Transcript What is the CSF Tracker? - Indiana University Bloomington

What is the CSF Tracker?
Calculated Salary Foundation
1
Tell Me More!
• The CSF Program was written by and is
currently maintained by UBO.
• Rewritten to interface with HRMS.
• CSF Tracker is used system wide.
2
What is the criteria for salaries to
be recorded in the CSF Tracker?
• Status of the position
must be Approved.
• Position must be
flagged YES for
budget.
• Position must be REG
• Object code should be
2000, 2400, 2500
• CSF Tracker box
should be checked Yes
on E-docs.
3
What happens if I check Yes?
• You are indicating that the action you are
taking is long term and should be included
in the Budget Construction process.
• The annual salary (base) will be recorded in
the Tracker according to the funding
distribution you list on the e-doc.
4
When should I say No?
Not all appointments or funding
changes need to be recorded in the
CSF Tracker.
5
Scenarios of when to say NO.
• When adding cost share accounts.
• If the individual was appointed 100% on a
general fund account and you split their
salary (wholly or partially) on to a grant.
• They have a limited term appointment on
another account (current year agreement).
• They are appointed to a Temporary Position.
6
How do I review the CSF
Tracker?
• FIS, Inquires, Labor Distribution, CSF
Tracker
• IUIE, Master Catalog, Financial, Labor,
CSF Tracker
• FDRS, Data Direct, Labor Financial,
BL/BA CSF Tracker or Non-BL/BA CSF
Tracker
7
Why is the CSF Tracker
important?
• Salary information is
loaded into Budget
Construction from CSF
Tracker data.
• Used to monitor base
variances.
• Data is used in
institutional reporting
• Meeting salary guidelines
and targets are much
easier the more accurate
the Tracker information.
8
What if I’m unsure?
• Talk to your Fiscal
Officer.
• Call Patti Quimby @
855-1252
9