Santa Clara University

Peoplesoft Distributions

• Activity ID Setup (MS Excel 16K)
• Class ID Setup (MS Excel 16K)

System

• PeopleSoft Financials Feedback (MS Excel 17K)
• PeopleSoft Financials User Agreement (MS Excel 19K)
• Vendor Request Form (MS Excel 17K)

Independent Contractor

Independent Contractor

• Independent Contractor Request (MS Word 42K)
• Independent Contractor Guideline (MS Word 29K)
• Independent Contractor Agreement (MS Word 58K)

Speaker

• Guest Speaker/Honoraria Form (MS Excel 24K)

Employment

• New/Change PCN Request (MS Excel 18K) | Instructions
• Personnel Action Request (PAR) (MS Excel 34K) | Instructions
• Student Employment Authorization (SEA) (MS Excel 111K)
• Single/Stipend Payment (MS Excel 39K)
• Withholding Exemp Cert-IRS Form W-9 (MS Word 39K) | Instructions
• Withhold Exemp (non-U.S. Ctzn)-IRS Form 8233 (PDF 280K) | Instructions
• Student Assignment Change (MS Excel 102K)
• W-8 Certificate of Foreign Status (PDF 91K) | Instructions

Student Stipend

• Student Stipend guidelines (MS Word 35K)
• Eligibility Determination (MS Word 113K)
• Stipend Payment Authorization (MS Word 110K)

Finance

• Bookstore Charge Card Request (MS Word 49K)
• Missing Reciept (PDF 34K)
• Business Expense (MS Excel 33K) | Instructions
• Cash Deposits (MS Excel 25K)
• Check Deposits (MS Excel 31K)
• Credit Card Deposits (MS Excel 69K)
• Speedtype Request (MS Excel 122K)
• Payment Request (MS Excel 31K) | Instructions
• Purchasing Card (MS Excel 112KB)
• Signature Authorization (MS Word 64K)
• Accounts Payable Direct Deposit (MS Excel 45K)
• Wire Transfer (MS Excel 20K) | Instructions
• Travel and Reimbursement Policies and Procedures (MS Word 98K)
• Business Travel Authorization (PDF 37K)
• Financial Records Retention Policy (PDF 14K)

Petty Cash

• Petty Cash Admin Guide (MS Word 210K)
• Petty Cash Audit Balance Sheet (MS Excel 18K)
• Petty Cash Custodian's Responsibilities & Authorization (MS Word 47K)

Internal Transfer

• Cash Transfer (MS Excel 18K) | Transfer Matrix
• Expense/Revenue Transfer (MS Word 47K)
  

Internal University Financial Office Use Only

• Fund Request (MS Excel 20K)
• Financial Import Template (MS Excel 24K)
• SA Upload Template (MS Excel 213K)
• Transfer Mistakes Checklist (MS Word 31K)