People Soft Tips and Tricks Hyperion PSPB Public

People. Soft Tips and Tricks & Hyperion PSPB (Public Sector Planning and Budgeting) Mary Simon, Sr. Director Budget Planning and Development April 15, 2015

People. Soft Tips and Tricks To view Absence history and absence balances

People. Soft Tips and Tricks People. Soft Transactions (refer to http: //www. utsa. edu/financialaffairs/accounting/) PACxxxxxxx PPAxxxxxxx Accounts Payable transaction; Voucher Id = Document ID EACxxxxxxx EPAxxxxxxx Travel & Expense transaction; Report ID = Document ID UTZxxxxxxx Banner deposit interface; also, Query for departments to use to get more details of what makes up the balance on the Banner file: UTS_BANNER_DD_JRNL_CC_PROJ or UTS_GL_BANNER_DD_JRNL_DTL) TJLxxxxxxx Treasury Journal transaction; Used to record transactions that process through the Bank (i. e. wire payments) HPYxxxxxxx Payroll interface from HCM; detail does not show up on the Budget Overview, however is part of the MFR reports. Corrections to payroll must be requested via Department Budget Table (DBT) process SCxxxx Entry to record IDT expenses from Service Center (ie, mail charges; UC usage, etc) AMxxxx This is an entry from the Asset Management Module Transfers between cost centers are recorded as a Budget Transfer Adjustment in Commitment Control.

People. Soft Tips and Tricks Reminders: § Departments are reminded to use speedcharts. This will save on data entry and alleviate keying errors. § Transactions that hit a balance sheet account (i. e. Housing deposits) will not show on the budget overview screens. The budget overview reflects revenues and expenses.

Hyperion Public Sector Planning and Budgeting (PSPB) Update

Hyperion PSPB § Go Live Date postponed by one week and scheduled for Monday, April 27 th § Training for Area Budget Coordinators has been rescheduled for week of April 27 th. § Budget Office is preparing data files for Area Budget Coordinators (approx. 60 users) to assist them in the review of Budgets and Positions being loaded. § Hyperion Smart View will be available for Hierarchical reporting (department hierarchy; roll up by VP); Area Budget Coordinators will need to install Excel 2010. § Routing of cost center budgets will not be implemented until next year; therefore, Area Budget Coordinators will notify VP Area Budget Coordinator once budgets are ready for review.

Hyperion PSPB § Position will load to Hyperion as of 4/12/15 or later. § All A&P, Classified, Tenure (FA 1) and Non-Tenure (FA 2) will be loaded based on current compensation rates. § Unable to load Academic Rate for Faculty since data is not housed nor maintained in HCM; therefore, only Faculty contract pay will be loaded. § Budget Coordinators will review and adjust budgeted salary amounts as needed. § If a position is not permanently budgeted, position will need to be removed. § Hyperion is not a transactional based system; therefore, excel spreadsheets will need to track detailed changes to Cost Center accounts. § Hyperion will provide the ability to attach supporting documents, such as excel spreadsheets.

Any questions?