e-Services Budget Planner

Getting Started

1. From the e-Services main menu, click the Budget Planner link.
   

2. Enter your department code and password and select a fiscal year.
   

3. Log in.

View the Budget Planner Load Logic.

Budget Director Menu (bp_menu_budg)

1. User Login Control. Choose one of the 3 levels of access:

   • Budget level. Only BUDG can access system.
     

   • Vice President/President level. Only VPs or PRES can access system.
     

   • All levels. All users can access system.

2. Accounts Maintenance. Allows you to ADD an account to the budget planning table
   

3. Budget Control. Allows you to adjust the total budget (by group)
   

4. Revenue. Allows you to adjust expected income for all revenue accounts
   

5. Special Budget. Allows you to adjust SPECIAL budgets (NOT owned by any dept)
   

6. Summary. Allows you to adjust amounts used in the summary/spreadsheet
   

7. President & VP Salaries. Allows you to adjust salaries for the President and Vice-presidents

Vice Presidents' Menu (bp_menu_vp)

The following information represents all the departments that report to you.

1. For each group, the following totals are displayed:
   

   • Preliminary budget for the next fiscal year.
     

   • Adjustment.
     

   • Adjusted budget for the next fiscal year.
     

   • Total for all groups for the next fiscal year.

 

2. Click on one of the groups to see a breakdown by fund.
   

3. Click on the OTHER REQUESTS to view requests for monies not requested in one of the groups above.

Department Menu (bp_menu_dept)

1. Click on EACH of the groups to process your budget request.

Note: Even if you make no changes to the proposed budget, you must process each group!

 

PPL Menu (bp_menu_ppl)

1. Select the order to display your accounts:

   • By Fund. (i.e. 1516--620,625,657; 1518--620,625,657, etc.)
     

   • By Object. (i.e. 620--1602,1603,1604; 625--1602,1603,1604, etc.)
     

2. Click on NEXT to display your accounts in the order selected.

VP Fund (bp_fund_vp)

1. The following information, sorted by fund, is displayed:

   • Fund.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year Adjustment.




2. You may enter an adjustment for each fund, either positive or negative. If the adjustment is negative, enter '-', then the dollar amount. Otherwise, enter just the dollar amount. If you want to HOLD BACK some money, make an adjustment to your RESERVE account.
   
   Note: Any POSITIVE adjustment must have an offsetting NEGATIVE adjustment, so the total of all adjustments is 0.
   
3. Click on NEXT to see the adjusted budgets. If the total of your adjustments plus the proposed budgets does NOT equal the Total Budget for the Program area, you will see a message telling you how much you have under/over spent.
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.
   

4. If a faculty member is paid out of multiple accounts, the additional account number and wages associated with the account will be noted.
   

5. Press "SUBMIT" to commit the changes to the database.

Fund (bp_fund)

1. The following information, sorted by fund, is displayed:

   • Fund.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.

 

2. You may enter an adjustment for each fund, either positive or negative. If the adjustment is negative, enter '-', then the dollar amount. Otherwise, enter just the dollar amount. If you want to HOLD BACK some money, make an adjustment to your RESERVE account.
   
   Note: Any POSITIVE adjustment must have an offsetting NEGATIVE adjustment, so the total of all adjustments is 0.
   

3. Click on NEXT to see the adjusted budgets. If the total of your adjustments plus the proposed budgets does NOT equal the Total Budget for the Program area, you will see a message telling you how much you have under/over spent.
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.

Fund Display (bp_fund_disp)

1. The following information, sorted by fund, is displayed:

   • Fund.

   GREEN BACKGROUND. Department adjustments are complete.
   

   RED BACKGROUND. Department needs to redo adjustments.
   

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment Adjusted budget.

 

2. Click on a fund to view/change the budget requests for that fund
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.

Fund (bp_fund_sub)

1. The following information, sorted by fund, is displayed:

   • Fund.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.

 

2. You may enter an adjustment for each fund, either positive or negative. If the adjustment is negative, enter '-', then the dollar amount. Otherwise, enter just the dollar amount. If you want to HOLD BACK some money, make an adjustment to your RESERVE account.
   
