POSITION BUDGETING

• Position budgets are initially loaded from completing the annual budget development process.
  
  
• Throughout the year, position budgets may be changed by completing a Budget Journal.
  
  
• Position budgets are stored in the UHS Financial system.
  
  

PROCESSING FUNDING SOURCE CHANGES FOR POSITIONS (for directing current year expenses only)

• Funding source changes for positions are made on the Position Request Form (PRF - from HRMS) and entered into the Department Budget Table. 
  
  Specifically, section 3 of the form is updated with the new Combination Code (funding information).  The Combo Code is comprised of the Business Unit and GL Speed Type. This code is created by 1) establishing a Salary & Wage budget (B5006 budget node) for a position by processing a Budget Journal; and 2) running the Combo Code Maintenance process in HRMS.
  
  
• Once this has been done, the Combo Code is available to be used on the PRF.  If you try to complete the PRF and the Combo Code is not available; it means either the position budget has not been created in GL or the HRMS process has not run. 
  
  
• In order for the funding change to work correctly, please adhere to the “PRF Deadline for Funding Only” date on the Payroll Calendar that is distributed each month.  This deadline is established to ensure there is enough processing time before the trial payroll runs.
  
   
• After the payroll distribution process, the expenses should be charged to the cost center indicated on the PRF.  Earnings expense accounts are determined by their job code.  The job code is mapped to a specific expense account (i.e.job code 0360 - President is mapped to account 50104).  Click the link below to view the mapped job code list.