eUMB Financials and HRMS Working Together

1
eUMB Financials and HRMS Working Together

• December 2005

2
Objectives

• Understand the connection between HRMS and
  Financials
• Understand where the new COA components will be
  seen in HRMS
• Understand the new Statement of Payroll Charges
  (SPC) changes
• Understand what and when conversions will take
  place

3
How will eUMB Financials and eUMB HRMS work
together?

• eUMB Financials will provide nightly feeds of
  valid funding sources and project periods to eUMB
  HRMS
• eUMB HRMS will send bi-weekly payroll information
  (distributions, redistributions, and
  encumbrances) to eUMB Financials for reporting
  and reconciliation purposes
• RAVEN will provide on-line SPC for viewing and
  downloading (detail from 7/1/05 forward)

4
How will eUMB Financials and eUMB HRMS work
together?

• Even though Account Codes are still the basis for
  HRMS CA processing, we have incorporated the
  Project ID on all relevant reports and on-line
  views to provide better connection with
  Financials
• Account code only exists in HRMS- it is an
  auto-generated 10 character number
• Project ID exists in both HRMS and Financials
• No site logic between Account Code and Project ID

5
How will eUMB Financials and eUMB HRMS work
together?

• There is a unique Account Code for each
  Chartstring (group of chartfields)
• If you change any chartfield, you have a new
  Chartstring
• If you have a new Chartstring, a new Account Code
  will be created
• If you have a new Account Code, you will need new
  EFPs

6
How will eUMB Financials and eUMB HRMS work
together?

• New Chartstring
• New Account Code
• New EFP Needed
• Departmental accounting/budget staff must
  communicate with departmental CA staff

7
Account Code Conversion

• 2 step conversion
• Convert old ACs to new ACs. Wont be apparent
  to you unless you enter a new EFP after go-live
  or use TL tasking
• Mass conversion of EFPs to new ACs with FY copy
  forward process in June/July
• New page displays old to converted Account Code

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Display Converted Account Code
Owner Dept
Project ID 00 Old Acct Cd
9
EFP Setup Page

• EFP setup page will display the new associated
  Chartfields
• For Grants, the Principal Investigator will be
  displayed
• Ability to search for an Account Code based on
  the Project ID or other chartfields

10
Smith,Sam
Sears, Laura A.
New
Kohl,Rodney J
11
EFP Setup Page

• The Get Funding Profile button will convert the
  existing EFP to the new account code
• Depts. can create new EFP for all employees to
  display the new account codes- however, this is
  not required

12
Statement of Payroll Charges (SPC) report

• A separate RAVEN page will replace this report
• Report is dynamic (unlike current SPC)
• Additional sort and filter capabilities

13
Statement of Payroll Charges (SPC) report

• Security based on Project ID/Award ownership
  (same as FAS Web)
• Convert detailed payroll data from 7/1 to go-live
  so the RAVEN SPC can be run for the entire fiscal
  year