BUDGET CONSTRUCTION
TIP SHEET
For FY14
Budget Construction Environment:
· Go to KFS
· Click Access all Financial Services
· Click “Budget Construction Selection” Link
o My Accounts – will list all your accounts
o Load Document – will pull up the account for which you want to enter budget
§ “Edit Access Granted” will appear in upper left corner if account is accessible to you for budget construction.
· When finished editing a page, use the application’s “Close” button” instead of the “X” in the top right corner of the browser window which will lock out any other users. Per Rozzie, the Save prompt and the extra close window button may be removed, hopefully by May 2. Currently, clicking the “Close” button immediately returns the user to the previous page as well as closing any second window that may be open. You must click the “Save” button before clicking “Close” or any updates on the page will be lost.
Miscellaneous Tips for Budget Construction:
· http://www.fms.indiana.edu/kfs/budget-construct/Budget-Construct-KFS-Training-Doc.pdf
Link to KFS Budget Construction Reference Guide.
o Always use buttons inside the application.
· http://www.fms.iu.edu/kfs/budget-construct/Budget-Construction-Import-Guide.pdf
Link provides Budget Construction Import Guide – for importing files into KFS budget construction
Tentative Dates:
· May 22nd RC’s will be Sent:
o Instructions & Guidelines
o Salary Policy
o Union Negotiations should be completed
· June 3-7 – Budget pulled up to campus level
· June 20/21 – Trustee Meeting – Approval of 2013-14 Operating Budget
· June 21 – Budget and Salary Loads
Blank Rates on Salary Setting Screens
When setting salaries for bi-weekly employees in quick salary setting, position salary setting or incumbent salary setting, if the intent is to set the request to zero then also set the hourly rate to zero. Or, if the intention is to not fund the line, then the line should be marked delete.
Salary Setting: Budgeting 2480 & Non-Union 2500
Salaries requests for non-union support staff should be set by the department/school. These positions include Confidential, (GS) General Supervisors, (NU) Nurses, (NA) Nursing Assistants, and some (TE) Technical positions physically located on other campuses but paid on a BL account.
The hourly rate is the basis for calculating increases for all employees which are paid bi-weekly. This also includes the PAO & PAU classifications.
When setting the annual amount and/or the hourly rate, be sure to click on the “normalize” button.
Bi-weekly employees should have the same hourly rate regardless of how many accounts support their salary. (When a salary is split multiple ways and/or in small percentages, a 1 cent deviation in the hourly rate is allowed due to rounding).
Employees can have different hourly rates only if they are paid from more than one position number.
If you have any questions, please contact Rozzie Gerstman or Patti Quimby.