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Intended Audience
UW staff who add, change or view salary funding for employee jobs in HRS. It is recommended that you have been employed at UW Madison in your current job for at least one month.
Prerequisites
Participants are expected to understand basic Human Resource System terms and concepts as well as how to navigate within the system.
HRS SECURITY ROLES NEEDED FOR THIS COURSE:
FI Campus User Funding Reports
FI Campus: Funding Error Rpt
FI Campus Funding One BU ---OR-- FI Campus User Funding VW Only
FI Campus: Act Distrib Funding
HR Job Data View Only
HR Position View Only
PY Payroll View
Course Description
The Funding Employee Jobs in HRS course provides an overview of the Salary Funding Lifecycle and explains how payroll funding is applied to an employee’s earnings, deductions, and taxes at the time of payroll processing. Throughout the course you will use the HRS Production system with your own UserID and Password to run queries and reports on your own campus/division/department data. You will learn which personnel actions trigger the need to add funding for an employee’s job. You will learn which queries/reports to run during a payroll processing week to be proactive on identifying funding errors or missing funding before the Payroll Confirmation deadline date.
You will also learn how to use the Funding Data Entry page in HRS to add, change or view funding for an employee’s salary expense, and determine what funding effective date to enter. This course also identifies helpful funding-related reports you can run at any time. After the payroll confirmation deadline, you will learn how to view funding for an employee’s earnings, deductions, and taxes, and identify what action needs to be taken if the payroll funding is incorrect.
Special topics covered during the months of May, June, July include funding entry guidelines for Fiscal Year End. Note: At UW, the fiscal year end date is June 30 each year.
Topics include:
Salary Funding Lifecycle and Payroll Calendar Impact
Salary Funding Levels (Appointment, Position, Department, Suspense, Default)
Run a Query to Identify Employees with No Appointment/Position Level Funding
Run a Query to Identify Employees with Suspense Funding
Run the Funding Edit Errors Inquiry during payroll processing week to identify errors
Run the Employee Funding Summary Report by campus/division/dept to view funding
View Job Data Record for Employee before adding or changing fundingView Department Level Funding (also known as “placeholder” funding) – Madison only
Sample email from JEMS to Funding Contact Person (Madison only)
Add Appointment Level Funding for Employee (first time per Campus, Appt Dept, Fiscal Year, Empl ID, Empl Record Number)
Enter split funding for employee (if applicable)
Enter a new funding effective date in same fiscal year (if applicable)
Possible funding entry error message(s) when adding funding
Customize column/sort order for Funding Distribution grid
Search for Existing Employee; Change Funding
-How to identify when you need to add a new row vs. overwrite current funding
-How to determine what funding effective date to enter
-Possible funding entry error message(s) when changing funding
-Designate Funding for Additional Pay or Time Reporting Code differently than regular earnings
View HRS Actuals Distribution after Payroll Confirm to View Funding for Employee’s Earnings, Deductions, Taxes
- Helpful Funding Reports/Query
-Funding Change Report
-Appointment Funding Total by Pay Period Report
(a/k/a Detailed Salary Funding Plan Report)
-Employee Funding Summary Report
-Report Showing Employee Funding Becoming Inactive (for future period)
-Payroll Default (PRDFLT) Funding Query (after payroll
posted to the Shared Financial System)
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Gareth Green (ggreen@ohr.wisc.edu), Joshua Schwab (Joshua.schwab@wisc.edu)
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Cathy Cuccia
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No upcoming events.
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