Financial Services

Item

Description

Explanation to be included on how they relate to the research project.
Tri-Council Reference document - List of Eligible and Non-eligible Expenses for Stationery and Office Supplies.

List of Eligible and Non-Eligible expenses 

Account codes:

a). 6124: Research Assistant - Bachelor students

6130: Research Assistant - Bachelor students (Foreign)

b). 6128: Research Assistant - Master students

6131: Research Assistant: Master students (Foreign)

c). 6129: Research Assistant - PhD students

6132: Research Assistant - PhD students (Foreign)

d).6550: Masters - Graduate Stipend

6562: Masters - Graduate Stipend (Foreign)

e). 6561: PhD - Graduate Stipend

6563: PhD - Graduate Stipend (Foreign) 

f). 6510: Fellowship Payment (postdoctoral)

6512: Fellowship payment (postdoctoral - Foreign)

g). 6127: Research Assistants (non-students)

i). 6316: Support: Short Term Temporary - hourly paid positions, e.g. technicians, etc.

j). 6315: Support: Long Term Temporary - term contract-salary paid positions,  e.g. technicians, etc.

Template letters of appointment

• Research Assistant (RA)

• Postdoctoral (PDF)

for d) and g) 

 

for b) and c)

for a), e) and f) 

RA letter 

PDF letter 

Commonly used research-related account codes

All account codes

Commonly used research
related 
account codes

All account codes 

Cheque 
requisition

Travel: one-up approval

Research travel authorization, travel advance and expense statement must be approved by at least one administrative level higher than the claimant.  One-up examples:

• The grantholder is one-up if the traveler is a student
• The Chair is the one-up if the traveler is the grantholder
• The Dean is the one-up if the traveler is both grantholder and Chair 

Procedure for Business Travel

Checklist:

• Traveller’s institution and affiliation to grantholder
• Purpose of trip
• Dates and destinations
• Prospectus or program for conference related travel showing the dates of the conference
• If the travel is for research collaboration, a list of the research collaborators and their relation to the project
• If the travel is for a field trip, the details of the activities and dates are required
• Details of daily expenses
• Details of vehicle usage
• Rental agreement and receipt of car rental
• Original receipts (credit card slips do not suffice)
• Original air ticket and all boarding passes
• Separate claim for each claimant for each trip
• Traveler’s affiliation to the grantholder’s research project
• Signature of claimant and grantholder or delegate
• Signature of department head or dean for grantholder’s travel claim 
  
  
  On the rare occasion when original receipts are not available, travelers must complete the Supplemental Receipt Form. 
  

Supplemental Receipt Form 

Research Travel Authorization Form 

Mileage &
per diem 

Travel Advance/ Expense form

Cheque 
requisition

Delegation 
of Signing 
Authority
Form 

Purchasing
policy

iExpense Non-Travel Approval Form

Hiring a New Independent Contractor requires:

• Contractor Cerification Form
• Independent Contractor (ICON) Form
• Independent Contractor Agreement

Hiring an Existing Independent Contractor requires:

• Independent Contractor (ICON) Form
• Independent Contractor Agreement

If you are not sure whether the person you are contracting with is appropriately an independent contractor, please see Ryerson's policy on Establishing Employee/Employer Relationships or seek advice from your HR advisor.

Independent Contractors are required to hold WSIB coverage and liability insurance. It is the department's responsibility to monitor the continuing validity of the WSIB coverage.

Contractor Certification Form 

Independent Contractor (ICON) Form

Independent Contractor Agreement

Ryerson's policy on Establishing Employee/
Employer Relationships

Policies 

Item

Description

Explanation to be included on how they relate to the research project.
Tri-Council Reference document - List of Eligible and Non-eligible Expenses for Stationery and Office Supplies.

List of Eligible and Non-Eligible expenses 

Account codes:

a). 6124: Research Assistant - Bachelor students

6130: Research Assistant - Bachelor students (Foreign)

b). 6128: Research Assistant - Master students

6131: Research Assistant: Master students (Foreign)

c). 6129: Research Assistant - PhD students

6132: Research Assistant - PhD students (Foreign)

d).6550: Masters - Graduate Stipend

6562: Masters - Graduate Stipend (Foreign)

e). 6561: PhD - Graduate Stipend

6563: PhD - Graduate Stipend (Foreign) 

f). 6510: Fellowship Payment (postdoctoral)

6512: Fellowship payment (postdoctoral - Foreign)

g). 6127: Research Assistants (non-students)

i). 6316: Support: Short Term Temporary - hourly paid positions, e.g. technicians, etc.

j). 6315: Support: Long Term Temporary - term contract-salary paid positions,  e.g. technicians, etc.

Template letters of appointment

• Research Assistant (RA)

• Postdoctoral (PDF)

for d) and g) 

 

for b) and c)

for a), e) and f) 

RA letter 

PDF letter 

Commonly used research-related account codes

All account codes

Commonly used research
related 
account codes

All account codes 

Cheque 
requisition

Travel: one-up approval

Research travel authorization, travel advance and expense statement must be approved by at least one administrative level higher than the claimant.  One-up examples:

• The grantholder is one-up if the traveler is a student
• The Chair is the one-up if the traveler is the grantholder
• The Dean is the one-up if the traveler is both grantholder and Chair 

Procedure for Business Travel

Checklist:

• Traveller’s institution and affiliation to grantholder
• Purpose of trip
• Dates and destinations
• Prospectus or program for conference related travel showing the dates of the conference
• If the travel is for research collaboration, a list of the research collaborators and their relation to the project
• If the travel is for a field trip, the details of the activities and dates are required
• Details of daily expenses
• Details of vehicle usage
• Rental agreement and receipt of car rental
• Original receipts (credit card slips do not suffice)
• Original air ticket and all boarding passes
• Separate claim for each claimant for each trip
• Traveler’s affiliation to the grantholder’s research project
• Signature of claimant and grantholder or delegate
• Signature of department head or dean for grantholder’s travel claim 
  
  
  On the rare occasion when original receipts are not available, travelers must complete the Supplemental Receipt Form. 
  

Supplemental Receipt Form 

Research Travel Authorization Form 

Mileage &
per diem 

Travel Advance/ Expense form

Cheque 
requisition

Delegation 
of Signing 
Authority
Form 

Purchasing
policy

iExpense Non-Travel Approval Form

Hiring a New Independent Contractor requires:

• Contractor Cerification Form
• Independent Contractor (ICON) Form
• Independent Contractor Agreement

Hiring an Existing Independent Contractor requires:

• Independent Contractor (ICON) Form
• Independent Contractor Agreement

If you are not sure whether the person you are contracting with is appropriately an independent contractor, please see Ryerson's policy on Establishing Employee/Employer Relationships or seek advice from your HR advisor.

Independent Contractors are required to hold WSIB coverage and liability insurance. It is the department's responsibility to monitor the continuing validity of the WSIB coverage.

Contractor Certification Form 

Independent Contractor (ICON) Form

Independent Contractor Agreement

Ryerson's policy on Establishing Employee/
Employer Relationships

Policies