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1. cure Darton e ritmi Puta B gt There are eight panel groups in this menu 1 AF Account Distribution panel group gt This panel group is used to budget expenditures on accounts that are in appropriated funds AF gt AF accounts include State Purpose fand 10 Dormitory fand 30 Hospital fund 40 and Veterans Home Fund 60 2 CPMP Account Distribution panel group gt This panel group is used budget revenue and expenditures on accounts that are in the Clinical Practice fund fand 90 3 IDC Account Distribution panel group gt This panel group is used to budget expenditures on accounts that are in the Research Foundation Indirect Cost of Practice fund fund 73 4 IFR Account Distribution pane group gt This panel group is used to budget revenue and expenditures on accounts that are in Income Fund Reimbursable IFR funds gt Although IFR accounts are appropriated fund accounts they are budgeted in a separate panel group because they have revenue component that is budgeted by account gt IPR accounts include General IFR fund 20 SUTRA fund 35 Dormitory IFR fund 35 and Hospital IFR fund 45 5 EXT Account Distribution panel group PeopleSoft Casus Badge Module Page af 156 gt This panel group is used ro budget revenue to offset rhe salary supplements from external sources External sources include the Northport VA fund
2. The Job Detail page will be displayed For Process Type SQR Report and Crystal make sure that Web is selected for Type and PDF is selected for Format Note If you plan to Export the report to Excel change the Crystal Format to RPT Click the OK button cac enl PeopleSoft Campus Badge Module Page 142 of 196 The Process Scheduler Request page will again be displayed From the Process List check off the report you want 10 print Click the OK button Process Scheduler Request nenas ST Terme Prosme Tape ce fem Damen swa s mms Poea mre arta The Report page will again be displayed Note that it now shows the Process Instance number for your print job under the Run burton Click on Process Monitor Fam contro lo Wesen esterne PeopleSoft Camps Badge Module Page 13 of 196 Using Process Monitor to Check Report Status The Process List page will be displayed It shows the reports you have processed with the most recent report listed at the mp Click the dropdown box to the left of the Refresh button and choose Days Make sure that the Type dropdown is blank Click the Refresh button to update the Run Status column in the grid ge Emm hae Server mel te E sue EE ome Posed Deni 9 JAWAT
3. SAO UC TEES igesi mem m mone Pria me amam am eeu resi RR e rm Wa eum wm Rom e sm unn emm Tons gt The Account Salary Details pane is a grid containing all of the distributions charged to the account you ve selected That is the grid contains the pieces of cach employee s salary that is charged to the selected account gt The prid contains the following columns gt EmplID This key field is used to identify all of the employee seconds For employees pre loaded into the system from the HR modules the employee ID is the same as the HR employee ID For employee records from other systems or for employees that were manually created on the system the employee ID is automatically generated by CBM gt 1 Social Sceuriy numbers are provided far employes that were preloaded into the system gt Name The name field must he in the PeopleSoft default Format Firstname gt R T This is the regular temporary indicator For employees on appropriated funds everyone is regular except for those whose compensation frequency is bi weekly hourly Employees on RF are temporary x Total The value in this column represents the percent of the employee s total salary that is charged to the account y AF Total The value in this column
4. sess 77717 cz eum anuo iua A rae summ meam eem mx summ _ Jom SEHE FI NOUS sun vene Bo oe Wess susc 93 There are two ways to add and modify salary distribution information on this panel There is for the appropriated funds salaries and one for the non appropriated external fund salaries To budget appropriated fund salaries gt You must begin in the upper right hand comer of the panel where the displayed gt AF Comp Rate This field is the compensation rate for appropriated funds This field was formerly known as the annual salary elds are AF Max for Rank This field is the maximum for the rank of the employees appropriated funds job code gt AF FTE This field is the appropriated funds full time equivalent gt To the right of the AF FTE label there is a button for the FTE Calculation Worksheet gt This worksheet will calculate the AF FTE based on the AF Comp Rate you enter gt After you enter the AF Comp Rate click on the AF FTE button Then in the white field labeled Appropriared Base Salary salary rate enter rhe amount that you want the person to Campus Badger Module Page 118 of 98 gt When you tab of
5. oe ee Em eel EU p OSE il People Camps Badge Module Page 127 of 198 gt Inthe sereen print above this employee s base salary is changed 50 on 84083900 and 50 on 86088800 so the system is distributing the 1 000 in additional compensation to 50 50 between these accounts Types of OSE by Employee GL Classes Manual Distribute gt The third type of OSE GL classes is manually calculated and manually distributed gt The only GL classi that is manually calculated and manually distributed is Lump Sum Adjustment gt This GL class is valid for appropriated and non appropriated fund types gt The Lump Sum Adjustment GL class allows you the flexibility of designating the account where the amount budgeted Once you select PS AD GI class or TS ADJ for Temporary employees and you enter the Other Base amount you will need to manually enter he account number for each distribution as well as the portion of the amount that you wish to budget for each distribution v In the sereen print below you see that a PS AD amount of 500 is budgeted and all of it is distbuted to account 90081100 ee 7 ed BH cme FEATS tue L TT nc OO Sal nF iaa Maas EE pef PE sngel E ay
6. didi Cnc at GE VOL PME ADE lates Minimum Total Compensation amp Maximum Total Compensation These fields ate located on the right side of the panel above the prid These fields are editable only for employees whose AF Comp Freq is ANN GFT m For ANN GFT employees you will not be able to save the panel group unless you entera non zero value for the Maximum Total Compensation field You will get the error message below if you are attempting to save the panel without a value for this field totals must be then Please caret atternpting to save aga Navigate to the creviouslevel gt IF the Total Compensation amount located above the grid ro the left of the panel is greater than the Maximum Total Compensation you will ger the warning message similar to the one below bur you will able to save the panel PeopleSoft Campus Badger Module Page 124 of 188 iminz Total comaen sation of 266361 92 exceeds the martu of 120000 Logo t pravious level At the top of the panel to the right of the Salary Rate fields there are Other Sal Exp fields The gid at the bottom of the panel is only for distributing the Salary Rate fields To modify and distribute the Other Sal Exp fields click on the nest panel in the group OSE People Campus Badger Module Page 125 of 198 OSE by Employee Panel
7. EA 122030 Ubers admomeni Everts 20810 300000 1 ano 300000 2030 Sion 2 08 20 3000 207080 Proqrama Donatos 54034800 300000 ani Ei 8 dam SAN BEA Fabio Ennai Satan 00 gt From the list of accounts select the account that you wish to budget People Campus Badge Module Page E of 5 SBF Summary Panel Anat patente gt You are now in the SBF Account Distribution panel group gt There are seven panels in this panel group The panel tabs are displayed under the command buttons SBF Summary pane SBF Revenue panel SBF Payroll Summary panel SBF OSE fin Aggregate panel SBF OTPS panel SBF Overhead panel SBF Booked Pledges panel gt You can click on the panel name to activate the panel or you can navigate using the Next Tab burton or the Previous Tab buton gt You will see the model ID and the account number that you selected at the top of each of the panels ia this group gt You will notice that although you are information for the related models in one model you will see the corresponding budget PeopleSoft Campus Badger Module Page of 15 gt The SBF Summary panel is a display only summary of the GL classes that have been budgeted on the account You see a Revenue section and an Expense section The Revenue sectio
8. TOOT ase FINU 25 ran eai am E gel TOE STS 25 Lump sursauctert ae SOD ae lerma FETE Bi ns EUR ULL ge we p Jean ost gt The OSE panel is used to add and modify Other Salary Expense categories and their distributions gt There are two components of the OSE GI casses that need to be budgeted their amounts and their distributions Different GL classes are calculated and distributed to accounts differently gt Inthe panel shown above you see that each OSE GL class has its own seroll bar for the account distribution gt There are three types of OSE GL lasses Types of OSE by Employee GL Classes Auto Calc Auto Distribute gt The fi type of OSE GL classes is automatically calculated and automatically distributed Examples of this type are the UUP location stipends the classified location payments Shift payments Inconvenience payments and Geographic payments gt These types are valid for appropriated fand distributions only y In the sereen print on the previous page the second GL class is PS LOC It is grayed out because it is aurnmatically calculated based on the employee s union code FTE and compensation frequency PeopleSoft Campus Badger Module Page 126 of 98 gt Additionally the 1 264 amount for PS
9. gt Click the Print Change Form button gt Click on Process Monitor and the report will displayed in the Process List as shown below LI Sor Process yo Process ame sor anDataTane azrou EST Success Funstaws Des Deas gt To print the CBM Change Report follow the instructions in the Using Proces Report Status section of this manual PeopleSoft Campus Badge Module Monitor to Check Page 138 of 158 To generate the CBM Change form from the Inquire menu gt Choose SUBM Change Report from the menu gt Input the Employee Emplid Name in the Employee Search page as shown below SUBM Change Report Find an Existing Value a _ Dora Case senatve gt When the Change Information Form is displayed clic the Print Change Form button gt Click on Process Monitor and the report will be displayed in the Process List gt To prat the CBM Change Report follow the instructions in the Using Process Monitor to Check Report Status section of this manual People Campus Badger Module Page 139 of 98 9 0 Reports CE Fr Click on a report n the list The Run Control Search page will be displayed Run Control ID n Account oat 559 reset Bien Ifyou are new to C
10. prag swo 98 E RE a qua amam EEHS LIT soo muamo naa anan gt This is the panel you will use to budget Other Than Personal Services expenditures The white fields are directly modifiable vv Since you are in the Proposed model only che Proposed column is modifiable Ifyou would like enter data in another model you have to first change the model you are in gt To change the model Caps Badger Module Page 45 of 58 Click on the link next to Account You will be directed to the next pane where you may choose the desired Model to lease one crie rola ine gt To budget for an OTPS GL class that is not on the grid gt Click on the plus sign to the ight of an existing row gt On the new row click the magnifying glass in the OTPS GL Class column Click the Lookup button in the next panel You will then sce the list of valid values shown below Lookup OTPS GL Class gt Select the OTPS GL class that you would like to budget Once you tab off of the GL class field on the grid you will see the description of the GL class will be displayed Tab to the write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice che sub totals at the bottom of the panel ar
11. m pa pistan ze Cea ao m dines asia ae senasis uaa om muss gt Ifyou eater the Model ID and the Department ID and click the Search button the system will lise all ofthe employees within the organizational area you selected You can search using any of the search keys in this dialog box For example if you enter West in the Name field the system will list all ofthe employees within your organizational level whose name starts with West gt Inthe example above the system listed all of the employees who have salary distribution in Central Services gt Please note thar ifan employee is split cach of their distributions will oll up under its respective organizational area In the example above Louise West is listed twice This is because she is split and two of her distributions are rolling up to 155619 gt view employee records that are split outside your area and that have been modified see the Employee Split section at the end of this unit Casus Badger Module Page 111 of 98 Employee Information Panel Group gt There are four panels in the Employee information panel group Employee Details This panel contains demographics information for the employee Salary Distribution This panel contains the base salary amounts and the accounts to which the base salaries are charged OSE
12. People Camps Badge Module Page 95 of 58 gt To budget for a OSE GL class that is not on the grid gt Click on the plus sign to the ight of an existing rov gt On the new row click the magnifying glass in the OSE GL Class column Click the Lookup burton in the next panel You will then sce the list of valid values shown below Look Up OSE GL Class Budget Model ams Fant a Gites s GL Description win GL Parent Class Begins Cir Canes aca Search Results 728 T PDE Saavbrormal P3 emanan Sala Panl TE gt The list of values contains a column for GL Parent Class This determines whether a category is personal services regular personal services temporary TS Since GL Parent Classis also a search key you can use Search for OSE GL classes in specifie GL Parent Classes Please note chat the set of GL classes you can use depends on the fund or fund type that your account belongs to The list above is valid for OSE in aggregate expenditures in SBF fonds Select the OSE GL clas that you would like to budget vy Once you tab off of the GI class field on the grid you will see the description of the GL class will be displayed Tab to the writeable white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice che sub totals at t
13. una io ma AvcountDesctigion Depatment Caco sonata Search Results 10 81080700 Mall Rav crat Inten 80021870 169819 Tank ons 1 18 81080779 Life Sciences rerom nich 1870 155819 2008 10 84073400 audiam Repair Contact 84088000 153819 am namoen Le goences werom 153619 208 3a Tank Gas Program stern asta 2008 10 81083000 2 84083900 185819 da 04024600 Mal Mescnmer Heat Sci Ce 163619 10 8 088 00 Ausliarr Repair Contracts 2anaaaon 159519 gt Select the account that you would like to budget and click OK People Campus Badger Module Page 18 of 58 AF Account Distribution Panel Group ome Budne gt urinet Use Account Distribution GERSUNEBUWUAY 2006 Model Nome Fiscal Year 20052006 Account 86085000 Accu Nome Certr Sens Org Level Seriese Dist amt 5567827 Undist ats 8100 000 Initia Curent Proposed Outyear 20080005 20062006 20080007 PER Totals DLL samo Per Totals EI Totale siama siso 81588 4153 20 You are now in the AF Account Distribution panel group gt There are seven panels in this panel group The panel tabs are displayed at the top ofthe panel AF Account Summary panel AF Account Payroll panel AF Account ET
14. Fringe Benefits ET E 2280 sub Total ana ana 40382 omes am am E am Balance Account Balance _ _ _ gt This first panel is a display only summary of the GL classes that have been budgeted on the gt Under the account number and the account name there is a distributed amount for the organizational level department that you selected in the Organizational Rollup panel gt The distributed amountis the same number that you saw in the Organizational Rollup panel gt The system is telling you that from your targeted allocation you have distributed or budgeted 40 757 and that you have 9 243 left to distribue gt The distributed amount is for ALL of the accounts within the organizational level and fund that you selected The reason the distributed amount of 40 757 matches the account total is because account 4319334 is the only one with budgeted information If there were other IDC accounts ibat were budgeted the distributed amount would be larger gt You will only see the distributed and undistributed information if you start off in the Organizational Rollup panel gt Asyou can see from the title bar this IDC Account Distribution Panel group is under the Use menu We accessed it from the Organizational Rollup panel on the Inquire menu but you can also access it from Use The advantage of going through the Organizational Rollup is the following gt
15. 9 aas aues sms urs Fee er aree There are two methods to view the employees that are charged to an account hod gt The fi method is shown above From the Account Payroll panel click on the link next to Account Choose Account Salary Detail from the page that is displayed This will bring you to the Account Salary Detail panel Second Method gt The second method isto click on Inquire and select Account Salary Detail Regu ume pm Fus WIE D wow gt You will then sce the search dialog bors shown below Casus Badger Moule Page 106 of 98 Account Salary Detail Find an Existing Value Guten A coun fount Deacon 8 Cass Sorel Bech Giear pasie saanen Search Results 101969700 Tank Gae SEF 4020700 1019037002 Tank Gas Program SEE er your Department ID and click the Search button The system will list all of the accounts within your organizational level 1 1918877071 T 1010720020 Stororaom S6 84080800 JE Mal GRE IE 10989007 wa ser E gt Select the desired account People Casus Badge Module Page 107 of 15 Account Salary Detail Panel
16. gt As with the Account Payroll panel there s a sub total for PS TS fringe and agency fee gt A note field bas been provided so that you can enter clarifying notes gt Please note that the set of GL classes you can use depends on the fund or fund type that your account belongs o gt The list above is valid for the OSE panel in the IDC Account Distribution panel group and the SR Account Distribution panel group IDC OTPS Panel Account 4319219 ect oe Vallo z Cni Esso ical os expense wn Pese Our Gne 9 Cins Mame 2MSONS AEA smes mus TFs Teale sus sa This is the panel you will use budget Other Than Personal Services OTPS expenditures The white fields are directly modifiable Since you are in the Proposed model only che Proposed column is modifiable IF you would like enter data in another model you have to first change the model you are in gt To change the model Casus Badger Module Page S4 of 138 Click on the link next to Account You will be directed to the next pane where you may choose the desired Model to lesse one rola Ine gt To budget for a OTPS GL class that is not on the grid gt Click on the plus sign to the right of an existing row gt On the new row click the magnifying glass in the GI
17. Changing the Model The CBM system groups data by model This is analogous to a fiscal year In all of the search dialog boxes the model ID field has the default value of the proposed year There are vo ways to change the model on CBM Method t PeopleSoft Campus Badger Module pu gt Ifyou are already in panel group change the model by clicking on the Return to Search button gt You will then get the search dialog box of the panel group you are in Method 2 gt Ifyou on a panel with a grid except the Auto Cale panel amp Employee Information All Salary by Account dick on the next to Account gt You will be directed to the panel shown below where you may choose the desired model to transfer to one orma nowina tinis coun Salar Detail fesaumborais nanerorto Der gt The links on this panel contains the following model transfer options Transfer ro Initial This option will open your active panel for the Initial model Transfer to Current This option will open your active panel for the Current model Transfer to Ouryear This option will open yous ictive panel for the Cutyear model gt Please be aware that when you are in an associated model the position where you are entering data is stil che third column To view all of the associated models you have to be in the Proposed year gt Since relat
