Banner HR Redistributions for Grants (Fund #s 210000-219949)

1. Banner HR Redistributions for Grants (Fund #s 210000-219949) Financial Services Workshop February 10, 2010 For additional information email ershelpdesk@ecu.edu

2. Introduction Grant funds are subject to an effort reporting (ERS) process and other restrictions which will impact the timing and use of the Banner HR Redistribution form. Banner HR Redistributions are needed when: • There is a delay in processing an individual’s EPAF and salary has not been properly allocated to fund sources. • Change in effort outside of an open effort cycle and within the 90 day guideline • Note: If the effort period is open, you will need to complete the redistribution in ERS rather than the Banner HR Redistribution form.

3. Effort Reporting vs. Payroll Periods Effort Reporting Period Dates Payrolls Status Method 113009 8/16-11/30/09 16-22 Closed Redist** 022810 12/1/09-02/28/10 23/24; 1-4 Open Redist 051510 03/01-05/15/10 5-9 Open Redist 081510 05/16-08/15/10 10-15 Open Redist 113010 08/16-11/30/10 16-22 Open Redist Redist**: Banner HR Redistributions are accepted for credits to grant accounts only. The unit will need to debit a non-sponsored account.

4. Introduction The forms are generally approved by OGC and applied to the system if the forms are not: • Crossing a closed effort period (debit or credit) • Against an inactive fund • After the end date of a fund (INB Screens: FRMFUND, FRAGRNT) • Greater than 90 days from the original payroll date If the forms fall into any of the categories above they will need case-by-case review and prior approval from OGC and most will not be approved/processed.

5. Banner HR does not auto correct this change. You will need to complete a Banner HR Redistribution. Example: EPAF delayed when adding a Secondary EPA Permanent Job

6. Example: After signing in, and the Validation Active says yes…Click on one of the Payroll Inquiry tabs

7. Enter the calendar year, the Banner ID of the person for whom you want to make a change, Payroll Start and End dates. Click on Refresh Query.

8. You will be prompted to login to ODS again. The spreadsheet should populate based on your search criteria.

9. If you are satisfied with the data retrieved, click on Load Reversal Rows and Load Original Rows. Click on the Data Entry Tab.

10. According to the EPAF submitted, you will need to move 25% of the individual’s pay and benefits to the grant.

11. When multiplying 25% of the payroll and benefits charged, we find the correct amount to be moved to the grant.

12. Light Green: Enter the corrected amount that should be debited to the grant, and credited to the state account. Light Blue: Enter the correct grant FOAP that should be charged (on your EPAF). Please be sure to double-check the program code for all redistributions – Different fund sources may have different program codes. Purple: Enter the Secondary EPA position number you assigned on your EPAF.

13. The Trans Date will default to today’s date. Enter your username in the Preparer ID box. The File Reference Number is any 3 digit combination that you choose. If you plan to prepare more than one redistribution in a day, the file reference number MUST be different. If not, the first file will be overwritten. The combination of these boxes identifies your Output Filename.

14. If you do not have any errors, then you are ready to submit for approval. Please follow the routing identified in “How to Submit the Banner HR-Payroll Redistribution Form” documentation on the Systems Coordination website (http://www.ecu.edu/syscoord/).