Resources

Training, Instructional and Document Resources

As part of The Collaborative's purpose, 'sharing and aligning best practices and processes', this collection of shared resources is provided for all customers for training, instruction, templates and guidance. If you have an idea for a resource that you could use, contact your business office (Get Help) to share your request.

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Resource Title	Type	Category	Business Office
Student Employee Handbook (SEO) A PDF produced by the Student Employment Office (SEO) about the student employment experience.	PDF	StuEmpl	AABO, EMBO, UCBO
Chart of Accounts (COA) Guide Chart of Accounts (COA) introduction via Google slides for Colleges staff and faculty.	Video	Fiscal/Travel	UCBO
Staff Performance Appraisal Presentation (ABBO) Staff Performance Appraisal (SPA) information for all staff.	Slides	HR/Payroll	AABO
Recruitment Planning Checklist (EMBO) This Trello checklist is for EMBO staff supervisors to guide them through the recruitment process.	Doc	HR/Payroll	EMBO
Procurement Card Cardholder Reconciliation Guide (UCBO) IPPS training video for the Colleges' PCard Cardholders on how to reconcile your PCard expenses in Concur.	Video	Fiscal/Travel	AABO, UCBO
Department Transfer - Important Next Steps These topics and notes are for staff to guide them through a few important items when they transfer to another UC San Diego department.	Doc	HR/Payroll	EMBO
ServiceNow (SNOW) User Guide How to use ServiceNow (SNOW) to view tickets as a client/customer.	Video	Fiscal/Travel	UCBO
Student Onboarding Handbook (UCBO) Step by step instructions for student onboarding process for both the supervisor and student.	Doc	StuEmpl	UCBO
Student Hire Onboarding Checklist (UCBO) The checklist provides links to access UCPC and Ecotime, payroll calendars, and the FAQ's that most students have.	PDF	StuEmpl	UCBO
New Employee Checklist and Roadmap (EMBO) New employee information and instructions to sucssefully onboard.	PDF	HR/Payroll	EMBO
New Employee Orientation Plan Onboarding Checklist is a comprehensive operational roadmap designed for hiring managers and HR Contact.	Doc	HR/Payroll	EMBO
Travel & Safety Onboarding (EMBO) Checklist of items that need to be completed before meeting with EM's Travel and Fiscal Specialist.	PDF	Fiscal/Travel	EMBO
Employee Travel Checklist - Colleges (UCBO) Step-by-step instructions for Colleges employees before they go on a trip.	Doc	Fiscal/Travel	UCBO
Changing Preferred Email in UCPath Step-by-step instructions to change your preferred email in UCPath. This email choice is used for general campus notifications and The Collaborative Shared Communications.	PDF	Other	AABO, EMBO, UCBO