Budget Management Tools

Resources for Budget Managers

• Budget Training
  • Revenue Monitoring (Link to Center of Business Excellence User Guide)
  • Account Reconciliation Training (Link to Center of Business Excellence User Guide)
• Compensation
  • Budgeting Fringe Benefits (160K, PDF)
  • Fringe Funding Policy (32.8K, PDF)
  • FY2020 Merit Increase Parameters (99.2K, PDF)
• PeopleSoft Queries
  • Budget Amendment Query
  • PeopleSoft Query-Large Queries in PS 9.2 until Fix 
  • Query Training
  • Query Training - Advanced
• PeopleSoft Reports
  • Agency Account Balances
  • Budget Activity Report Instructions (Link to Center for Business Excellence User Guide)
  • Budget Overview Changes in PS 9.2 (94.0K, PDF) 
  • Budget Overview (Link to Center for Business Excellence User Guide)
  • Budget Transaction Review (Link to Center for Business Excellence User Guide)
  • Financial Aid Administrative Overhead Earnings
  • Revenue Budget Activity Report (Link to Center for Business Excellence User Guide)
  • Revenue Summary Reporting (Link to Center for Business Excellence User Guide)
  • Scheduling & Maintaining Recurring Reports (806K, PDF)

Position Management Resources

• Position Management Tools

   

  • Calculating Split-Funded Salaries
  • Remaining Bi-Weekly Payroll Hours (112K, PDF)
  • ePAR Upgrade Enhanced User Interface.pdf
  • Non-Standard & Supplemental Pay Matrix (Link to HR site) Contact your HR Business Partner.
  • Pay Groups  
• Active Positions with "Reports To" & eTime Approver Listing

  The "Reports To" list outlines position titles, numbers, and supervisors for all UWG employees, and job record numbers for students. This report is updated every Monday morning.

  • Attention: To view this report, visit the WorkWest Budget website. 

  Here is some helpful information for determining if you need to make a change to a Reports To Supervisor.

  Reports To/Supervisor Changes: 

  • Supervisors (Reports To) of positions are based on the organizational structure of a department, unit, or division, and who employees would work under on an organizational chart.
  • Unless a reorganization is occurring, there is little need for a Supervisor change to occur.
  • When you think of a Reports To Supervisor, think of the person that would fill out an employee's performance evaluation.  This is sometimes different than who would approve the time cards.
  • Reports To Supervisor information is tied to a position and not an individual.
  • Reports To changes are generally not necessary if a position becomes vacant.

  Time Approvers: 

  • Time Approvers are responsible for approving leave requests in addition to hourly employee time cards.
  • Unlike Supervisors, Time Approvers are tied to a person and not the position.
  • When a Time Approver leaves the university or is out of the office, a new Time Approver needs to be designated.

  For common change scenarios, please see matrix below: 

  Reports-To Supervisor & Time Approver Common Scenarios Matrix (31.8K, PDF)

   

• OneUSG Connect (PeopleSoft HCM) Training & Job Aids

  Click the button to be directed to the OneUSG Connect page, filled with many training resources and tutorials for use.

  OneUSG Connect