Monday, April 30, 2012

HRMS Entity Updates

Some information from central regarding HRMS entities...
I'm passing on information I just received:


The attached document was prepared by HRMS for local HR Directors as a
procedural guide for working on changes to Entities.  Requests for
changes to an Entity (description, reporting, activation and
inactivation) that RRC's submit through the BPEL process require prior
local HR approval.  In the past HRMS has often received Entity change
requests only to find out that the local HR unit is unaware of the
requested change.  We would like to avoid this situation.

Please read the attached guideline document and familiarize yourself
with the situations in which your local HR unit needs to be involved. As
Entity changes often affect seniority and bumping rights for employees,
it is imperative that your HR unit be fully aware of any change
requests before they are made.  If you have questions on these
guidelines, or our purpose in sharing them with you, please feel free to
contact myself or your local HR Director.

CJ Madsen

HRMS Production Support Manager

660 WBOB

Phone: 612-626-7963

Fax: 612-626-8924

Entity Change Guidlines.docx

Friday, April 27, 2012

EFS System Performance

A project is underway to analyze EFS performance.   

Hospitality Calculation Spreadsheet

A helpful tool for splitting alcohol and food costs.   
Sheila Jurgens and Katherine Lindsay created the attached spreadsheet to simplify splitting out the tax and tip when a bill includes food and alcohol.  By entering (in the yellow cells) 4 numbers off the receipt, it apportions the tax and tip appropriately to food and alcohol.  Two things to keep in mind.  If a bill includes an alcohol-specific tax, you need to adjust to make sure that is handled appropriately.  And, if someone has tipped over the allowable 20%, you'll need to make manual adjustments.  Thanks for sharing this Katherine and Sheila.  DJP

Tip Calculation.xlsx

Wednesday, April 25, 2012

Budget Entry Training

Training Services added another budget entry class.  

Friday, April 20, 2012

RRC notes -- 4/18/2012

There was an RRC meeting on April 18, 2012.   
See below and attached.  DJP

RRC Meeting Summary -April
18, 2012

Cell phone allowance:  The employee cell phone allowance is
being eliminated.  Employees currently
receiving the allowance will be able to have a flat dollar amount (still
pending, but likely $60-70/mth) added to their base pay.  In the future, if a position requires a cell
phone, that should be noted as a condition of employment, and the base salary
should be set with this in mind.  The
change will officially occur around the change of the fiscal year.

Year end:  There will be only one year-end workshop
this year.  It will be broadcast on UM
Connect and archived.  It is likely to be
in mid-May.  The year-end memo and calendar
should be out next week.  Period 12 and
period 13 will each be one day shorter than usual due to external year-end
reporting deadlines.  More transactions
will be allowed in period 13 than in the past. 
For example, sponsored and cost-share transactions will be allowed.

PeopleSoft upgrade:  Andy Hill (PeopleSoft Upgrade Program
Director) discussed the upgrade of all three PeopleSoft systems.  Several documents pertaining to the upgrade
are attached.  Regarding the EFS upgrade,
Rob Super will chair the EFS Functional Steering Committee, and I am a
member.  Karen Wolterstorff is on the
HRMS Functional Steering Committee.  I
will be soliciting feedback from many of you as the project unfolds over the
next 2 years.

Annual COA account
value updates: 
Attached is a
document containing the COA changes for FY13. 
Of particular note, there is a new A/R Account code for Foundation
billings (110031).  This will allow us to
see Foundation A/R separate from general A/R in reports.

Combo code project:  The combo code modification to HRMS will
roll out next week.  On several pages,
you will be able to either input the combo code or the chartstring, and the
system will populate the other.  See
attachment for details and screenshots.

RRC 2012-04-18.doc

Combo code.pdf

COA changes.pdf

PeopleSoft upgrade.pdf

Tuesday, April 10, 2012

Collegiate Cash Management

In FY13, the Budget Office will not be assessing TIP fines.