JANUARY 2008 - EMPLOYEE
FOCUS
Understanding UH Business
A brand new six-week session of the
Understanding UH Business Seminar kicks off
on Friday, Feb 8th. This season’s seminar
promises to be bigger and better than ever.
The attendees gain a comprehensive
understanding of why we do things the way we
do here at the university on subjects such
as:
- The annual, administrative reporting
requirements and why they are necessary.
- Information and discussion about the
certifying signature’s role in the
transaction approval process.
- Complete team-building exercises on
ethical conduct and fraud in the university
environment.
What is the Understanding UH Business
seminar and why is it important? Understanding UH Business is a six-week
seminar, which provides explanations to the
key business transactions and processes at
the university. Have you ever wondered the
following when processing a transaction?
- Why can’t I just use any account as long
as the voucher gets processed?
- What is budget checking and why do we
require it?
- What is a liability? What’s an asset?
- Why is it important to read a balance
sheet?
- What is the importance of fund codes?
- Who is Accounts Payable and why do they
tell me what to do?
- What is Finance’s role and what is my role
and how do we work together?
- How do I maximize the use of the
university’s financial system?
- Why do we have so many mandatory training
classes?
- Why are there so many administrative rules
and processes and who makes all of these
rules any way?
If you or your staff members ever wanted to
know these answers, then Understanding UH
Business will provide a comprehensive and
unique perspective. The class instructors
are experts in their particular departments
who walk participants through how
transactions flow, who processes them, why
transactions and the procedures for them
exist, and what is the global effect – both
internally and externally-of these
transactions that flow through various
departments and the PeopleSoft System.
Who can attend this class? Preparations are now underway for our fourth
exciting session. Session four kicks off on
Friday, February 8th from 9am to noon, and
each successive Friday for six weeks.
Attendance is open to anyone interested in
developing an understanding of the
university’s business processes. To express
interest and be nominated to attend this
class, fill out the nomination form at
here for yourself and/or your
direct reports.
Questions about the curriculum or program
should be directed to Cynthia Romero at
713-743-5753.
Who’s Who on Campus
We’ve got a lot of great people
on campus, and we thought you’d like to get
to know more about them. These individuals
have been selected by their colleagues as
people you should know on campus. In fact,
there’s so many wonderful UH employees that
we’ve decided to highlight two of them this
month.
Please continue to nominate your outstanding
colleagues, and we will continue to publish
them in order of receipt.
If you submitted a nomination between
November 15, 2007 and January 11, 2008,
please resubmit the information (an internal
error was detected and corrected, but
nominations during that time were not
received).
CLICK HERE TO
NOMINATE NOW!

Who:
Betty Wise
Department Business Administrator
Years of UH Service:
7 Years
Department:
Industrial Engineering
How to Contact Me:
bwise@uh.edu
or 713-743-4183
Where to Find Me:
E206 Engineering Building 2
When to Call Me:
Contact me with questions regarding
policies and procedures, personnel,
or administrative issues.
Helpful Hint:
Always be positive, and greet change
with enthusiasm.
What I Like Best About My Job:
I enjoy working with my staff:
Sharon Hall, Betty Garrett, Erika
Gomez and Alison Haines. They are a
terrific team!
What Betty’s Colleagues Say:
Betty Garrett says “Betty has
devoted herself to the Department of
Industrial Engineering, as a full
time employee, full-time student,
wife and mother. In her short time
of managing the department she has
accomplished what many can barely
due in their career. She has managed
to bring the staff together to have
a close and working relationship
that not many departments have.”
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Who:
Barbara M. Murray
Department Business Administrator
Years of UH Service:
39 Years
Department:
Computer Science
How to Contact Me:
713-743-3374 or
murray@uh.edu
Where to Find Me:
550 PGH
When to Call Me:
For administrative/business issues
involving the Computer Science
Department.
Helpful Hint:
Keep a positive attitude no matter
what comes your way.
