Budget Management Tools

• Revenue Monitoring (Link to Center of Business Excellence User Guide)
• Account Reconciliation Training (Link to Center of Business Excellence User Guide)

• Budgeting Fringe Benefits (160K, PDF)
• Fringe Funding Policy (32.8K, PDF)
• FY2020 Merit Increase Parameters (99.2K, PDF)

• Budget Amendment Query (PDF 778k)
• PeopleSoft Query-Large Queries in PS 9.2 until Fix 
• Query Training
• Query Training - Advanced

• 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)

 

• Calculating Split-Funded Salaries
• Remaining Bi-Weekly Payroll Hours (115K, PDF)
• ePAR Upgrade Enhanced User Interface.pdf
• Non-Standard & Supplemental Pay Matrix (Link to HR site) Contact your HR Business Partner.
• Pay Groups  

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 Training Resources and Tutorials