Budget Management Tools

Resources for Budget Managers

• Budget Training
  • Revenue Monitoring
  • Account Reconciliation Training
• Excel Tips
  • Conditional Formatting
  • Data Validation
  • Goal Seek - Performing What If Analysis
  • Rounding - Controlling the Precision
  • Combine and Separate Data Elements in Columns
  • Pivot Table
• Compensation
  • FY 2019 Fringe Rates - Updated 4/1/2018 (11.7K, PDF)
  • Funding Policy
  • Budgeting Fringe Benefits
• iStrategy Reporting
  • iStrategy Introduction - Standard Reports
  • iStrategy Advanced - Report Creation
• 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
  • Budget Overview Changes in PS 9.2 
  • Budget Overview  
  • Financial Aid Administrative Overhead Earnings
  • Revenue Budget Progress Report
  • Revenue Summary Reporting
  • Troubleshooting Browser Issues
• Position Management
  • Calculating Remaining Budget in a Position
  • Calculating Split-Funded Salaries
  • Remaining Bi-Weekly Payroll Hours (PDF, 82K)
  • Encumbrance Projection Parameters and Schedule
  • Earnings Codes (xlsx) 
  • Employee Hiring Coding - Less than Full-time Staff
  • Employee Hiring Coding - Less than Full-time Faculty
  • Pay Groups  
  • Payroll Schedules (Link to Payroll site)
  • Position Numbers - Active (updated monthly) (XLXS, 185K)

OneUSG Connect

• ADP to OneUSG Position Crosswalk

  ADP to OneUSG Position Crosswalk (XLSX, 185K)

   

• Other Information

  Are you curious how the implementation of OneUSG will impact the budget process? If so, read the following PDF.

  • Budget Process Impact
• "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.

  Employee's "Reports To" Manager & Time/Absence Approver (XLSX, 312K)

  Reports To/Supervisor Changes: 

  Supervisors (Reports To) of positions are based on the organizational structure of a department, unit, or division.  Unless a reorganization is occurring, there is little need for a Supervisor change to occur.  In OneUSG Connect (our new Payroll, Position Management, and Human Resource system), the Supervisor (Reports To) information is tied to a position and not an individual.  The advantage of this approach is changes do not need to be made to this data element when the positions become vacant.  By design OneUSG Connect routes the approvals to the next “one up” or the supervisor next in line.

  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 not the position.  When a Time Approver leaves the university, a new Time Approver needs to be designated.

  When either or both of these data elements change a Supervisor/Time Approver Change form needs to be submitted to the Office of Budget Services.

  If you find that any data in the above spreadsheet is incorrect, please fill out the following change form:

  • Supervisor/Approver Change Request Form (Fillable PDF, 157K)

• 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