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Session Number 2 Multiple Year Encumbering 8.0 SunGard Higher Education

Learn about the features and benefits of utilizing multiple-year encumbering in Banner Finance/Grant and HR/PosnCtl. Control and track grant-related jobs efficiently!

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Session Number 2 Multiple Year Encumbering 8.0 SunGard Higher Education

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  1. Session Number 2Multiple Year Encumbering 8.0SunGard Higher Education

  2. Multiple Year Encumbering 8.0 • Julie Monfette – Pnpl. Human Resources Consultant California Community College Specialist • Jon Langlois - Senior Finance Consultant California Community College Specialist

  3. Multiple Year Encumbering 8.0 • Allows multiple year encumbering for Grant-related jobs • Requires Banner Finance/Grant and HR/PosnCtl products • Uses Encumbrance Recast method • Restricted to ‘System Calculated’ jobs • Use for Bond Measure project tracking • Banner HR 8.0 release April 2008 Introduction

  4. Multiple Year Encumbering 8.0 Provide a high level overview of : • Banner set up in Banner Finance/Grant and HR/PosnCtl • NBAJOBS use of Banner Finance information • Encumbrance calculations • Current versus future encumbrances Agenda

  5. Multiple Year Encumbering 8.0 continued • Option to feed to Banner Finance • Viewing encumbrances in Banner Finance • Closing and rolling of Banner HR encumbrance within Banner Finance for fiscal year end • Query information Agenda

  6. Multiple Year Encumbering 8.0Benefits • Use Banner Finance Grant information in Banner HR • Match grant budgets to expected expenditures • Project future salary and fringe budgets • Provide accurate year end reports for grants

  7. Multiple Year Encumbering 8.0 Banner set-up

  8. FTMFSYR Create fiscal years for future grant periods NBAFISC Create fiscal years for future grant periods PTRCALN Create payroll calendars for future grant periods System Calculated

  9. FTMFSYR Create fiscal years for future grant periods FTMFUND (FTVFUND) Associate Grant to Fund FTMFTYP Set ‘Encumber Multi Year Labor’ indicator for Fund Type FRMFUND Value will default fromFTMFTYP User may override (Fund is tied to Grant) FRAGRNT (FRBGRNT) Create Grant record Banner Finance Flow

  10. Multiple Year Encumbering 8.0 Identify Fund Types for multi-year encumbering

  11. Multiple Year Encumbering 8.0 Create Grants on FRAGRNT

  12. Multiple Year Encumbering 8.0 Create Funds and tie to Grants on FTMFUND

  13. Multiple Year Encumbering 8.0 FTVFUND additions

  14. Multiple Year Encumbering 8.0 New form FRIFUND

  15. Multiple Year Encumbering 8.0 More of new form FRIFUND

  16. Multiple Year Encumbering 8.0 NBAJOBS use of Banner Finance information

  17. NBAJOBS Information Flow FTVFUND Get Fund code FRMFUND Get Budget Period Start / End dates for Fund code from appropriate effective date <=system Date upon creation NBAJOBS Enter LD FOAPALS associated with grants Display Grant related data If FRMFUND dates are FRAGRNT Project Begin / End Dates (not effective dated)

  18. Multiple Year Encumbering 8.0 Review NBAJOBS

  19. Multiple Year Encumbering 8.0 Grant related information

  20. Multiple Year Encumbering 8.0 Access Finance grant information NBAJOBS

  21. Multiple Year Encumbering 8.0 Encumbrance Calculations

  22. Multiple Year Encumbering 8.0 Checks Banner Finance FRMFUND FTMFUND FRAGRNT

  23. Multiple Year Encumbering 8.0 • The encumbrance calculation begin date for multi-year grants will be based on the greater of the following dates: • The first day of the fiscal year • Job Begin Date • Job Contract Begin Date, or • The Recast Date Encumbrance begin dates used

  24. Multiple Year Encumbering 8.0 Encumbrance end dates used • Currently, the encumbrance calculation end date are based on the earliest of the following dates: • Currently • Job End Date • Job Contract End Date • Fiscal Year end date if the FRMFUND Budget Period End Date and Project End Date are NULL and the Job End Date, Contract End Date or Fund Termination Date do not exist or are beyond the end of the Active Fiscal Year

  25. Multiple Year Encumbering 8.0 Encumbrance end dates used • The encumbrance calculation end date for multi-year grants will be based on the earliest of the following dates: • New to Banner 8.x • The Grant Budget Period End Date • The Fund Termination Date • The Grant Project End Date if Budget Dates are null • The Encumbrance Override End Date

  26. Multiple Year Encumbering 8.0 NBPENCM Report

  27. Multiple Year Encumbering 8.0 Current versus future encumbrances

  28. Multiple Year Encumbering 8.0 Encumbrance Item Numbers • Current 7.X functionality • 0 = ‘Current’ Salary • 1 = ‘Current’ Fringe • 2 = ‘Current’ Fringe Residual • New 8.0 functionality adds • 3 = ‘Future’ Salary • 4 = ‘Future’ Fringe • 5 = ‘Future’ Fringe Residual • Note: Item numbers are assigned by NHPFIN1 process and seen on the FGIENCD form in finance

  29. Multiple Year Encumbering 8.0 Labor Distribution History

  30. Multiple Year Encumbering 8.0 Transaction Detail

  31. Multiple Year Encumbering 8.0 Option to feed to Banner Finance

  32. Multiple Year Encumbering 8.0 Set indicator on NTRINST

  33. Multiple Year Encumbering 8.0 Future projections are still calculated

  34. Multiple Year Encumbering 8.0 Only current fiscal year amounts are fed

  35. NBPENCM • Applies Salary/Fringe Encumbrance to individual labor distributions, • Updates Base Job Encumbrance amounts, and • Creates ‘To Post’ amounts in history record NTRINST Check ‘Feed Future Encumbrance to Finance’ indicator Assign Item Numbers If not interfacing multi-year encumbrance amounts If interfacing multi-year encumbrance amounts ‘To Post’ = current FY encumbrance amount Items 0, 1 & 2 ‘To Post’ = current FY + future FY encumbrance amount Items 0, 1, 2, 3, 4 & 5 NBPENCM encumbrance calculation process

  36. Multiple Year Encumbering 8.0 Review encumbrance detail on FGIENCD

  37. Multiple Year Encumbering 8.0 Review encumbrance detail on FGIENCD

  38. Multiple Year Encumbering 8.0 Closing and rolling Banner HR encumbrances in Banner Finance

  39. Multiple Year Encumbering 8.0 Set up FGAYRLM

  40. Multiple Year Encumbering 8.0 Run FGRLENC in ‘C’ mode & ‘R’ mode

  41. Multiple Year Encumbering 8.0 FGRLENC report

  42. Multiple Year Encumbering 8.0 Query information

  43. Multiple Year Encumbering 8.0 Budget status at year end

  44. Multiple Year Encumbering 8.0 Budget status in new FY

  45. Multiple Year Encumbering 8.0 Grant inception to date

  46. Multiple Year Encumbering 8.0 • Banner set up • NBAJOBS use of Banner Finance information • Encumbrance calculations • Current versus future encumbrances • Option to feed to Banner Finance • Viewing encumbrances in Banner Finance • Closing and rolling of Banner HR encumbrances • Query information Summary

  47. Multiple Year Encumbering 8.0 Questions & Answers

  48. Multiple Year Encumbering 8.0 • Julie Monfette - Julie.Monfette@sungardhe.com • Jon Langlois – Jon.langlois@sungardhe.com

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