JMU Budget Budget & PeopleSoft

1. JMU Budget Budget & PeopleSoft Background Information

2. JMU BudgetBudget & PeopleSoft STUDENT SYSTEM Just beginning to explore how to use student enrollment information to assist in developing tuition budget models.

3. JMU BudgetBudget & PeopleSoft FINANCE SYSTEM • JMU Budget created in Access Database

4. JMU BudgetBudget & PeopleSoft FINANCE SYSTEM • Four separate files uploaded into the Finance System to set Beginning Budgets for all E&G (1XXXXX) and Auxiliary (3XXXXX) budgets. • Creates thousands of journal entries effective dated for July 1.

5. JMU BudgetBudget & PeopleSoft FINANCE SYSTEM • JMU Budget created in combination of Excel and Access • Stored in Access Database

6. JMU BudgetBudget & PeopleSoft FINANCE SYSTEM • Four files include: • Detail Expense (DEPT, EXP-ACCOUNT, AMOUNT) • Detail Revenue (DEPT, REV-ACCOUNT, AMOUNT) • Summary Expense (DEPT, NPS/PS/NPSREC/PSREC,) • Summary Revenue (DEPT ALLREV) • Budget Revisions to update and change original budget allocations

7. JMU BudgetBudget & PeopleSoft HUMAN RESOURCES SYSTEM • JMU Budget creates Personal Services by position for all fulltime E&G and Auxiliary positions.

8. JMU BudgetBudget & PeopleSoft HUMAN RESOURCES SYSTEM Budget Office sends a PDF and excel file to AVP’s which includes: • The Operating Budget for all E&G and Auxiliary departments • A Summary of all transactions that equated to the change in budget from previous year to new year • By Position – PS Salary budget

9. JMU Budget Pages • No user interaction requirements • No user responsibility changes or expectations • No changes in current process or procedures • Nothing that was not currently available to someone somewhere in your department

10. JMU Budget Pages So what good is it?

11. JMU Budget Pages • Ties PS budgeted information with HRMS

12. JMU Budget Pages • Ties PS budgeted information with HRMS • Allows for history of positions to be recorded and stored in HRMS

13. JMU Budget Pages • Ties PS budgeted information with HRMS • Allows for history of positions to be recorded and stored in HRMS • Allows PS beginning budgets to be more accessible.

14. JMU Budget Pages • Ties PS budgeted information with HRMS • Allows for history of positions to be recorded and stored in HRMS • Allows PS beginning budgets to be more accessible. • Creates a one-stop shop for PS information

15. Enough AlreadyWhat is it ?????? http://isapps.jmu.edu/test/

17. I want it…………How do I get it??????

18. I want it…………How do I get it?????? Three simple requirements

19. I want it…………How do I get it?????? Three simple requirements Access to JOB in HRMS

20. I want it…………How do I get it?????? Three simple requirements Access to JOB in HRMS Signature Authority for Par/Personnel AND Budget

21. I want it…………How do I get it?????? Signature Authority http://www.jmu.edu/financeoffice/signature.shtml

22. What about new folks? • Nightly query to check for all three access requirements. • Once met- employee receive email.

23. From: IS Security • Sent: Thursday, March 25, 2010 10:07 AM • To: woodstm • Subject: You now have access to Budget Inquiry Menu - HPRD • Tammy M. Woods, • Now available to you, as someone who has managerial or fiscal responsibilities related to full-time positions, is the ability to access beginning budgeted salary information by position number and fiscal year for fulltime E&G and Auxiliary positions using the Human Resources Management System (HRMS). You have access to the original budget load information, historical position data information and a report detailing fiscal year payroll expenditures for the positions for which you have responsibility. You can access the new information using the JMU Applications link in the HRMS application. Once you click JMU Applications you will access three new links under JMU Budget Inquiry: Original Budget Info, Position Data History and Budget Expenditures Report. • To access this function, navigate to the following URL: • http://isapps.jmu.edu/prod/ • You will need to choose the Human Resource Management System link for a sign-on page. Log in using your eID and eID password. • Once logged into HRMS, choose the JMU Budget under the JMU Applications link on the left side menu to access your employees. • A tutorial is also available at http://isapps.jmu.edu/hrms/ that explains how to run and view the Budget Expenditures report. • If you have any questions regarding the use of the JMU Budget menu, please call Tammy Woods at 83242 or email woodstm@jmu.edu. • If you have questions regarding your e-ID or technical questions, please call the Computing HelpDesk at 83555.

24. Questions?