Forms Forms that you may need to complete in order to obtain access to a system or complete a process, as well as IRS Tax Forms. 3.25
Reconciling PCard Transactions in PeopleSoft This article provides information pertaining to Pcard transaction approvals and reconciliation. 0
Obtaining Access to eREQ Steps to follow in order to gain access to the electronic requisitioning system 0
Associating Cost Centers to Individuals To make a change to your user profile: adding deptids or grants for purchases 0
How Detailed Must the Item Description be on an eREQ? information pertaining to the description field in the electronic requisitioning system 0
Purchase Order: How do I Clear a Match Exception? how to resolve a discrepancy between an invoice amount and a PO amount 0
What if I Mistakenly Use the Procurement Card for Personal Use? Steps to take if the P-card was used for a non-business transaction 0
Flexible Spending Accounts: Crosby (Health Care and Dependent Care FSAs) Reference for benefits eligible employees and post-docs who have inquiries about the two types of Flexible Spending accounts at Tufts, Health Care and Dependent Care. Audience: Benefits Eligible Employees plus Post Docs 0
Crosby Commuter Benefits Reference for employees who have inquiries about commuter benefits at Tufts. Audience: All Active, Regularly Scheduled Employees 0
Retiree Health and Dental Reference for benefits eligible employees/retirees who have inquiries about Retiree Health and Dental Plans at Tufts University. Audience: Benefits Eligible Employees and their Eligible Dependents 0
Restricted Commodity Purchases This article will detail what constitutes restricted items in procurement. 0
Suppliers (Vendors) in PeopleSoft: Information pertaining to adding a supplier to our financial system for payment purposes. 0
Ad Hoc Approvers Information regarding ad hoc approvers in systems, departmental directions, and more. 0
Benefits Termination Information (COBRA) Reference for terminating employees who have questions about the future of their benefits packages after employment termination at Tufts, as well as COBRA continuation of coverage. Audience: Terminating Employees 0
For Purchases Over $10K, What Constitutes an Acceptable Supplier Justification? Describes an acceptable supplier justification for procurement over $10,000 0
What to do when a credit card is lost/misplaced Provides action steps when a Tufts credit card (procurement card or travel card) is lost/stolen/misplaced. 0
What is Labor Distribution or Labor Distribution Adjustments? How to process labor distribution changes 0
What is the SUA payment method? Description of the Single Use Account program for suppliers doing business with Tufts 0
Timekeeping Reference for employees who have questions regarding timekeeping policies and time entry processes. Audience: Non-Exempt Employees 0
W-9 when Tufts is Payee/Supplier/Vendor (When Tufts is Being Paid) Where to obtain the Tufts completed W9 when Tufts is the recipient of the payment. 0
Making Payments via Wire Transfer or with Foreign Currency Read this article if you would like a wire transfer to be made or a payment in a foreign currency check. 0
Time Off Information and Time Off Tracking- Award and Accrual Process describes the time off information system within eserve 0
Video Tutorials for e-Expense (Apptricity) Provides segmented web based tutorials on how to use the e-Expense system at Tufts for travel and business expense. 0
How To Complete An IDR Step by step instructions on how to complete an Interdepartmental Requisition 0
Pay via Supplement (Payroll) versus Accounts Payable (AP) including Consultants/Contractors Provides information about whether or not someone qualifies as an independent contractor, and how to initiate the agreement at Tufts. 0
Overpayments Reference for all employees who have general questions about overpayment of taxes. Audience: Employees 0
General Tax Questions Reference for all employees who have general questions about taxes for employees of the University. Audience: Employees 0
PeopleSoft Chartfields: Applications and Forms Information about deptids, accounts, grants, etc. 0.25
General Tax Questions – FICA (Social Security and Medicare) Taxes Reference for all employees who have general questions about payroll taxes for employees of the University. Audience: Employees 0
Benefit Deductions (Health, Dental, Vision, Life, Long Term Disability, AD&D, Other) Reference for all employees who have inquiries about benefits deductions for Health, Dental, Vision, Life, Long Term Disability, AD&D, any other categories. Audience: Benefits Eligible Employees 0
What to do if one can't log into eServe instructions to assist an individual experiencing difficulty logging into Tufts eServe. 0
Performance Development Program-Manager Using the online Performance Review Reference for managers who have questions about using the online performance review system to write a performance review. Audience: Managers 0
Personnel Action Form (PAF and ePAF) Reference for new hires who have inquiries on how to complete, submit, or process their personnel action forms (PAFs). Audience: New Hires (Staff/Faculty, Students, Temporary Employees) 0
Getting a Cash Advance from your Corporate Card For lengthy travel, this will explain how to obtain funds in advance. 0
How To Inquire On The Status Of An E-Req Step by step directions to check on the status of an electronic requisition 0
Experiencing Difficulty Using Per Diems in e-Expense? solution if you are having difficulty using the per diem functionality in the e-expense system. 0
Payments Made to Nonresident Aliens through Accounts Payable How to make payments to nonresident aliens in the United States. 0
Personal Data Change Reference for employees who have inquiries on how to process changes to their personal information including changing their address, federal and state tax withholdings, beneficiaries, emergency contacts, and 403(b) retirement plan. This can be done through Employee Self Service (eServe). Audience: Employees 0
White Pages, LDAP, Online Directory, Email Address Updates Information about changing some information himself/herself online. 0
Vacation Time Reference for all constituents of Tufts with inquiries about vacation time for employees at the University. Audience: All current staff employees 0
Performance Development Program-Using the Online Performance Plan Reference for employees and managers who have questions about how to use their Online Performance Plan in the Performance Development Program. Audience: Staff, Managers 0.00