18. gt You will shen see the Employee Information panel group for the employee ID you requested Please note chat the system fills in the information on the Employee Details panel ons You will need to enter salary distribution information on the Salary Distribution panel and the OSE panel When you enter the employee ID on the previous sereen the system searches the HR modules first to find the most current information on the employee Ifthe system does not find the Casus Badger Mole Page 182 of 58 requested employee record in the HR modules twill then search the CBM module for that employee record gt Please refer to the Employee Details field descriptions on the preceding pages in this unit for information on using cach field in this panel group Deleting an Employee gt For cach budget preparation cycle a current snapshot of active employees will be pre loaded into the writeable models Current Proposed amp Ourycar Consequently you will not need to delete an employee record unless he she terminated after the snapshot was taken gt Since a new employee snapshot is taken every year the vice presidential areas did not want records to be delete able gt Therefore you may not delete employee records once they have been added to the CBM system If an employee terminates after the payroll snapshot was loaded you will want to adjust their salary gt portion of an employee s sala
19. TEE nang Cash Balance Faas aoamena a Fringe Percent 1193 Maciionoitxpenamres a verbera Percent 753 Account Purpose Proposed Changes gt To get back to the IER Account Distribution panel group click on the Back burton PeopleSoft Campus Badger Module Page 61 of 15 IER Revenue Panel gunman ROSE Rones Models 2013 ode Name Fiscal Year 20120012 BusseDecumentate derunt 96000101F Account ame Bisioa Summer EL Curent Proposed est zumo 2300 zoe 22000 sucess 5 23000 28000 22000 a ME Hornos aba mom nom mum nom Curat vaar Cash cam Or D D D D Revenue Toa 22000 nmo zie Revenue Fnge Totis px ses ses ca gt This panel contains the revenue details that are sub totaled on the IER Summary panel gt Note For SUTRA Summer and Winter accounts Fringe is calculated on Revenue not Expenses v Asin prior years vou must detail the Sources of Revenue and Major Providers of Revenue However now there is a parent child relationship berween Sources of Revenue and Major Providers of Revenue That is for each Source of Revenue you must list the corresponding Major Providers of Revenue v Use the outer scroll bar to scroll between Sources of Revenue Use the inner scroll bar to scroll between the Major Providers of Revenue ofa particular Source of Revenue To insert a Source
20. Trete Lado F This listis valid for OTPS GL classes in SBF funds Select the OTPS GL cass that you would like to budget and click OK Once you tab off af the GL class field on the grid you will see the description of the GL class will be displayed Tab to the writeable white field and enter the amount that you would like budget for the selected GL class When you tab off of the field you will notice the sub total at the bottom of the panel are updated note field bas been provided so that you can enter clarifying notes SBF Overhead Panel PeopleSoft Casus Badge Module p Bet Summa SBF BBF Papot turay SBE oE SF 29 mut tocunedaln Acco me purent Day cnra This panel contains display only grid which automatically calculates the Overhead on the account based on the rate thatthe account is assessed gt The overhead calculation is performed on Revenue Sub Total on the SBF Revenue panel not the Current Year Carry Over figure Please note that in order to save the SBF Account Distribution panel group the account balance on the summary page must be zero or greater for the majority of accounts IF you attempt ro save the panel with a deficit you will ger the following error message Negative G9 Balance Yourdata has NOT noon savod Please revise yourrovanue to efects no
21. enter data in another model you have to first change the model you are in gt To change the model gt Click on the link nest to Account gt You will he directed to the next panel where you may choose the desired Model to transfer People Campus Badger Module Page 6 of 58 least of ne roig i ran errio cumet To budget for a OSE GL cla gt Click on the plus sign to the ight of an existing row that is not on the grid gt On the new row click the magnifying glass the OSI GL Class column Click the Lookup button in the next panel You will hen sce the list of valid values shown below Lookup OSE GL Class oss 2008 Fura w 9 OL estent ciaee e E Search Results fot class G char sinend E Salan Difarantal Hoty Pay ESLOS omer ESOT matma Pre shit 3 pa gt The list of values contains a column for GI Parent Class This determines whether a category is personal services regular PS or personal services temporary TS Since GL Parent Class is also a search key you can use Search for OSE Gi PeopleSoft Campus Badger Moule classes in specific GL Parent Classes Page 67 of 158 gt Please note that the set of GL
22. The system will remember your department ID on the search dialog bos Casus Badge Module Page 49 of 58 gt The system will remember your distributed and undistributed amounts on the IDC IFR Account Distribution Summary panels The distributed and undistributed amounts are not applicable for the SR and CPMP Account Distribution Summary panels gt Under the distributed and undistributed figures you see Payroll Summary Other Salary Fringe Benefits OTPS and the Account Balance for all four associated models gt Initial The numbers in this column are your final figures from last year s Proposed model gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use the information in this column to project your budgetary needs for the upcoming fiscal year The final version of this model will be used to load various financial systems gt Outyear This column contains your anticipated budget for the budget period two years from now Please note that the data in the Outyear model will nrbe carried forward to next year s associated models gt During next year s budget cycle the information that you budget for this year s Proposed will become next year s Initial PeopleSoft Campus Badge Module Page
23. 78 Bonus ig gt The list of values contains column for GL Parent Class Since GL Parent Class is also a search key you can use Search for OSE GL classes in specifie GL Parent Classes Select the OSE GI cass that you would like to budget Casus Badge Module Page tof 158 Once you tab off of the GL cass field on the grid you will see the description of the GL class will be displayed gt Tab to the write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice che sub totals the bottom of the panel are updated gt As with the Account Payroll panel there s a sub total for PS TS fringe and agency fee gt note field bas been provided so that you can enter clarifying notes gt The list of valid GL elass values for Sponsored Research is the same as the ones for Service amp Facility and Service Agreements accounts SR OTPS Panel ROE prx Mole am ica Yer 05006 cout Spira coum Name Fie ser one El Gas tl E M zr qn oos LE Iw proposed uyear Grae Cs ame 1R A suptes rues mom ores Toa tos vano y This s the panel you will use to budget Other Than Personal Services expenditures gt The white fields are directly modifiab
24. en Tale manza masora ania Ratan Be BIN raat Busi suam su won gt This panel contains the revenue details that are sub totaled on the CPMP Account Summary panel gt The white fields directly modifiable gt Since you are in the Proposed model only the Proposed column is modifiable If you would lke enter data in another model you have to first change the model you are in gt To change the model Click on the link nest to Account You wil be directed to the next panel where you may choose the desired Model to transfer to ono orne rowan ins PeopleSoft Campus Badger Module Page 34 of 58 gt To budget for a revenue category that is not on the grid Click on the plus sign to rhe ight of an existing row gt On the new row click the magnifying glass the Revenue category GL Class column Click the Lookup button in the next panel You will hen see the list of valid values shown below Lookup Revenue GL Class Buget mose p 2008 Fura io Ei suom GLEaencmee clear Cancel East Search Results 310810 LIStieVelerars Home OTHER UHPaiA un UHL Pana Teansens E 20002 HP OTHER 520033 Southampton Hospital OTHER sums LEOHG ges 80025 OTHER 520036 US Healt Care OTHER quss THEE pol THER gt The list of values contains a column
25. Set ID gt This is a PeopleSoft required field that is automatically entered based on the Job Code Type of the employee Job Code gt The job code field is a listing of all of the titles forthe selected job code type gt very important that the correct job code is selected because the values for several fields are defaulted based on the job code gt To select a job code click on the magnifying glass to the right of the field and click on Lookup from the next panel gt You will then get list of valid values gt Since there are more valid values than can be displayed you will need to narrow the search by typing in values in the search keys above the list gt For example if you need job code deseriptions that stare with Staff you will type Staff in the Description field and click on the Lookup button on the screen PeopleSoft Campus Budget Module Page 115 of 158 oms serre tunar uss ae motn Lookup Job Code E Deacon 598 Simson 8 vum ee Cs ad 2 Gear search Resurs gt The system will then display the job codes shown above gt You can search by any of the search keys shown gt Remember that the Description field is ease sensitive If you type staff instead of Staff the system would have found any matching items gt Click on the desired job code You will
26. Outyear This column contains your anticipated budget for the budget period rwo years from now Please note that the data in the Ouryear model will mf carried forward to next year s associated models gt During next years budget cycle the information that you budget for this year s Proposed will become next year s Initial Account Payroll Panel ART penam Macom tome Cen nicer C err Lov EC NF es tae rae ADOS INTR INR Mito pe wo sm em iris DER mam m num iom ha PS enam pg mu Tena auem o y anis epee o Guns saras People Campus Badger Module Page 21 of 98 gt This panel is a display only sub total of the employee records by Gl class To modify the numbers on this panel you will need to modify the employee records associated with this account Unit 5 provides instructions on viewing the employees that are charged to a particular gt Since you are in the Proposed model you are viewing all of the payroll GL class sub totals in that model You are also viewing the comepponding budget numbers for the associated models gt This means that you will only sce budget values for the three associated models if there is budgeted information for that expense in the Proposed model gt To view of the budgeted GI classes
27. 158 SBF Account Details Panel gt When you click on the SBF Account Details button on the SBF Summary panel you will see the panel below This panel contains information about the fringe benefit rate and overhead rate assessed on the account deconlone rers enr Enang Cat Batonce D Hato natus D gt To get back to the SBF Account Distribution panel group click on the Back button or close the new window or tab PeopleSoft Campus Badge Module Page 0 of 98 SBF Revenue Panel EUM SBF OSE Sar OTPS GBF Oetheatd__ SSF Baked Pledges Mmm 2217705 Parent ret Fund 5 as am gc g 1 EJ 30000 Avante ST m semo ameter Cun Car gt This panel contains the revenue details that are sub totaled on the SBF Summary panel gt You must detail the Sources of Revenue and Major Providers of Revenue There is a parent child relationship between Sources of Revenue and Major Providers of Revenue That is far sach Source of Revenue you must list the corresponding Major Providers of Revenue gt Use the outer scroll bar to scroll between Sources of Revenue Use the inner scroll bar to scroll between the Major Providers of Revenue ofa particular Source of Revenue gt To insert a Source of Revenue gt Click on the plus sign to the right of an existing row
28. 2008200 1 58307 Datyares o am galoj Peron isto TES gt This is the panel which will be used by the Hospital to budget units of measure Performance Indicators for each cost center gt The top portion of this panel contains read only information related to Fixed and Variable expenses gt The bottom portion of this panel contains the Performance Indicators grid with units of measure data for the cost center gt The white fields are directly modifiable gt Since you in the Proposed model only the Proposed column is modifiable 1f you would like to enter data in another model you have to first change the model you are in PeopleSoft Camps Badger Mole Page 32 of 158 gt change the model Click on the link next to Account You will be directed to the next pane where you may choose the desired Model to oase of roli ine gt To budget for a Performance Indicator GL class that is not on the grid gt Click on the plus sgn to the right of an existing row gt On the new row click the magnifying glass in the Performance Indicator GL Class column Click the Lookup button in the next panel You will chen see the list of valid values shown below People Casus Badge Module Page bof 58 Lookup GL Class get 2006 Perd TOO Cancer Basi Lonia Search Results Adjusted
29. 93 Brookhaven National Labs fund 95 and other external sources fand 97 6 SR Account Distribution panel group gt This panel group is used to budget revenue and expenditures on accounts that are inthe Research Foundation Sponsored Research and Service amp Agreements funds 7 SBF Account Distribution panel group gt This panel group is used to budget revenue and expenditures on accounts that are inthe SBF Restricted Unrestricted Agency and Grant funds S Employee Information panel group gt The six Account Distribution panel groups are for budgeting information by account The Employee Information panel group is for budgeting information by employee You add and modify employee records from this panel group gt For detailed information on each Account Distribution panel group sce Unit 5 Budgeting by Account For detailed information on budgeting by employee see Unit 7 gt Please refer to the Appendix for a summary of the fund type account code and fund code conventions used in CBM The chart also directs you to which panel group to go to for certain funds The information contained in this summary is also included in Unit 5 Budgeting by Account The INQUIRE Menu gt The Inquire menu contains display only information rages nen 6 ren py Pra Ed imum gt These are four panels in this menu 1 Account Salary Detail pane PeopleSoft Campus Badge Module Page 9 af 1
30. Account panel This panel is a display only grid which summarizes all of the accounts an employee i charged gt The Salary Rate column on the grid corresponds with the base distribution amounts in the Salary Distribution panel gt The Other Salary Amount column corresponds with the amounts in the OSE panel y The Toral Compensation column is the sum of the Salary Rate column and the Other Salary Amount column gt The Fringe Amount column isthe total fringe charged ro the account gt The Total Compensation with Fringe column is the sum of the Total Compensation column and the Fringe Amount column gt The Agency Fee Amount column is the total agency assessment charged to the account Totals for the columns in the grid are displayed under the grid People Campus Badger Module Page 130 of 15 Adding an Employee There are vo types of employee Add s on the CBM system You ean create an employee record scratch or you can copy an employee record from another CBM model or from an HR module Adding an Employee Record From Scratel gt From the Use menu select Employee Information and click on Add a New Value Employee information Find an Existing Value sues ESA p ne p onnemme gt You will then see the screen below Enter the model where you would like to create the employee recond and click OK The system will automatically generate
31. B A Suam Csemncatow Marapomont Salary Grae us ava 13 Ourense comp iasweametoy ovis om monos pera sources Date tontes Bai hse eut saung Clone s wi save at curent changes The Clone Employee burton on the Employee Details page provides the ability to clone a complete CBM Employee recnrd demographic salary and OSE data into a new CBM employee record in the same model All data from the existing employee except for Emplid SSN Name and Position will be copied to the clone new Emplid wil be automatically generated from CBM The existing employee record is saved when you click che Clone Employee burton Note As soon as you click Clone Employee the data for the cloned employee is input into the temployee salary OSE tables even though you do not press Save For that reason a warning message is generated make sure you want i create the clone People Campus Badge Module Page 135 of 96 To clone an existing CBM employee record Being up the record you wish to clone gt Click the Clone Employee button and this warning will be displayed Wee an noone hee see http las Cu T to toc gt IF you click OK copy of the existing record will open ina new window Notice that a new Emplid has been generated for the cloned employee gt IF you click Cancel you will be returned to the existing employee record without
32. Class column Click the Lookup button in the next panel You will then sce the list of valid values shown below People Campus Badger Module Page 85 of 1584 Lookup OTPS GL Class BusgetwodelD 2008 Funa m s S38 eee toto Search Results 217301 Miscellaneous 313251 822201 Benice diui nas contractual son 021211 Select the OTPS GL elass that you would like to budget and click OK Once you tab off of the GL elass field on the grid you will see the description of the GL class will be displayed vv Tab co the writeable white field and enter the amount that you would like budget for the selected GL class When you tab off of the field you will notice the sub total at the bottom of the panel are updated note field has been provided so that you can enter clarifying notes vy The list above is valid for the OTPS panel inthe IDC Account Distribution panel group and the SR Account Distribution panel group People Campus Badger Module Page 56 of 58 TER Account Distribution Panel Group gt IFR accounts are accounts in the following funds Fund 20 General IFR Fund 25 SUTRA Fund 35 Dormitory IFR Fund 45 Hospital IFR gt Since targets are not set for IFR accounts by VP area you need not start in the Organizational Rollup panel From the Use menu select IFR Account Distribution You wil thea see the fo
33. Fund 95 Brookhaven National Labs Fund 97 Other gt Since the budget for the External accounts are not driven by allocation it is not necessary 10 access these accounts through the Organizational Rollup panel gt From the Use menu select E dialog bos count Distribution You will hen sce the following search EXT Account Distribution Find an Existing Value A secon 8 un Era Deparment Kl Case Cone Ses Search Results E 2083 YA Cla Palhol ae 39 VABIDUYO VA Dermatology 102741 2008 30 VARZINAS YA Anesthesilone ezoa 102782 En HQ Yangon VA tami Medina meres E 20 YaB7OO03 VA MasiinoJEnduerinoloay 67000200 102744 003 39 VABTDDIS VA Medicine J Gastroenterol 87001300 102744 gt Enter the desired fund in the Fund ID feld Then enter your department ID and click the Search burton gt From the list of accounts select the account that you wish to budget PeopleSoft Cumps Badger Module Page 72 of 158 EXT Account Summary Panel ERAS Modell 2006 Model Name Fisca Yost 200512008 Account Name rcvunclony Div Dept OF Med proposen 20002008 _ 20050008 20062007 Fons 17300 Expense Payallgummay 116 010 DECH E Balance accountealanes E y You
