transfers (AF_1001)
   When Employees Transfer or Separate (AF_1001)  (more)


Simulated Weapon Guidelines (Guideline)  (more)


Steinhardt Integration: HR and Transactions Services (Presentation)  (more) UPDATED


Steinhardt Policy Awareness Program (Guideline)  (more)



Student Employees
   Federal Work Study (FWS) Students at NYU  (more)


   Payments to Students (more)



Students
   Payments to Students  (more)


   Tax Status of Scholarship and Fellowship Awards  (more)

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T



Tax Exemption Certificate
   NYU Tax Exemption Certificate: How to Obtain and Where Applicable  (more)



Telecommuting
   Flexible Workspace Arrangements Policy  (more)



Travel
   Steinhardt Guideline: Per Diem Meal Reimbursements  (more) UPDATED


   Traveling on Business? Things to Consider/Remember (more)

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