1 / 9

Brenda L. Clarke, Senior Budget analyst Budget Planning and Development May 6, 2014

HCM Commitment accounting - Salary encumbrance process (delayed) FMS commitment control - Budget Spending Authority HCM Commitment accounting– funding positions. Brenda L. Clarke, Senior Budget analyst Budget Planning and Development May 6, 2014. AGENDA.

cece
Download Presentation

Brenda L. Clarke, Senior Budget analyst Budget Planning and Development May 6, 2014

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. HCM Commitment accounting - Salary encumbrance process (delayed)FMS commitment control - Budget Spending AuthorityHCM Commitment accounting– funding positions Brenda L. Clarke, Senior Budget analyst Budget Planning and Development May 6, 2014

  2. AGENDA • Salary Encumbrance Process Delayed • Departmental Queries available to assist department in determining monthly salary encumbrances • Helpful Links and UPKS • Budget (Spending Authority) Overview • Funding Position Overview • Working Session Drop In Labs • HCM Commitment Accounting Funding Positions • FMS Commitment Control Budget Transfers • Q&A

  3. salary encumbrance Process Delayed • At Go Live, salaries will not be encumbered for period May 1 - August 31stresulting in larger than expected remaining balances in Budgetary Accounts A1000 (Staff Salaries) and A2000 (Faculty Salaries) • Official decision made by UTShare Services in late April to not encumber salaries at GO Live and postponed until 9/1/14. • Departments will need to review and manage filled and unfilled positions more closely. Departments are encouraged to utilize April Statement of Account information to track remaining encumbrances • New PeopleSoft departmental queries have been developed for estimating remaining encumbrances • Carefully review and/or limit salary transfers until the end of the fiscal year.

  4. salary encumbrance REPORT TO SUPPLEMENT APRIL STATEMENT OF ACCOUNTS • Assignment Data to Supplement April SOA Sample • Sample based on 5 months (April-August) • (Base) (5 mo.)

  5. UTsHARE/peoplesoft HCM departmental salary queriessample • Additional Pay Data Fields • Contract Pay Data Fields

  6. Helpful links and upks • Budget Planning & Development Website • Training Materials and Forms http://www.utsa.edu/financialaffairs/Budget/ • Budget (Spending Authority) Overview • User Productivity Kits (UPK) – (https://zupk.shared.utsystem.edu/training/UTZ-USTA%20Managing%20Departmental%20Expenses%20and%20Revenue%20Budgets/Publishing%20Content/PlayerPackage/data/toc.html ) • Funding PositionsOverview • User Productivity Kits (UPK) – (https://zupk.shared.utsystem.edu/training/UTZ-UTSA%20Position%20Management/data/toc.html)

  7. Funding Positions – Drop in Labs (working lab by invitation only due to security role access)

  8. BUDGET TRANSFERs – Drop in Labs Working lab open to Campus Users

  9. Any Questions?

More Related