   Note: Any POSITIVE adjustment must have an offsetting NEGATIVE adjustment, so the total of all adjustments is 0.
   

3. Click on NEXT to see the adjusted budgets. If the total of your adjustments plus the proposed budgets does NOT equal the Total Budget for the Program area, you will see a message telling you how much you have under/over spent.

Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.

Object Form (bp_object)

1. The following information is displayed for the fund selected:

   • Object.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.
     

     1. If you have a 621 object, you MUST make an adjustment; it will be used exclusively for on-line purchases from Office Depot.
        

     2. You may enter an adjustment for each object, either positive or negative. If the adjustment is negative, enter '-', then the dollar amount. Otherwise, enter just the dollar amount.
        
        Note: Any POSITIVE adjustment must have an offsetting NEGATIVE adjustment, so the total of all adjustments is 0.
        

2. Click on SUBMIT to update the database. If the total of your adjustments plus the proposed budgets does NOT equal the Total Budget for this fund, you will see a message telling you how much you have under/over spent.
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.
   
   Note: Even if you make no changes, you must process each fund!

Object Display (bp_object_disp)

1. The following information is displayed for the fund selected:

   • Object.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.
     

   • Adjusted Budget for the next fiscal year.

 

2. Click on BACK for previous screen.

"Other" Request Form

This option should be used for a comment that has NOTHING TO DO with requests for Hourly part-time, Overtime, Student employment, Equipment, or Computer equipment.

1. Explanation. The prompt is displayed for the account selected:
   
   Note: Maximum comment length is 255 characters. Do not use the double quote character (").
   

2. Click on SUBMIT to save your changes to the database.
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.
   
   Attention: Selecting EXIT closes the window. CHANGES ARE NOT SAVED.

"Other" Request Display (bp_other_disp)

1. The following is displayed after your comment is submitted:

   • Explanation.

 

2. Click on BACK for previous screen

Overtime Form (bp_overtime)

1. Answer the following questions for each name/event requested:

   • Description.
     
     Note: Max 20 characters.Do not use the double quote character (").
     

   • Number of hours.
     
     Note: Max number of hours is 99,999. Do not enter commas.
     

   • Rate of pay.
     
     Note: Max rate of pay is 99.99.
     

   • Explanation.
     
     Note: Max 255 characters. Do not use the double quote character (").

 

2. Click on SUBMIT to save your changes to the database Total dollar amounts for each entry will be computed after you submit.
   
   Note: If your department currently has any part-time faculty/staff/hourly employees, you will have a button on the lower part of your screen, to LIST CURRENT EMPLOYEES. Any part-time faculty/staff/hourly employees who will be paid for the next fiscal year MUST be entered.
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.

Overtime Display (bp_overtime_disp)

1. After the request has been submitted, the following information is displayed for each item requested:

   • Description.
     

   • Number of hours.
     

   • Rate of pay.
     

   • Explanation.
     

   • Total dollar amount.

 

2. Click on BACK to return to the previous page

Request Comments (bp_reqcomment)

• For Requests for Student Employment
  

  1. The following information is displayed for the account selected:

     • Description.
       

     • Number of hours.
       

     • Rate of pay.
       

     • Explanation.
       

     • VP comment.
       
       Note: You are strongly urged to enter a comment about this request. Maximum comment length is 255 characters. Do NOT use the double quote character (").

   

  2. Total dollar amount is displayed at the bottom of the page.
     

  3. Click SUBMIT to save your changes to the database.

 

• For Requests for Computer Equipment
  

  1. The following information is displayed for the account selected:

     • Description,
       

     • Year needed.
       

     • New or Upgrade,
       

     • Explanation.
       

     • VP comment.
       
       Note: You are strongly urged to enter a comment about this request. Maximum comment length is 255 characters. Do NOT use the double quote character (").
       

2. Total dollar amount is displayed at the bottom of the page.
   

3. Click SUBMIT to save your changes to the database.
   

Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.

