The Finance team hosted the Policies, Procedures and Systems sessions on Friday, September 16th from 12:00pm-1:00 pm EST OR Friday, September 23rd from 11:00am - 12:00pm EST. To access the recording, please follow the link at the bottom of the page.

 

AGENDA

Objective:

To receive a general overview of financial procedures and systems

Good stewardship of your federally funded fellowship

 

Hosts:

    Cody Bridges and Angela Bafile

 

AFPI Topics:

  1. Introductions of finance team
  2. AFPI email
  3. Navigating FellowsCentral
    1. AFPI Employee
    2. Travel/Training Requests
    3. PTO Requests
    4. Tools & Resources
  4. FreshDesk – Contact Us, search a topic
    1. Travel/Training Policy – review (please initial and sign, acknowledge on the TriNet site)
    2. Reimbursement Guidance
  5. Concur – Usage and billing codes
  6. Certify – Travel/Training reimbursement/advance request(s)
  7. Fellows Monthly Newsletter

 

ZOOM link for live presentation: TBD

 

 

Questions? To reach us please use the ticketing system. A how to guide for submitting a fresh desk ticket is accessible here (please create an account).

 

To access the recording of this session, please use the link below. The password is: Will post after session