Finance
Why is it so important that we get recent W9s from Vendors?
Name changes, Address changes, EIN changes, change of entity type/tax status
The only item allowed in the toilet.
What is toilet paper?
A web-based platform that is part of Microsoft 365, designed for organizations to collaborate, share information, and manage documents securely.
What is SharePoint
Starting to save early and contributing consistently to invest in your future by making automatic contributions directly from your paycheck. It makes saving a simple and an effortless process.
What is a benefit for participating in Family Tree’s 403(b) retirement plan.
Advantages of sending payments via ACH vs physical check
Checks get lost in the mail or at the leasing office (lol), with ACH'es there's no need to follow up on uncashed checks, no waiting on snail mail, no trip to pickup/drop off check
How to put in a maintenance request
SharePoint, Maintenance page, “Submit Service Ticket"
A multi-step account login process that requires users to enter more information than just a password.
What is multifactor authentication (MFA)?
A program that provides you with an opportunity to receive rewards for improving your well being.
What is Wellable?
Why do we have 30 days after the month end to submit mileage then we're told it needs to be submitted and approved by the 3rd business day.
During the first few days of the new month, the Finance team works on the grant billings and ensuring we have accurate books for the prior month. Some grants are due as early as the 5th business day of the month and month end close around the 10th business day of the month.
Who works for facilities
Robert Costie, Andrew Cortinez, George Proffitt
A web-based platform that is part of Microsoft 365, designed for organizations to collaborate, share information, and manage documents securely.
What is SharePoint?
Results from assessments are used to create coaching tips while also accessing information to improve your understanding of the different strengths and dynamics of yourself and your team.
What is Cloverleaf?
You are reporting mileage on a work from the office day. You leave the office to attend a meeting on FT business which is 9 miles from the office, after the meeting you drive 7 miles home. Your typical commute one way is 12 miles. How many miles are eligible for reimbursement?
4
9 + 7 - 12 = 4
Where is the main water turn off located at each of your facilities?
ROC
HOH
GOALS
Wheat Ridge
Karlis
A printer feature that allows users to send print jobs that are securely held until they enter a password to release them, ensuring confidentiality.
What is locked print?
A federal law that sets national standards for protecting sensitive patient information, and ensures the efficient and standardized exchange of healthcare data.
What is HIPAA?
If someone will be taking PTO on the 1st - 4th business day of the month, what should be done prior to their vacation?
Submit mileage and CC charges...should also update TimeSheets as well if employee will not be available the Monday - Tuesday of payroll week
Why would you call 911 before calling maintenance?
Imminent bodily Injury or immediate property damage due to fire/smoke.
A service that allows users to securely connect to network resources at the office while working remotely.
What is a virtual private network (VPN)?
Provides team members and their family with free immediate and confidential help for work, health or life concerns. This includes short-term counseling, financial helpline, legal advice, addiction support.
What is Family Tree’s EAP?