Transcript PeopleSoft 9.0 HCM

PeopleSoft 9.0 HCM
UT Budgets for End Users FY 2013
Instructor:
Important Logistics!
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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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Introductions
• PeopleSoft experience
– HRMS ID?
– HRMS Intro/Financials Overview
provide good foundation/terminology
• Expectations
– Content
– Demonstration
– Q&A
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Agenda
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
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Lesson 2 of 6
UT Budgets Overview
Key Components
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Process Flow
Austin
or Bust!
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Important Dates
• Mar 05
• Mar 27
• Apr 02-13
• Apr 16
• Apr 20
4/1/2005
UT Budgets FY 2013
Go-Live (system open)
Department deadline
to request vacant positions
Department lockout
(verify with your dean’s office)
Operating Unit deadline to request
vacant positions
Operating Unit lockout *
Drop-dead date for ALL USERS
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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
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Getting Security Access
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
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Budget Centers
• 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 or
UTX_DEPT_COMBO_LOCATE
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Where’s the Pool?
 Position Data Entry
 Line Item Revenue
Line Item Expenses
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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.)
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Resources / Support
• Technical support – Help Desk 486-4848
• Business processes / policies –
BFR Team 500-4919
• Budget Instructions &
Supplemental Documents –
BFR web site
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Lesson 3 of 6
Entering Line Item Budget Data
Line Item Budget Data
• FMS data load
• Data entry by:
– Budget Centers
except grants)
– Expense pool accounts
– Revenue detail accounts
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Lesson 4 of 6
Entering Position Budget Data
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
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Earnings Codes
• Base Pay
• Additional Pay
• BFR enters Without State Funding
Appointments
– Cross-Appointments W01-W07
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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
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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 EmplID to another
– Change from vacant to an existing EmplID
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Lesson 5 of 6
Inquiring on Budget Data
Salary Detail List by Bud Ctr
• Navigation:
– UT Budgets  Use 
Salary Detail List by Bud Ctr
• Can also use link from:
– Employee Summary
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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
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Lesson 6 of 6
Running Budgets Reports
IT Training
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Running Standard Reports
1. Run Control Page
• Add new or use existing Run Control ID (no spaces
allowed)
• Together with your User ID uniquely identifies the job
2. Parameters Page
• Enter your request parameters (filters/criteria)
• Click RUN button.
3. Process Scheduler
Page
• Enter where, when (off-peak time), and how to run the
report/process
• Click OK button
4. Parameters Page
Reappears
• Enter new parameters to re-run report/process OR
• Use hyperlinks to Process Monitor or Report Manager OR
• Navigate to another PeopleSoft page
5. Process Monitor or
Report Manager
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7/7/2015
Use to check status and view report results
Use hyperlinks on parameters page OR
Main Menu > Reporting Tools > Report Manager OR
Main Menu > PeopleTools > Process Scheduler > Process
Monitor
IT Training
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Running Public Queries
Search
Run
Prompts
(criteria)
View
Results
Download
7/7/2015
IT Training
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nVision Reports in FMS
• Reporting Tools  PS/nVision  Define
Report Request
• Search for Report ID that beings with “BD”
Search
Parameters
(criteria)
Run
IT Training
View
Results
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Wrap-Up
• Security
• Questions and answers
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