Trust Fund Agreement Form Now in DocuSign!

The Trust Fund Agreement Form is now available on DocuSign! This form is used to establish, update, or inactivate a trust fund, which allows departments to collect revenue for a service or activity.

We have partnered with Finance Advisory Council division representatives to identify appropriate reviewers and approvers for their colleges/departments. This has allowed us to simplify the initiation process for the form and facilitate an enhanced user experience. By using the DocuSign Conditional Routing feature, we can automatically route the form based on drop-down menus in the DocuSign form. You will only need to enter the Requester and Trust Fund Owner. All other signatures will be determined during the routing process.

This is a screenshot of the Conditional Routing Drop-Down Fields on the form.  You will need to select a Division and a College/Department to trigger conditional routing.

To learn more about trust funds, please refer to Establishing a New Trust Fund. If you have any issues or questions, please contact FinanceConnect at 408-924-1558 or financeconnect@sjsu.edu.

December LCD Processing

To personnel with Labor Cost Distribution (LCD) responsibilities, this is the monthly reminder to confirm your salary information by running your LCD Setup Audit.

Any changes to the distribution of funding for payroll expenses that you would like made for December 2020 payroll must be received by Finance Support no later than Thursday, December 17th at 5:00 p.m.

For temporary appointment funding changes, all requests can be emailed directly to Finance Support at finance-support@sjsu.edu .

We cannot guarantee that requests for changes received after the deadline will be captured for the December payroll cycle.

Important Reminders:

  • For faculty who are on release time, please review the Reimbursed Time Authorizations guidelines.
  • Payroll expenditures for Fiscal Year 2020/21 will reflect regular/negative pay for the months of July 2020 through June 2021; positive pay salary expenditures (e.g. student salary and overtime) will represent the months of June 2020 through May 2021. Positive pay for Fiscal Year 2021/22 will reflect expenditures for the twelve month period of June 2021 through May 2022.

Please refer to Labor Cost Distribution for information regarding the LCD process and Temporary Appointment Funding Changes for instructions on completing the Employee Profile form. If you have any questions about LCD processing, please contact Finance Support at finance-support@sjsu.edu or 4-1558.

November LCD Processing

To personnel with Labor Cost Distribution (LCD) responsibilities, this is the monthly reminder to confirm your salary information by running your LCD Setup Audit.

Any changes to the distribution of funding for payroll expenses that you would like made for November 2020 payroll must be received by Finance Support no later than Thursday, November 19th at 5:00 p.m.

For temporary appointment funding changes, all requests can be emailed directly to Finance Support at finance-support@sjsu.edu .

We cannot guarantee that requests for changes received after the deadline will be captured for the November payroll cycle.

Important Reminders:

  • For faculty who are on release time, please review the Reimbursed Time Authorizations guidelines.
  • Payroll expenditures for Fiscal Year 2020/21 will reflect regular/negative pay for the months of July 2020 through June 2021; positive pay salary expenditures (e.g. student salary and overtime) will represent the months of June 2020 through May 2021. Positive pay for Fiscal Year 2021/22 will reflect expenditures for the twelve month period of June 2021 through May 2022.

Please refer to Labor Cost Distribution for information regarding the LCD process and Temporary Appointment Funding Changes for instructions on completing the Employee Profile form. If you have any questions about LCD processing, please contact Finance Support at finance-support@sjsu.edu or 4-1558.