Staff Competencies Training Matrix

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Selected Competency Family: Fiscal Services
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 LevelLevel DescriptionClassificationFeedback  
Area-Specific Category
Fiscal Services
Accounting
View Resources Level 1 * Has functional knowledge of general accounting concepts, including basic bookkeeping skills, cash disbursement accounting, account payable and accounts receivable. * Understands and adheres to...   more Ast1-Aso3
View Resources Level 4 * Ability to organize, prepare and communicate budget information. * Ability to prepare budget forecasts. * Ability to analyze financial data and create financial history information. * Ability to...   more
Grants
View Resources Level 1 * Basic knowledge of UF grant management rules and regulations. * Ability to track grant expenses. * Understand grant budgets and corrections to budget allocations.   All
View Resources Level 2 * Ability to reconcile monthly expenses. * Ability to create spreadsheets for financial reports. * Liaison with Grants Manager and P.I. to create budget proposal. * Ability to create expense...   more All
Payroll
View Resources Level 1 * Basic knowledge of payroll rules and policies as directed by Library and UF. * Basic knowledge of fiscal office procedures and adherence to fiscal deadlines. * Ability to train other library staff...   more
View Resources Level 2 * Ability to correct payroll errors using the Manager Exceptions in PeopleSoft. * Ability to generate the Leave report for time discrepancies of over and under payments. * Liaison with Department...   more
View Resources Level 3 * Ability to create journal entries to correct salary discrepancies and errors. * Ability to reconcile monthly fund balances.  
Purchasing
View Resources Level 1 * Has basic knowledge of purchasing rules and practices for purchase orders and UF P-cards transactions per University and Library policies. * Has basic knowledge of fiscal office procedures and...   more
View Resources Level 2 * Ability to process Change order requests to existing purchase orders. * Ability to research for discounted values for library purchases. * Liaison with library departments for ongoing...   more All
View Resources Level 3 * Reconcile monthly encumbrance report. * Understand and initiate contract agreements, Invitation to Bids, Request for Proposals, and Sole Source documents. * Coordinate new hire moves with library HR...   more
Travel
View Resources Level 1 * Basic knowledge of Library, UF and State travel rules and regulations. * Ability to enter travel authorizations and expense reports in PeopleSoft with correct funding source. * Provide training to...   more Ast1-Aso3
View Resources Level 2 * Assist Library Travel Committee in distributing all staff development travel funds. * Reconcile monthly travel transactions with ledgers. * Provide training to library staff.