Finance

Finance Process and Guidelines - November 2024

Please review the updated Finance Process & Guidelines documentation, and FAQs shared in November 2024.

eForms coming soon

UCalgary has begun the transition from manual business processes and paper forms to PeopleSoft eForms. These eForms will be available to all finance users from the Employee self-service home page (my.ucalgary.ca) and from Fluid Nav collections. For more information check our walkthrough guide Using Finance and SCM eForms.

Finance eForms

New Clinical Research Invoicing Process for April 1, 2023

Effective April 1, 2023 Clinical Trial invoicing will be supported by the Calgary Centre for Clinical Research (CCCR). The CCCR will process invoice request forms while research teams migrate eligible studies to the OnCore Clinical Trial Management System. Invoice request forms related to clinical trials should be directed to the Calgary Centre for Clinical Research (CCCR) at CCCRinvoicing@ucalgary.ca. The new Invoice Request Form for Clinical trials can be found at /finance/finance-forms .

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2023 T4s & T4As Available

As of Feb.20, 2024, faculty, staff, and scholarship recipients can access and download their 2023 T4 and T4A slips electronically through the my.ucalgary.ca portal. Log in to my.ucalgary.ca > “All About Me” > “My Pay” > “Payroll details” > “My Tax Forms”.

Canada Pension Plan (CPP) Enhancement

New changes are coming to the Canada Pension Plan. The enhancement will see the benefit rate increase from 25% to 33% and the earnings ceiling increase by 14%. These enhancements gradually began on January 1, 2019, and will be fully implemented over a 40 year period.

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PROCESS CHANGE – NEW JOURNAL FORM & APPROVAL WORKFLOW

Please note effective April 22, 2021 as part of the ��ɫ��’s commitment to continuous improvement, Finance is introducing new correction and fund transfer journal request forms and workflow approval. You can find the forms using the Finance Forms link below. If you have any questions, contact UService at finance@ucalgary.ca - (403)210-9300

Finance Forms

MERX

E-Procurement – The ��ɫ�� has moved to Online Bidding with MERX.

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Benefit Cost Calculator Available

This new calculator developed by Financial Operations will assist researchers in estimating the costs of salary and benefits for their research project budgets.

Use the calculator

New SIN Collection Process

These new, secure, self-services processes for collecting Social Insurance Numbers apply to new faculty or staff or independent contractors who earn more than $500 per year.