Welcome to the Office of Financial Services. Our mission is to provide reliable and relevant financial information and quality financial services. Please see below for a listing of the different departments within our office.
Temporary Procedures During Required On-site Services Model re: COVID19
Most Financial Services staff are working remotely and is accessible by email.
In response to the off-site working arrangements in place as of Thursday, March 19, 2020, Financial Services will be accepting approvals via email (must be from the approver’s Lakehead University email account) or with a digital “certification” in Adobe.
Please review the Standards for Electronic Approval While Working Remotely due to COVID-19. This memo includes instructions on what to do if:
- you need to create or know how to certify a PDF document in Adobe,
- your document requires multiple approvals, and
- you're submitting backup documentation with a form or invoice. Please refer to the instructions circulated by Human Resources when saving and sending the Electronic Staff form as they would like all backup saved as separate documents.
Human Resources/Payroll-Specific Forms
Please note: email approvals are required for all Human Resources/Payroll processing forms
Effective immediately, all HR/Payroll processing forms including Employee Information Form (EIF), Part-Time Academic Staff & Supplemental Teaching Appointment Form (PTA), Leave of Absence Form (LOA), and Short Term Renewal Form (STR), will require an accompanying email from the appropriate signing authority holder stating their approval in addition to a digital/electronic signature.
The form submitter will need to be the budget code signing authority holder or include a forwarded email from the budget code signing authority holder with the following statement from their Lakehead email account:
"I approve the attached [type of form] for [employee name]."
For emails with multiple forms for different employees, the statement above may be used by stating each employee name. For example, if you have three EIFs for three different employees, the following statement should be used:
"I approve the attached [type of form] for [employee name 1, employee name 2, employee name 3]."
Forms submitted on or after May 19th without the appropriate email approval as described above will not be processed and the original submitter will be notified. We thank you for your attention to this matter. If you have any questions, please contact Human Resources or Payroll.
List of Financial Services Departments to Receive Completed Forms
Approved documents and supporting backup can be sent to the following departments in Financial Services:
- Cheque Requisitions: Accounts Payable, email@example.com
- Operating & Ancillary Departmental Transfer Form and Budget Transfer Form: Amanda Johnson, firstname.lastname@example.org
- Research & Trust Departmental Transfer Form and Budget Transfer Form: Margot Ross, email@example.com
- Financial Account or G/L Code System Access: Dianne Cataldo, firstname.lastname@example.org
- Request for External Invoice: Accounts Receivable, email@example.com
- Request for Payment of Invoices by Bank Transfer (Wire Payment): Accounts Payable, firstname.lastname@example.org
- Request to Fill: Dianne Cataldo, email@example.com
- Sole-Source (scanned and/or digitally certified copies): Neil Irvine, firstname.lastname@example.org
- Travel Expense Statements (paper-based) and Hospitality Expense Statements: if research funded (fund 50) send to Sharon Dempsey, Sharon.email@example.com, otherwise send to Accounts Payable, firstname.lastname@example.org
If you have a form to submit and aren’t sure who to send it to, please send it to Dianne at email@example.com.
Please note: We ask that you please maintain any original receipts or forms at this time. We will reach out for originals at a future date.
Limit increases for purchasing cards will still be processed, following the usual request process (email to supervisor, cc’ing firstname.lastname@example.org and email@example.com requesting an increase for how much and for how long).
Submissions for purchasing card statements are following the usual schedule. Photos of hard copy receipts are acceptable if scans are not available.
Dianne will be notifying all corporate (travel/hospitality) cardholders regarding accessing of their monthly statements if they are not on campus to receive the hard copy. Details can also be found on the Visa Purchasing and Corporate Cards webpage of the Financial Services website.
Payroll and Records of Employment
Payroll processing continues with no interruption in service. If you are a part-time hourly employee and enter your time, be sure to enter your time online via myTimecard, through myInfo. Your supervisor can also enter on your behalf if required. The same cut-off schedule remains in place for employees and supervisors. The schedules are found at the bottom of the payroll webpage for Payroll Forms and Schedules.
If you require a Record of Employment, follow the instructions found on Record of Employment Procedure webpage.
If you have any questions feel free to contact any of the Payroll Staff