Budget Management Tools

ADP Reporter is a tool within the ADP system to create or run reports to view data within the system.

• Access is granted based on individual department ID’s and is limited to the “home department ID” for the access.
  • If an individual is funded from a different department ID other than the home department ID, only the individual who has access to the home department ID data can run the report.
• Access for a department allows the requestor to see all salary data for all employee types within a department.
  • Access cannot be limited to a specific employee type (Ex. Student Assistants).

To Request Access:

1. Supervisor of the requestor must email Rodney Byrd in HR/Payroll to request access.
   1. The request should include the list of department ID’s the requestor will have access to pull data.
   2. Once approved, Rodney will forward the request to ITS to set-up access.
   3. ITS will contact the requestor to set-up a time to meet (requestor’s office) and verify access is correct.
   4. Requestor should contact Karen Hulsey in Budget Services for training.

 

Hours Worked for Work Study Students

• Revenue Monitoring
• Account Reconciliation Training

• Conditional Formatting
• Data Validation
• Goal Seek - Performing What If Analysis
• Rounding - Controlling the Precision
• Combine and Separate Data Elements in Columns
• Pivot Table

• Fringe Rates
• Funding Policy
• Budgeting Fringe Benefits
• FY 2018 Salary Increase Allocation Process

• iStrategy Introduction - Standard Reports
• iStrategy Advanced - Report Creation

• Budget Amendment Query
• PeopleSoft Query-Large Queries in PS 9.2 until Fix 
• Query Training
• Query Training - Advanced

• 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

• Calculating Remaining Budget in a Position
• Calculating Split-Funded Salaries
• Bi-Weekly Payroll Hours
• Encumbrance Projection Parameters and Schedule
• Earnings Codes 
• Employee Hiring Coding - Less than Full-time Staff
• Employee Hiring Coding - Less than Full-time Faculty
• Pay Groups  
• Position Numbers - Active (updated monthly)