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Business and Operations Deadline Calendar


Monthly business and administration deadlines throughout the fiscal year. 


For a list of acronyms noted in this calendar, please reference the Business List of Common Acronyms Page.

July

  • UAccess Employee/Manager Self Service – Review Academic Position Distribution for Academic Year
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • UAccess Student – Process all external awards for Academic Year
  • UA Foundation - Transfer Quarter 1 Salaries
  • Reminder – Review of Academic Year Program Fees

August

  • UAccess Employee/Manager Self Service – All hires must be submitted and approved prior start of Academic Year
  • UAccess Employee/Manager Self Service – Deadline for Job Data Changes for 9 month academic appointments due to workforce
  • UAccess Employee/Manager Self Service – NOAs for GTAs and GRAs available for generating
  • UAccess Employee/Manager Self Service - Faculty Contracts Available for routing
  • UAccess Analytics - Check Student Worker Eligibility for Employment
  • UAccess Analytics – Account reconciliation
    • Line Review
    • PEL Review
    • Transaction Review
  • UAccess Financials - Effort Reports Issued
  • UA Foundation - Account Reconciliation (review transactions)
  • Reminder - Request RII funds

September

  • UAccess Employee/Manager Self Service – Acceptance of Graduate NOAs Due (30 day notice from when they are sent)
  • UAccess Analytics – Review Undergraduate Student Workers to make sure everyone is enrolled in 6 units or more. Any under enrolled/non-enrolled students must be terminated
  • UAccess Analytics – Account reconciliation
    • Line Review
    • PEL Review
    • Transaction Review
  • UAccess Financials - Effort Report Approvals Due
  • UA Foundation - Transfer Quarter 2 Salaries
  • UA Foundation - Account Reconciliation (review transactions)
  • Reminder - End of Governmental Fiscal Year (For Federal Grants)
  • Reminder - Make sure College has provided you all Fall Semester Commitments

October

  • UAccess Employee/Manager Self Service – Benefits Open Enrollment
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • Talent - Requisition Clean Up
  • Budget and Planning - Last Friday of October, Line Cleaning for Fall Semester Due via RBC
  • UA Foundation - Account Reconciliation (review transactions)
  • Reminder - Use 85% or more of Course Fees for Fall Semester
  • Reminder - HERD Survey Typical Deadline
  • Reminder - Program Fee Reports Due to College

November

  • UAccess Employee/Manager Self Service – Review and Update Employee Records
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • Talent – Work on talent postings for Spring hires
  • FLPR System - FLPRs for Winter Session Due
  • Axiom - Conversations about Multi-Year Planning
  • UA Foundation - Account Reconciliation (review transactions)

December

  • UAccess Employee/Manager Self Service – All hires must be submitted and approved prior Start of Spring Semester
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • Axiom – Preparation for multi-year planning
  • UA Foundation - Year end process of all donations in timely manner prior to calendar year end
  • UA Foundation - Transfer Quarter 3 Salaries
  • UA Foundation - Account Reconciliation (review transactions)
  • Reminder - Deadline for Course and Program Fee approvals for Summer, Fall and Spring of following Academic Year

January

  • UAccess Analytics –  Check Student Worker Eligibility for Employment
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • Axiom – Data Entry: Plans due 2 weeks after they open in system
  • UA Foundation - Account Reconciliation (review transactions)

February

  • UAccess Analytics –  Review Undergraduate Student Workers to make sure everyone is enrolled in 6 units or more.  Any under enrolled/non-enrolled students must be terminated
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review

March

  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • UAccess Financials – Approval of Effort Reports Due
  • Talent – Requisition Clean Up
  • UA Foundation - Transfer Quarter 4 Salaries
  • UA Foundation - Account Reconciliation (review transactions)
  • Reminder - Use 85% or more of Course Fees for Spring Semester

April

  • UAccess Employee/Manager Self Service – Process Department Head/Director OPS Summer Pay
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • Talent – Work on any Talent postings for Summer Teaching
  • FLPR System - FLPRs Due for the following sessions:
    • 8W1
    • Pre-Session
    • 7W1
    • 13W
    • 5W1
    • 10W
  • UA Foundation - Account Reconciliation (review transactions)
  • Reminder - Make sure College has provided you all Spring Semester Commitments with AIB, all commitments should have been received in fall.
  • Reminder - Complete any salary increase spreadsheet/info request
  • Reminder - Deadline to use Start-Up Funds before RII Sweeps 
  • Reminder - College Sweeps for Temp Teaching, Grad Tuition Scholarships, and Fellowships

May

  • UAccess Employee/Manager Self Service – Discretionary Increases due
  • UAccess Employee/Manager Self Service – Terminations/Retirement for 9/12 pay plan employees
  • UAccess Employee/Manager Self Service – 9/12 Pay Plan Changes due
  • UAccess Employee/Manager Self Service – Sabbaticals and Leave without Pay due 
  • UAccess Employee/Manager Self Service – Salary Increase Program Event due 
  • UAccess Employee/Manager Self Service – Promotions & Tenure/Terminal, Multi-Year Renewals due to Provost
  • UAccess Employee/Manager Self Service – DCC Extensions due
  • UAccess Employee/Manager Self Service – Job Data Deadline for Fiscal Employees
  • UAccess Employee/Manager Self Service – Make sure Graduating student workers are terminated
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • UAccess Financials – Deadline to Approve Account Extensions 
  • Budget & Planning – Deadline for approved Reorganization/department title/account remapping
  • UA Foundation – Account Reconciliation (review transactions)
  • Reminder – Many of the above deadlines are part of rollover.  Please visit rollover schedule.

June

  • UAccess Employee/Manager Self Service – Removal of unapproved contracts not accepted for current Fiscal Year
  • UAccess Employee/Manager Self Service – Deadline for Career Conversations
  • UAccess Analytics – Account reconciliation
    • Line review
    • PEL review
    • Transaction review
  • UAccess Analytics – Fiscal Year Sub-Account Review and Clean up
  • UAccess Financials – Transfer 2% of F&A to PI
  • Budget & Planning – Deadline for Perm and Temp RBC for current Fiscal Year 
  • FLPR System – FLPR deadlines for the following sessions: 
    • 7W2
    • 8W2
    • 5W2
  • UA Foundation – Endowment setup for End of Year
  • UA Foundation – Account Reconciliation (review transactions)
  • End of year – Endowment setups