1. Discretionary Spending Guidelines

    Sep 24, 2020

    The university continues to operate under a discretionary spending pause. Any purchases of a discretionary nature should continue to be delayed until the pause is lifted. In the meantime, if you have any specific procurement needs not addressed below, please reach out to Jesse Buxton to discuss the potential purchase. When possible, we should procure items through non-appropriated funding sources to preserve our appropriated budgets.

    The following items may be purchased at this time:

  2. IT Purchase Reminder – Software and Subscriptions

    Sep 24, 2020

    Moving to virtual environments for programing has increased the need for specialized software and subscriptions, and central review for other IT related purchases may not be top of mind. IT Services requires that all software and online subscriptions be reviewed by their team prior to making the purchase.

  3. Use Last Year’s Values for PHA for Benefits Discount

    Sep 24, 2020

    [The Ohio State University Health Plan Inc.]

    OHR and YP4H have decided that in order to receive the full year’s premium credit for 2021, the only requirement is to complete the PHA in Virgin Pulse.  Verified biometrics are NOT needed in 2020.  They can use last year’s values to fill in any numbers questions on the PHA.

  4. IE11 Browser Preferred for eRequest, eStores and eTravel

    Sep 24, 2020


    The Internet Explorer 11 (IE11) browser is the preferred browser to use with eRequest, eStores and eTravel for the most reliable experience. (Do not use Chrome as recent updates are causing issues with eStores.)

    While users may still prefer and use other browsers such as Google Chrome, keeping IE11 as the primary browser for eRequest, eStores and eTravel use is recommended.

    Mac users are advised to use the Safari browser for these applications.

  5. Submit Pre-Pandemic Travel ASAP

    Aug 24, 2020

    Do you have old travel (March 2020 or before) that still needs reimbursed? Don’t hesitate any longer to submit!

    Workday and an updated OSU Travel policy is coming in January 2021. If you have any mileage or overnight travel reimbursements that you still need reimbursed from before March (pre-pandemic) the time is now to submit those for reimbursement! Once the current eTravel system closes in December 2020 your chances of being reimbursed for old travel with be extremely limited.

  6. Travel Restrictions Extended

    Aug 24, 2020

    The University has extended travel restrictions through the end of December. This includes mileage-only travel. Dean Kress shared in her update on 8/24 that there is now an approved process for moving forward with business essential travel only.

  7. Ohio Sales Tax to be Cleared on Fiscal Year

    Aug 21, 2020

    The Journal that was posted by Jesse that cleared the Sales Tax liability covered 18 months, 1/1/2019 - 6/30/2020 to begin reflecting the Fiscal Year. Counties should see on June eReports and this should explain the amount you see there. Counties can let the expense for the sales tax stay where it hit -67101- or anytime can send up a check to cover what was cleared using 41225 to deposit. Likely will be clearing again in December due to the planned WorkDay switchover.

  8. Salary & Benefit Calculation Tools

    Aug 21, 2020

    University Rates: Faculty 24.6%, Unclassified 32.3%, Classified Civil Service 32.3%, Specials 16%, Enrolled Students 0.5%, Post-Doctoral Fellows 3.2%, Graduate Associates 10.6% This is a change from what the University previously reported this year. Rates will be held the same for 9/1/20-8/31/21 as they were this year.

  9. Expense and Revenue Account # Clarification

    Aug 21, 2020

    Expense Account #s Begin with ‘6’ and Revenue Account #s Begin with ‘4’

    Very important to use the correct series of numbers for Expenses and Revenue- using them incorrectly means a transfer will have to be made in order to correct the mistake. Please print these lists and keep by your computer and only use from the account #s listed in these documents: ALL purchases (pcard, PO, etc) need to use 6xxxx series account numbers, deposits only generally use 4xxxx series account numbers.

  10. TAS Annual Training

    Aug 21, 2020

    The Advancement System (TAS) users need to take certain training annually to fulfill University compliance requirements. As of 3/30/2020 all TAS users will be assigned the following training in BuckeyeLearn at