34. Revenue panel previously displayed you are projecting 30 000 in revenue for the Proposed year and you are anticipating to carry over 54 186 from the Current year The total revenue you can budget against is 84 186 IER Payroll Summary Panel PeopleSoft Campus Badger Module Page 64 of 58 PST desk 20021100 cca Nam Le ees recom Rr sort ores T ascending 2227 GL AXES aum pa m E am 0 PE ars uup pe memes n o I This panel is a display only sub total of the employee records by GL class To modify the numbers on this panel you will need to modify the employee records associated with this account Unit 6 provides instructions on viewing employees by account F Since you are in the Proposed model you are viewing all of the payroll GL class sub totals in that model You are also viewing the mending budget numbers for the associated models gt This means that you will only see budget values for the three associated models if there is budgeted information f that expense in the Proposed model gt Toview all of the budgeted GL classes in an associated model you must select that model in the Search dialog box gt The first two columns in the grid contain the GL classes and their descriptions The thied column contains the GI Parent field This column
35. This panel contains non base other salary amounts OSE and the accounts to which they are charged All Salary by Account This panel contains a summary grid of all of the pieces of an employee s compensation Employee Details Panel Dui umm isa 209 isa Your 20008 ssie 9075 3300 Mame fest Louise stats pex Fae x postin s TOTES ES mpoo Endo lS AUGE E Cere uL Erie Daa ae ME x om EE Cuencas sete Salone 000 Codes 02 CSE Adminisiralire Serres Comprreg ANN 9000872 0125205 pata source The Employee Details panel contains the following fields Casus Badge Module Page 112 of 98 EmplD gt This key field is used to identify all of the employee records gt For employees pre loaded into the system from the HR modules the employee ID is the same as the HR employee ID gt For employee records from other systems or for employees that were manually created on the system the employee ID is automatically generated by CBM gt Employee IDs that have been generated by the CBM will start with the letter B SSN gt Social Security aumbers are provided for employees that were pre loaded into the system gt Ifyou are adding new employee to CBM leave the Social Security number field empty unless you know it If not blank the sys
36. at the top right hand corner of the Revenue panel You will then see the secondary panel displayed on the next page People Campus Badger Mole Page 63 of 9 IFR Revenue Cash Over Budget Model D 2005 Account 90081100 Current Vear Cash Cary Over Ending Cash Balance 12191 for HSCHosp sete for ciher areas T for models Ai amp tonal Collections E Total Cash Carry Over at 6 30 EI moscas SSS Dons gt Use this panel to project your cash balance at the end of this Current year gt The Ending Cash Balance is as of 12 31 for SOM HSC Hospital users and 3 31 for West Campus users the current gt Inthe Additional Collections field enter collections you expect for the remainder of year The collection figure should be net of applicable overhead charges gt Inthe Additional Expenditures field enter the expenses you anticipate for the current year gt The Total Cash Carry Over at 6 30 is the amount you anticipate carrying over ftom the Current year to the Proposed year Ir is the sum of the Ending Cash Balance at 12 31 or 3 31 plus Additional Collections less Additional Expenditures gt Inthe example above you anticipate carrying over 54 186 to the Proposed year gt Once you have completed the IFR Revenue Cash Carry Over secondary panel click OK to go back to the IFR Revenue panel gt You are now done budgeting your revenue From the
37. ate now in the EXT Account Distribution panel group gt OTPS and account OSE cannot be budgeted on these accounts There are only two panels in this panel group EXT Account Summary panel EXT Payroll Summary panel gt You can click on the panel name to activate the panel or you can navigate using the Next Tab button or the Previous Tab button gt You will see the model ID and the account number that you selected at the top of each of the panels in this group You will notice that although you are in one model you wil see the corresponding budget information for the related models The EXT Account Summary panel is a display only summary of the classes that have been budgeted on the account The GI classes are separated into three sections Revenue Expenses Payroll Summary and the Balance gt These sections are sub totaled for all four associated models gt Initial The numbers in this column are your final figures from last year s Proposed model Casus Badge Mole Page 73 of 138 gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use the information in this column to project your budgetary needs for the upcoming fiscal year The final version of this model will be used to load various fin
38. for GL Parent Class This determines the grouping of the revenue on the CPMP Account Summary panel Since Parent Class is also a search key you can use Search for revenue GL classes in specific Parent Classes gt Select the revenue GL class that you would like to budget Once you tab off af the GL class field on the grid you will see the description of the GL class will be displayed Tab to the write able white field and enter the amount that you would like budget for the selected GL class When you tab off of the field you will notice the sub totals the bottom of the panel are updated The list below contains a sample list of valid values for CPMP revenue grouped by the GL parent class PeopleSoft Campus Badger Module Page af 98 FEESVC Fe for Service 522501 Foe for Service UH UH Agreemenss 521002 Coram Health Center Agreement 522001 UH Medicid 520021 UH PaA 520031 UH Part A Transfers UH Pant 8 522011 UH Back Program AGREE Agreements 521001 Brookhaven National Lab Agreement 521003 Developments Disability Agree 521004 Easter Hospital Agreement 521008 Foundation Agreement 521006 Family Service League Agreement 521007 Se Johnland Nuning Cir 521008 Lab Animal Resourees Agreement 521000 Maren Center Hope Agreement 521010 Planned Parenthood Agreement S21011 Scho of Dental Med Agreement 521012 Se Charles Neo Natl Agreement 521003 Se John s Hospital Agreement 521014 UCP P
39. gt On the new row click the magnifying glass in the Source of Revenue GL Class column Click the Lookup button in the next panel You will chen see the Est of valid values shown below People Campus Badger Module Page 91 of 98 gt trot ama m 5 emsan Looks Clar cancel pasic Loosu Search Results Lohse GL eserintion 07900 Feee 10000 ines Funs avons gt Select the desired Source of Revenue Once you tab off the field you will sce the description of the Source of Revenue you selected gt The numeric field to the ight of the Source of Revenue field is display only Iris a sub total of Major Providers of Revenue entries gt Click on the editable box under Major Providers of Revenue Enter the description of the Major Provider of Revenue and tab to the right to enter the corresponding amount gt enter additional Sources of Revenue click the Insert Row button while in the Sources of Revenue section gt To enter additional Major Providers of Revenue click the plus sign while in the Major Providers of Revenue section gt Once you have entered the Sources of Revenue and Major Providers of Revenue that you are anticipating for the Proposed fiscal year click on the Cash Notes button located at the top right hand corner of the SBF Revenue panel gt You will then see the secondary panel displayed on the next page PeopleSoft Campus Badger Module Page 92
40. indicates whether the GL elass is under the PS personal services regular node or the TS personal services gt temporary node There are also PS and TS sub totals by model under the grid SR IDC SBF and gt The Payroll Fringe Totals are only caleulated for applicable funds Le CPMP gt The Payroll Agency Totals are only calculated for CPMP and SBF IFR OSE in Aggregate Panel People Campus Badger Mole p deco worm crm ane Ub bores ern unb a eee Eeen ame mamo amis OUS PERT A os escam E 0 rese n fo E pn p n oo sum E E ose a gt This is the panel you will use budger other salary expenses OSE in aggregate by account The OSE in aggregate expenditures salary expenses that you want to budget in a lump sum for the account rather than by employee For example you may not know which employee will be working holidays but you do know that you need to budget for that expense So rather than budgeting it for each employee you can budget it here in total forthe account Student assistant expenditures should be budgeted in aggregate this panel Their employee records were not loaded on the system gt The white fields are directly modifiable S Since you are in the Proposed model only che Proposed column is modifiable IE vou would like
41. magnifying lass and select from the valid values in the secondary sereen gt MEyou know the account that you would like to budget for you can type in the ro 10 digit account number m Ifyou don t know the account number type the fund eode of rhe account and click the Search buron gt The system will then list all of the accounts in your organizational area within the selected fund gt You should muse the Account magnifying glass to look for the account number you need because the valid value list on the secondary panel is not just for the accounts in your area it is forall 6 000 accounts in You will notice thar the department ID defaulted ro the one in the previous Organizational Rollup panel That isthe advantage of starting your PeopleSoft budgeting session from the Organizational Rollup panel Also since you right licked on a State Purpose row the system knows to bring you to the AF Account Distribution search dialog PeopleSoft Camps Badge Module Page Tof 188 gt The AF Account Distribution panel group is used to budget accounts in the following funds 1 Fund 10 State Purpose 2 Fund 30 Dormitory 3 Fund 40 Hospital 4 Fund 60 Veterans Home gt After you select the fund and click the Search button you will see a listing similar to the one below This is all of the fund 10 accounts in 155619 Cental Services Find an Existing Value Fane
42. next to Account You wil be directed to the next panel where you may choose the desired Model to transfer to PeopleSoft Campus Badge Module Page 52 of 98 lease salott ono orina roma linke count Detalls ransfer Initial gt To budget for a OSE GL class that is not on the grid gt Click on the plus sign to the right ofan existing row gt On the new row click the magnifying glass in the OSE GL Class column Click the Lookup button in the next panel You will hen see che list of valid values shown below Lookup OSE GL Class 2005 Fav ates M 2 Search Results prz 818728 Undergrad Shideri Hour 216727 Undergrad Student Nonaxomot 18220 225000 FR Salaries 328010 IFR Salaries Unallocsted BON porus LLELLELI gt The list of values contains column for GL Parent Class Since GL Parent Class is also search key you can use Search for OSE GL classes in specifie GL Parent Classes gt Select the OSE GL class that you would like to budget People Camps Badge Mole Page 53 of 586 Once you tab off of the GL cass field on the grid you will see the description of the GL class will be displayed m Tab to the write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice the sub totals the bottom of the panel are updated
43. of Revenue v gt Click on the plos sign to the right of an existing row gt On the new row click the magnifying glass in the Source of Revenue GL Class column Clic the Lookup button in the next panel You will then see the Est of valid values shown below PeopleSoft Casus Badger Module Page 62 of 58 Busget Model 0 2008 Fund m oke Ganze Basie Losun Search Results 511900 Private Contracts mamo Eae Grants 512500 Rents 512820 Department Sales State prams Select the desired Source of Revenue Once you tib off the field you will se the deseription of the Source of Revenue you selected The numeric field to the right of the Source of Revenue field is display only Iris a sub total of Major Providers of Revenue entries x Click on the editable box under Major Providers of Revenue Enter the description of the Major Provider of Revenue and tab ro the right to enter the corresponding amount Typically each IFR account has one Source of Revenue To enter additional Sources of Revenue click che Insert Row button while in the Sources of Revenue section To enter additional Major Providers of Revenue click the plus sign while in the Major Providers of Revenue section Once you have entered the Sources of Revenue and Major Providers of Revenue that you are anticipating for the Proposed fiscal year click on the Cash Notes button located
44. pey Succese Posed sucess Posed Duas Each print job that you have submitted will show on an individual line that begins with its Process Instance number Click the Refresh button until the print job in the grid shows Run Status of Success this means that your print job has completed processing When your report shows Run Status of Success click the link under the report s Process Name ie SUBMRITE PeopleSoft Casus Badger Module Page 14 of 198 The Process Detail page will be displayed For all reports except Report 05 click the third link that is displayed Le SUBMCITF Since Report 05 is rhe only CBM report thar does not produce a Crystal report ir will only show two links Click the second link that is displayed to access this report process voran Process ane SUERTE pA Clicking on the link will open up the next Process Detail page To view and print your report click View Log Trace People Campus Badge Module Page 145 of 98 The View Log Teace page will be displayed In the Name column in the File List click on the Report Name which starts with SUBM m pos ica mutum eee parem TENES Finally Your report will open in a separate window as an Adobe Acrobat Reader file or a Crystal report depending on which Format you selected on the Joh Detail page Click on File Print to print the
45. represents the percent of the employee s total appropriated funds salary that is charged to the account The value in the Total column will only differ ftom the AF Total column if the employee is split between appropriated funds and non appropriated funds Campus Badge Mole Page 108 of 138 gt AF FTE This column is the appropriated funds FTE This value is also only displayed if the employee is regular gt Salary Charged to Account This column is the amount of an employee s salary tharis charged to the selected account gt Total Fringe This column is the fringe on the salary charged to the account Agency Costs This is the 4 8 of salaries and fringe that is charged to RF CPMP payroll This is automatically calculated based on the fund of the account and the GL cass of each distribution gt The numeric fields are totaled under the grid gt The values on the Account Salary Detail grid are not modifiable gt To make changes to an individual employee record click on the link next o the Emplid of the employee you wish to select roses select ona orte totewing ins petai Js fransterto inna gt You will then see the list of links showen in the screen print above gt Select Employee Detail or Salary Distribution i open the Employee Information panel group People Campus Badger Module Page 109 80 Budgeting By Employ
46. t 2 a Ostiae a E gt This is the panel you will use ro budget other salary expenses OSE in aggregate by account The OSE in aggregate expenditures are salary expenses that you want to budget in lump sum for the account rather than by employee For example you may not know which employee will be receiving incentive payments but you do know that you need to budget for that expense So rather than budgeting for each employee you can budget it here in total for the account 9 Student assistant expenditures should be budgeted in aggregate on this panel Their employee records were not loaded on the system gt The white fields are directly modifiable Since you are in the Proposed model only che Proposed column is modifiable IF you would like enter data in another model you have to first change the model you are in gt To change the model Click on the link next to Account You will be directed to the next pane where you may choose the desired Model to transfer to People Campus Badger Module Page 43 of 98 lease ono orina rena transferta gt To budget for a OSE GL class that is not on the grid Click on the plus sign to rhe ight of an existing row gt On the new row click the magnifying glass in the OSE GL Class column Click the Lookup bution in the next panel You will then see the list of valid values shown below Lookup OSE GL Class Bud
47. the employee will be terminating mid year you should change the Employee End Date field to reflect the end date of the employee Alternately ifa new employee is starting mid year you should change the Employee Start Date field to reflect the date of the employee gt These two fields are informational purposes only They do not at this time alter the salary figures PeopleSoft Campus Badge Module Page 114 of 158 Shift Code gt This field indicates whether the employee works Day Evening or Night shift gt The value of this field will default to Day if it is left blank gt For employees meeting certain criteria who are paid from appropriated fund accounts Evening or Night selection will automatically generate Shift and Inconvenience Pay on the Employee OSE panel Job Code Type gt This field indicates whether the employee is on appropriated funds or on the Research Foundation Once you have the selected the correct one the system will use the information to determine which set of job codes will be available in the Job Code field gt For employee who bas all or of his her salary on an appropriated fund account select the Appropriated Funds job code type If an employee is split between appropriated funds and non appropriated funds select the Appropriated Funds job code type gt For employees who have all of thcir salary non appropriated fund accounts select the Research Foundation job code type
48. to a cost Deparment 1D Despite name Department ID docs not necessarily mean department Department ID is really analogous to organizational level This can be anything from the VP level to a parent Moda The data in the system is grouped by model This is roughly analogous to fiscal year See Unit 1 for more details Comp Rate The AF Comp Rate is the Fall me value oF an employee s salary Acus OST These are personnel expenses thar are budgeted Other Salary in aggregate by account not by individual Expenses employee OTPS Other These are expenses that are nor related to Than Personal personnel Examples are Supplies Equipment Services Telephone Travel OST These ate personnel expenses nor included in an Other Salary employee s base salary Expenses PeopleSoft Campus Badge Module Page 11 of 138 4 0 Organizational Overview The Search Dialog Box Organizational Rollup Find an Existing Value ie se m mea Deparment RS araras Fund b I Case Sensitive Basie seach s 1 PeopleSoft you will spend a great deal of time Incking at windows like the onc shown above They are search dialog boxes They are PeopleSofes way of asking vou for the information that you would like to select Each panel group has its own search dialog box Depending on where you are in the system the se
