Resource Quick Links

 

To assist RAN members, we have assembled a list of links to commonly-used web resources.

Commonly-Used Websites

Banner Requires access, visit the Banner website for more details.
InfoEd Requires access, contact RAN for more details.
Microsoft Exchange Web-based access to your McGill email account.
Minerva Access to Delegate Temporary Signing Authority menu, monthly financial statements.
Remote Desktop (RDP) Instructions on connecting to RDP.
Resources and Services for Faculty and Staff For a comprehensive list of resources for McGill staff.

Office of Sponsored Research

OSR Checklist & Other Forms

The OSR Checklist is a shared tool that captures the roles and responsibilities of PI, Department, Faculty, and OSR. It also assists in the assessment of availability of resources as well as assists in data collection and reporting. McGill requires a duly signed OSR Checklist for all funding administered via OSR.

OSR Contact List

Contact list of all OSR employees.

OSR Deadlines List

OSR publishes a monthly listing of upcoming application deadlines for a wide variety of funding organizations around the world.

Financial Services

Account Code (Non-Salary) Definitions

A list of most commonly used non-salary expenses and their definitions.

Account Code (Salary) Definitions

A list of most commonly used salary account codes and their definitions.

Banner Student Aid (BSA)

BSA is used to process all student awards, student stipends, and financial aid payments for both undergraduate and graduate students.  This site will provide information on funding types, payment methods, student stipends, tuition and fee payment deferral, and types of students.

Decision Grid for Internal Transfers & Charges

A table that summarizes what action to take for internal charges, reallocation, attributions and contributions.  Examples and sample journal entries are also provided.

Document Numbers, Legend of

A list of document numbers (or audit numbers) and their descriptions, and who to contact for more information.

Expense Report Checklist

A checklist of allowable and reasonable expenses and receipt requirements.
Financial Policies/Regulations Policies and procedures relating to financial matters that all Faculties must adhere to.

Financial Services Forms

Forms for Finance system access, Travel and FOAPAL related forms, as well as forms pertaining to Banking, Accounts Payable, and Accounts Receivable functions.
Financial Services Knowledge Base Process information, 'how-to' instructions and FAQs pertaining to financial transactions, fund administration and other finance related duties.

Financial Services Team (FST)

The mission of the FST is to provide direct support and guidance to researchers relating to financial administration of research grants and contracts.  This page provides a listing of Faculty and non-Research Financial Services Teams.

McGill MarketPlace (MMP)

MMP is a virtual shopping mall providing 3,700 faculty and staff members a comprehensive tool for making their day-to-day purchases.  This site provides information on the benefits of MMP, how to get started, how to access MMP, and supplier's participation in MMP.

Payments to Individuals through Payroll, Overview of 

Overview of payments paid through payroll and includes information on payment process, supporting documentation, examples and comments.

Procurement & Payment Methods, Overview of 

Overview of payments paid through Finance and includes information on payment methods, supporting documents, related policies and related articles.

Procurement - How-To

Procedures on various topics, such as: purchasing goods and/or services, sourcing a product, requesting a new supplier, changing/cancelling a purchase order, returning a product, obtaining & using a PCard, importing/exporting goods, disposing an asset, buying servers, and doing business with McGill.

Procurement Services

Procurement Services website.

Sales Tax Quick Reference

General tax rates & McGill registration # and sales examples.

Student Funding

This site is dedicated to administrative and support staff involved in the processing of both undergraduate and graduate awards.  It aims to provide a one-stop-service to support award processors.  This site contains a wealth of information which includes contact information for the Award Processing Support Service, the FAA Admin Toolkit, Knowledge Base articles, reference documents, glossaries and other relevant information about all types of student funding: scholarships, fellowships, student stipends from research grants, external agency awards, etc…  With the BSA (Banner Student Aid ) system and the Minerva ‘Financial Aid & Awards Admin’ (FAA Admin) tab, it also contains How-to’s so you can make utmost use of the available functionality.

 

 

 

Human Resources

Benefits The McGill employee's benefits program.
Collective Agreements Collective agreements for the various unions at McGill University.
HR Procedures - One-Time and Casual Payroll (POPS) HR procedures for paying an individual using POPS.

Human Resources - For Administrators

A restricted site that provides HR administrators with information on compensation matters, creating/maintaining a position, labour relations, staff movement report and payroll user forms.

Login required.

Payroll Mapping of Account Codes by Form & Payment Type

Account codes to be used in all POPS payments.  Updated February 2015.

Payroll One-Time Payment System POPS 6.5 User Guide

 

User guide on how to create and transmit one-time payments.  Updated February 2015.

Login required.

Payroll Schedules Pay schedules for bi-weekly hourly casuals, bi-weekly salaried jobs and summer schedule for pay dates and POPS transmission deadlines.

Payroll User Forms

Forms included on this page: Postdoctoral scholars & graduate research trainees award certification, HR payroll FOAPAL journal request form, Notice of status change, Notice of termination and Payroll timesheets.

Login required.

Government of Canada

Agreement on the Administration of Agency Grants and Awards by Research Institutions

  • Agreement sets out the general terms and conditions governing the administration of Grants and Awards by institutions
  • Institutions must become signatories to the Agreement in order to be eligible to receive Tri-agency funding
Canada Foundation for Innovation
  • Link provides list of resources for managing CFI awards, including the Policy and Program Guide
Government Electronic Directory Services (GEDS) 
  • Directory includes the contact information for every employee of the federal government.
Travel on Government Business
  • Directive for the management of government travel.
Tri-Agency Financial Administration Guide
  • Provides a central document that details key requirements
  • Reiterates government transfer payment policies and requirements
  • Applies to all grant funding received from the agencies, including any subawards of tri-agency funding from other institutions

Professional Associations

Association des administratices et administrateurs de recherche universitaire du Québec (ADARUQ)
Canadian Association of Research Ethics Boards (CAREB)
Canadian Association of University Business Officers (CAUBO)
Canadian Association of Research Administrators (CARA)
National Council of University Research Administrators (NCURA) (US-based organization)
Society of Research Administrators (SRA)

Other Organizations

Canadian Association for Graduate Studies (CAGS)
Universities Canada