Request Comment Display (bp_reqcomment_disp)

• For Requests For Student Employment
  

  1. The following information is displayed for the account selected:

     • Description.
       

     • Number of hours.
       

     • Rate of pay.
       

     • Explanation.
       

     • VP comment.

   

  2. Total dollar amount is displayed at the bottom of the page
     

  3. Click BACK to return to the previous page.

 

• For Requests For Computer Equipment
  

  1. The following information is displayed for the account selected:

     • Description.
       

     • Year needed.
       

     • New or Upgrade.
       

     • Explanation.
       

     • VP comment

   

  2. Total dollar amount is displayed at the bottom of the page.
     

  3. Click BACK to return to the previous page.

   

Request Form (bp_request)

1. At the top of the screen, you will see the Total Budget for the area selected.
   
   

2. For each department that reports to you, the following is displayed:

   • Fund.

     GREEN BACKGROUND. Form complete, budget assigned.

     BLUE BACKGROUND. Form complete, budget NOT assigned.

     RED BACKGROUND. Form NOT complete, budget assigned.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.

     1. At the bottom of the list of funds, you will see one of two prompts:
        

        • REQUEST FORM. One or more departments have submitted a request.
          
          Note: Click on a fund to view the request.
          

        • NO FORM SELECTED. No departments have submitted a request.

      

     2. You may enter an adjustment, either positive or negative. If the adjustment is negative, enter '-', then the dollar amount. Otherwise, enter just the dollar amount.
        
        Note: Any POSITIVE adjustment must have an offsetting NEGATIVE adjustment, so the total of all adjustments is 0.
        

3. Click on NEXT to see the adjusted budgets. If the total of your adjustments plus the proposed budgets does NOT equal the Total Budget for the Request area, you will see a message telling you how much you have under/over spent.
   
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED.

Request Display (bp_request_display)

1. At the top of the screen, you will see the Total Budget for the area selected.
   

2. For each department that reports to you, the following is displayed:

   • Fund.

     GREEN BACKGROUND. Form complete, budget assigned.
     
     BLUE BACKGROUND. Form complete, budget NOT assigned.

     RED BACKGROUND. Form NOT complete, budget assigned.
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.
     

   • Adjusted budget for the next fiscal year.

 

3. Click on a fund to enter/view a request for Staff/Hourly Part-time, Overtime, or Permanent Equipment.

Computer Request Form (bp_reqcomputer)

1. The following information, sorted by fund, is displayed:

   • Fund.

   GREEN BACKGROUND. Form completed, comments completed.

   RED BACKGROUND. Form completed, comments incomplete.
   

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.

 

2. Click for form.
   
   Note: There will NOT be a button to click on if the department has not yet submitted a request for computer equipment or student employment.

Equipment Request Form (bp_equipment)

1. Answer the following questions for each item requested:

• Description. Enter brief description of item, max 20 characters.
  

• Year Needed. Click on fiscal year desired. Default is next fiscal year; you may request an item up to 5 years in the future. 
  
  Note: If you know of an item you will be needing in the future, please enter it now.
  

• New or Upgrade. Select New or Upgrade.
  

• Priority. Select a priority: Essential for department, Less essential, or Needed but not essential.
  

• Cost. Max amount is $999,999. 
  
  Note: Do not enter any commas or dollar signs.
  

• Explanation. Max 255 characters. Do not use the double quote character (").
  
  

2. Click on SUBMIT to save your data entry to the database.
   
   Attention: Selecting BACK returns to the previous screen. CHANGES ARE NOT SAVED. Selecting EXIT closes the window. CHANGES ARE NOT SAVED.

Equipment Request Display (bp_equipment_disp)

1. After the request has been submitted, the following information is displayed for each item requested:

   • Description of item Year Needed.
     

   • New or Upgrade.
     

   • Priority.
     

   • Cost.
     

   • Explanation.

 

2. The total dollar amount of requests was computed when the SUBMIT button was clicked.
   

3. Click on BACK to return to the previous screen.

Faculty Display (bp_faculty_disp)

1. Current part-time employees are shown for the account number selected.
   
   Note: Any part-time faculty/staff/hourly employees who will be paid for the next fiscal year MUST be entered.
   