49. 2016 budget preparation cycle there are four associated models Initial Current Proposed Outyear Initial gt The Initial model contains the initial budget information for the current fiscal year Itis the final version of the budget that you prepared last year for the current fiscal year The information in this model is read only It is not modifiable gt The Current model is the one you would use to project your fiscal condition for the zur fiscal Proposed gt The Proposed model is the one you will use to enter the budget information for the upcoming fiscal year The final version of your Proposed budget will be used to populate next year s Initial model Outyear gt To project your budget for the budget cycle two years from now you would use the Outyear model The Outyear model will nof be carried forward to next year s associated models gt For each budget preparation cycle there will aways be four associated models What will change from year to year is the model ID For the 2015 2016 budget preparation cycle the model IDs for exch of the four associated models are PeopleSoft Campus Badge Module Page 2 of 58 Model Model ID Description Initial 2015 Initial 7 1 14 to 6 30 15 budget Current Current projection of 7 1 14 to 6 30 15 budget Proposed 2016 Proposed budget for 7 1 15 to 6 30 16 fiscal year Ouryear Projected budget for 7 1 16 to 6 30 17 fiscal year gt For of the panels i
50. 5 200205 2009000 20082007 Revenue Revenue ugs ES Een ps Regular m deu PS Temporary m E E E ores action 352200 asm m m Doha tirs p 12250 Fungo Bor oft sate Balance Account alan m nm gt You are now in the IER Account Distribution panel group gt There are six panels in this panel group The panel tabs are displayed under the command burons IFR Summary panel IFR Revenue panel IFR Payroll Summary panel IFR OSE Aggregate panel IFR OPS panel IFR Overhead panel gt You can click on the panel name t activate the panel or you can navigate using the Next Tab button or the Previous Tab buton gt You will see the model ID and the account number that you selected at the top of each of the panels ia this group You will notice that although you are in one model you will see the corresponding budget information for the related models PeopleSoft Campus Badger Module Page 39 of 56 gt The IFR Summary panel is a display only summary of the GL classes that have been budgeted on the account gt Ifyou selected this panel group from the Organizational Rollup panel you will se a distributed amount for the organizational level department that you selected This is located under the account number and the account name gt The distributed amount is the same number that you sav in the Organizationa
51. 5 dt FORD UHRO Eo COMI AALMen 111000 um 40 2M3 DPenaicocenaleecedue 21370 gt Select an account from the lst in the Scarch dialog box gt The Target by Account panel willbe displayed PeopleSoft Campus Badger Module Page 103 of 156 ERE Om MS Mese Recon Descr p ME your security is below the VP level the Allocation Amount field will be prayed Only users with VP level access may enter the targets for their accounts To input an amount ia the Allocation Amount field tab into the field and enter the desired amount Then click the Save command button gt Whether you are viewing or updating click the Next in List or the List command button to select another account gt Man account has Target it will be displayed on the summary panels of the following panel groups as shown in the nest panel gt AP Account gt IFR Account gt IDC Account PeopleSoft Campus Budge Module Page 104 of 15 ppm ez arme Genet Counseling art sooo Mops PR Teta v n e 71 v v otes toa sum sao sm Heer People Campus Badger Module Page 105 of 138 70 Viewing Employees by Account The Search Dialog Box IC 3 HN PH nem
52. 50 af 158 IDC Payroll Summary Panel TO Faro Suna Models 2108 Mediam Fs en 2005008 Jeu isa Accoun Wome Soto 21 ascenamg C Decening Es TET T Tren Proposed Quy 1REENP RF Employee TS Nino Po suis m To sustot Pomon Tat samo Fool Figo Toa msmo sus mam Ace Tti E a E This panel is a display only sub total of the employee records by GI numbers on this panel you will need m modify the employee records associated with this cass To modify the account Unit 5 provides instructions on viewing employees by account 7 Since you are in the Proposed model you are viewing all of the payroll GL class sub torals in thar model You are also viewing the mending budget numbers for the associated models gt This means that you will only sce budget values forthe three associated models if there is budgeted information for that expense in the Proposed model gt To view ofthe budgeted GL classes in an associated model you must select that model in the Search dialog box gt The first wo columns in the grid contain the GL classes and their descriptions S The thied column contains the GI Parent field This column indicates whether the GI elass is under the PS personal services regular node or the TS personal services temporary node here are also PS and TS sub totals by
53. 5K gt This pane lists all of the employee records that are charged to the selected account 2 Organizational Rollup panel gt This panel is a summary of the allocation targets revenue and budgeted expenditures within an organizational area 5 Split Changes panel gt This panel lists all employee records that are split outside your area and that have heen modified 4 CBM Change Form panel gt This panel gives you access to the USB Change Form For information this form see Unit 8 Budgeting by Employee The REPORT Menu hte br Dron T 09 sey corem 0 15 sumeret gt The Report menu contains panels for each of the reports in the system gt You will run the reports from their corresponding panels For detailed instructions on running reports and deseriptions of each report see Unit 9 Reports Budget Terminology gt The table below lists PeopleSoft fields used for budgeting and their descriptions Caps Badge Module Page 10 of 98 PeopleSoft Field Description GL Chass General GE class is the name of the budget categories Ledger Class Each fund has its own set of valid revenue and expense GL classes Comp Frequency Compensation frequency describes an employee s rate of pay cur AG account the segment oF an organization dealing with a particular activity in which costs can be segregated it is analogous
54. All Research Foundation employees should be coded as temporary unless the employee is a GET faculty member split with appropriated funds gt deis important to select the correct Regular Temporary indicator because it will determine the GL classes that are available to you on the Salary Distribution panel Position gt This field is for employees who have at last one distribution charged to an appropriated fund gt Position isan cight character field which is the five igit SUNY line number followed by three gt This field is updateable for all employee records including those that were pre loaded into the gt You may leave this field empty for TBA to be announced employees that you have added to the system gt Please note that currently if you only enter the five digit line number and tab off of the field three zeros will be added to the beginning of the number instead of at the end In order to avoid this you will need to manually add the three zeros at the end of the line number before tabbing off of the field Employee Start Date amp Employee End Date gt These date fields do not represent the actual start and end date for the employee Tt is the start and end date of the employee during the selected fiscal year gt For cach model the default is 7 1 and 6 30 of that mode fiscal year gt Ifthe employee will be on the payroll for the entire fiscal year you should leave the default values Otherwise if
55. BM dick on Add a New Value Enter a name for your Run Control ID tharis longer than 13 characters with no spaces Click the Add button and the Report page will be displayed 1f you already have Run Control ID click the Search button 1f you have multiple Run Control IDs a list of your Run Control IDs will be displayed Note that if you only have onc Run Control ID the Report page will be displayed next PeopleSoft Campus Badger Module Page Hoa 96 Account Detail Framerate ESS Search Run Deans Sonet sach arenes seach Soarch Resurs EAS Runner fron br ESI Fn an Essi aua mew vate Click a Run Control ID from the list The Report page will be displayed rem Mecano ner MEL 78 Scheduler Request page will be displayed as shown on the new page PeopleSoft Casus Badger Module Input the Model and other Parameters for the selected report Click the Run button The Process E The Process Scheduler Request page will be displayed This is where you will choose the specifie report you want to run and set up the output parameters Click the link to the report version you wish to run ie Account Denil None that from this point Forward setting up to print in PeopleSoft 8 9 is different chan in previous EL m Poem mates FEATS Buster LI
56. C Help Desk at 44 gt For general questions regarding the CBM module Glenn Schmid in the Budget amp Finance Office at 4 2068 Health Sciences Center CBM Users gt For technical questions regarding PeopleSoft installations forgotten network passwords call the UHMC Help Desk at 4 4337 gt For general questions regarding the CBM module call John Riley at 4 7504 University Hospital CBM Users gt For technical questions regarding PeopleSoft installations forgotten network passwords call the UHMC Help Desk at 44357 PeopleSoft Campus Budget Mode Page 156 of 138 vice Admin Password gt For general questions regarding the CBM module your Budget Liaison at the Hospital Cost amp Budget Office The names and responsibilty areas for cach liaison are listed below gt Timothy Riley 44119 Nursing ER Cancer Center gt Jennifer Bailey 4 4115 Hospital Operations Hospital Operations Radiology Ambulatory Care gt ViolerPayne 4 4117 Finance Interns amp Residents Susan Kass 44118 CEO COO Supply Chain Human Resources Public Affairs amp Marketing Chief Strategy Officer Finance Core Campus CFS Laboratory Facilities amp Support Services gt Stephanie Desio 4114 Chief Quality Office Chief Medical Officer Information Technology gt Tammy Palmer 44112 Supply Chain PeopleSoft Campus Badge Module Page 157 of 158 Appendix
57. Discharges 565010 Patient Davs 505020 Admissions 280090 Adu Pte casas 585000 Deliveries 588090 EEDEMOEV gt Select the Performance Indicator GL class that you would like to budget Once you tah off of the GL class field on the grid you will see the description of the GL class displayed gt Tab to the writable white field and enter die amount thar you would like budget for the selected GL class When you tab off of the field you will notice the sub torals at the bottom of the panel are updated gt note field bas been provided so that you can enter clarifying notes People Campus Badger Module Page af 58 CPMP Account Distribution Panel Group gt Since the budgets for the CPMP accounts ate not driven by allocation it is not necessary to access these accounts through the Organizational Rollup panel gt From the Use menu select CPMP Account Distribution You will then see the following search dialog box Home Budne gt gt Lise CPMP Account Distribution CPMP Account Distribution Find an Existing Value Eo 4 Fue fr Deam T Case sensitve Search search gt Since the CPMP Account Distribution panel group is valid only for fund 90 the Fund code is automatically entered for you Enter your department ID and click the Search bu
58. E panel _ Account OSE in Aggregate panel AF Account OTPS panel Hospital OT CL FTE panel Performance Indicators panel gt You can click on the panel name to activate the panel or you can navigate using the Next Tab buron or the Previous Tab burton gt You will see the model ID and the account number that you selected at the top of each of the panels in this group PeopleSoft Casus Badger Module Page 19 of 58 gt You will notice that although you are in the Proposed model you will see the corresponding budget information for the associated models Account Summary Panel gt This first panel is a display only summary of the GI classes that have been budgeted on the gt Under the account number and the account name there is a distributed amount for the organizational level department that you selected in the Organizational Rollup panel gt The distributed amount is the same number that you saw in the Organizational Rollup panel gt The system is telling you that from your targeted allocation you have distributed or budgeted 557 327 and that you have 100 000 left ro distribute gt The distributed amount is for ALL of the accounts within the organizational level and fand that you selected gt You will only sce the distributed and undistributed information if you start off in the Organizational Rollup panel gt As you can sce from the title bar this AF Account Distribution Panel group is u
59. LOC is automatically distributed among the accounts of the employee s base salary from the Salary Distribution panel Since this employee s base salary is charged 50 on 84083900 and 50 86088800 the classified location stipend is prorated 50 50 to those accounts Types of OSE by Employee GL Classes Manual Cale Auto Distribute E The second type of OSE GL classes is manually calculated and automatically distributed e The only Example of this type is Additional Compensation This type is valid for appropriated fund distributions only To budget for this GL classes on an employee click the Insert Blank Row batron at the bottom of the screen You will then get an empty row Click ihe magnifying glass to the right of the GL class field and select Additional Compensation w Once you tab off of the GI dass field type an amount in the Other Base feld When you tab off of the Other Base field you will hen notice that the account distribution scroll bar underneath is prayed out The system is automatically distributing the amount that you have manually entered using the salary distribution of the base salary in the Salary Distribution panel Most 2008 casa PEATA suitors Compensation orner nase 8700100 nt TE 90 pingel WU agg GUN PADI S 5707 nT 8887 ae HER
60. SY Agreement 521015 UCP PSY Greater NY Agreement 521016 Winthrop UH Agreement 521017 National Inst Agreement OTHER Other Income 510850 State Veterans Home s2032 HIP 520033 Southampton Hospital sa LIROHC 522551 VA Salary Revenue 520035 BOCES 520036 US Heath Care 520037 Just Kids 520415 3520416 Board Fund PeopleSoft Campus Badge Module Page 40 of 158 520417 Deans Fund Biling Con 520419 Administrative Cons gt To budget for UH Part A GL Class 520021 and UH Pare B GL Class 522041 use the CPMP UH Revenue panel The data for these GL Classes should be entered in detail for cach Revenue Provider in the inner scroll CPMP UH Revenue Panel Budget Modal Fiscal year Bude Documenta Budget 2010 Fiscal Year 20092010 Name tits Curent Proposed Quy Ua A Samo mao Hospital Suppor Descriptions Doa Vew AL Prei ywa Lat Revenue PROVDER uiid 240 ga PE UH Pan NUH Part sao Tons PeopleSoft Campus Badge Module Page 41 of 98 CPMP Payroll Summary Panel Ser Or 21 EE Tant cus oh Ia Omer I pg o amie a E v Papeltgeney Tete D E v This pane is a display only sub total of the employee reconds by GL class To modify the numbers on this panel you will n
61. Table of Contents Ths Vea Badge 2 Signing On PeopleSoft 3 Sign On Seren Changing Your Password Getting Seated 3 Mena Overview Terminology Organizational Overview 2 The Seach Didog Box Organizational Rollup Pan Bedgeing by Account 3p The Seach Dialog Box AP Account Disibuion Panel Group 9 CPMP Account Disthution Pane Group 8 IDC Account Distribution Panel Group 9 IFR Account Disibusion Panel Group D EXT Distribution Panel Group 8 SRi Account Panel Group SBF Account Distribution Panel Group E Tepuky Account Viewing Employes by Account 2 The Seach Dialog Box Account Salary Deal Panel A Budgeting by Employee a The Seach Didog Box 5 Employee formation Pine Group 9 AddingAa Employee Deleting An Employee Employees Split Outside Your Organizational Level 9 Cloning an Employee do USBChange Form Repons 5 Creating Ron Control ID Using Process Monitor te Check Report Status Esporing From Report Files Helplines 2 Copying Data nto Worksheets Changing the Model 9 eot amp Warnings Appendix PeopleSoft Campus Badge Module w2 106 16 E 12 1 1 ne us ut us i Page Lf 158 1 0 The 2015 2016 Budget Process Models gt The budget information in the PeopleSoft Budget Module is grouped by model This is roughly analogous to fiscal year For the 2015
62. ancial systems gt Outyear This column contains your anticipated budget for the budget period two years from now Please note that the data in the Outyear model will mof be carried forward to next year s associated models gt During next year s budget cycle the information that you budget for this year s Proposed will become next year s Initial gt do the Revenue edit box enter a revenue figure equal to the payroll expenditures on the account PeopleSoft Campus Badge Module Page 74 of 158 EXT Payroll Summary Panel a Fag mar Model 2008 20087006 Account 0207001991 Account Namo Immunology Div Dept OF ed ICE ne ee ee sono pe anne E n m m Poo Fn Ti n E b b n gt This panel is a display only sub total of the employee records by GL class To modify the numbers on this panel you will need ro modify the employee records associated with this account Unit 5 provides instructions on viewing employees by account gt Since you are in the Proposed model you are viewing all of the payroll GL class sub totals in thar model You are also viewing the comeponding budget numbers for the associated models gt This means that you will only sce budget values for the three associated models if there is budgeted information for that ex
63. arch dialog box will default certain information for you From the Inquire menu select Organizational Rollup You will sce the search dialog box above The fields at the top of the box Budget Model ID Department Organizational Level Deser and Fund ID are search keys Budget Model ID gt The system will automatically default the model ID of the Proposed year For more information on the model see Unit 1 gt To change the model you can enter the desired value in the edit box or you can click on the magnifying glass to the ight of the edit box to view a list of options to choose from Department gt For this pane the system is also defaulting to the highest level organizational area to which you bave access In this example the default is 155619 which is Central Services in VP for Administration PeopleSoft Campus Badge Module Page of 158 Organizational Level Deser gt The Organizational Level Deser field is the literal description of the Department field gt When narrowing a search based using a description field you can use the symbol as placeholder for one or more characters For example if pou are looking for an organizational level that contains the word Central in the description you may type Central in the Organizational Level Descr field and click the Search burton gt Please remember that PeopleSoft character fields are case sensitive Centra is different from centrali Fund gt To
64. aso Sonet Sesci ase searen gt Since the IDC Account Distribution panel group is valid only for fund 73 the fund code is automatically entered for you gt Since you started with the Organizational Rollup panel the system remembers your Department ID For the search dialog bos click the Search burton and select the IDC account you wish to budget gt You are now in the IDC Account Distribution panel group T There are four panels in this panel group The panel tabs are displayed under the command buttons gt IDC Account Summary panel gt IDC Account Payroll panel gt Account OSE Aggregate panel gt IDC Account OTPS panel gt You can click on the panel name to activate the panel or you can navigate using the Next Tab buron or the Previous Tab button gt You will sce the model ID and the account number that you selected at the top of each of the panels ia this group gt You will notice that although you are in one model you will see the corresponding budget information for the related models IDC Account Summary Panel PeopleSoft Campus Badge Module Page bof 5 TOC Acct Sura Moet ibe 2006 Model Name Fiscal Yost 21052016 account 43195348 Account Name Mailroom DstAm 40 757 Org Levet Contrai Soos 9024 Vita Curam proposos Ouwoar 20002005 _ 20000006 20082005 Faia Summon Er 75 000 25000 25008 omer Balan ua ma
