Budget PrepHCM Training 606 072018 Creating A More

Budget Prep/HCM Training 6/06 -07/2018 Creating A More Educated Georgia People. Soft Financials Budget Prep – HCM Export & One. USG BP Load 1

• Do NOT Place the call on hold. • Mute yourself in Web. Ex 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 Web. Ex Housekeeping 2

• Introductions • Financials Budget Prep HCM Export • Running One. USG Connect Audit Report • Correcting One. USG Connect Audit Report Errors • Running One. USG Budget Prep Load in One. USG Connect • Export to Financials • Overview of the Budget Prep Export Timeline • Questions Creating A More Educated Georgia Agenda 3

Introduction • ITS Business Analysts and Developers from Georgia. FIRST and One. USG Connect have worked together on Budget Prep testing and will be presenting training to you today. • A Job Aid was emailed out today and will be posted on our Georgia. FIRST website. • All Budget Prep Export functionality is in production (FPROD and HPROD). Creating A More Educated Georgia • Budget Prep is a highly cross-functional process that will engage practitioners from both Financials (Budget Prep) and One. USG Connect (HR/Position Management) roles at your institution. 4

Thank you to our UAT Institutions • • • Valdosta State University Middle Georgia State University Columbus State University of West Georgia Southern University System Office Creating A More Educated Georgia • Six institutions have been participating in User Acceptance Testing 5

Budget Prep Export Process Overview Budget Prep Financials Export Commitment Control One. USG HCM Export HCM Staging Tables BP Load HCM Tables Audit Report Creating A More Educated Georgia Financials 6

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

Creating A More Educated Georgia Financials Budget Prep - HCM Export 8

Click Details and then View Log/Trace Process Name: BORBPHEX Creating A More Educated Georgia Financials Budget Prep - HCM Export 10

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

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

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

Creating A More Educated Georgia Financials Budget Prep - HCM Export 14

Creating A More Educated Georgia Financials Budget Prep Queries 15

Requires one of the following roles: • BOR_PT_QRY_BUDPREP • BOR_QRY_SENSDATA Creating A More Educated Georgia Financials Budget Prep Queries 16

Creating A More Educated Georgia Financials Budget Prep Queries 17

Financials Budget Prep HCM Export Creating A More Educated Georgia Demo 18

One. USG Connect HCM - Audit Reports Creating A More Educated Georgia Navigator > BOR Customizations > Budget Prep > Audit Report 19

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

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

Creating A More Educated Georgia One. USG Connect HCM - Audit Reports 22

Creating A More Educated Georgia One. USG Connect HCM - Audit Reports 23

Creating A More Educated Georgia One. USG Connect HCM Audit Report – BORBPAUDIT 24

Creating A More Educated Georgia One. USG Connect Audit Report – Job 25

Creating A More Educated Georgia One. USG Connect HCM Audit Report – Position 26

Funding Date Error corrections on the DBE Audit Report should be made in Financials Creating A More Educated Georgia One. USG Connect HCM Audit Report – DBE 27

DBE Error Correction Location Inactive Departments One. USG Connect Invalid Account Codes Peoplesoft Financials Invalid Suspense Codes Contact ITS Funding Date Error Peoplesoft Financials Budget Amount and Percent of Distribution Contact ITS Percentage Distribution must Total 100% Contact ITS Earn. Code Distribution Contact ITS Position Not Eligible for Budget Definition Contact ITS Creating A More Educated Georgia One. USG Connect HCM Audit Report – DBE 28

One. USG Connect HCM Audit Report – Examples Re-run Budget Prep Export? This position has active incumbents No Effective Date Exists with Different Action/Reason No Non-paid affiliate in wrong paygroup No Missing SWB Action + RWB No Paygroup Invalid for Payroll System & Absence System Combination *See job aid for additional scenarios Yes – contact ITS Creating A More Educated Georgia Fix in One. USG Connect 29

One. USG Connect Budget Prep Audit Report Creating A More Educated Georgia Demo 30

One. USG Connect HCM – Budget Prep Load 1. Position Load 2. Job Load 3. DBE Load Creating A More Educated Georgia Navigator > BOR Customizations > Budget Prep Load 31

One. USG Connect – Summer Faculty Rows • Summer faculty rows can be entered now • Follow the instructions in HR_JA 013 Summer Faculty Hiring • Budget Prep will insert a Return from Work Break on 8/1 with the appropriate effective dated sequence Creating A More Educated Georgia (prior to running Budget Prep Load) 32

Creating A More Educated Georgia One. USG Connect – BP Load Questions? 33

Financials Budget Prep – Financials Export Creating A More Educated Georgia BOR Menus > BOR Budget Prep > Budget Prep Processing > Financials Export 34

Creating A More Educated Georgia Financials Budget Prep – Financials Export 35

Click Details and then View Log/Trace Process Name: BORBPFEX Creating A More Educated Georgia Financials Budget Prep – Financials Export 36

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

Creating A More Educated Georgia Financials Budget Prep – Financials Export 38

Creating A More Educated Georgia Financials Budget Prep – Financials Export This process loads the Budget Journals 39

Financials Budget Prep Financials Export Creating A More Educated Georgia Demo 40

Recommended Budget Prep Export Timeline State Date End Date Participate in Budget Prep Export Training Web. Ex 6/6/2018 6/7/2018 Contact SSC to request new One. USG Budget Prep Processing Role 6/6/2018 6/8/2018 6/6/2018 6/13/2018 6/11/2018 6/22/2018 1 Run Financials HCM Export Process in Production (FPROD) 2 Review PDF Budget Prep HCM Export Report **Confirm SSC assigned new BOR BP Processing Role for One. USG BP access** 4 Run One. USG Budget Prep Audit Report (In One. USG Core, not self-service) 5 Review Audit. txt files for Errors 6 Complete necessary cleanup 7 Execute Steps until the error report is clean 8 Run the One. USG Budget Prep Load 9 Review and Validate Results of BP Load 6/25/2018 6/29/2018 Creating A More Educated Georgia 3 Run BOR BP Queries to review data loaded in HCM Staging Tables 10 Run Financials Export (process Budget Journals) Budgets must be loaded prior to Bi-Weekly Pay Confirm 7/02/18 41

Creating A More Educated Georgia Questions 42