What I Like Best About My Job:
People contact. Over the past 39
years I have had the pleasure to
work with a very diverse group of
students, faculty and staff. The
university has helped me to develop
and utilize my people skills. I have
made use of these skills not only
here at UH but in the community and
with many organizations I work with.
I am fortunate to have had longevity
here at UH.
What Barbara’s Colleagues Say:
Brenda Steven’s describes Barbara as
a “dynamic person. She has lots of
energy maintaining the department
and still helps her employees with
things such as storage clear-out,
catering events, clean-up, etc. She
is very quick to come to someone’s
aid who is distressed. She has a way
of calming people down. I for one
have to admire her, because it’s not
all just about the work.”
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HR Training Calendar
CLICK HERE FOR DIRECTIONS ON
HOW TO REGISTER FOR COURSES
CLICK
HERE TO LOGON ON TO PASS TO
REGISTER
If you
have questions please contact:
hrtraining@central.uh.edu
Exit Interview Questionnaire Available Online
The new exit interview questionnaire is now
available online. Employees parting from the
university are encouraged to visit the
“quick links” section of the
HR website to
complete the Exit Survey and provide candid
comments about their experiences at the
University. We believe the best way to learn
about the various aspects of the university
is to request feedback from those who have
actually worked here. Data obtained through
the exit interview process will be reviewed
in an effort to better understand the needs
of our employees and identify areas needing
improvement. Human Resources is committed to
making the University of Houston a
satisfying and enjoyable place for our
employees to work, and also advance their
careers.
2008 VITA (Voluntary Income Tax Assistance) Program
The large, foreign national student
community at UH (26th in the U.S.) has
benefited from VITA’s assistance in
preparing their U.S. tax returns (Forms 1040
NR or 1040 NR EZ) in accordance with complex
tax laws. The University of Houston was
approved as a VITA site in 1998 for UH
foreign nationals. The VITA program is
offered by the Houston Chapter of CPAs in
cooperation with the Internal Revenue
Service. It consists of volunteers from the
Houston Chapter of CPAs and the local
community who review and/or prepare tax
returns for those individuals who need
assistance. Most campus volunteers will be
provided by the College of Business. The
site manager will train these volunteers in
preparing nonresident alien tax returns.
International Student Services will provide
the publicity for this campus event.
Location: University Center in the Bayou
City Room (# 202) on 2nd floor
Help-dates: March 1, 15, 22; and April 5, 12
(Saturdays only)
Times: 9:30AM to 2PM
This program will not only provide an
invaluable service to the foreign national
community at the University of Houston, but
also an enriching and educational experience
for those students volunteering to help in
preparing tax returns for UH foreign
nationals.
(Note – The VITA program has partnered with
the Mayor’s Citizens’ Assistance Office,
some financial institutions, and a few local
businesses to “receive the baton” that was
passed from the IRS. The organization has
taken on the name, Houston Asset Building
Coalition (HABC). This coalition is
responsible for all phases of the VITA
program.)
Annual IRS Tax Season
It’s that time of year again! As the
University community prepares for the coming
tax season, please take a moment to review
the available information and forms
available
here.
Below is a list of contacts and their areas
of expertise:
|
Form
|
Description
|
Contact
|
Phone |
|
W-2
|
Employee wage and tax
statement
|
Customer Service
|
713.743.3988 |
|
1042-S |
Individual
Nonresident Alien's income |
Linda Morrow
|
713.743.8987 |
|
1098-E |
Student loan interest
|
Nancy Tran |
713.743.5878 |
|
1098-T
|
Hope Scholarship and
Lifetime Learning tax credits |
Recording |
713.743.1098 |
|
1099-MISC |
Miscellaneous income
of $600 or more |
Armand Villacorte |
713.743.5660 |
Time to update W4’s for 2008
It is a good idea for all employees to
review their W4 status at the end of every
year to make any adjustments that may be
necessary for the upcoming year. Employees
that claimed “exempt” last year are required
to complete new W4’s to follow IRS
guidelines.
Remember that you can review your current W4
status and make changes online through
PASS
the UHS employee self service application.