65. ay only column contains the fringe benefit assessments associated with the account selected The fringe henefitealeultion i based on the fund of the account and the GL elass of the distribution gt Charged to Account This display only column is che sum of the Salary Rate column on the grid and che Fringe Amount column gt Agency Amt This display only column is automatically calculated based on the fund of the account and the G assessed only for CPMP staf cass of the distribution Agency charges are gt Fringe Ya This column displays the fringe benefit percentage that is being assessed on the distribution gt Agency This column displays the agency percentage that is being assessed on the distribution gt AF FTE This column displays the TE for the distribution gt GL Parent Class This column displays the parent of the GL class that is whether the GL classis PS Personal Services Regulas or TS Personal Services Temporar gt Import ID This display only column indicates the import ID of the data load This is for use by the technical eam You can safely ignore it gt Emp Sree This indicates the source of the distribution An employee may have distributions from several sources if their distributions are split across fund types gt If you are distributing the Appropriated Fund Salary Rate to only one account type 100 in the column after entering the account and GL ca
66. ca s resources This report can be printed for specific Funds within a department or for combinations of funds ie State amp IDC When you run the report from the report panel you will now see two choices at the bottom of the Process Schedule Request box Account Summaries MF by Dept and Account Summaries MF by Fund If you select Account Summaries MF by Dept you will see your accounts grouped by organizational level dept If you select Account Summaries MF by Fund you will see the accounts grouped first by fund and then by organizational level gt Organizational Level Summary 03 This report displays revenue and expenditure GL class sub totals for the organizational level selected This report can be printed for a specified fund or forall fund gt Employee by Distribution 04 This report is a listing of all employee distributions within the selected organizational level The employee records are grouped by organizational level and account There are now three choices at the bottom of the Process Scheduler Request bos If you select Employee By Distribution the report will be printed in alphabetical order by employee name and will include the Emplid If you select Empl By Distrib Title Shown you will see the grade and title of the employee displayed Ifyou select Empl Distrib Title Sub Tor the report will be printed grouped by employee title with subtotals for each title group Th
67. ch employee will be getting a bonus but you do know that you need to budget for that expense So rather than budgeting it for each employee you can budget i here rotal for the account Student assistant expenditures should be budgeted in aggregate on this panel Their employee records were nor loaded on the system The white fields are directly modifiable Since you are in the Proposed model only che Proposed column is modifiable 1E vou would like enter dats in another model you have to first change the model you are in To change the model gt Click on the link nest to Account gt You will he directed to the next panel where you may choose the desired Model to transfer People Camps Badge Module Page Bt of 58 of ne ron ni ransferto gt To budget for a OSE GL class that is not on the grid gt Click on the plus sign to rhe right of an existing row gt On the new row click the magnifying glass in the OSE GL Class column Click the Lookup Dutton in the next panel You will hen see che list of valid values shown below Lookup OSE GL Class Budget Modal D 2006 Fund c n ekose Pie Sats Eos Usi ear Gui Basic ootun Search Results MEDS Urderausstdertemy 15 818720 Undergrad Student Hourly T8 216727 Undergrad gsn IFR Salaries 225010 FRSalaioc
68. classes you can use depends on the fund or fund type that your account belongs to gt The list above is valid for OSE in aggregate expenditures in all appropriated funds including TFRs gt Select the OSE GL class that you would like to budget gt Once you tb off of the GL class field on the grid you will see the description of the GL class will be displayed gt Tab to the write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice the sub totals at the bottom of the panel are updated gt As with the Account Payroll panel there is a sub total for PS TS fringe and agency fe gt note field has been provided so that you ean enter clarifying notes gt The list of valid GL class values for this panel is the same as the list for the AF Account OSE panel in the AP Account Distribution panel group PeopleSoft Campus Badge Module Page 68 of 158 IER OTPS Panel PROVE 20191107 Acct ere ie ene Gro Ren Sont or OTT mmo am E 7 This is the panel you will use to budget Other Than Personal Services OTPS expenditures gt The white fields are directly modifiable gt Since you are in the Proposed model only the Proposed column is modifiable If you would like to enter data in another model you have to first c
69. count Distribution an Existing Value tuens n Ai account Cal Fund Ib Department a case senare Ses Search Results Fund ID Account 3840803 Scenes Seman 24080000 as Ti 38840907 SRTankGasPramam 84080700 ET IL SR nstSer Malls Messenger 96084500 155819 gt The SR Account Distribution panel group is valid for fand 71 Sponsored Research fund 78 Service amp Facilities and fund 80 Service Agreements You will need to specify onc of theses fond codes Then enter your department ID and click the Search button gt From the list of accounts select the accpunt that you wish to budget PeopleSoft Campus Badger Module Page 77 af isl SR Account Summary Panel ERTS Modelio 2005 Modei Nae Year 2005 2005 Account 578400062 Accont Name 6 Sience intel Curat Proposed 20042005 2004005 20052005 20082007 EL Revenue testen 32000 F000 s2000 Eense Payal Summary ober s2000 s2000 Fringe Benefis a a a a sistance Account Bane a gt You are now in the SR Account Distribution panel group gt On this account you will budget for all the Sponsored Research grants that rollup to parent account 840806 The payroll for all the grants under 840806 will rollup to this account gt T
70. creating a new employee PeopleSoft Campus Badger Module Page 136 of 138 CBM Change Form This CBM Change form is now available from CBM for use by non Hospital administrators This form will contain FTE Compensation Rate Salary Rate and Job Earnings Distribution accounts and percentages from Users can complete this form for AF employees and submit it for authorization before sending to HR Users should follow the usual HR guidelines and timetable for submitting account salary paperwork so HR can process the changes in a timely manner The CBM Change form can be accessed from the Inquire menu or from the Change Report button on the Employee Details page Pr E pre m p soe EERE Tenes Ace Emo TET E m m tse ES peu EST hme FS supe m Say ate Lustuemeiny OTHE People Camps Badge Mole Page 137 of 58 generate the CBM Change form from the Change Report burton on the Employee Details page gt Click the Change Report button and the Change Inf data for the employee mation Form will be displayed with the HR Change Information Form Fam Control Pucssslon tma Mame Sine atonal p Campus Department compensation Frequency Compensation Rate
71. e employee GL classes are displayed in columns This report may be printed for any combination of fund and department or for a specific account This report includes column named Fig This column contains a flag that denotes whether or not an employee record has been modified or manually added into the system L indicates that the employee record was preloaded into CBM from PeopleSoft HR or ADP indicates that the employee record was pre loaded and then subsequently modified by a user indicates that the employee record was manually added to CBM PeopleSoft Campus Badge Module Page 149 of 158 gt Funds Comparison With Employees 405 This report has multi fand parameters Fach selected fund appears on the report as a column You can select any combination of up to seven funds Dias note that for this particular nort you should use a tut extension when you this onthe Proc Scheduler Request bx You can open the report from Microsoft Word or any word processing application Within Word please change the setup to landseape for legal size paper You may also need to make the font smaller in order to fit all seven fund columns across the page Most reports take a minute or two to run but this report may take three to eight minutes to run to a file because of its complexity gt IFR Allocation Worksheet 06 This two page report displays the budgeted revenue and expenditures by GL class for a select
72. e ever changing RF IDC and CPMP projects into the more familiar 431 and 436 account numbers These generie 431 and 1436 numbers will be used each year so that we can do historical comparisons When you look at the IDC and CPMP Account Distribution panel groups the initial column will populated with your final budgeted figures from last year PeopleSoft Campus Badge Module Page 4 of 158 2 0 Signing On to PeopleSoft ign On Screen gt To sign on to the PeopleSoft Campus Budget Module CBM go to the f Internet Explorer seing address via swww stonybrook edu psadmi gt You will shen see the signon sereen below Stony Brock Administrative Services University wow gt Type in your User ID and Password in the indicated boxes Both User ID and Password should be entered all capitals People Casus Badge Module Page 5 uf 158 Changing Your Password gt IF you are sill using your default password please change it to a personalized one by clicking on Change My Password from the Main Menu at the top of your sereen a pr E a Panal Neth Id Vienderre Deveepverz a a a a Orcriatond Devlopment Ties Manager Toos Pa0oTole urge Pasonatetons Change Password UserID DTHDE Description Diane M Thide gt Inthe Change Password window type in your current password ne
73. e to budget Other Than Personal Services OTPS expenditures The white fields are directly modifiable m Campus Badge Module Page 26 of 5 gt Since you are in the Proposed model only the Proposed column is modifiable If you would lke enter data in another model you have to first change the model you are in gt To change the model Click on the link nest to Account You wil be directed to the next panel where you may choose the desired Model to transfer to lesse one orne ins count Salary Dota gt To budget for a OTPS GL class that is not on the grid Click on the plus sign to the right of an existing row gt On the new row click the magnifying glass in the OTPS GL Class column Click the Lookup button in the next panel You will then sce the list of valid values shown below PeopleSoft Campus Badger Module DE Lookup OTPS GL Class Mods 2005 Fungo 10 eL Doscripton a Basie Search Results 0 Alomar suites ana en FRINGE Finge Bene 79 Ce Suomes PRR an cra TRAEL Tem Egendiures gt This listis valid for OTPS GL classes in all appropriated funds including except fund 40 For fund 40 Hospital the expenditure categories from the Lawson financial system will be displayed gt The following isa list
74. e updated Cups Badger Module Page 46 of 138 gt A note field has been provided so that you enter clarifying notes CPMP Auto Calc Panel om kane m pow EE Imm coma iu Sor So ETE im thane vm raj Mex BIEN T Tis panel contains a grid with display only information for revenue assessments x These assessments are automaticaly calculated om the revenue in the CPMP Revenue panel y The first three columns on the grid contain the GI class and the description of these automatic calculations The fourth column contains the rate of each auto cale The next four columns contain the calculated amounts by model ID vy All of the auto cales are assessed om all the revenue types except for Billing which is assessed on Fee For Service only IDC Account Distribution Panel Group gt Similar to the AF Account Distribution panel group itis recommended that you access your TDC accounts through che Organizational Rollup panel When you click on the link on the IDC rov fund 73 on the Organizational Rollup panel you will get the search dialog box below PeopleSoft Campus Badger Mole Page 47 of 9 poms gt Lise We Recount istum IDC Account Distribution Find an Existing Value fudge oasis A secet Fun 3 Deparment I c
75. ed IFR account This report will be reviewed by the Accounting Office for all Income Fund Reimbursable accounts You can print this report for a department or for a specifie account gt IFR Account Summaries 07 This report is similar to the second report except it contains fields that are specifie IFR funds This report displays the budgeted revenue and expenditures by major categories for each account within an organizational area The accounts are grouped by organizational level gt Hospital VP Summaries 08 This report is similar to the second report and is accessible only by users with Hospital VP security It lists Fund 40 accounts even those which fall in VP areas outside the Hospital gt Salary Comparison 09 This report lists the salaries of the faculty in your department for the associated models gt Total Compensation Over Max 10 whose total compensation is 250 or 2 This report lists all of the GET faculty in your area over the salary maximum for their rank gt Account Summaries Dual Depts 12 This report displays the budgeted targets revenue allocation and expenditures by major categories for each account within two organizational areas This report can be printed for specific funds within departments or for combinations of funds Le State amp IDC Is layout is the same as report 2 gt AF Account Notes 14 This report displays AF accounts with allocation b
76. ed models open in their own windows you must close these windows to ger back to the Proposed model People Campus Badger Module Page 153 of 156 Error Messages amp Warnings gt Keep in mind the Save button saves everything in the panel group not just tbe active panel When you get an error message it may have to do with a field on panel that you are not currently on The error message below states to correct the highlighted fields The highlighted field may be on another panel in the panel group chat you are viewing Click through all of the panels ia the group in order to find the one causing the problem cli Ert data rto the hgtihtad gt IF you get the error message below this means that you are attempting to insert a Gl class that you already have on the grid that vou are working on Click OK and then click the minus buron delete the duplicate row or lic the drop down list to change the selected GL clas ee ee diner non ro tran doped d Ga vl gt Ifyou are budgeting an account in one of the six Account Distribution panel groups and you select another Account Distribution panel group you will get the error message below avoid this message click the Exit button after saving your current panel Then you can select the next Account Distribution panel group you wish to work in PeopleSoft Casus Badger Module Page 154 of 98 TIT t Explor
77. ee gt These are two ways to access existing employee data in the Employee Information panel group inst Method gt Myou are already in the Account Salary Detail pane click on the link next ro the Emplid of the employee you would like to view modify Then select Employee Detail from the Est of links on the previous page Sce the sereen print on the previous gt When you select Employee Detail from the list of links the system will bring up the Employee Information panel group for the employee you selected on the grid Second Method gt Alternately you can select the Employee Information panel group from the Use menu gt Ifyou access the Employee Information from the Use menu you will have rhe extra step of having to select an employee from the Employee Information search dialog box TEEN Account Saary Detal setup 5 E AF Account Dstibution Ei Report E account E IDC Account E OS ExT Account ostbution SR Account Detrbution El Erplyee Information gt Click on Employee Information which will display the Employee Information search dialog box Click on Add a New Value to add a new employee or enter the Employee Emplid or Name to view modify a pre loaded employee People Campus Badger Module Page 110 of 96 The Search Dialog Box intorno Find an Existing Value
78. eed ro modify the employee records associated with this account Unit 5 provides instructions on viewing employees by account Since you are in the Proposed model you are viewing all of the payroll GL class sub totls in thar model You are also viewing the budget numbers for the associated models gt This means that you will only sce budget values for the three associated models if there is budgeted information for that expense in the Proposed model gt To view all of the budgeted Gl classes in an associated model you must select that model in the Search dialog box gt The first two columns in the grid contain the GL classes and their descriptions The third column contains the GI Parent field This column indicates whether the GL class is under the PS personal services regular node or the TS personal services temporary node There are also PS and TS subtotals by model under the grid The Payroll Fringe Totals are only calculated for applicable funds IFRs SR IDC SBF and CPMP The Payroll Agency Totals are only calculated for CPMP and SBF CPMP OSE in Aggregate Panel People Campus Badger Module Page 42 of 98 nenne Ceci E OT cose Name Os 2005200 2008200 MEAN EAD reo sonum a USES sores ENEN AREN Alsoms o emn e ELE pore uxo umm
79. el E eee gt Please note that for the Lump Sum Adjustment GL class you need to manually enter the fringe amounts for any accounts that are assessed fringe as well as application agency costs PeopleSoft Campus Badger Module Page 124 of 138 gt The sereen print below displays the valid OSE GL class values for Regular employees Lookup GL Class 2008 RepulaTemoran R OL aes wOemim CEE lear Eanes waste took Search Result Fann congereston Lama sum ascent gt The sereen print below displays the valid OSE GL class values for Temporary employees Lookup GL Class 200 d aL cass Ct aT estas Gases Basic nus Search Results TE ADJ Tem Lomo Sumadusiment People Casus Badge Module Page 129 of 98 All Salary by Account Panel Modi 2005 Year 2005 2006 Empl 81012 wesiLouse Son onder T Ascending Total m ther Salary Total Agency Fee SHARE Amount Compensation Amount somom 1521150 200 7445 50 80000 91000350 800000 3006 80000 890000 800000 deco Satane 89201300 LONE Compensation Total Fmge 300 Tetai comp 445 387 00 Tatai gency so some gt The last panel in the Employee Information panel group is the All Salary by
