September 2014 Presented by the Budget Office Position Management Team Barbara Jenkins, Senior Business Analyst Vanessa Egan, Personnel Contracts & Faculty Pay Coordinator Sharon Chief-Yazzie, Administrative Associate

 Training (first hour) ◦ Why a new Funding Form? ◦ New Functionality available in Funding Form ◦ What has changed in Peoplesoft HCM/HR ? ◦ Demonstrate several funding form examples ◦ Create forms in 06 test environment ◦ Questions?  Open Lab (second hour, optional) ◦ Assistance initiating Funding forms in production ◦ Additional questions

 Limitations to the old funding change business process: ◦ Job Change form tied to employee so funding changes were limited to filled, benefit eligible positions. Unable to change vacant or pool position funding using the Job Change form. ◦ Not able to change funding on vacant positions prior to submitting a Hire ePAR. ◦ Old process to change funding on pool positions was very time consuming: request new position from Budget, Hire in to new position, Term from old position. ◦ Not able to initiate funding change using Job Change form if another ePAR for employee was pending.

 Because the new form is tied to position rather than employee you can: ◦ Make funding changes to Vacant positions. ◦ Make funding changes to Pool positions (if all or most of the employees in the pool position are changing). ◦ Make funding changes to a position that has an ePAR pending for the employee in the same position.  Additional functionality: ◦ Multiple effective date funding changes per form. ◦ Different funding for Earnings versus ERE. ◦ Project End Dates to help manage funding on grants/projects. ◦ Make future dated funding changes up to two fiscal years out.

 ePAR Home Page and new Position Management Home Page

 The same payroll deadlines for the ePAR also apply to the new Funding Form.  Approval routing is the same as the old Job Change ePAR (with funding only changes).  No new security roles are required to access the Funding Form. If you have the NAU_HR ePAR Initiator role, you will have access to the new form.  Like the ePAR, the positions and forms you are able to view are based on HR department security.

 Update funding on Benefit Eligible position effective 9/15/14 (first day of current pay period).  Update funding on Student Wage position effective 9/15/14.  Update funding on Mobile Phone position using future effective date 10/1/14.  Update funding on a grant funded position using multiple effective dates 9/15/14 and 10/31/14.  Update ERE funding on a grant funded position effective 9/15/14.

Use this ERS report to see who is funded on positions used in Additional Pay (such as Mobile Phone Allowance and PT Temp positions used for Supplemental Pay)

 User documentation can be found at: Resources/Administrative-Tools/Funding-Form/ Resources/Administrative-Tools/Funding-Form/  Questions? Contact the Position Management Team  Vanessa Egan,  Sharon Chief-Yazzie,  Barbara Jenkins