Budget Prep System Training Sheri Austin University Budget Director Office of the Provost.

Slides:

Advertisements

Similar presentations

Employee Self-Service (ESS). Agenda Introduction 1 Terminology 2 Employee Self-Service Components 3 More Information 4 Questions & Answers 5.

Advertisements

BUDGET PROCESS NEW USERS. Date: Budget & Planning Office of Budget & Planning Whitney Pugh, Executive Director (x ) Joe Vande Merwe,

Kuali Budget Construction Catherine Maddaford KBC Administrator.

1 NewSouth HR Inquiries Account Distributions. 2 Select New South HR by a left mouse click once on NewSouth HR icon.

Step 1: Enter your “21 Character Employee Id Or Alternate User Id” Step 2: Enter Personal Password & Click Login NOTE : (First use password is “21 Character.

Planning Matrix Step-by-Step Guide Office of Institutional Research.

BUDGET DEVELOPMENT TRAINING Dzung Tran Huu Hoang.

Next Gen Web Solutions Student Employment Employer Training Template.

UTSA’s Human Resource Management System Salary Update Document (SUD) Training.

Kuali Budget Construction Training Catherine Maddaford KBC Administrator.

Budget Process March 27, Purpose of Budget Process 1. Setup new year employee salary information and establish new year salary budgets 

Budget Process and Budget Update Document (BUD) The University of Texas at Austin 1.

College of Arts and Sciences - Budget PeopleSoft Training 4/13 – 4/15/10 CAS ATC Training 4/13 - 4/15/10.

Kuali Budget Construction Training Catherine Maddaford KBC Administrator Office of the Comptroller.

EProcurement Job Aid Requisitions & Receipts. Table of Contents Creating a Requisition Define Requisition Vendor.

HELPFUL HINTS FOR MAINTAINING PAYROLL DATA Session 9A 2014 Spring KASBO Conference Sheila Miller, Business Analyst Office of KIDS Kentucky Department of.

Kuali Budget Construction Catherine Maddaford KBC Administrator.

BUDGET PROCESS NEW USERS. Date: Budget & Planning Budget & Planning Office Whitney Pugh, Executive Director (x ) Joe Vande Merwe,

1 Staff Training June 15, Definition of Terms Budget- The State Allocation of funds to the University of California is commonly called.

Kuali Budget Construction Training Catherine Maddaford KBC Administrator Office of the Comptroller.

FY16 Support Unit Budget Submission Hyperion Training Refresh University Budget Office 12/2014.

Requisition Process Procurement Services Laurie Krauel Updated

Kuali Budget Construction Training Catherine Maddaford KBC Administrator.

Biotech February 12, 2015 Longview Budget Planning Longview Budget Application System Overview.

Maintain and Modify Grants Chapter 8. Maintain and Modify Grants 8-2 Objectives Understand How to Modify an Approved Grant Learn How to Edit Budget Information.

State of Kansas Cash Advances Statewide Management, Accounting and Reporting Tool Entering a Cash Advance Navigation: Employee Self Service > Travel and.

Enter the URL Enter the URL. 2. Enter the Password 1. Enter the login ID 3. Click on submit button 3. Click on submit button.

Paramount Health Group Benefit Portal for HUAWEI Employees

FIS Release 4.2 January 2008 The Faculty Information System Grad Group Coordinators/Schools use FIS to manage Grad Group Membership. This training guide.

BUDGET PROCESS RETURNING USERS. Date: Budget & Planning Budget & Planning Office Whitney Pugh, Executive Director (x ) Joe Vande.

A Member of StarDyne Technologies Revised on April 7, 2013 Task Manager QUICK REFERENCE FOR AUTHORIZERS.

PAYROLL HELPFUL HINTS Sheila Miller, Business Analyst Office of KIDS Kentucky Department of Education.

MD Online IEP System Instructional Series – PD Activity #9 Administrative Tasks This document was developed and produced by the MSDE, Division of Special.

CSF What Is It? CALCULATED SALARY FOUNDATION. CSF July 1 Salary (created in budget construction) July 2 the salary changed and becomes the Calculated.

