Welcome to CSU

1
Welcome to CSU

• A presentation of staff benefits and early
  navigation of CSU processes

2
Objectives

• Explain the functions we can assist with
• Give you information regarding staff benefits and
  options
• Giving you a head start and contacts you may find
  useful in your first few weeks
• Link you with relevant training opportunities

3
What do we do?

• The Division of Finance services
• Accounting University and trading
• Accounts Payable
• Accounts Receivable
• Payroll
• Travel
• Stores
• Transport
• Mail Services
• Corporate Uniform

4
Staff Benefits Salary Packaging

• Salary packaging has the potential to maximise
  the financial outcome for eligible employees of
  CSU.
• It allows CSU to pay for items from pre-taxed
  income giving you the benefit of paying less tax
  legally.
• NOTE It will not work for all staff for all
  items. Childcare is one area where the benefit in
  reduced tax may be outweighed by the reduced
  Childcare benefit.
• Independent financial advice is strongly advised
  before taking on any salary packaging option.

5
Salary Packaging Options

• Self education directly related to current
  employment - Specifically excludes HECS
• Portable computers
• Professional memberships
• CSU Childcare and Preschool fees
• Some superannuation
• Corporate Uniform
• Motor Vehicles
• Conditions apply so please check the full
  guidelines.

6
Salary Deductions

• The Salaries systems allows for deductions to a
  range of providers including
• Health insurers
• Charitable organisations
• Energy providers
• Click Here to access the full list.
• You may also have deductions to repay your
  current sessions HECS. This allows you to claim
  the upfront discount but pay it off during the
  session.
• Click Here for the form.

7
Other Services

• TRANSPORT
• CSU Transport hire vehicles not required for
  official use to permanent and contract members of
  the CSU staff. Eg Utes for moving house.
• At Wagga campus the mechanic also offers private
  servicing of motor vehicles and an inspection
  station.
• Payment by salary deduction is available for
  hires and servicing.
• Contract your Transport Office.

8
Corporate Apparel

• Uniforms are available in a range of style for
  men and women catering for most sizes and job
  requirements. View range and ordering
  information.
• Payment upfront or via Salary Packaging is
  available. Contact the Executive Assistant for
  more information on 32255 Kathy Watt.

9
Our Finance System

• Our Finance system is Banner Finance. It is an
  American system designed to cater for a variety
  of University-specific needs
• Student Administration
• Accommodation
• Finance
• Unless you are a Financial Services or Student
  Admin staff member, your access to Banner will
  generally be via the Web.

10
Web Access to Banner

• This presentation is not designed to go into
  detail on the functions of Banner but the link
  below will give access to information that will
  be useful once you have your login and security
  set up.
• Click here to view.
• Please note that access will require completion
  of a short presentation on Navigation and
  Expectations.

11
Survival Skill 1 Stores

• The University has a central store on most
  campuses. This can be accessed to minimise cost
  and order time on items held in bulk.
• A catalogue can be accessed on the web
• Bathurst Web Catalogue
• Wagga Wagga Web Catalogue
• To access items in the store, a stores issue
  docket is completed, including correct authorised
  signatory, account codes and delivery point.

12
Survival Skill 2 Petty Cash

• View the full policy and forms here.
• Petty cash is issued from each University cashier
  and from various Petty Cashiers around the
  campuses.
• Petty cash dockets must be
• Authorised by the appropriate signatory
• Used for amounts under 250 only
• Used for restricted items only with prior
  authorisations. Click here for list and
  authorisations.
• Can be a reimbursement or an advance.

13
Survival Skill 3 Pay a bill

• Before ordering
• Contact Purchasing Officer to make sure item is
  not cheaper on State Contract - Contacts
• Placing an order
• Requisitions, properly authorised, must be sent
  to the Purchasing Officer
• Must be done before purchasing or committing to
  an order for a service or goods
• Orders will be processed, normally, within 48hrs
  of receipt in Purchasing.
• Funds must be available - refer Budget
  Availability

14
Purchasing Be aware of

• Quotation Requirements
• Up to 2000-1 written
• Between 2000 and 5000 - 2 written quotes
• Between 5000 and 10000 - 3 written quote AND
  Purchase Board Approval
• Over 10000 - Tenders arranged by Purchasing

• Special Approval Requirements
• Computer/AV Equip
• Div of IT
• Books/Journals
• Library
• Printing
• Printery
• Radioactive Material
• Radiation Safety Committee
• Items over 5000
• Purchase Board

15
Survival Skill 3 Send a bill

• If you need to send an account to an individual
  or company, it is important to follow these
  guidelines
• Accounts are ONLY issued from the Universitys
  computer system. Do not raise a word document or
  similar as an invoice.
• Be aware of GST and how it affects the amount
  your area will receive. Your section received
  10/11ths of the total requested only.
• Click here for the step by step guide.

16
Survival Skill 4 Book a Car for business

• Local Bookings via the Campus Transport Office
• Albury 16844
• Thurgoona 19896 (local use only)
• Bathurst 84111
• Wagga Wagga 32633
• Non-Local Bookings
• Must be accompanied by an approved travel
  authority
• All vehicles have folders in which mileage is
  recorded, fuel cards are held and procedures for
  accidents and breakdowns are available.

17
Book a Car - Private Hire

• The University fleet includes a variety of
  vehicles (Sedans, Wagons, 4WD and Coaster buses)
  that may be hired to staff when not required for
  official business.
• Rates are 13c/km plus fuel for a sedans and utes.
  (current 07/07) Other vehicles are higher.
• A minimum charge of 50.
• Refer to Transport Officers for conditions.

18
Survival Skill 5 Organise Travel

• All travel must be PRE-APPROVED.
• New staff, who are likely to travel frequently,
  should apply for a Diners' Card, the official
  travel card of the the University.
• Statements must be submitted monthly to the CSU
  Travel Office for payment. Guidelines and a
  sample are shown here.
• View the Travel Policy.

19
Accommodation and Airfares

• Special Accommodation rates are available to
  staff travelling for business in most capital
  cities and areas in which CSU campuses are
  located.
• Airline reservations for Australia and New
  Zealand are usually made by the travel advisor
  assigned within your division or school,
  utilising the online booking system, Serko, or by
  Voyager Travel.
• All international travel reservations are made by
  the CSU Travel Office. (exc NZ, as above)

20
Travel Special Notes

• Vehicles
• University vehicles must be used unless special
  approval has been granted.
• Signatories
• Two signatories may be needed one for expense
  and funds availability and the other for absence
  from normal work.
• If the signatory is absent, authority moves up
  the chain.
• Tax Invoices
• All travel expenses must be supported by tax
  invoices.
• Overseas Travel
• Must be approved by DVC.
• See the Travel Office for itinerary and
  arrangements.

21
Liaison Officers

• Within the Division of Financial Services each
  member of the management team is assigned to
  provide specific areas with support.
• While they will not be experts in all areas of
  Finance they will be able to assist in
  identifying issues and properly directing you for
  solutions.
• Please refer to the full list.

22
Sink or Swim?

• We hope that this presentation will help you
  swim through the next few weeks but please
  remember that help is available.
• Please contact us. Click here for a full list of
  contacts within the division. Use the list on the
  left for specific functions.
• Training will be offered
• regularly and is included
• on the Organisational
• Development calendar
• and advertised on Whats New.