How Do I . . . Create an Organization

Use this step-by-step guide to set-up a new organization. Click on each step to get detailed instructions for that step. Each step must be completed before beginning the next step.

*KFS = Kuali Financial System

  Steps What's Involved Person Responsible
1 Gather Information
  1. What You Need to Know
  2. Determine Chart
  3. Choose Organization Code
  4. Determine Reports To Organization
  5. Select Organization Type
  6. Choose an Organization Manager
  7. Look Up Home Department Code
Any KFS* User
2 Process an Organization Document
  1. Start the Organization Document
  2. Enter the Organization Code
  3. Finish the Document
Any KFS* User

This site maintained by UC Davis Accounting & Financial Services
Questions about this site? Contact us at

  UC Davis Home
© UC Regents, Davis campus. All rights reserved.