PEOPLESOFT 101 October 27, INTRODUCTION The detailed business process for reconciling/approving PCard transactions (including uploading documentation)

Salary Planner Self Service Banner.

Users Guide to Budget Planning System (BPS)

Creating and Approving a Job Offer

Merit Process Budget Planning and Development FAR Meeting

Budget Officers Meeting October 26th, 2017 Pay Plan Implementation

ePAR - Secondary Assignment

EPAR Training Module Transfer 11/9/2018 ePAR - Transfer.

Managing One-Time Payments & Compensation changes in Workday!

Overview of CAPS-Categorical Aid Personnel System

Create a Customer Contract with Rate-Based Contract Line

Reporting Console Training Guide

ePAR - Job Attribute Change

Update Budget Steps Screenshots Purpose:

View Award Profile Information

Today’s Agenda Welcome and Introductions Human Resources – FY’15 Budget Salary Action Guidelines Budget Workshop Calendar Budget Policy Updates Budget.

Salary Planner Self Service Banner.

Review Budget Steps Screenshots Purpose:

Add Budget Period Steps Screenshots Purpose:

ePerformance Chapter 1. Entering your Performance Notes Step 1 Step 2

Create a Grant Proposal

Submit a Grant Proposal

Milestone Notification

Unlinking a Project and Activity from an Existing Contract

This presentation has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes.

Update Proposal Status

Create a Grant Continuation Proposal

Finalize Project Budget

Copy a Grant Proposal Steps Screenshots Purpose:

Development Directory 1 Page Guide

EFF Factor Training Program

EFF Factor Training Program

Update an Award Steps Screenshots Purpose:

III. Responsibilities of Admin

Expense Tracking 1.) Enrichment tab > Miscellaneous > Expense Tracking 2.) On the Expense Tracking Listing page, click “Add Expense”

This presentation has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes.

Presentation transcript:

Budget Prep System Training Sheri Austin University Budget Director Office of the Provost

Objectives Budget Allocation Budget Preparation Timetable Reviewing How to Use the Revamped Budget Prep System

Budget Prep System Designed to load State Appropriation into PeopleSoft Available at: my.ufl.edu > Budgeting > UF Budget Preparation

Budget Preparation Timetable DateTask May 1,2008 System is open to University Budget Office to load initial controls. May 9, 2008 System is open to colleges and centers to distribute controls to departments. June Colleges and centers finish budget preparation. System is closed to colleges and centers. June 27, 2008 University Budget Office loads budget allocation into PeopleSoft

Business Process Load controls to VPs, Colleges, and Centers Distribute budget to departments Manage employee job, position, distribution and benefit information for budget preparation purpose.

Our navigation begins at “Budgeting”

Budget Control Page

There are two ways to search

You can search by

View Only As you add/change, it will be reflected here

UF Budget Control - College New Section In BPS New Section In BPS

IFAS controls by Department, Fund, and Program All Other Areas control by Department and Fund

Suppt/Waiver Page

Enter Support Budget of each Department and Fund

Position Page

More Search Options on Positions

Identify positions that are part of the Budget Reduction as “Recalled”

Person Page

View/Modify Existing Employee

For existing employee, this information will be viewable only to colleges and centers, but editable by university budget office For Job Information and Amounts, this is where you will make changes for the employee

Add/Delete Jobs Remember to Save Changes

Modify Jobs Remember to Save Changes

Add New Employee Who is in UF Directory

For a new employee, this information will be editable Update Benefit Assign Salary and FTE Update Job

Assign Salary and FTE Remember to Click the Save Button After Entering the Salary and FTE

Fund the Job by Clicking on the Distribution Button

Distribution Page

Mass Distribution

Distribute Vacant Positions

Reports

Enterprise Reporting > Financial Information > Budget > Budget Preparation Changes were made to Budgeted Lines Report Reminder about reviewing Unassigned Report and Undistributed Report

Most Recent Active Job Data Date: April 17, 2008