1. PeopleSoft Financials Budget Prep – HCM Export & OneUSG BP Load
Creating A More Educated Georgia
Budget Prep/HCM Training
6/06-07/2018

2. 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

3. 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

4. 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 ed 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

5. 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

6. Budget Prep Export Process Overview
Financials
OneUSG
Budget Prep
HCM Staging Tables
HCM
Audit Report
Export BP
Load
Financials
Export
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Commitment Control
HCM Tables

7. Financials Budget Prep - HCM Export
BOR Menus > BOR Budget Prep > Budget Prep Processing > HCM Export
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8. Financials Budget Prep - HCM Export
Creating A More Educated Georgia

9. Financials Budget Prep - HCM Export
Creating A More Educated Georgia
Click Details and
then View Log/Trace
Process Name: BORBPHEX

10. Financials Budget Prep - HCM Export
Creating A More Educated Georgia

11. Financials Budget Prep - HCM Export
Creating A More Educated Georgia
Claire

12. Financials Budget Prep - HCM Export
Creating A More Educated Georgia

13. Financials Budget Prep - HCM Export
Creating A More Educated Georgia
Claire

14. Financials Budget Prep Queries
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15. Financials Budget Prep Queries
Requires one of the following roles:
BOR_PT_QRY_BUDPREP
BOR_QRY_SENSDATA
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16. Financials Budget Prep Queries
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17. Financials Budget Prep HCM Export
Demo
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Financials Budget Prep HCM Export

18. OneUSG Connect HCM - Audit Reports
Navigator > BOR Customizations > Budget Prep > Audit Report
Creating A More Educated Georgia

19. OneUSG Connect HCM - Audit Reports
Creating A More Educated Georgia

20. OneUSG Connect HCM - Audit Reports
Creating A More Educated Georgia

21. OneUSG Connect HCM - Audit Reports
Creating A More Educated Georgia

22. OneUSG Connect HCM - Audit Reports
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23. OneUSG Connect HCM Audit Report – BORBPAUDIT
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24. OneUSG Connect Audit Report – Job
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25. OneUSG Connect HCM Audit Report – Position
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26. 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

27. 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

28. 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

29. OneUSG Connect Budget Prep Audit Report
Demo
Creating A More Educated Georgia
OneUSG Connect Budget Prep Audit Report

30. 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

31. 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
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32. OneUSG Connect – BP Load Questions?
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33. Financials Budget Prep – Financials Export
BOR Menus > BOR Budget Prep > Budget Prep Processing > Financials Export
Creating A More Educated Georgia

34. Financials Budget Prep – Financials Export
Creating A More Educated Georgia

35. Financials Budget Prep – Financials Export
Creating A More Educated Georgia
Click Details and
then View Log/Trace
Process Name: BORBPFEX

36. Financials Budget Prep – Financials Export
Creating A More Educated Georgia

37. Financials Budget Prep – Financials Export
Creating A More Educated Georgia
Claire

38. Financials Budget Prep – Financials Export
Creating A More Educated Georgia
This process loads the Budget Journals

39. Financials Budget Prep Financials Export
Demo
Creating A More Educated Georgia
Financials Budget Prep Financials Export

40. 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

41. Questions
Creating A More Educated Georgia