80. eopleSoft Campus Badge Module Page 85 of 158 SBF Account Distribution Panel Group gt SBP accounts are accounts in the following funds Fund 63 Restricted Fund 64 Unrestricted Fund 65 Agency Fund 69 Grant J Since targets are not set for SBF accounts by VP area you need not start in the Organizational Rollup panel From the Use menu select SBF Account Distribution You will then sce the following search dialog box 79 Enter the SBF fund that you wish to select an account from and enter your department ID Then click the Search button SBF Account Distribution Enter any information sou have and dick Search Leave Res Nist ot allvalues NN Maximum number of rows to retum up to 300 300 Budget begn m zn a Account a Fund a Fal Account Description win Department begins wih si 3 a caso Soncime Search Clear ssicsearch H gt You will then see a list ofall of the accounts that match your search criteria gt Inthe screen print below the system displays all of the Restricted SBF accounts within Advancement PeopleSoft Campus Bdge Module Page of 5 SBF Account Distribution Enter any information you nave and ick Search Leave neide bianik tor a list of al valuas cn creia Xm E EM E Xue 204 i m 84082800 300000 Bu
81. eopleSoft panels have the following panel layout in common gt Title bar the tile bar is located atthe top of the sereen and contains the name of the module chat you are in rhe panel group you have selected and the menu its located in In the example above you are in the Budget module and you have selected the Organizational Rollup panel group which is located in the Inquire menu gt Panel name the panel name can be found in two places under the command buttons at the top of the panel and at the bottom of the panel gt Selected action there are two actions that are used in the Budget module Update Display and Add PeopleSoft Campus Badger Module Page 14 of 58 gt Database name the database name that you are logged into will always be at che bottom of the PeopleSoft window gt The Organizational Rollup panel is a summary of the allocation targets revenue and budgeted expenditures within an organizational arca s Since you did aot specify a fund all of the vali funds for your organizational level were included in the grid gt Under the panel name at the top of the screen is the model and department you selected S The grid on the panel is a summary of your budgeted information by organizational level and fund The grid contains the following columns gt Dept ID This is all of the organizational nodes under the Department you selected in the search dialog gt Organizational Le
82. er A ths parel up Panel group must be canceled Navigate to the leval gt Ifyou enter a positive amount for Savings GL Class PS_SAV on the Account OSE panel you will get the error message below when you try to save Click on the OK button and enter a negative uv s Navigate to the eval gt Ifyou zero the AF Compensation Rate and or FTE for a split employee you will receive the warning displayed below This feature was added so that users are reminded to send email notification to the VP area coordinators who share their split employees Pan cared vn step esteem Campus Budge Module Page 195 of 15 11 0 Need Help ALL CBM Users 1f you have forgotten your PeopleSoft password you should contact the Computer Accounts o cither by calling 2 8011 or by submitting a trouble ticket using this URL espe naplesce sunysb edu SCORE solarhelp nst trouble ticket When you contact Computer Accounts identify your problem as a People problem West Campus CBM Users gt For technical questions regarding PeopleSoft installations forgotten network passwords access to Crystal Reports etc call Client Support at 2 9800 gt For general questions regarding the CBM module call Diane Thide in the Budget Office Medical Center CBM Users technical questions regarding PeopleSoft installations forgotten network passwords the UHM
83. et by Account panel select Target by Account from the Setup menu You will sce the search dialog box below Target by Account Find an Existing Value soseweeno Eus A acount meom Case ensite Beach CORE Basi Search gt Inthe Search dialog bos the Proposed model is defaulted In order to display accounts that you have access to type the desired fund code and click the Search button Valid fund codes for the Target by Account panel are 10 through 70 and 73 Casus Badger Module Page 102 of 138 gt Ifyou type an invalid fund for Target by Account you will get the Following error message Irait Ander the parel cup Nozze archer ind eh concent ofthe neru leval To make the search more specific type an organizational area into the Department field in the Search dialog box and click the Search button gt You will see all of the accounts in the selected organizational area for the selected fund as displayed below Target by Account Find an Existing Value Budget Model io A unio caso consti ea Clear seamh Search Results 000 46 2130000 Geneli CounseingGrant 31120870 111000 ma An 31132000 MatemalcrlsHosmtalacmin 31132500 111000 E 40 women s Heath initiate 1000 202 46 20132000 Bone ManowTissue Topica Lab 31133600 111000 20
84. expenses that you want to budget in a lump sum for the account rather than by employee For example you may not know which employee will be working holidays but you do know that you need to budget for that expense So rather than budgeting it for each employee you can budget it here rotal for the account Student assistant expenditures should be budgeted in aggregate on this panel Their employee records were not loaded on the system The white fields are directly modifiable vy Since you are in the Proposed model only che Proposed column is modifiable IE you would like enter data in another model you have to first change the model you are in gt To change the model Click on the link next to Account You will be directed to the next panel where you may choose the desired Model to transfer to People Campus Badger Module Page 24 of 58 laso coloct ons ort loving nic gt To budget for a OSE GL cl Click on the plus sign to the right of an existing row that is not on the grid On the new ro click the magnifying glass in the OSE GL Class column Click the Lookup button in rhe next panel You will then sce the list of valid values shown below Lookup OSE GL Class muss tonic 208 fp 1 does drtil 5 Search Results PDA Aso Receves ES Chai Stioend PS DF Salary Difueria Gecoranhi Pav PS HOL Holiday Par SINC Intomenlenco Pat FB Loe classmen ocalo
85. f che field the system will calculate the closest FTE that will generate the salary rate that you entered Click OK ro accept this change and return to the Salary Distribution panel FTE Calculation Worksheet FTE Catelaton Worishest AF Comp Rate 532623 Marin Pay Rate Jat 350512000 appropriates Baso salary 52500000 are ose gt AF Comp Freq This is the rate of pay for the employee gt Comp frequency ending in SEM signify semester employees The salary rate for employees with compensation frequencies ending in SEM ie the product of the AF Comp Rate the AF FTE and 05 For pre loaded employees the AF Comp Freq corresponds with the AF Comp Rate gt As you modify the AF fields you will notice thar the Appropriated Fund Salary Rate field on the left side of the panel changes For appropriated Funds the Salary Rate field is a produet of the AF Comp Rate field and the AF FTE field gt The Appropriated Fund Salary Rate field is the amount that you want the employee to receive This is the amount that you will distribute by account Once you have the desired amount in che Appropriated Funds Salary Rate field you are ready to distribute this amount in the grid at the bottom of the panel gt The salary distribution grid contains the following fields Acct This column contains the account s the employee s salary is charged to gt Fund Type This display only column is the f
86. get Mod D 2005 Func E woes men FO cure Gaia J Essa Gier Gases Looks Search Results lass GL Desi 16725 Unger Student romot 818727 Undenrad Stdent 219722 Non errpt Hou Pa BON Borus TS 1s Is 18 gt The list of values contains a column for GI Parent Class This determines whether a category is personal services regular PS or personal services temporary TS Since GL Parent Clas is also search key you use Search for OSE Gl classes in specifie Gi Parent Classes Casus Badger Module p T Please note that the set of GI casses you can use depends on the fund or fund type that your account belongs o gt Select the OSE GL class that you would ike to budget gt Once you tb off of the GL class field on the grid you will see the description of the GL class will be displayed gt Tab to the write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice the sub totals at the bottom of the panel are updated gt As with the CPMP Payroll Summary panel there isa sub total for PS TS fringe and agency fce note field has been provided so that you can enter clarifying notes CPMP OTPS Panel perde petens only uU men UNT E PI ee Ems epe qas n ofa 35E
87. hange the model you are in gt To change the model gt Click on the link nest to Account gt You will he directed to the next panel where you may choose the desired Model to transfer lesse selest one crine roli in PeopleSoft Camps Badge Module Page 69 of 15 gt To budget for a OTPS GL class that is not on the grid Click the plus sign to the right ofan existing row gt On the new row click the magnifying glass in the OTPS GL Class column Click the Lookup button in the next panel You will then see the list of valid values shown below Lookup OTPS GL Class Busget Mout 0 2008 Fung 1 a Search Results Des auta auiomoive ana san CONTAN Contactel Serdcza EQUE Equipment LE Mallard wassenger CEESUP Ofice Supplies PROT Fina and Graohies SUPPLY Supplies TELEPH Teleshone v This listis valid for OTPS GL classes in all appropriated funds including IPRs Select the OTPS GL class that you would like to budget and click OK vy Once you tab off of the GL class field on the grid you will see the description of the GL class will be displayed F Tab to the write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice che sub totals ar the bottom of the panel are updated note field bas been provided so that you can enter clarify
88. he bottom of the panel are updated As with the Account Payroll panel there is sub total for PS TS fringe and agency fee P note field been provided so that you can enter clarifying notes PeopleSoft Campus Badger Module Page 96 of 98 PeopleSoft Campus Badge Module Page 97 of 158 SBF OTPS Panel Aer Pan eet nt ate o swo v This s the panel you will use to budget Other Than Personal Services expenditures The white fields are directly modifiable v y Since you are in the Proposed model only che Proposed column is modifiable 1E you would like enter data in another model you have to first change the model you are in gt To change the model gt Click on the link nest to Account gt You will be directed to the next panel where you may choose the desired Model to transfer People Campus Badger Module Page 98 of 98 gt To budget for a OTPS GL class that is not on the grid Click on the plus sign to the ight of an existing row gt On the new row click the magnifying glass in the GI Class column Click the Lookup button in the next panel You will then see the list of valid values shown below Look Up OTPS GL Class Bung Model E Fea zl Clasp Sear sees pask Loiu Search Results 03001 Equipment otter t GEI
89. here are four panels in this panel group The panel tabs are displayed under the command buttons SR Account Summary panel SR Account Payroll panel SR Account OSE Aggregate panel SR Account OTPS panel gt You can click on the panel name to activate the panel or you can navigate using the Next Tab burton or the Previous Tab buton gt You will see the model ID and the account number that you selected at the top of each of the panels in this group You will notice that although you are in one model you wil see the corresponding budget information for the related models x People Campus Badge Module Page 7h of 58 gt The SR Account Summary panel is display only summary of the GL classes that have been budgeted on the account gt The GL classes are separated into three sections Awards Revenue Expenses Payroll Summary Other Salary OTPS and Fringe Benefits and the Balance gt These sections are sub totaled for all four associated models gt Initial The numbers in this column are your final figures from last year s Proposed model gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use che information in this column to project your budgetary needs for the upcoming fiscal year The final version of this
90. ield and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice the sub tota at the bottom of the panel are updated gt A note field has been provided so that you can enter clarifying notes PeopleSoft Campus Badge Module Page 29 of 158 Hospital OT CL FTE Panel iem aga ae v This s the panel you will use to budget FTE for Overtime Contract Labor and Per Diem in aggregate for Fand 40 Hospital accounts The white fields are directly modifiable gt Since you are in the Proposed model only the Proposed column is modifiable v To budget for a GL class that is not on the grid gt Click on the plus sign to che right of an existing row On the new row click the magnifying glas in the GI Class column Click the Lookup button in the next panel You will then see the list of valid values shown below PeopleSoft Campus Badger Module Page 30 of 158 Look Up GL Class came aam rorem tpi hss sane van Gal mase Lona Search ponere Oa S224 enne ds Ere E gt Select the GL class that you would lke to budget gt Once you tab off of the GL class field on the grid you will see rhe description of the GL class will be displayed gt Click on the dropdown arrow next to Ex
91. in an associated model you must select that model in the Scarch dialog box gt The first wo columns in the grid contain the GL classes and their descriptions gt The third column contains the GI Parent field This column indicates whether the class is under the PS personal services regular nade or the TS personal services temporary node There are also PS and TS sub totals by model under the grid gt The Payroll Fringe Totals are only calculated for applicable funds Le IPRs SR IDC SBF and CPMP gt The Payroll Agency Totals are only calculated for CPMP and SBF PeopleSoft Campus Badge Module Page 22 of 158 Account FTE Panel Ads Cel decens Doceming E ENTUIOCEPIIGIES wein PE uum rat rite ase a gt This panel is similar to che AF Account Payroll panel except that instead of summarizing salaries the system is summarizing FTE numbers classes only gt FTEs are summarized for base salary maur G People Casus Badge Module Page 23 of 58 AF Account OSE in Aggregate Panel pestem pereo Ep INDUEY E Emden dent ad MU EaR me om aes om pese 1 we sea a E gt This is the panel you will use ro budget other salary expenses OSE in aggregate by account The OSE in aggregate expenditures are salary
92. ing nores IER Overhead Panel PeopleSoft Caps Badge Module Page 70 of 158 Moto 2008 Fiscal Year 20052005 account 911011081 Accoum Name Lis Sciences Riis 5 5 Current Proposed Class 01 Description 20040006 Proposed sun p ona ad Toa nex 9 sen This panel contains a display only grid which automatically calculates the Overhead on the account based on the rate thatthe account is assessed gt The overhead calculation is performed on Revenue Sub Total on the IFR Revenue panel noton the Current Year Carry Over figure Please note that in order to save the IFR Account Distribution panel group the account balance on the summary page must be zero or greater for the majority of accounts If you attempt to save the panel with a deficit you will get the following error message IPR ferot Balanca Is regate Data WILL NOT bo shed Hao cunt Balance U or pastve by roana Revane elon bene erines aigats ta the preinis level Campus Badger Module Page 71 of 58 EXT Account Distribution Panel Group gt This panel group is only used to budget revenue Itis used to budget the revenue used to offset the salary supplements from extemal sources that are budgeted on employee records in the Employee Information panel group gt There are three types of External funds Fund 93 Northport VA
93. inge Totals are only calculated for applicable funds i e IFRs SR IDC SBF and CPMP The Payroll Agency Totals are only calculated for CPMP and SBF staff v x 9 SBF OSE in Aggregate Panel Campus Badge Module Page 4 of 98 ssa SEE nan Sar owe sor owas deert 221705 Parent Dat Fund m D ue oum 2 9 This is the panel you will use to budget other salary expenses OSE in aggregate by account The OSE in aggregate expenditures are salary expenses that you want to budget in lump sum forthe account rather than by employee For example you may not know which employee will be working holidays but you do know that you need 10 budget for that expense So rather than budgeting it for each employee you budget it here in total for the account y Student assistant expenditures should be budgeted in aggregate on this panel Their employee records were not loaded on the system The white fields are directly modifiable Since you are in the Proposed model only che Proposed column is modifiable IF you would like enter data in another model you have to first change the model you are in gt To change the model gt Click on the link nest to Account v v gt You will be directed to the next panel where you may choose the desired Model to transfer lesse selest one of ine roin in asf
94. l Rollup panel gt The system is telling you that from your targeted allocation you have distributed or budgeted 261 764 and that you have 38 236 left to distribute gt The distributed amount is for ALL of the accounts within the organizational level and fund that you selected You have 261 764 budgeted in allocation which equals the distributed amount This is because you have only budgeted on some accounts gt As you can sce from the title bar this IFR Account Distribution Panel group is under the Use menu We accessed it from the Organizational Rollup panel on the Inquire menu but you can also access it from Use The advantage of going through the Organizational Rollup is the following gt The system will remember your department ID on the search dialog bos gt The system will remember your distributed and undistributed amounts on the AP IDC amp IFR Account Distribution Summary panels gt Under the distributed and undistributed figures you see a Revenue section and an Expense gt The Revenue section is a sub total of the information in the IER Revenue panel gt expense section contains sub total for PS Regular PS Temporary OTPS as well as an Allocation sub total for all three gt The expense section also contains the Overhead total and the Fringe Benefit total gt The Balance section is the difference between the Revenue section and the E spense section gt This info
95. le gt Since you are in the Proposed model only the Proposed column is modifiable If you would like to enter data in another model you have to first change the model you are in gt To change the model PeopleSoft Casus Badger Module Page 83 of 58 Click on the link next to Account You will be directed to the next pane where you may choose the desired Model t lesse one crie rowing inks gt To budget for a OTPS GL class that is not on the grid gt Click on the plus sign to the ight of an existing rov gt On the new row click the magnifying glass in the OTPS GI Class column Click the Lookup burton in the next panel You will then sce the list of valid values shown below Lookup OTPS GL Class obesio SS Search Results gt Select the OTPS GL class that you would like to budget People Campus Budge Module Page Bo 58 gt Once you tb off of the GL class field on the grid you will see the description of the GL class will be displayed gt Tab to he write able white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice the sub totals at the bottom of the panel are updated gt A note field has been provided so that you can enter clarifying notes gt The list of valid GL class values for Sponsored Research is the same as the ones for Service amp Facility and Service Agreements accounts P
