eUMB Financials and HRMS Working Together December 2005 1

eUMB Financials and HRMS Working Together December 2005 1

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 2

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) 3

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 autogenerated 10 character number Project ID exists in both HRMS and Financials No site logic between Account Code and Project ID 4

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 5

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 6

Account Code Conversion 2 step conversion: Convert old AC’s to new AC’s. Won’t be apparent to you unless you enter a new EFP after go-live or use T&L tasking Mass conversion of EFPs to new AC’s with FY copy forward process in June/July New page displays old to converted Account Code 7

Display Converted Account Code Owner Dept Project ID 00 Old Acct Cd 8

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 9

Smith,Sam Sears, Laura A. Kohl,Rodney J New 10

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 11

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 12

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 13