2. Click on BACK to return to the previous page.

Faculty Payroll Adjustment (Vice President of Academic Affairs) (bp_faculty_chg_help)

• A faculty member's base salary is computed by taking his prior year annual salary and subtracting from this any regular and department chair stipends.
  

• Adjustments which will affect the new base salary are rank, promotions, and other changes. Adjustments may be made in any of these columns.
  

• In addition, an adjustment may be made to the column "post base changes" and although this will affect this year's annual wage, it will not affect the overall base wage.
  

• There are columns to enter two regular stipend amounts and one department chair stipend amount.
  

• When entering stipends types, a code number may be entered or a code number with a "," and a number - eg. 65 or 222,1 (signifying first of xxxx years).
  

  Note: Do not use the double quote character (" ) in the comment line.

Faculty Payroll Adjustment (Vice President of Academic Affairs) (bp_faculty_pr_chg_help)

• A faculty member's base salary is computed by taking his prior year annual salary and subtracting from this any regular and department chair stipends.
  

• Adjustments which will affect the new base salary are rank, promotions and other changes. Adjustments may be made in all of these columns.
  

• In addition, an adjustment may be made to the column "post base changes" and although this will affect this year's annual wage, it will not affect the overall base wage.
  

• There are columns to enter two regular stipend amounts and one department chair stipend amount.
  

• When entering stipends types, a code number may be entered or a code number with a "," and a number - eg. 65 or 222,1 (signifying first of xxxx years).
  

• If a faculty member is paid out of multiple accounts, the additional account number and wages associated with the account will be noted.
  

• Press "SUBMIT" to commit the changes to the database.

Faculty Payroll Adjustment (Vice President of Academic Affairs) (bp_faculty_prchg_help)

• A faculty member's base salary is computed by taking his prior year annual salary and subtracting from this any regular and department chair stipends.
  

• Adjustments which will affect the new base salary are rank, promotions and other changes. Adjustments may be made in all of these columns.
  

• In addition, an adjustment may be made to the column "post base changes" and although this will affect this year's annual wage, it will not affect the overall base wage.
  

• There are columns to enter two regular stipend amounts and one department chair stipend amount.
  

• When entering stipends types, a code number may be entered or a code number with a "," and a number - eg. 65 or 222,1 (signifying first of xxxx years).
  

• If a faculty member is paid out of multiple accounts, the additional account number and wages associated with the account will be noted.
  

• Press "SUBMIT" to commit the changes to the database.

Faculty Payroll Adjustment (Vice President of Academic Affairs) (bp_faculty_pr2_chg_help)

• All faculty are listed by the account (department) from which their salary is charged and then alphabetically within the account. Those employees with a * after their names are paid from multiple accounts. Those additional accounts will be displayed when the employee is selected to be processed.
  

• If an employee's name is displayed in red, that employee has had her/his wages adjusted at least one time.
  
  Note: All employees must be processed at least once even if there are no changes! At the end of the wage adjustment process all employee's names should appear in red.
  
  Note: Unfilled open positions do not have to be processed.
  

  1. To adjust a faculty member's wages, click on the radio button to the left of the employee's name.

 

• If the faculty salary budget has been exceeded, a message to this effect will be displayed at the top of the screen and the amount of the excess will also be displayed. The total of faculty salaries and pending adjustments are compared to the faculty salary budget.
  

• Only 1000 account wages are considered when comparing totals against the salary budget. All non-1000 account wages are totaled separately and appear at the bottom of the screen.

Faculty Rank Adjustment (Vice President of Academic Affairs) (bp_rank_help)

1. Enter rank amounts should in increments of $25 (eg. 2225, 2250, 2275.)
   

2. Press "SUBMIT" to submit your rank changes to the database.
   
   Note: Submitting your changes also updates the salaries of all faculty.

