PeopleSoft Financials Budget Prep – HCM Export & OneUSG BP Load Creating A More Educated Georgia Budget Prep/HCM Training 6/06-07/2018
WebEx Housekeeping Do NOT Place the call on hold. Mute yourself in WebEx at the beginning of the call. Unmute yourself at any point during the call if you wish to speak. You may also submit questions via chat—please send to “all panelists.” This session will be recorded. Creating A More Educated Georgia
Agenda Introductions Financials Budget Prep HCM Export Running OneUSG Connect Audit Report Correcting OneUSG Connect Audit Report Errors Running OneUSG Budget Prep Load in OneUSG Connect Export to Financials Overview of the Budget Prep Export Timeline Questions Creating A More Educated Georgia
Introduction Budget Prep is a highly cross-functional process that will engage practitioners from both Financials (Budget Prep) and OneUSG Connect (HR/Position Management) roles at your institution. ITS Business Analysts and Developers from GeorgiaFIRST and OneUSG Connect have worked together on Budget Prep testing and will be presenting training to you today. A Job Aid was emailed out today and will be posted on our GeorgiaFIRST website. All Budget Prep Export functionality is in production (FPROD and HPROD). Creating A More Educated Georgia
Thank you to our UAT Institutions Six institutions have been participating in User Acceptance Testing Valdosta State University Middle Georgia State University Columbus State University University of West Georgia Georgia Southern University University System Office Creating A More Educated Georgia
Budget Prep Export Process Overview Financials OneUSG Budget Prep HCM Staging Tables HCM Audit Report Export BP Load Financials Export Creating A More Educated Georgia Commitment Control HCM Tables
Financials Budget Prep - HCM Export BOR Menus > BOR Budget Prep > Budget Prep Processing > HCM Export Creating A More Educated Georgia
Financials Budget Prep - HCM Export Creating A More Educated Georgia
Financials Budget Prep - HCM Export Creating A More Educated Georgia Click Details and then View Log/Trace Process Name: BORBPHEX
Financials Budget Prep - HCM Export Creating A More Educated Georgia
Financials Budget Prep - HCM Export Creating A More Educated Georgia Claire
Financials Budget Prep - HCM Export Creating A More Educated Georgia
Financials Budget Prep - HCM Export Creating A More Educated Georgia Claire
Financials Budget Prep Queries Creating A More Educated Georgia
Financials Budget Prep Queries Requires one of the following roles: BOR_PT_QRY_BUDPREP BOR_QRY_SENSDATA Creating A More Educated Georgia
Financials Budget Prep Queries Creating A More Educated Georgia
Financials Budget Prep HCM Export Demo Creating A More Educated Georgia Financials Budget Prep HCM Export
OneUSG Connect HCM - Audit Reports Navigator > BOR Customizations > Budget Prep > Audit Report Creating A More Educated Georgia
OneUSG Connect HCM - Audit Reports Creating A More Educated Georgia
OneUSG Connect HCM - Audit Reports Creating A More Educated Georgia
OneUSG Connect HCM - Audit Reports Creating A More Educated Georgia
OneUSG Connect HCM - Audit Reports Creating A More Educated Georgia
OneUSG Connect HCM Audit Report – BORBPAUDIT Creating A More Educated Georgia
OneUSG Connect Audit Report – Job Creating A More Educated Georgia
OneUSG Connect HCM Audit Report – Position Creating A More Educated Georgia
OneUSG Connect HCM Audit Report – DBE Funding Date Error corrections on the DBE Audit Report should be made in Financials Creating A More Educated Georgia
OneUSG Connect HCM Audit Report – DBE DBE Error Correction Location Inactive Departments OneUSG Connect Invalid Account Codes Peoplesoft Financials Invalid Suspense Codes Contact ITS Funding Date Error Budget Amount and Percent of Distribution Percentage Distribution must Total 100% EarnCode Distribution Position Not Eligible for Budget Definition Creating A More Educated Georgia
OneUSG Connect HCM Audit Report – Examples Fix in OneUSG Connect Re-run Budget Prep Export? This position has active incumbents No Effective Date Exists with Different Action/Reason Non-paid affiliate in wrong paygroup Missing SWB Action + RWB Paygroup Invalid for Payroll System & Absence System Combination Yes – contact ITS Creating A More Educated Georgia *See job aid for additional scenarios
OneUSG Connect Budget Prep Audit Report Demo Creating A More Educated Georgia OneUSG Connect Budget Prep Audit Report
OneUSG Connect HCM – Budget Prep Load Navigator > BOR Customizations > Budget Prep > Budget Prep Load Position Load Job Load DBE Load Creating A More Educated Georgia
OneUSG Connect – Summer Faculty Rows Summer faculty rows can be entered now (prior to running Budget Prep Load) Follow the instructions in HR_JA013 Summer Faculty Hiring Budget Prep will insert a Return from Work Break on 8/1 with the appropriate effective dated sequence Creating A More Educated Georgia
OneUSG Connect – BP Load Questions? Creating A More Educated Georgia
Financials Budget Prep – Financials Export BOR Menus > BOR Budget Prep > Budget Prep Processing > Financials Export Creating A More Educated Georgia
Financials Budget Prep – Financials Export Creating A More Educated Georgia
Financials Budget Prep – Financials Export Creating A More Educated Georgia Click Details and then View Log/Trace Process Name: BORBPFEX
Financials Budget Prep – Financials Export Creating A More Educated Georgia
Financials Budget Prep – Financials Export Creating A More Educated Georgia Claire
Financials Budget Prep – Financials Export Creating A More Educated Georgia This process loads the Budget Journals
Financials Budget Prep Financials Export Demo Creating A More Educated Georgia Financials Budget Prep Financials Export
Recommended Budget Prep Export Timeline State Date End Date Participate in Budget Prep Export Training WebEx 6/6/2018 6/7/2018 Contact SSC to request new OneUSG Budget Prep Processing Role 6/8/2018 1 Run Financials HCM Export Process in Production (FPROD) 6/13/2018 2 Review PDF Budget Prep HCM Export Report 3 Run BOR BP Queries to review data loaded in HCM Staging Tables **Confirm SSC assigned new BOR BP Processing Role for OneUSG BP access** 4 Run OneUSG Budget Prep Audit Report (In OneUSG Core, not self-service) 6/11/2018 6/22/2018 5 Review Audit.txt files for Errors 6 Complete necessary cleanup 7 Execute Steps until the error report is clean 8 Run the OneUSG Budget Prep Load 6/25/2018 9 Review and Validate Results of BP Load 6/29/2018 10 Run Financials Export (process Budget Journals) Creating A More Educated Georgia Budgets must be loaded prior to Bi-Weekly Pay Confirm 7/02/18
Questions Creating A More Educated Georgia