Resources for Finance Staff

As staff members of UCSF, we have a responsibility to complete required training compliance within a timely manner. UCSF Finance staff are generally required to take the following training:

Schedule of Current Compliance Training for Staff:

• COVID-19 Prevention: One time only
• Cyber Security Awareness Fundamentals: Annual
• HIPAA: One time for new hires, and if there is a course update
• General Compliance Briefing: University of California Ethical Values and Conduct: Every 2 years
• HIPPA 101 – Privacy and Security for New UCSF Staff: One time only
• UC Preventing Harassment & Discrimination: Supervisors & MSP: Every 2 years
• UC Preventing Harassment & Discrimination: Non-Supervisors: Every 2 years
• UCSF Foundations of Diversity, Equity and Inclusion: One time only

Below are common questions asked:

• I wasn’t sent an email reminder. You can submit a ticket via the UCSF Compliance Training Dashboard to resolve the issue.
• Where do I go to see if I am pending training? You have two options:
  • UC Learning Center
  • UCSF Compliance Training Dashboard

If your department doesn't have signature guidelines, then we suggest downloading the master email signature on the Identity website.

UCSF Finance departments seeking exceptional approval for retirement or celebration events need to utilize the Finance Exceptional Approval Form. This form provides an additional step for the event to be reviewed by Alexandra Jalali. 

• From the Controller's Office
• Supply Chain Management Newsletter
• UCPath News
• UPlan Weekly Digest (Budget and Resource Management)

Contact Angie Marinello with your signature needs.

UCSF Widescreen PowerPoint Template

Other Telework Resources

• UCSF Coronavirus Website Telework Resources
• FAS Telework
• UCSF Financial Guidance for Telework
• HR Telework
• IT Telework (must be logged in to MyAccess in order for link to work)

Let us know if you have questions!

UCSF Finance Team Members are welcome to ask questions about our plans for telework and provide input by emailing us at [email protected].

The FAS website posts the latest Policies and Guidelines regarding travel between multi-campus sites.

Refer to Supply Chain Management's Accounts Payable unit's Travel page when booking travel. Finance team members from Budget & Resource Management, the Controller's Office, FAS Finance Service Center and Risk Advisory & Insurance Services have a reimbursement checklist available to help them book travel and submit a MyExpense request. Finance team members from Supply Chain Management can refer to their process (link only works for users of MySCM) posted on their internal "MySCM" website.