Full Time Hourly Rate Adjustments (bp_per_ft_chg_help)

1. For the employee whose name is listed, you may adjust the following:

   • Status. Valid entries are "T" - Termed or "A" - Active. Employees with a Status of "T" will not receive a rate increase letter. This status indicator does not affect an employee's payroll record.
     

   • Equity Adj. Enter any amount due to the employee as an equity adjustment.
     
     Attention: The equity adjustment amount must be filled in or 0.
     

   • Addl Adj. Enter any additional adjustment which will be made to the employee's rate. Adjustments may be positive or negative eg. .25 or -.25. Only positive adjustments will be printed on the letter. However both will be reflected in the employee's final pay rate.
     
     Attention: The additional adjustment amounts must be filled in or 0.
     

   • Shift Diff. Valid entries are "N" - no shift differential, "B" - Blended shift differential, "5" - 5% shift differential and "12" - 12% shift differential.
     

   • Blended Amt. If the shift differential is "B", enter the blended amount. Otherwise the amount must remain at 0.
     

   • Classif. Valid entries for the classification level are "A11","A12","A13","B21","B22","B23" or "B31".
     
     Attention: The classification level must be completed.
     

   • Annual Hours. Enter the employee's annual hours. The changed annual hours will be reflected on the employee's rate increase letter but not in the employee's payroll record.
     
     Attention: Annual hours must be completed.
     

   • Yrs. of Service. Only enter the years of service if the hire date has changed. The years of service were calculated based on the hire date which is displayed. If the hire date is incorrect, years of service needs to be adjusted as it appears on the employee's rate increase letter. The date of hire can be changed in the employee's record.
     

   • Employee Name. Make changes to the employee's name.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed - eg. Mccall to McCall.
     
     Attention:This field must be completed.
     

   • Nickname. Make changes to the employee's nickname.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed - eg. Patricia to Pat.
     
     Attention:This field must be completed.
     

   • Supervisor-1. Make changes to the employee's first supervisor's name.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed.
     
     Attention:This field must be completed.
     

   • Supervisor-2. Make changes to the employee's second supervisor's name. This field does not have to be completed as an employee does not have to have more than one supervisor.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed.

 

2. Displayed fields are:

   • Hiredate.
     

   • Man power area.
     

   • GL fund.
     

   • GL object.
     

   • ID.
     

Note: Changes may be made to the hiredate and the man power area in the employee's payroll/human resource record. The fund and object can be changed in the employee's pay segment record. The ID number cannot be changed.

3. Once all entries have been completed, press the SUBMIT button at the bottom of your screen.
   
   Attention: You must SUBMIT your payroll adjustments so they may be recorded in the database. Even if you have no changes, you must press the "submit" button at least once so that an employee has her/his insurance, FICA and retirement calculated by the program.

Full Time Hourly Rate Adjustment Display (bp_per_ft_help)

• Full-time hourly employees are listed alphabetically. Displayed on the screen are details of the employee's wages including her/his new hourly rate as well as the new annual wage. Click on the radio button to the left of the employee's name and press "continue" to view more of the employee's rate detail and to make changes.
  

• If an employee's name appears in red, changes have been made to employee's record and the record has been "submitted" at least once. An employee's record may be changed multiple times.
  

• All employees' names must appear in red when the rate adjustment period is complete. This means all employees have been processed and the program has calculated their FICA, retirement and insurance benefits.
  

• Also displayed on the screen is the total budget for full time hourly employees and the status of this year's proposed full time hourly payroll - over or under budget. The proposed payroll should be under or equal to the total budget. Contact Nick Pearson (e-mail: nickpearson@depauw.edu, ext. 4127) if you are over budget.

Full Time Hourly Rate Adjustments (bp_per_pt_chg_help)

1. For the employee whose name is listed, you may adjust the following:

   • Status. Valid entries are "T" - Termed or "A" - Active. Employees with a Status of "T" will not receive a rate increase letter. This status indicator does not affect an employee's payroll record.
     

   • Addl Adj. Enter any additional adjustment which will be made to the employee's rate. Adjustments may be positive or negative eg. .25 or -.25. Only positive adjustments will be printed on the letter. However both will be reflected in the employee's final pay rate.
     
