Forms, Guidelines, Policies and Procedures

The forms, guidelines, policies and procedures section of the BAS website provides easy access to frequently used forms as well as direct links to other resources relating to university business processes.

Accounts Payable

Automobiles - Owned, leased or rented

• Automobile Accident/Incident Report
• Automobile Fleet Change Form
• Automobile Insurance Card (Proof of Insurance)
• Fleet Services Rentals
• Rental car procedures

Banking

• CASHNet
• Department Notification of Incoming ACH/Wire Notification Form

Banner

• Access to Administrator Systems Request
• Access to Document Management Suite (Xtender/BDMS)
• Finance Access Request Form -workflow initiated by data steward
• Request for New Banner Index Number and Fund/Org

Banner - Account Codes

• Revenue, Labor and Benefits
• Expense 

Banner - Index Listing

Banner - Rule Class Codes

Budget Revisions Request

Bursar's Office

CASHNet

Cellular devices

Check Requests - see Payment Requests

Confidentiality Form

Conflict of Interest

Controller's Office

Debit Card Reconciliation Form

Department Incoming ACH/Wire Notification Form

Employee Discounts 

Environmental Health and Safety

• Safety Hazard Report

• Injury Reporting
  Employee Report of Injury or Occupational Illness
  Non-Employee Incident Report

Expense Reimbursements

• Employee Expense Reimbursement
• Expense Reimbursement Manuals
• Paper reimbursement request
• Workflow

Fiscal Year-END Cutoff Dates

• Foundation Transfers
• Year End Processing Dates

FlashCart

• Ordering Supplies FAQ
• Purchase Orders/Requisitions Guide
• Purchasing Policy

Foundation Forms and Policies

Gift Reporting Form

Grants Accounting

• Certification for In-kind Cost Sharing
• Cost Transfer Request
• Grant Indirect Cost Exception Form
• Grants Accounting Manual
• Grants Accounting Resources
• Salary Distribution Revision - workflow now available

Hold Harmless Guidelines and Forms

Hospitality Pre-Approval Form

HR Forms Library

Independent Contractor/New Hire Reporting

IDC's (Interdepartment Charges)

Insurance

• Certificate of Insurance
• Employee Health Insurance
• Insurance - Risk Management

Internal Audit

Jury Duty

KSU Foundation

Mail Services

• Monthly Billing
• Work Orders

Order Supplies

• Business Cards
• Envelopes
• FlashCart Ordering
• Letterhead
• Name Badges
• Name Plates

Parking Services

Payment Requests

• Payment Request Form
• Electronic Funds Transfer (EFT)
  • ACH and wire transfers
• Commodity Codes Procurement Website

Payroll

• Electronic W2 Consent
• Tax Withholding Forms

Personnel Action Form (PAF)

PettyCash

• Petty Cash or Change Fund Request
• Petty Cash Reimbursement

Policy Exception Pre-Approval Form

Procurement

Purchasing Card Manual

Purchase Requisition

Purchasing Card Application

Purchasing Policy

Records Retention Policies

Red Flags Rule - Identity Theft Prevention

Rental Cars

Research and Economic Development

Salary Distribution Revision - use workflow

Signature Authority Documentation

Surplus Equipment Redistribution and/or Disposal 

Tax

• Sales Tax Report
• Tax Exemption Certificate
• W-9
• Payroll Tax Withholding Forms

Terminating/Transferring Employees

• Change in Status/Term Assignment Renewal Form
• Checklist for Terminating/Transferring Employees

University Budget Office

University Facilities Management

University Equipment

• Assignment of University Equipment Form
• Electronic Equipment Disposal Procedure
• Equipment Coordinator Assignment Form
• Equipment, Vehicle and Vessel Acquisition Request Policy
• Fabricated Equipment Request and Completed Property Notification
• Guidance for Ordering Equipment in FlashCart
• Inventory Control Change in Equipment Status
• Inventory Control Property Disposition

University Policy Register

University Travel Website

Wire transfers

Wire transfer - International