96. ll of the payroll GL class sub totals in thar model You are also viewing the mending budget numbers for the associated models gt This means that you will only see budget values for the three associated models if there is budgeted information for that expense in the Proposed model gt To view all ofthe budgeted GL classes in an associated model you must select that model in the Search dialog box gt The first two columns in the grid contain the GL classes and their descriptions The third column contains the GI Parent field This column indicates whether the GI elass is under the PS personal services regular node or the TS personal services temporary node There are also PS and TS sub totals by model under the grid rj The Payroll Fringe Totals are only calculated for applicable funds Le IPRs SR IDC SBF and CPMP PeopleSoft Casus Budge Module Page Hof 138 gt The Payroll Agency Totals are only calculated for CPMP and SBF staff SR OSE in Aggregate Panel nee Mame AEBN Glos saa ose Ps suris E E u u uos b so pom E one agate u ostio 3 E gt This is the panel you will use to budget other salary expenses OSE in aggregate by account The OSE in aggregate expenditures are salary expenses that you want to budget in a lump sum for the account rather than by employee For example you may not know whi
97. llowing search dialog box gt Enter the IFR fund that you wish to select account from and enter your department ID Then click the Search button Ens Use WRAccount Distribution IFR Account Di ution Find an Existing Value sudgetModel ofS Recount 8 Fundin ma Case Sersiive Beach Basie search gt You will then see list of all of the accounts that match your search criteria gt Inthe sereen print below the system displays all of the General IFR accounts within Central Services People Campus Badger Module ind an Existing Value BudgetModel 2008 enn C A Fura o ma konnad Deparment TA T case Sersitie Beaten Gies Bask searen Search Results 2 cn Repsi Contacta Reseach n 207 Repsi Contracts ales 84008900 155018 20 Bis 155618 20 viste Maranoment acon 20 80 Wai Re tust acus 155010 20 20086200 Tank Gas Progam 155618 gt From the list of accounts select the acenunt that you wish to budget PeopleSoft Campus Badger Module Page S8 of 138 IER Summary Panel FR may 2006 Model Name Fiscal Year 2005 2006 Accomi 3018110021 Account Name Lie Stiencos Strroom Roimb Cental Dist nate ami 328220 Current Proposed 2004200
98. model under the grid gt The Payroll Fringe Totals are only calculated for applicable funds ie CPMP SR IDC SBF and Casus Badger Module DE gt The Payroll Agency Totals are only calculated for CPMP and SBF staff IDC OSE in Aggregate Panel Meent mt Yoon son order EESTI pscoming pocong Ex Ose Ge diss AMAN VEEN Ame wa wae II 157 ose Tsou mn um oe ren wim mo m ose re u v se gens Fee v v p a 3 This is the panel you will use to budget other salary expenses OSE in aggregate by account The OSE in aggregate expenditures are salary expenses that you want to budget in lump sum forthe account rather than by employee For example you may not know which employee will be getting a bonus but you do know that you need to budget for that expense So rather than budgeting it for each employee you can budget it here in total for the account gt Student assistant expenditures should be budgeted in aggregate on this panel Their employee records were not loaded on the system The white fields are directly modifiable Since you are in the Proposed model only the Proposed column is modifiable IF you would like to enter data in another model you have to first change the model you are in gt To change the model Glick on the link
99. model will be used to load various financial systems gt Outyear This column contains your anticipated budget for the budget period two years from now Please note that the data in the model will nof be carried forward to next year s associated models gt During next year s budget cycle the information that you budget for this year s Proposed will become next year s Initial gt In the Awarls Revenue cdit box enter the net direct revenue for the account The expenditure figures are sub totals from the remaining panels PeopleSoft Campus Badge Module Page 79 of 158 SR Payroll Summary Panel 2008 oval are Fea Vear 20082008 peni Account ame Surt rar C G ascending C GL mmal Proposes Owtyear OL Class Name Parent 2052000 20002007 RF Employee TS ssam pnmo FF conn antoro Suet TS no onas muss nues s s EI EI suas o duni o rater Pavol Totais Fano Fringe Totale 19120 wr sosea Feo gung Tua so E m m gt This panel is a display only sub total of the employee records by GL class To modify the numbers on this panel you will need ro modify the employee records associated with this account Unit 5 provides instructions on viewing employees by account gt Since you are in the Proposed model you are viewing a
100. n ear LostTime PS wc Cher Pe ovt oetme ESBEBEEBBB gt The list of values contains a column for GI Parent Class This determines whether a category is personal services regular PS or personal services temporary TS Since GL People Camps Badger Mole Page 25 of 58 Parent Classis also a search key Parent Classes you can use Search for OSE GL classes in specific gt Please note that the set of GL clases you can use depends on the fund or fund rype that your account belongs gt The list above is valid for OSE in aggregate expenditures in all appropriated funds including IFRS gt Select the OSE GL class that you would like to budget Once you tab off of the GL class field on the grid you will see that the description of the GL class willbe displayed Tab to the writable white field and enter the amount that you would like to budget for the selected GL class When you tab off of the field you will notice che sub totals at the bottom of the panel are updated gt As with the AF Account Payroll panel chere is a sub total for PS TS fringe and agency fee note field has been provided so that you can enter clarifying notes Account OTPS Panel ETUCEDUEPIUUTUNEDIUSIGEVUTIOIEIIIDNUS IUE jedem orta once Sort Orde T Asconten Coe Sie Lco rm a E NE E gt This is the panel you will us
101. n is a sub total of the information in the SBF Revenue panel gt The Expense section contains sub totals for PS Regular PS Temporary OTPS as well as a Sub total for all thre The Expense section also contains the Overhead total and the Fringe Benefit otal The Balance section is the difference between the Revenue section and the Expense section gt This information is displayed for all four associated models gt Initial The numbers in this column arc your final figures from last year s Proposed model gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use the information in this column to project your budgetary needs for the upcoming fiscal year The final version of this model will be used to load various financial systems For example the Proposed data in appropriated funds including IPRs will be used to load the initial allocation from SUNY gt Outyear This column contains your anticipated budget for the budget period two years from now Please note that the data in the Outyear model will m be carried forward to next year s associated models gt During next year s budget cycle the information that you budget for this year s Proposed will become next year s Initial PeopleSoft Campus Badge Module Page 89 of
102. n the PeopleSoft Campus Budget Module the system will initially default to the Proposed model Data Load gt For the 2015 2016 budget preparation cycle the following data was loaded into the system is ial budget d tom pror year an7 oorner payon gt Model 2015 contains the final budget information that you prepared during last year s budget preparation cycle This information is read only gt For the three write able models C2015 2016 and 02017 the employee information was loaded from a current snapshot of the following Human Resources payroll systems The employee information snapshot for appropriated funds was loaded from 12 2 2014 data from the PeopleSoft HR modules The employee payroll distribution for Research Foundation was loaded from 11 28 2014 data from the PeopleSoft HR modules The employee information snapshot for ADP CPMP employees was loaded from 12 8 2014 data from CPMP office The employee information snapshot for SBF employees was loaded from 11 28 2014 data from SBF office PeopleSoft Campus Badge Module Page 3 of 158 gt AIl of the employee information snapshots were loaded into the three new models 2016 C2015 and 02017 Research Foundation OASIS Crosswalk Please note that if you have IDC or CPMP accounts you will now see one account used consistently forall models As per your requests the technical team has erosswalked th
103. nder the Use menu We accessed it from the Organizational Rollup panel on the Inquire menu but you can also access it from Use The advantage of going through the Organizational Rollup is the following gt The system will remember your department ID on the search dialog bos gt The system will remember your distributed and undistributed amounts on the AP IDC amp IFR Account Distribution Summary panels The distributed and undistributed amounts are not applicable for the SR and CPMP Account Distribution Summary panels gt Under the distributed and undistributed figures you see PSR Personal Services Regular PST Personal Services Temporary OTPS Other Than Personal Services and account totals for all four associated models gt Initial The numbers in this column are your final figures from last year s Proposed model gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use the information in this column to project your budgetary needs for the upcoming fiscal year The final version of this model will be used to load various PeopleSoft Campus Budget Module Page 20 af 158 financial systems For example the Proposed data in appropriated fonds including IPRs will be used to load the initial allocation from SUNY gt
104. nue ait Toa Contrai senses E serar Gea sonam onal eres somo seez entem onal are E swasa strasa Bosnos 10 Lfe Beiancas Sarr 20 Meme sse Lis ane Strom TE su s2000 gt Since 71 is the fund code for SR row 5 tells you that you have budgeted 2 000 in revenue in all of your SR accounts in Central Services Since 10 is the fund code for State Purpose row 1 tells you that you have 657 327 available io budget in all of the State Purpose accounts in Central Services You have budgeted 557 327 leaving 100 000 The grid is display only gray fields change the numbers you have to change the values that are budgeted by account To go to the panel group where you budget by account click on the link om the first row of the prid and select Account and then Search You will then see the search dialog box the next Page Campus Badger Module Page 16 of 98 5 0 Budgeting by Account The Search Dialog Box orta Use gt Account Distribution AF Account Distribution Find an Existing Value mutter 1 A acount C 8 Fund ma Dome fa Case Sensitive eah Cea Basi Seah gt Inthe Search dialog bos the Proposed model is defaulted Ifyou would Eke to work in a different model you can type in the desired model number or you can click on the
105. of 98 SBF Revenue Cash Carry Over suger todo 2014 Modo poser Fecal Year 201300 8 2270 Parent Day Current Year Cash Carry Over Enang Gash Been 1231 3 rome Fung Cash tance aue aston Expenses E gt Use this panel to project your cash balance at the end of this Current year gt The Ending Cash Balance is as of 12 31 for SOM HSC Hospital users and 3 31 for West Campus users F the remainder of the current In the Additional Collections field enter collections you expect f year The collection figure should be net of applicable overhead charges 1n the Additional Expenditures field enter the expenses you anticipate for the current year The Total Cash Carry Over at 6 30 is the amount you anticipate carrying over ftom the Current year the Proposed year Iris the sum of the Ending Cash Balance at 12 31 3 31 plus Additional Collections less Additional Expenditures gt Inthe example above you anticipate carrying over 15 101 to the Proposed year gt Once you have completed the SBF Revenue Cash Carry Over secondary panel click OK to go back to the SBF Revenue panel gt You are now done budgeting your revenue From the Revenue panel previously displayed you are projecting 35 000 in revenue for the Proposed year and you are anticipating to carry over 15 101 from the Current year The total revenue you budget against is 50 101 SBF Payr
106. of the OTPS expenditures for the Hospital fund sii nos E aen E anas ams ame osi E nct ars 810305 aas PeopleSoft Campus Badger Module Aven Maec Benks Saber Members e Ageney Fees adig Deis Protest Fine Empl Benefits Now Payroll Employee Ware Apad Repair Mane Other Fed Ment ih Food Oder pas TIV Solution Lense Rental Other Loc enl Bide Fixed Loci Renal Moving Equipment Laes a Tera Page 24 of 138 aureo 6535 En dosis 13001 aus 813801 in sus s30 813061 ust susto 123350 dis E dosis rin xm mms nen ous mm Linen amp Bodding Major Movable Equipment 800 Supplies Other Fees Other Med Care Supplies Other Non Med amp Non Surg Suppl Other Purch Ser Geel rental Outside Regt Fees Oxygen Med Gases Dosage amp Shipping Professional Services Audi Services Legal arch Serr arch Scr Laundry amp Linen Balscine Materials Rady Fl Services Medii Trsecipion Feet vel ities lies Fae Od Unies Other Unies Seger Unies Seer Unies Water gt Select the OTPS GL class that you would like to budget gt Once you tb off of the GL class field on the grid you will see the description of the GL class will be displayed gt Tab to the writable white f
107. oll Summary Panel Casus Badger Module Page 93 of 98 0 uray SBF Revere SF Open adden os an Fs Years unt Dacunartasuc ZAUDE Acco Name Soronen P eus qu sidiuno Rf Eroe T3 m o mommo sooo mmo sewo rune Fanor ge Taas v This pane is display only sub total of the employee reconds by GL class To modify the numbers on this panel you will need ro modify the employee records associated with this account Unit 7 provides instructions on viewing employees by account m Since you are in the Proposed model you are viewing all of the payroll GL class sub totals in thar model You are also viewing the comepponding budget numbers for the associated models gt This means that you will only see budget values for the three associated models if there is budgeted information for that expense in the Proposed model gt To view all of the budgeted GI classes in an associated model you must select rhat model in the Search dialog box gt The first nyo columns in the grid contain the GL classes and their descriptions The third column contains the GI Parent field This column indicates whether the GL elass is under the PS personal services regular node or the TS personal services temporary node There are also PS and TS sub totals by model under the grid The Payroll Fr
108. on the account People Campus Budge Module Page 36 of 5 gt The panel is separated into three sections Revenue Expense and Balance These sections are sub totaled forall four associated models gt Initial The numbers in this column are your final figures from last year s Proposed model gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use the information in this column to project your budgetary needs for the upcoming fiscal year The final version of this model will be used to load various financial systems gt Outycar This column contains your anticipated budget for the budget period two years from now Please note that the data in the Outyear model will m be carried forward to next year s associated models gt During next year s budget cycle the information that you budget for this year s Proposed will become next year s Initial PeopleSoft Campus Badge Module Page 37 of 158 CPMP Revenue Panel Moi 208 ole Fors Year 70057008 pnm Son Order Asconging Deconding Ep010 Eca Gus Name ZOBA imum unea sao saul aT sea E E asams uo qunm sioa WEGE E ason UH momo E E smn v aa pee
109. on the distributions that are key You can save the panel if the PeopleSoft Campus Budge Module Page 122 of 158 Non Appropriated Fund Salary Rate or che External Fund Salary Rate is not equal to 100 After you save the panel the percentage will reset 100 x 1E you change the Non Appropriated Fund Salary Rate or the External Fund Salary Rate the system will hold the Salary Rate values in the grid constant and automatically prorate he figures in the i columa Consequently you will not be able to save the panel until the amount in the Non Appropristed Fund Salary Rate or the External Fund Salary Rare is equal to the distriburion Salary Rates in the grid You will get an error message similar to the one below Nor aptonratd dos mat match base rate o 31052 hePoeclecadeproatam evacured an rcr caters which hasprodiceehe gt The valid values for Regular employees on non appropriated fund or external fund accounts are shown below Lookup GL Class Busanan E a His iba Ea ease Loue Search Results CP FAC CPUP ADP racy PeopleSoft Campus Badger Module Page 123 of 138 gt The valid values for Temporary employees on non appropriated fund or external fund accounts are shown below Lookup GL Class LE Search esos Mera
110. pense Type and choose Fixed or Variable gt Tab to the writable white field and enter the amount chat you would like to budget for the selected GL class When you tab off of the field you will notice the sub totals at the bottom of the panel are updated note field has been provided so that you can enter clarifying notes vv You will not be able to enter FTE if there is no corresponding entry budgeted for the GL Class and Expense on the AF Account OSE or AF Account OTPS page warning message will be displayed You will have to delete or zero out the FTE before deleting or zeroing our the corresponding on the OSE or page warning message will be displayed v Casus Badge Module Page af 58 Performance Indicators Panel a amare Weber Mel 20082006 p 311317002 Account name Rosine Feat Fropesea Tur am 3m sm E rose suona suom sre EE fee ores saam sis s3700 nee Aecourt oE m s OBE sun E mpm Tot arn arase abi FTE am m m nallo anas E E arable OTP E E arable counts fo n 10000 sol abe rates cac n so 9 fable apes Totais I sawm so Freres am am sad peii arm 1202046 0S ascen Chee Cur Proposed 79 GL Destin aS asaw
111. pense in the Proposed model gt To view all of the budgeted Gl classes in an associated model you must select chat model in the Search dialog box The first wo columas in the grid contain the GL classes and their descriptions gt The thind column contains the Parent feld This column indicates whether the GL class is under the PS personal services regular node or the TS personal services temporary node There are also PS and TS sub totals by model under the grid gt The Payroll Fringe Totals are only calculated for applicable funds Le SR IDC SBF and CPMP People Campus Badger Module Page 75 of 58 gt The Payroll Agency Totals are only calculated for CPMP and SBF PeopleSoft Campus Badge Module Page 1608158 SR Account Distribution Panel Group gt Inthe Sponsored Research Account Distribution panel group the revenue and expenditures are grouped by parent accounts eather than grants That is instead of seeing your individual grant numbers they rolled up into their parent account number The parent account will have a SR prefix followed by the six digit parent account number gt Since the budgets for the Sponsored Research accounts are not driven by allocation itis aot necessary to acess these accounts through the Organizational Rollup panel gt From the Use menu select SR Account Distribution You will then see the following search dialog box SR Ac
