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Orientation for New Business and Finance Employees

Getting Started at Springfield

These are suggested action items for you to complete during the first several weeks as a new employee with business and financial responsibilities. Completing these tasks will help you gain the basic understanding and knowledge you will need in your new role.

Learn the Basics

  • Familiarize yourself with the organizational structure of your University, the System Offices, and the Office of Business and Financial Services (OBFS). Review the following information:
  • The fiscal responsibilities stated on your job description may be reflected in one or more of the roles and responsibilities listed on the Roles and Responsibilities of the OBFS website. Find the roles and responsibilities applicable to you and review the information, which includes resources to help you fulfill them.  
  • Gain a basic understanding of the University's main finance system (Banner) by taking the online, self-paced course FN 101: Introduction to Banner and Finance. Of special interest is the introduction (in Lesson 5) to the University's Chart of Accounts used by Banner to capture transaction data, facilitate retrieval of information, and manage financial reporting.  
  • The University uses several other systems and applications to process transactions and retrieve information. For a high level description of applications related to business and financial responsibilities, review the list of applications on the Web Sites and Applications page of the OBFS website.

Find Networking Opportunities

  • Become a member of the UIS Business Managers group. This group gathers on a regular basis to exchange ideas, receive updates and network with peers. To be added to their email distribution list, leave a message for Janet Ford at 217-206-6653 or
  • The office of the UIS Business Services Director is an important point of contact to help you in your new role. Their phone number is 217-206-6653.

Make sure you…

  • Contact your department's Unit Security Contact (USC) to get access to the systems you will use to perform the tasks you have been assigned. To learn more about application access and identify your USC, go to Find My Unit Security Contact (USC). You will need to set up your Enterprise login ID and password to access the page to identify your USC or request access.
  • Review the OBFS Curriculum Guide to select the appropriate training courses for your role, and register for training as appropriate.
  • Sign up for announcements at the OBFS News Center.

Bookmark These References

  • The Office of Business and Financial Services (OBFS) website.
    This site is an important resource that supports the business and financial operations of the University and assists units in their daily operations. The OBFS website includes access to:
  • The Guide to Banner Finance Forms
    This information helps you identify the appropriate forms to use according to the tasks you need to accomplish in the Banner system.
  • The Decision Support (DS) website
    DS supports the University by managing the data warehouse, providing data access, supporting staff report development, and providing data education and training.
  • Information Technology Services (ITS)
    ITS is responsible for the planning, management, and direction of technology initiatives in support of both academic and administrative operations at UIS.

We are here to help you

If you are unable to find the answers to your questions, please call the Office of the Director of Business Services at UIS:
One University Plaza, BSB 57 - Springfield, Illinois 62703
Phone 217-206-6653 / Fax 217-206-6607

Last Updated: June 14, 2018

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