Clergy Financial Support Worksheets are to be submitted online through Data Services https:\\data.ngumc.org.
Worksheets are to be submitted by the clergy person. The clergy’s ngumc.net email address is their username.
To submit a new worksheet click the new Clergy Worksheet or Report dropdown list. Then choose Financial Support Worksheet.
Moving clergy may enter reports up to 60 days before the new appointment begins. Moving expenses may be added to an approved report. Any other change requires submitting a new report.
Completing the Approval form is required by both the clergy person, and an authorized lay person (Chair: SPRC or Finance Committee, or Equivalent).
1: Click on the 'REVIEW:' header below to review the submitted worksheet.
2: After reviewing, if correct check the 'Reviewed' box, or to revise click the blue 'Edit' button.
3: After checking the 'Reviewed' box fill in the below Approval Form and click the purple 'Submit Approval' button. When the clergy person approves the report they will also submit the name and email of the designated authorized lay person. The designated authorized lay person will then be sent an email indicating they need to log in, review, and approve the report. It is recommended that the clergy person also notify the authorized lay person to look for the email.
The authorized lay person logs in and approves the report. Their username is the authorized email address that was submitted. Once both people approve the report the District Office is sent an automated notification email.
Click the attachment below for a pdf of these instructions with photos.