Importance of Position Numbers

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2 Importance of Position Numbers Labor Distribution information for the Job Assignment will default in from the Position Number Incorrect Position number submitted on a appointment form will cause the labor expenditures to be charged incorrectly Payroll Expenditures are charged to the NBAJOBS Labor Distribution without regard to available balances in Banner Finance; if necessary, a Finance revision to transfer funds should be processed.

3 Position Lookup Position Lookup

4 Search by Organization or Index

5 Search by Index

6 Index Results Click on Generate List of Positions

7 List of Positions Can Sort by Position Number or Account Code

8 Search by Organization

9 Org Lookup Results

10 List of Positions Can Sort by Position Number or Account Code Activity Code

11 List of Positions by FOAPAL NYBR002

12 Incorrect Salary expenses All corrections must go through a P/R No transfer vouchers or journal entries Payroll does a special Redistribution P/R Contact Accounting Departments: Financial Reporting or Grants Submit Revised Appointment papers to HR Be sure to write REVISED on top Line through the FOAPAL # & position # and write the correct information

13 NHIDIST Labor Distribution Data Inquiry

14 NHIDIST Multiple Searches

15 Download into Excel

16 New Fringe Benefit Rate Fiscal Year Effective Date Percentage based on Annual Salary Salaried 27.8% Hourly 43.2% Temporary 7.7% New Account code to be used for actual expenditures Benefit Budget Pool will be adjusted for new year

17 University Benefits Longevity Acct code Acct code Acct code Acct code GA Fee Waivers Acct code {Summer Term not covered} Monthly ABR file created by Fin Planning

18 Budget Transfers or Accounting Transfer Vouchers Salaries will always have to be moved with a redistribution P/R Transfer Vouchers are used when operating expenditures are incorrectly charged

19 Banner Budget Transfers Paper or Online BD04, Temporary Budget Adjustment Banner Account Codes which require paper Budget Transfers 5xxxx, Revenue Account Codes 61110, 61210, 61310, 61312, and 61610, Regular Pay Positions 61x51, Interim Pay 61x81, One Time Bonus (Funds beginning with 12 ) Transfer between Funds (121212, Tom the Tiger Conference to , Undesignated E&G) BD02, Permanent Budget Adjustment All Account Codes must be on paper (Revenue / Salary / Benefits / Expense)

20 Types of Banner Budget Transfers

21 Revenue Budget Revisions Have to be submitted on Paper Description or explanation of changes TBR requires Analysis Table on all changes in Revenue Review in Fall & Spring budget

22 BD02 Permanent Request Budget Adjustment (Revenue) with attached documentation

23 BD04, Temporary Request Budget Adjustment (Revenue) with attached documentation

24 Current Year Position Budget Transfer Finance Banner BD04

25 BD04 Temporary Request Budget Adjustment (Transfer between Funds) with attached documentation for transfer Note: Account Code 82610, Intrafund Transfer

26 Banner Online BD4 Department Temporary Budget Adjustment

27 Banner Online BD4 Department Temporary Budget Adjustment

28 Banner Budget Pool Account Code Listing

29 Budget Status by Organizational Hierarchy

30 Budget Query Account Type

31 Budget Query Balance Available

32 SSB Add Computed Column for Base Budget

33 University Budget Administration Carryforwards Carryforward of year-end balances: At this time year-end policy has not been approved Carryforward of negative year-end balances: At this time year-end policy has not been approved No carryforward for Regular Salary Account Codes: 61110, 61210, 61310, and Need to Review Group Salary Acct codes for negatives

34 Departmental Funds 12xxxx Carryforwards Most Departmental Funds beginning with 12 will require a paper BD04, Temporary Budget Adjustment form submitted with documentation: LandScape print-out of INB form FGITBSR, Trial Balance Summary FY07 e~print print-out of FGRBDSC, Budget Status (Current Period) for 30Jun2007 Submit Approved BD04, Temporary Budget Adjustment form to Financial Planning for processing (will be onesided) Carryforward negative year-end balances will need to addressed due to Accounting will be sending out notices of Debit Fund Balances

35 BD04, Temporary Budget Adjustment (Current Year Only) with attached documentation Note: One-Sided Entry

36 INB form FGITBSR

37 Just enough time for questions!