Adding or Changing Position Level Funding for Employee Salary Expenses in HRS

Overview

This document shows how to add Position level funding for employee salary expenses. Position level funding needs to be added before the Payroll Confirmation deadline in order to take effect for the current payroll period.

Process Considerations:

Warning sign  Position level funding is currently only used by UW Madison division A80.  All other units should refer to KB Adding or Changing Appointment Level Funding for Employee's Salary Expense in HRS.

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Add Position Level Funding for a Position

  1. From the HRS Main Menu, navigate to: Set Up HCM > Product Related > Commitment Accounting > Budget Information > Budget Funding Data Entry.

     2.  In the Funding Data Entry screen, click the Add a New Value tab.

     3.  From your source document, enter data into the required funding data entry fields.

4. To continue to the next Funding Data Entry screen, click the Add button.

Add a New Effective Dated Funding Row to Existing Record in Same Fiscal Year.

Note:The Organizational Department listed at top of theFunding Data Entry screen must match the Department and Position Number on the HR Position Data page, in order for Position level funding to be applied correctly.
Position level funding

The Budget Data section displays Position Management information from the HR Position Data record.

Locate the Funding Distribution section near the bottom of the screen.

Verify the Status = Active and the Used by Distribution Process box is unchecked. From your source document, enter the following Position level funding distribution information:

     5.  To save the Position level funding distribution data for the specified Effective Date, click Save.

warning sign  Important: The funding distribution data remains in effect until a new funding effective date/effective sequence is entered.

You have successfully added Position level funding for multiple employees with the same Position number at your institution.


Add a New Effective Dated Funding Row to Existing Record in Same Fiscal Year

1.  From the HRS Main Menu, navigate to: Set Up HCM > Product Related > Commitment Accounting > Budget Information > Budget Funding Data Entry. Accessible from the Finance WorkCenter found at Payroll for North America > Payroll Distribution > Commitment Accounting USA > UW Finance WorkCenter.

2.  Under Links navigate to HRS Pages > Budget Funding Data Entry. For more information about the WorkCenter, see KB [Link for document 85521 is unavailable at this time] . In the Funding Data Entry screen, click the Find an Existing Value tab.

3.  Enter your search criteria:


Additional Resources

Related KBs:

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