Who Processes IDRs, Expense Transfers & Uploads? Information about Interdepartmental Requisitions and expense transfers 0
Work Data Change Reference for managers employees who have inquiries on how to process changes to their work-related information due to situations such as transfers, promotions, change in supervisors, part-time/full-time, etc. Audience: Managers, Employees 0
Compensation Structure, Pay Ranges, and Philosophy Reference for all employees who have inquiries about the compensation structure, pay ranges, and the compensation philosophy at Tufts University. Audience: Employees 0
Performance Development Program-Employee Sign Performance Review Reference for employees who have questions about how to sign their performance review in the Performance Development Program. Audience: Staff 0
Internal Candidate/Applicant Inquiry Reference for internal candidates interested in applying to jobs at Tufts. 0
Open Enrollment 2016 for Calendar 2017 information about open enrollment which will end October 31, 2016 0
Performance Development Program-Questions Regarding Performance Review Reference for employees who have questions regarding their performance review. These questions can be answered by their manager. Audience: Staff and Manager 0
Delta Dental Insurance Program Reference for benefits eligible employees who have inquiries about the Delta Dental Insurance Program at Tufts. Audience: Benefits Eligible Employees & Dependents 0
Working Hours Reference for all employees who have inquiries about work hours at the University. Audience: Employees 0
Affirmative Action Policy Reference for employees with inquiries about the Affirmative Action Policy, Equal Employment, and issues regarding nondiscrimination and equal representation at Tufts. Audience: All Employees, Staff, Faculty 0
Retirement Plan Vendor Distributions (Withdrawals/Rollovers/Loans) A reference for separated employees or active employees 60 years or older who have participated in the 401(a) and/or 403(b) retirement plans. 0
EBPA: Commuter Benefits Provides information about discounts for those working in Boston and taking public transportation 0
Personal Purchases Erroneously Made on the Corporate Card; e-Expense Process/Owing Tufts If you made a personal purchase using the Tufts Corporate card, this article will explain how to reconcile the transaction. 0
Annual Merit Review Reference for all employees who have inquiries about the Merit Review Process for employees at the University. Audience: Managers, Supervisors, Employees 0
What is an Honorarium Payment and How Does One Get Paid? Definition of honorarium and process to have a payment made. 0
Aging Out at 26 - Dependents with Disabilities Information pertaining to employees who have dependents over age 26 with disabilities. 0
FLSA or Exempt/Non-Exempt Reference for all employees who have inquiries about FLSA, or the Fair Labor Standards Act, and their status as either Exempt or Non-Exempt employees. Audience: Managers, Supervisors, Employees 0
Sick and Family Illness Time Reference for all constituents of Tufts with inquiries about sick time for employees at the University. Audience: Audience: All employees who are covered by the employee handbook, not by CBA or contract employment (Note: Faculty time off varies by school) 0
Vision Care Program Reference for benefits eligible employees who have inquiries about the Vision Insurance Plan. Audience: Benefits Eligible Employees & Dependents 0
Voucher Program with Cab Company Describes a program with Yellow & Green Cab whereby a voucher is used for visitors. 0
Missing Tabs/Buttons/Icons in e-Expense or Not Receiving Apptricity Emails? If within Apptricity/e-expense the screen does not display all icons properly this article will give you instructions on how to fix the problem. In addition, if emails are not being received from Apptricity/e-expense, a user can fix that problem as well. 0
Performance Development Program-Technical Issues with Online Form Reference for employees who are having technical issues while completing or reviewing their online performance review. Audience: Staff and Manager 0
Personal Time Reference for all constituents of Tufts with inquiries about personal time for employees at the University. Audience: Audience: All employees who are covered by the employee handbook, not by CBA or contract employment (Note: Faculty time off varies by school) 0
How do I access my budget information? information pertaining to financial reports/budgets, revenue, budgets, carryforward, carryover 0
Tufts Staff/Faculty ID Card Reference for staff and faculty on how to obtain a Tufts Employee ID card. 0
When Will Insurance Cards Be Received Information pertaining to health/dental insurance card delivery 0
Trouble Using Apptricity Mobile Application in e-Expense Provides information should a traveler experience difficulty with the Apptricity app on their mobile device. 0
Unable to Hire as Student/Temp in ePAF instructions on how to proceed if a user experiences difficulty hiring in ePAF for students and temps 0
Performance Development Program-Inaccurate Direct Report List Reference for employees who are inquiring about an inaccurate direct report list. Audience: Manager 0
Marketplace Suppliers This article provides information about participating suppliers on The Tufts Marketplace 0
Checking the Status of a Report in e-Expense how an e-expense user can inquire to the status of an expense report. 0
How are unused airline tickets handled? Information for constituents regarding unused airline tickets in the event a trip is postponed or cancelled. 0
University Holidays Reference for all constituents of Tufts with inquiries about time off on University holidays. Audience: All employees who are covered by the employee handbook, not by CBA or contract employment (Note: Faculty time off varies by school) 0
International Employees – Tax Treaties Reference for all international employees who have general questions about taxes and tax treaties. Audience: International Employees 0
Verification of Employment/Mortgage Verifications Reference for all current employees and external third parties with questions about basic employment verification and credit inquiries. Audience: Employees, Faculty, Staff, external third parties 0
Verification of Employment (General) Reference for employees who have inquiries regarding the process for employment verification. Audience: All employees 0