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

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

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

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

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

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

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

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

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

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

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

  9. Any Questions?

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