Completed Tasks of Budget Issues Committee for FY 2019
The Budget Issues Committee has completed various tasks including reallocation of personal expenses, handling multi-incumbent positions, UWG encumbrances, and FY 2019 budget adjustments. Challenges with retro transactions, position changes, hourly rate calculations, and financial build processes were encountered and addressed.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
Budget Issues Committee Budget Issues Committee HCM Concerns FY 2019 What the committee has completed
HCM Concerns HCM Concerns Reallocation of personal expenses are processed through a budget retro or direct retro. Budget retro no validation or confirmation on amounts being moved. Retro journals must be monitored to verify expenditures have been moved correctly. System will only allow 1 earning, 1 deduction and 1 tax retro per day per employee. If there are multiple retros needed this can take days to correct. Direct retro shows expenditure amounts being moved and updates status when journal is completed. Queries must be run to validate.
HCM Concerns HCM Concerns Multi-incumbent positions now have to have matching time approver and matching reports to. Due to this change many additional positions have to be created (student asst., PT instructor positons). Position data changes when making changes to reports to field and the incumbent box is checked to update this changes other things: Time approver changes to the new reports to. Job data frequency field changes on compensation tab from M or H to A (UWG) Schedule defaults to the standard M-F 8-5. Problem for employees that have alternate schedules.
HCM Concerns HCM Concerns UWG Encumbrances H pay group over-encumbered by 80 hrs for FICA & Retirement encumbrances. (Ticket submitted 09/06) Dual appointment health insurance charges are being split between dual appt combo code and base pay combo code. Auto adding additional termination rows on the T&L panel when terminating employees.
FY 2019 Budgets FY 2019 Budgets Position changes made in budget prep would error out during load process. Inactivating position Combo code changes Pay group changes Home department changes Short work break rows not updated in HCM correctly
FY 2019 Budgets FY 2019 Budgets J-pay group hourly rates are calculated differently in budget prep compared to HCM. BP - 12 month HCM 10 month Invalid account codes caused issues with BP load to HCM
FY 2019 Budgets FY 2019 Budgets Split positions - issues with financial build process by department can cause issues when loading in financials. Can double amounts - budget amendment done after load to balance
What the committee has completed What the committee has completed FTE Calculations document will be updated and will be posted to the website. Committee bylaws have been updated and will be posted to the website next week https://www.usg.edu/budget_issues_committee/
Work in progress Work in progress Plant Allocation procedures/job aid for institutions to use. December is the projected time to have posted to the BIC website.
