Processes & Forms
All financial processes at Stevens require review and approval, as well as appropriate documentation. Many of the paper forms once used have been replaced by electronic documents (e-docs). These will be completed, submitted, reviewed and approved electronically using the Kuali Financial System (KFS). All disbursements from Stevens will be routed for review and approval using the established workflow for that document type.
Listed below are the various process and forms that have been used at Stevens to initiate, correct and review various financial transactions. If the form has been replaced by an e-doc available in KFS, a link will take you to the guide that can lead you through the new process.
Should you require assistance in completing an e-doc or need more information on Kuali for Stevens, please contact Kuali Support or call 201-216-8000. Training is available. Tutorials, presentation and guides can be found here.
Forms/Process
Adjunct & Onetime Payment Payroll Notice for Faculty & Staff
Budget Modification Request [replaced by a new e-doc called "Budget Adjustment"]
Check Request [replaced by a new e-doc called "Disbursement Voucher"]
Distribution of Income and Expense [replaces the "Interdepartmental Transfer"]
FY12 Year End Process & Cut Over to FY13
Gift Receipt Process and Forms
Interdepartmental Transfer [replaced by a new e-doc called "General Error Correction"]
Invention and Patent Agreement
Non Salary/Wages Transfer Form [replaced with a new e-doc called "General Error Correction"]
Non-Workstudy Student Payroll Notice
Pre Encumbrance [this is a new option available to you in Kuali]
Purchase Requisition [The purchasing process will start with an e-doc called "Requisition"]
Requisition - Payroll Notice for Faculty & Staff
Request for Graduate Student Assistant Appointment
The Salary/Wages Transfer has been replaced by the ST e-doc. This link will take you to the guide.
Sole Source/Proprietary Justification
Travel and Business Expense Reimbursement (TABER)
Wire Transfer [Wire transfers will start with an e-doc called "Disbursement Voucher"]
W2 and Pay Statements - ADP Pay Statements and W2 Access Instructions