IMPORTANT FALL 2020 UPDATES

Welcome to the Office of Student Affairs Financial Center, your one-stop shop for all things financial here in OSA. The Financial Services Team handles business and financial transactions for Penn Student Government, Resource Center Staff, and Penn Student Groups. Specifically, we manage purchasing, reimbursements, and payment processing to reduce student and staff out of pocket expenses. We are here to help you. Please reach us by email or phone.

The OSA Financial Guidelines explains how to spend university funding once it is allocated to your organization. For a brief overview please see our Financial Services Center. FAQ

FINANCIAL LINKS

PAYMENTS

OSA Payment Request Form -Used to process payments for group funded activites

Purchase Orders – Payment system for approved Penn vendors

Non-Purchase Order Payments/ Payments to Individuals  – Used to process Limited Engagements, Honoraria, Guest Travel

Purchasing Card Program – Used for small dollar value payments for external suppliers

OSA Student Programming Card Application  

OSA Staff Programming Card Application 

         SPcard PaymentNet instructions

Charitable Donations–  Donations to approved charities from student group revenue

Food Purchase Request Form – Request approval to purchase non-communal food (Covid-19)

FUNDING

SAC Online – Budget information for Student Activities Council undergraduate funded groups

Common Funding Application – Sources for Student group funding such as T-Change, ICF

Campaign for Community – Promote discussion among members of the community about issues with differing points of view

GAPSA – Funding source for Graduate Student groups

Community Impact Fund – Funding to support graduate student iniatives that address cultural, gender, or racial bias

REIMBURSEMENTS

Concur Reimbursement System– Contact your Financial Coordinator for activation in Concur

Payroll

All Penn Students must be paid through Workday and every student hired must be onboarded, assigned a position, and paid through this online system.  No student is allowed to work before they have been officially assigned a position in Workday.  To be assigned a position:

  • Step 1 – Reach out to your Financial Coordinator ” tell them what position you’ve been hired for and for what group.
  • Step 2 – Your FC will respond with your Offer Letter and Information Form to be completed and signed.  If you are already in Workday you do not need to complete the Information Form, just the Offer Letter. These documents contain sensitive information so please give them back to your FC either in-person or via Secure Share.
  • Step 3 – Once your forms have been received and reviewed your position will be created and you will be assigned a position ID#.  Your FC will send you your position ID# which is specific to you and needed when you are ready to submit timesheets.
  • Step 4 – If you are not yet in Workday, after you have been assigned a position you will be able to complete the onboarding process by making an appointment with the Workday Solution Center.  Before you start working, you will need to complete federally required documentation in person at Onboard@Penn.

VIDEO RESOURCE TRAINING MODULES

Fall 2020 Updates

Concur

Payment Request forms

Payments to Individuals

Student Program Cards

Using PaymentNet for Programming Card

FINANCIAL SERVICES TEAM

Manager

Jeanette Kee Scott 215-898-0455

keedzh@upenn.edu Schedule a virtual meeting

Financial Coordinators

Heather Durham 215-898-0886

hdurham@upenn.edu Schedule a virtual meeting

Danielle Crumb-Fike  215-898-6795

crumb@upenn.edu Schedule a virtual meeting

Angela Reason  215-898-8114

areason@upenn.edu  Schedule a virtual meeting 

Next Office Visit by FSC staff: Friday, 9/4/20

Find Your Financial  Coordinator / Sac Liaison