112. ple Campus Badger Module Page Hif 98 Report Types These are the reports that are currently ia production gt Account Detail 00 This report details the revenue allocation and expenditures budgeted within an account by GL cass The base salary GL classes include employee names and amounts Also the Notes fields ate appended at the end of the report This report can be printed for individual accounts or departments When you run the report from the report panel you will now sce three choices at the bottom of the Process Scheduler Request box Account Detail Report Hospital Account Detail and Account Detail FTE Title Ifyou select Account Detail Report data for the model year selected and the three related model years will be displayed If you select Account Detail FTE Title you will see data for the selected model year only with the employee s FTE and Title liste Ifyou select Hospital Account Detail you will see the data in report plus the Hospital Overtime Contract Labor FTE amounts and totals gt Account Summaries 02 This report displays the budgeted targets revenue allocation and expenditures by major categories for each account within an organizational area The accounts are grouped by organizational level Since account balances are included on this report the targeted allocation was included for appropriated funds and IDC in order to generate an accurate representation of an ar
113. report PeopleSoft Campus Badger Module Page 146 of 98 Printing amp Exporting From Report Files r a 380 e be Acrobat Reader EEDI NCP He OES sem nmmoo To the leftisa congo report sample Dre ime File Prine to print the report You may click on Acrobat Reader Sce below for instructions on printing the report from Crystal Reports Close the report window to get back to CBM Click Return then Cancel then Return buttons to return to Process Monitor Printing from Crystal Report Ifyou selected RPT as the format for your report it will be generated in Crystal Reports format To print rhe report fle gt You can print the file from the File menu by selecting Print then Printer then clicking Okay gt You can change the destination printer from the File menu by selecting Printer Setup To export the file to Excel gt You can export the file into Excel from the File menu by selecting Print then Export Casus Badge Module Page 147 of 138 gt From the Export box selec the following then click Ok Formar Excel Destination Disk TO A 2 bum gt the name that you would like to assign to your Save le select the desired directory and elick gt You can now open your export file through the Excel application Peo
114. rmation is displayed for all four associated models gt Initial The numbers in this column are your final figures from last year s Proposed model gt Current Use the information in this column to project your budgetary needs for the current fiscal year This model was pre loaded with a current payroll snapshot and the data from last year s Proposed model gt Proposed Use the information in this column to project your budgetary needs for the upcoming fiscal year The final version of this model will be used to load various PeopleSoft Campus Badge Module Page 60 af 158 financial systems For example the Proposed data in appropriated funds including TFRs will be used to load the initial allocation from SUNY gt Outyear This column contains your anticipated budget for the budget period vo years from now Please note that the data in the Ouryear model will mf be carried forward to next year s associated models gt During next years budget cycle the information that you budget for this year s Proposed will become next year s Initial IFR Account Derails Panel gt When you click on the IFR Account Details button on the IFR Summary panel you will see the panel below This panel contains information about the fringe benefit rate and overhead rate assessed on the account rem Modello 2008 Model Name Ft Year 20052005 Account 900811 005 Account Name Lte Sciences Strerosm Reims
115. roken out by SUNY object codes and the notes associated with each account It ean be run to display accounts with negative budgeted objects only or for all accounts This report can be printed for specific funds within departments or for combinations of funds PeopleSoft Campus Badge Module Page 150 of 158 gt Admin Overhead Summaries 15 This report displays the revenue allocation and expenditures by major categories for each administrative overhead account 90076055 within an organizational arca gt SBAM Account Master 16 This report displays accounts in the Stony Brook Account Master SBAM table based on the parameters input For samples of these reports please refer to the Appendix PeopleSoft Campus Badge Module Page 151 of 158 10 0 Helpful Hints The CBM online user manual can be accessed from any CBM page by clicking on this link t Docwrertetor Copying Grid Data into Worksheets You can copy the information from this grid and all of the PeopleSoft grids into Excel by clicking on the Export to Excel button which is on most panels He x Far 2008708 epe Du st ort Hi roxE aa 0 quoram ciem nanan msa aar pode i emen gman in Song enm E
116. ry will be charged during rhe fiscal year of the model that you are budgeting then zero the salary fields and the FTE eld Employees Split Outside Your Organizational Level gt Man employee is split between organizational levels ach area that the employee is split to has access to the employee record gt You cannot view or modify an employee record unless some portion of the employee s salary is charged to one of your accounts gt In order to keep track of whether or nota split employee record has been modified you will use the Split Changes Pane in the Inquire menu PeopleSoft Campus Badge Module Page 133 of 158 Hume gt Budo ics Spit Changes y sereranges Moat 2008 adel Wane Year 200512006 me IM MET ro c Saws samyru casn gt Use the Start Date field and the End Dare field on this panel to specify the date range of the modifications In the example above we are searching for all changes to employees split outside our area since February 1 One employee distribution was modified daring that timeframe Campus Budge Module Page 16 of 198 Cloning an Employee Eps Deals sse ean Name iene Line Sate fc m nx Lr Employee Start Dat 67072002 E Employee End ate E Ct Employ Job Dats
117. select the fund you can enter the desired value in the edit box or you can lick on the magnifying glass to the right of the edit box to view a list of options to choose from gt For this panel if you do not selecta fund you will get all of the funds gt Once you have inputted the desired search criteria click Search You will then see a list at the bottom half of all of the data that PeopleSoft found as a match to your criteria You thea select the desired data and click OK gt To summarize in a search dialog box you may directly enter the information you need or you can view the list of valid values for a field by clicking on the magnifying glass to the right of the feld PeopleSoft Campus Badger Module Page 13 of 158 The Organizational Rollup Panel Pra mue Expo ps Femara _ US Map 2000 H porn 122012 somon 0 tanen Dew D rotoi Uude titer cma p 288188 Cade 2 P Cmiasmkes somo enam vom s mawo smesa Lie Sines 10 Lis Sines nene 20 rau ivre men mum s gt Ifyou click OK from the previous search dialog box you will see the Organizational Rollup panel above gt Please note thar all of the P
118. ss in the Salary Distribution grid Once you tab off of the field you will notice that the next column will contain the full value of the Appropristed Fund Salary Rate field Ifyou are distributing the Appropriated Fund Salary Rate to more than one account you can do onc of the following Enter the percent of the Appropriaed Fund Salary Rate that you want in each distribution tab past che columa and type in the amount that you want to charge to the account in the Salary Rate column in the grid Once you tab off of the Salary Rate field on the grid you will notice rhat the system changed the amount you entered m the nearest whole percent of the Appropriated Fund Salary Rate field This is done only for account distributions in appropriated funds You will get message similar to the one below Piston was duced fo 2460019 2514 7 la number wil also notice that the value in the Ys column is adjusted gt For appropriated funds che value in the i column is always the Salary Rate amount on the grid divided by the Appropriated Fund Salary Rate field gt In order to save the Employee Information panel the total appropriated fund percent in the upper left hand comer of the panel must equal 100 You will need to modify the percentages of each distribution until you have a total of 100 gt 1f you attempt saving the panel while the Appropriated Fund Salar
119. stis balance cere atemctng to re save fhis cata People Campus Badger Module Page 100 of 15 SBF Booked Panel pum Account apom decunone Jonah Funtah Canem ar gt This panel is display only list of the Booked Pledges supplied by the Stony Brook Foundation Office It is for reference only and cannot be modified in CBM gt On the SBF Summary panel you will see the Booked Pledges Sub Total in the Revenue section Mosar 2014 Ste cann Monk Account un naan rE Wome ayena Pf a EI ao PeopleSoft Campus Badge Module Page 101 of 98 6 0 Targets by Account gt The Target by Account panel is used to set targets on the account level for Appeopriated funds und codes 10 through 70 and IDC fund code 73 5 This feature does not replace the functionality of setting targets by org level and does not change vehat is displayed in the organizational overview If an account has a target the Target by Account amount will be displayed on the Account Distribution panel for AF IDC and IFR accounts on the Organizational Rollup Panel gt A total target amount for each account within an organizational level can be set by users with VP level access gt Users below the VP level can view but not update their account targets Setting Targets By Account gt To access the Targ
120. tem performs an edit check for uniqueness Therefore you cannot enter dummy placeholders for this field gt This field is display only for employee records that were preloaded into the system Name gt The name field must be in the PeopleSoft default format Lastname gt This field is display only for employee records chat were pre loaded into the system gt When you add an employee to the system you need not format the name field in proper case When you tab off of the field the system will automatically change the case of the name field to proper case this is initial capitalization This feature is for this field only The other character fields in the system are case sensitive Employee Status gt This display only field is the employee s status at the time of the data load gt IF the employee status is Leave or Leave With Pay the system will also display the reason for the leave Regular Temporary gt This field indicates whether or not an employee is Regular or Temporary gt Employees that meer the following criterion should be coded as Regular gt Employees in appropriated funds including whose pay basis is m biweekly hourly or fee PeopleSoft Campus Badge Module Page 113 of 158 gt Employees that meet the following criterion should be coded as Temporary gt Employees in appropriated funds including whose pay basis is biweekly hourly or fee gt
121. temporary B employee ID numbers The B employee ID number indicates that the employee record did not originate from the PeopleSoft HR modules Employee Information Add a New Value 8 Find sn bist Value gt You will then see an empty Employee Information panel group You should enter data for the white fields Camps Badger Module Page 131 of 96 gt SSN is not a required feld You can leave it empty Ifyou fillin the SSN feld and it is already in use on another employee record you will get an error message when you try to save the panel gt Name is also not required but we recommend that you enter data for that field since it is used the Scarch dialog box gt Please refer to the Employee Details field descriptions on the preceding pages inthis unir for information on using cach field in this panel group Copying an Employee Record from the HR Modules or a CBM Model gt From the Use menu select Employee Information and click on Add a New Value m Find an Existing Value 1 Enuo pem he paare mer cs gt You will then see the screen below Enter the model where you would like to create the employee record and enter the employee ID of the employee record that you want the system to copy into the indicated model Employee information Add a New Value Budget Move 2009 A Emo para De Eba an Ena vone
122. then see the job code number in the job code field bur the description and other related displays will not be shown until you tab off of the job code field Sal Plan Classification Salary Grade Union Code amp Comp Frequency gt The values of these fiekds are automatically entered based on the job code selected gt The value in the Classification field is used to group employees n onc of the reports in development The Union Code field is used to automatically calculate the classified location payment and the UUP location stipend in the OSE panel on the Employee Information panel group This is a one to many relationship between the job code and the Comp Frequency field Iris possible to have more than one valid Comp Frequency fora given job code Therefore if the default compensation frequency isnot the one you wish to assign to the employee you can override the compensation frequency on the Salary Distribution panel Caps Badger Module Page 116 of 98 gt Ar the bottom of the Employee Details panel there is a Last Modified By field This field stores the operator ID of the last user to save changes to the employee record The date of the change is also displayed gt at the bottom of the Employee Details panel is field indicating the data source of the employee record as well as the date the record was loaded PeopleSoft Campus Badge Module Page 117 of 158 Salary Distribution Panel
123. tton gt From the list of accounts select the account that you wish to budget People Campus Badger Module Page 35 of 98 CPMP Account Summary Panel ire gt gusset ausat gt tss gt CPMP Account DistButon CER 2908 Mone ae cs 26085006 court 310108 court Name vus Cum Due mess rangs UMigmemet namma gerne 1 D 1 a hat ca 2 a 1 a eene 1 183 180 Altas RE Fri nets D D D FE Agno os 1 D D 110189780 310135485 gt You are now in the CPMP Account Distribution panel group There are six panels in this panel group The panel tabs are displayed at the top of the panel CPMP Account Summary panel CPMP Revenue panel CPMP Payroll panel CPMP OTPS panel CPMP Auto Cale panel gt You can click on the panel name to activate the panel or you can navigate using the Next Tab button or the Previous Tab button B B CPMP OSE Aggregate panel gt You will sce the model ID and the account number that you selected at the top of each of the panels in this group You will notice that although you are in one model you wil sce the corresponding budget information for the related models The CPMP Account Summary panel is a display only summary of the GL classes that have been budgeted
124. und type of the account field in the first column Itis automatically entered when you tab off of the Account field gt GL Class This the expenditure code that the salary will be changed to on the account The valid values for this field differs depending on the fund of the account and the Regular Temporary indicator on the Employee Details panel The valid values for Regular employees on appropriated fund accounts are shown below PeopleSoft Casus Badge Module Page 9 of 98 Lookup GL Class Even peur aon search Rest pum E e gt The valid values for Temporary employees on appropriated fund accounts are shown below Lookup GL Class musewanis 2008 rune 9 iar Enee Search Resulte D a cas GL Doser GA IGI TA Tennmpeseuns Tenga This column contains the percent field This is where you will indicate the percent of the Appropriated Fund Salary Rate that you want charged to cach account For appropriated funds only the salaries distributed to cach account must be a whole number percent of the AF Salary Rate gt Sal Rate This column contains the portion of the Salary Rate Appropriated Funds Noo Appropsiared Funds or External that is budgeted on the selected PeopleSoft Campus Budge Module Page 120 of 98 gt Fringe Amount This displ
125. vel Deser This column contains the corresponding literal descriptions of the Dept ID column The descriptions of the organizational levels are indented to visually represent a lower level gt Fund ID This column displays the fund code of each grouping of accounts in your gt Revenue Allocation gt For appropriated funds Gacluding IFR this column displays the allocation that you have been authorized to budget against gt For the IDC fund this column displays the amount of spending authority you have to budget against gt For Sponsored Research SR and Clinical Practice CPMP this column is a rollup of the revenue that is budgeted on cach account within those funds gt Proposed Total This is the total of all expenditures that were budgeted in the model you have selected gt Forappropriaed funds IFR this wal das ma include ing beneits gt For IDC SR and CPMP this total include fringe benefits and overhead gt Undistributed Total This column is the difference berween the Revenue Allocation column and the Proposed Total column gt The grid is initially displayed ia the tree node order of the organizational levels You can change the sort order by using the sort order drop down box at the upper left hand corner of the panel PeopleSoft Campus Badge Module Page 15 of 158 Department 155513 Feu Sa ose Casman Coscaniny Eom Tink UN parve
126. w password and confirm password in the spaces provided gt Click on Change Password Campus Badger Mole Page uf 136 30 Getting Started Menu Overview gt After signing on to the system you will see a PeopleSoft Home page Ifyou also have HR access this i the same page you use to access the Human Resources modules ADMINISTRATIVE SERVICES Favorites Pan Menu Personalize Content Layout gt Click the arrow under Main Menu to open up the cascading menu choices Tony tar ADMINISTRATIE SERVICES Fuertes Man Menu EI d 27 Setup Payroll for North Amenca 22 Use Workforce Develooment Ga Bd gain Deve B Raport gt Under Budget you should see these menu choices Setup Use Inquire and Report gt The Budget pages that you need are Use Inquire Report and sometimes Setup The remaining items contain other fonctions that relate to the PeopleSoft environment gt The Setup page is available in display only mode for informational purposes Ir contains setup information such as IFR rate and account fund amp function that you can safely ignore for the aration of the budget process PeopleSoft Casus Badger Mole Page af 15K The USE Menu gt The Use menu is the one you will ae most often You will and modify all of your data on the panel groups in chis menu mpm E Panot Ter nonn area Waste
127. y Rate is not equal to the sum of the distribution Salary Rates you will et an error message similar to the one below to the revive IT Tm M yon change the Appropriated Fund Salary Rate by changing the AF Comp Rate or AF the system will hold the values constant and automatically porate the Salary Rate amounts in the grid To budget salaries on accounts that are in non apnropriated funds and external funds gt For employees with no appropriated fund salary component you may budget the salaries directly in the grid at the bottom of the pane gt As you insert rows on non appropriated and external accounts you can skip the Yo column and enter the amount you want budgeted in the Sal Rate column on the grid For non appropriated funds there is no whole number percent restriction on the distribution salary The amount you enter in the grid is the amount you want It will not be rounded ro the nearest percent of the Non Appropriated Fund Salary Rate m As you enter an amount in the Salary Rate column on the grid the system will add that amount to the Non Appropriated Fund Salary Rate field in the upper left hand comer of the panel ie Additionally the percentages will automatically adjust when you tab off of the Sal Rate column on the grid gt For non appropriated funds and external funds the amounts in the i colum ate important Iris the values

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