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PeopleSoft 9.0 HCM

PeopleSoft 9.0 HCM. UT Budgets for End Users FY 2013 Instructor:. Name Tents Sign-in daily on class roster Class starts ON TIME – please be punctual Pagers & cell phones on silent/vibrate mode Web-mail during breaks only Facilities information Food, restrooms, safety PC equipment.

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PeopleSoft 9.0 HCM

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  1. PeopleSoft 9.0 HCM UT Budgets for End Users FY 2013 Instructor:

  2. Name Tents Sign-in daily on class roster Class starts ON TIME – please be punctual Pagers & cell phones on silent/vibrate mode Web-mail during breaks only Facilities information Food, restrooms, safety PC equipment Important Logistics!

  3. Introductions • PeopleSoft experience • HRMS ID? • HRMS Intro/Financials Overviewprovide good foundation/terminology • Expectations • Content • Demonstration • Q&A

  4. Lesson 1: Course Overview Lesson 2: Custom Budgets Overview Lesson 3: Entering Line Item Budget Data Lesson 4: Entering Position Budget Data BREAK Lesson 4: Entering Position Budget Data (cont’d.) Lesson 5: Inquiring on Budget Data Lesson 6: Running Budget Reports Agenda

  5. Lesson 2 of 6 UT Budgets Overview

  6. Key Components

  7. BFR Process Flow Austin or Bust!

  8. Important Dates Mar 05 UT Budgets FY 2013 Go-Live (system open) Mar 27 Department deadline to request vacant positions Apr 02-13 Department lockout (verify with your dean’s office) Apr 16 Operating Unit deadline to requestvacantpositions Apr 20 Operating Unit lockout * Drop-dead date for ALL USERS

  9. Budgeting Roles – End User • Preparer (UTBD_DPT) • Budget preparation & reporting at the Budget Center level • Operating Unit (UTBD_OPU) • Authorization for approvals of departmental budgets • Budget preparation & reporting at the Operating unit level

  10. Budget Preparers: Have existing HRMS User ID Attend Budgets training New User (don’t yet have HRMS User ID) Attend Budgets training For assistance with Security Request Form, contact Help Desk Report Writers: Have existing security access to HRMS Contact Help Desk for assistance in using Budgets tables Getting Security Access

  11. Budget Center = Speed Type Speed Types smart-coded DDDDFF####: First 4 digits = first 4 digits of Dept ID Next 2 digits = first 2 digits of Fund Code Last 4 digits = system assigned sequential numbers Use public queries to find your speed type Contains “speed” in Name or Description In HCM, queries begin with UT_SPEED IN FMS, try GLX_SPEEDTYPES_BY_DEPT orUTX_DEPT_COMBO_LOCATE Budget Centers

  12. Where’s the Pool? • Position Data Entry • Line Item Revenue • Line Item Expenses

  13. Benefits Pool 61005 • For designated, service, & Auxiliary funds, allow sufficient funds to cover benefit rate of gross salaries budgeted in expense pools: • 61001 Faculty Salaries • 61002 A&P Salaries • 61003 Classified Salaries • 61004 Other Wages (casual, DPA, longevity, etc.)

  14. Technical support – Help Desk 486-4848 Business processes / policies –BFR Team 500-4919 Budget Instructions & Supplemental Documents –BFR web site Resources / Support

  15. Lesson 3 of 6 Entering Line Item Budget Data

  16. Line Item Budget Data • FMS data load • Data entry by: • Budget Centers except grants) • Expense pool accounts • Revenue detail accounts

  17. Lesson 4 of 6 Entering Position Budget Data

  18. Position Budget Data Entry • HRMS data load • Data entry by: • Position (existing, new, vacant) • Budget Centers (including grants) • Expense detail accounts • Search page defaults to  Correct History to edit key fields

  19. Earnings Codes • Base Pay • Additional Pay • BFR enters Without State Funding Appointments • Cross-Appointments W01-W07

  20. What About Longevity? • NOT recorded in Position Budget Data Entry component • For non-state funds, include Longevity in the Line Item Budget Data component: • Expenses page • Budget pool 61004 – Other Wages

  21. NEW New Positions NEW • New hires and vacant positions added to Custom Budgets through nightly process • Vacant positions identified by V##### EmplID • HRMS Department for the vacant position can choose to: • Leave vacant EmplID • Change from one vacant EmplIDto another • Change from vacant to an existing EmplID

  22. Lesson 5 of 6 Inquiring on Budget Data

  23. Salary Detail List by Bud Ctr • Navigation: • UT Budgets  Use  Salary Detail List by Bud Ctr • Can also use link from: • Employee Summary

  24. Employee Summary Page • Navigation: • UT Budgets  Use  Employee Summary Page • Can also use hyperlink from: • Salary Detail List by Bud Ctr • Position Budget Data Entry • Requested Tenure

  25. Lesson 6 of 6 Running Budgets Reports IT Training

  26. Running Standard Reports IT Training

  27. Running Public Queries Search Run Prompts(criteria) View Results Download IT Training

  28. nVision Reports in FMS Search Parameters(criteria) Run View Results Reporting Tools  PS/nVision  Define Report Request Search for Report ID that beings with “BD” IT Training

  29. Wrap-Up • Security • Questions and answers

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