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
   The What, Why, When, and How of Accruals  (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 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)



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


   FY14 Forecast Workshop for Budgeting & Planning (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)



Consultants and Honoraria for Services Performed OUTSIDE the U.S.
   Steinhardt Guideline: Consultant and Honorarium Payments  (more)



Consultants and Honoraria for Services Performed WITHIN the U.S.
   Steinhardt Guideline: Consultant and Honorarium Payments  (more)



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


   Corporate Travel Account (CTA) Training Session (more)


   NYU Corporate Travel Account (CTA) Guidelines for Steinhardt School Cardholders (more)



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

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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



Faculty Summer Salaries
   Faculty Summer Salaries, Summer 2013  (more)


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)



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

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G



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



Honoraria and Consultant Fees for Services Performed OUTSIDE the U.S.
   Steinhardt Guideline: Consultant and Honorarium Payments  (more)



Honoraria and Consultant Fees for Services Performed WITHIN the U.S.
   Steinhardt Guideline: Consultant and Honorarium Payments  (more)



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


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


   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) UPDATED

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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) NEW

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O



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


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


   UDW+ Access Request Memo (more)


   UDW+ Roadshow (more)



Onboarding
   New Employee Resources and FAQs  (more) NEW

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P



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



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



Performance Communication
   Performance Communication Guide for Employees  (more) NEW


   Performance Communication Guide for Supervisors (more) NEW


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



Petty Cash
   Petty Cash and Cash Equivalents  (more)



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



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 Policy Awareness Program (Guideline)  (more)



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


   Payments to Students (more) UPDATED



Students
   Payments to Students  (more) UPDATED


   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) NEW



Telecommuting
   Flexible Workspace Arrangements Policy  (more)



Travel
   Steinhardt Guideline: Per Diem Meal Reimbursements  (more)


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

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