If you have any login problems, first click
the “Forgot Your Password” link and follow
the prompts. A new password will be emailed
to you.
If you have any questions, contact the
Customer Service Center at 713-743-3988.
Did you claim “exempt from withholding” on
your W4 for calendar year 2007?
IRS rules require that you file a new W4
every year if you are a US Citizen claiming
exempt status. Instructions to submit a new
W4 through PASS, the UHS employee self
service application, are located
here.
Please complete a new W4 form online by
1/23/2008. To log on to PASS click
here.
If you do not file a new W4 by 1/23/2008
your tax status will be automatically
changed to Single with 0 exemptions as the
IRS requires.
Tax Season-Update your address in PASS
It’s that time of year again…the Payroll
department will be mailing W-2’s to all
University employees at the mailing address
on file by February 1st. Employees should
use this opportunity to update their
personal information via PASS (People
Advantage Self Service).
To log on to PASS open a web browser on your
computer and enter
http://my.uh.edu/ in the
address bar. Your user id is your employee
id. (Your employee id can be found on your
paycheck stub.) If you do not know your
password, you may request a new one using
the “Forgot Your Password?” link on the log
on screen. Follow the prompts and a new
password will be instantly emailed to the
email address on file.
To learn how to view and/or update your
address in PASS, click
here.
Online W-2 processing via the PASS system
will be available, and university employees
will once again be given the option to
decline the snail mail service. Within the
coming weeks all faculty and staff will
receive an email with further details on
requesting the electronic form. Instructions
can be found at
here;
however, the online service will not be
available until the notification is
distributed.
Questions? Please contact the Customer
Service Center at 713.743.3988.
Mandatory Training
Please remember to complete your mandatory
training. All training discussed below is
available on the UHS Online Professional
Development and Training Website which can
be accessed by clicking “Log In” here.
The following training must be completed by
all university employees (this includes
faculty, staff, student workers, and
temporary employees paid through the payroll
system):
E08001 - Equal Employment Opportunity (EEO)
H08001 - Secure Our Systems
F08037 - Code of Ethics
F08024 - Fraud Awareness
All full-time faculty, all exempt staff, and
non-exempt staff with purchasing
responsibilities are required to complete
the F07028 – External Consulting & Related
Party Disclosure form as well.
Employees may also be enrolled in one or
more of the following finance role-based
courses depending on their access and/or job
duties:
F08015 – Petty Cash & Change Fund Custodians
F08016 – Procurement Card Cardholder
F08017 – Procurement Card Business Office
F08018 – Travel Card Holder
F08019 – Travel Card Business Office
F08033 – Credit Card Processing
F08034 – Credit Card Accounting
F08035 – Credit Card Data Security
F08038 – Cash Security Procedures
F08039 – Cash Deposit & Security Procedures
Refer to the “Required Online Finance
Training” link available on the Finance
Training website, to determine the
appropriate role-based courses for employee
enrollment. If it is determined that an
employee should be enrolled in one or more
of the above courses but is not, they may
enroll on the Training webpage here. If a
finance role-based course is not completed,
the employee may lose privileges or access
associated with the associated activities.
Weekly course status reports have been
distributed to College/Division
Administrators, and a final report will be
provided to Division Vice Presidents as well
as the Board of Regents.
To learn how to monitor your own course
status through PASS where the information is
updated nightly click
here.
For assistance, please call the Customer
Service Center at 713.743.3988.
SkillPort – Tax Planning
With tax season on everyone’s minds,
we’d like to spotlight SkillPort’s Tax
Planning online course this month.
Learn how to calculate your taxes as well as
various tax planning strategies that will
help you save money by minimizing your tax
bill.
SkillPort eLearning is available to all
University of Houston Main Campus faculty,
staff and students free of charge. For more
information and to log into SkillPort click
here.
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University
Copy
Center
Now Offering High-Quality Digital
Passport & ID Photos
______________________________________________
|
|
Fast, Affordable & Convenient
Photos taken & printed while you wait
Offering new, on-campus services to make
your life easier
|
|
|
|
CONVENIENTLY LOCATED IN THE UNIVERSITY CENTER
UNDERGROUND
University Copy Center, Inc.