     Attention: The additional adjustment amounts must be filled in or 0.
     

   • Shift Diff. Valid entries are "N" - no shift differential, "B" - Blended shift differential, "5" - 5% shift differential and "12" - 12% shift differential.
     

   • Blended Amt. If the shift differential is "B", enter the blended amount. Otherwise the amount must remain at 0.
     

   • Classif. Valid entries for the classification level are "PT", "OC" or "T".
     
     Attention: The classification level must be completed.
     

   • Annual Hours. Enter the employee's annual hours. The changed annual hours will be reflected on the employee's rate increase letter but not in the employee's payroll record.
     
     Attention: Annual hours must be completed.
     

   • Man Power Area. Enter the man power area in which the employee works. This will be used to sort the rate increase letters. Valid entries are "PRS", "AAF", "LIB", "STS", "ADM", "DEV", "FIP", "FIR", "FIO" or "FCT".
     

   • Employee Name. Make changes to the employee's name.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed - eg. Mccall to McCall.
     
     Attention: This field must be completed.
     

   • Nickname. Make changes to the employee's nickname.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed - eg. Patricia to Pat.
     
     Attention: This field must be completed.
     

   • Supervisor-1. Make changes to the employee's first supervisor's name.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed.
     
     Attention: This field must be completed.
     

   • Supervisor-2. Make changes to the employee's second supervisor's name. This field does not have to be completed as an employee does not have to have more than one supervisor.
     
     Note: This is case sensitive and will appear on the rate increase letter as it is typed.

 

2. Displayed fields are:

   • Equity adjustments. (0 for part time employees)
     

   • GL fund.
     

   • GL object.
     

   • ID.
     

   Note: The fund and object can be changed in the employee's pay segment record. The ID number cannot be changed.
   

3. Once all entries have been completed, press the SUBMIT button at the bottom of your screen.
   
   Attention: You must SUBMIT your payroll adjustments so they may be recorded in the database. Even if you have no changes, you must press the "submit" button at least once so that an employee has her/his FICA calculated by the program.

Part Time Hourly Rate Adjustment Display (bp_per_pt_help)

• Part-time hourly employees are listed alphabetically. Displayed on the screen are details of the employee's wages including her/his new hourly rate as well as the new annual wage. Click on the radio button to the left of the employee's name and press "continue" to view more of the employee's rate detail and to make changes.
  

• If an employee's name appears in red, changes have been made to employee's record and the record has been "submitted" at least once. An employee's record may be changed multiple times.
  

• All employees' names must appear in red when the rate adjustment period is complete. This means all employees have been processed and the program has calculated their FICA.

PPL (bp_ppl)

1. The following information is displayed:

   • Total Budget for your group of accounts.
     

   • Fund or Object (based on your choice of order).
     

   • Description Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.
     

     1. You may enter an adjustment, either positive or negative. If the adjustment is negative, enter '-', then the dollar amount. Otherwise, enter just the dollar amount.
        
        Note: Any POSITIVE adjustment must have an offsetting NEGATIVE adjustment, so the total of all adjustments is 0.
        

2. Click on NEXT to see the adjusted budgets. If the total of your adjustments plus the proposed budgets does NOT equal the Total Budget for this area, you will see a message telling you how much you have under/over spent.
   

3. Click on BACK for previous screen.

PPL Display (bp_ppl_disp)

1. The following information is displayed:

   • Total Budget for your group of accounts.
     

   • Fund or Object (based on your choice of order).
     

   • Description.
     

   • Actual expenditures for previous fiscal year.
     

   • Preliminary expenditures as of December 31st.
     

   • Budget for the current fiscal year.
     

   • Proposed percent of increase for the next fiscal year.
     

   • Proposed budget for the next fiscal year.
     

   • Adjustment.
     

   • Adjusted budget for the next fiscal year.

 

2. Click on BACK for previous screen.

Related Items

Business e-Services Overview

Navigating Business e-Services