1. Budget Issues Committee
HCM Concerns
FY 2019
What the committee has completed

2. HCM Concerns
Reallocation of personal expenses are processed through a budget retro or direct retro.
Budget retro – no validation or confirmation on amounts being moved. Retro journals must be monitored to verify expenditures have been moved correctly.
System will only allow 1 earning, 1 deduction and 1 tax retro per day per employee. If there are multiple retros needed this can take days to correct.
Direct retro – shows expenditure amounts being moved and updates status when journal is completed. Queries must be run to validate.

3. HCM Concerns
Multi-incumbent positions now have to have matching time approver and matching reports to. Due to this change many additional positions have to be created (student asst., PT instructor positons).
Position data changes – when making changes to reports to field and the incumbent box is checked to update – this changes other things:
Time approver changes to the new reports to.
Job data – frequency field changes on compensation tab from M or H to A (UWG)
Schedule defaults to the standard M-F 8-5. Problem for employees that have alternate schedules.

4. HCM Concerns
UWG
Encumbrances – H pay group over-encumbered by 80 hrs for FICA & Retirement encumbrances. (Ticket submitted 09/06)
Dual appointment health insurance charges are being split between dual appt combo code and base pay combo code.
Auto adding additional termination rows on the T&L panel when terminating employees.

5. FY 2019 Budgets
Position changes made in budget prep would error out during load process.
Inactivating position
Combo code changes
Pay group changes
Home department changes
Short work break rows not updated in HCM correctly

6. FY 2019 Budgets
J-pay group hourly rates are calculated differently in budget prep compared to HCM.
BP - 12 month
HCM 10 month
Invalid account codes caused issues with BP load to HCM

7. FY 2019 Budgets
Split positions - issues with financial build process by department can cause issues when loading in financials.
Can double amounts - budget amendment done after load to balance

8. What the committee has completed
FTE Calculations document will be updated and will be posted to the website.
Committee bylaws have been updated and will be posted to the website next week

9. Work in progress
Plant Allocation procedures/job aid for institutions to use.
December is the projected time to have posted to the BIC website.