52
University Center
Houston, Texas 77204
713-741-5200 |
JANUARY
CALENDAR
|
MONDAY
|
TUESDAY
|
WEDNESDAY
|
THURSDAY
|
FRIDAY
|
|
|
1
Holiday
|
2
Monthly Payday
Run Leave Accrual
Run Bi-Weekly (B122507) Final
CDA P-Card & Travel Card
Billing Cycle Review
Run P-Card & Travel Card
Liability Balance Queries
|
3
9:00
PAR Training
B010808 PAR's Due in HR
Off Cycle Payday
|
4
Bi-Weekly Payday
Payroll Reallocations
Processed by Noon
M013108 PAR's Due in HR
Scan & Upload the P-Card
Signed December Billing Cycle Expense Report to the Finance System
|
|
7
8:30
New Hire Orientation
Last Day of January P-Card
Billing Cycle
|
8
9:00
Basic
Finance
Begin Entering January Billing
Cycle P-Card Transactions in SDOL
|
9
Off Cycle Payday
9:00
I-9
Training
9:00
Journal
Entry
Target Date to Close December
(4) Accounting Period (Wait for Listserv Announcement)
Bi-Weekly (B010808) Timesheets
Due in Payroll by Noon
|
10
9:30
Time Management (Part 1)
2:00
Query
8.9
Run Bi-Weekly (B010808) Trialal
Last Day of January Travel
Card Billing Cycle
|
11
Bi-Weekly (B010808) Corrections Due in Payroll by Noon
Payroll Reallocations
Processed by Noon
Begin Entering January Billing
Cycle Travel Card Transactions in SDOL
Scan & Upload the T-Card
Signed December Billing Cycle Expense Report to the Finance System
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|
14
8:30
New Hire Orientation
Run Bi-Weekly (B010808) Final
|
15
Basic
Finance
5PM Deadline to Update P-Card
& Travel Card January Billing Cycle Transactions in SDOL for AP Analysis
|
16
Off Cycle Payday
2:00
Voucher
Creation and Workflow
B012208 8 PAR's Due in HR
|
17
Results of P-Card and
Travel Card January Billing Cycle SDOL Analysis Distributed
|
18
Bi-Weekly Payday
Rape
and Aggression (RAD) Training
Payroll Reallocations
Processed by Noonon
|
|
21
Holiday
|
22
8:30
New Hire Orientation
January Billing Cycle
P-Card and Travel Card SDOL Corrections Due by 5PM
|
23
Off Cycle Payday
9:00
Basic
Finance
9:30
Travel Forms and Rules
Bi-Weekly (B012208)
Timesheets Due in Payroll by Noon
Prepare P-Card & T-Card
Expense Report for January Billing Cycle
Target Date to Mail 1098-T
Forms to Students
|
24
2:00
Query 8.9
Run Bi-Weekly (B012208) Trial
Bi-Weekly (B012208)
Corrections Due by 3:00PM
|
25
9:30
Professional Courtesy: Etiquette in the Workplace
2:00
Rape
and Aggression (RAD) Training
Run Bi-Weekly (B012208) Final
Payroll Reallocations
Processed by Noon
February Accounting Period
opens
|
|
28
8:30
New Hire Orientation
Run Monthly (M013108) Trial
Monthly (M013108) Corrections
Due by 3:00PM
Target Date to Mail 1042-S
Forms to Foreign Nationals
|
29
9:00
Basic
Finance
Run Monthly (M013108) Final
Target Date to Mail 1099-MISC
Forms to Independent Contractors and Other Recipients
|
30
|
31
9:30
Dealing Effectively With Conflict
Bi-Weekly (020508) PAR's Due
in HR
Submit Journal
Entries with January Journal Dates to General Accounting by 5pm
December Billing Cycle P-Card &
Travel Card Compliance Analysis Distributed to CDAs
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