NBAPBUD Form

Fiscal Year

This is the fiscal year for which the position will be effective (data entered should reflect the end of the current fiscal year, ex: 2007-08 enter 2008).

Position

This will default to the position number from NBAPOSN if moving to this form from NBAPOSN. If entering directly, use the 6-character code (single letter for campus followed by 5 digits).

Employee Class

This field is displayed only on this form and defaults from the Position code.

Position Title

This field is displayed only on this form and defaults from the Position code.


Position Budget

Status

After budget and FOAPAL data are entered on the Salary Budget tab, this status value automatically becomes 'Active'. A job can be assigned only to a position whose status is Active and the position must be Active to be pulled into Salary Planner. A position that will no longer be used, e.g., a discontinued department's staff position, can be 'Cancelled'; it can be re-activated later if desired. Cancelled status can be assigned to a position only if all employee job records assigned against the position have been terminated. 'Cancelled' is currently not used except in rare situations. A position that has been budgeted for, has not been filled for a period of time, and is to be re-activated at some point, can be 'Frozen'. This status is used in cases such as if there is a hiring freeze, or a position is left vacant to utilize salary savings. 'Frozen' is currently not used. When a position is created on NBAPOSN, its status is 'Inactive'. This status may be used if the position is not intended to be budgeted or filled for an indefinite period of time. It can still be used in Applicant Processing or other specialized purposes. Once a position has a status other than Inactive, it cannot be changed back to Inactive.

Valid values: Active, Cancelled, Frozen, or Inactive

Budget Profile

Positions selected for extraction for Salary Planner are based on this code. One needs to know the E-class, P-class and source of funds in order to select this value appropriately. 'M' and 'X' will not be pulled in to Salary Planner. The budget profile code should not be left blank for Open Range or Academic Professional positions; if it is, the position will not be pulled into Salary Planner; positions with GA E-class must have blank budget profile code in order to be pulled into Salary Planner.

Valid values: X (Non-budgeted), R (Recurring), RO (Open Range Recurring), N (Non-recurring), NO (Open Range Non-recurring), B (Grant), BO (Open Range Grant), M (Multi)

Type

This value indicates whether the position can be assigned only to a single person, or 'pooled' for assignment to multiple people.

Valid values (radio button): Single, Pooled

COA

This code indicates the campus or major accounting entity which 'owns' the position. Something must be entered here before leaving the form; otherwise the user will receive an error and cannot enter data on the Salary Budget tab.

Valid values: 1, 2, 4, 7, or 9

Position Effective Dates

Begin Date

The Begin Date defaults with today's date. The Begin Date should reflect the date the position was created and/or approved. For new academic positions, it should be on or after the date the PAPE was approved, and cannot be a future date. The job begin date cannot be set up earlier than this date.

End Date

This is normally left blank unless the position will no longer be used. The end date should not be entered when establishing a position. This should only be entered when the position is to be ended permanently. The end date must be blank in order to move the active position to the next fiscal year, and to be pulled into Salary Planner. Jobs related to the position must be ended prior to ending the position.

Budget Roll Rules

Salary

This defaults to the value 'Current Salary' and should not be changed.

Premium Earnings

This defaults to the value 'Not Applicable' and should not be changed.


Salary Budgets

Fiscal Year

This is the fiscal year for which the position will be effective (data entered should reflect the end of the current fiscal year, ex: 2007-08 enter 2008).

Status

Status is 'Approved' unless the fiscal year processing is occurring or during the org transfer process. 'Working' status is used for positions for the upcoming fiscal year during fiscal year processing. The previous year's positions are changed to 'Closed' status after fiscal year processing is complete. 'Transfer' is put on the record during Org transfer processing.

Valid values: Approved, Working, Closed, Transfer

COA

This is read-only and defaults from the Position Budget form. [This code indicates the campus or major accounting entity which 'owns' the position.]

Organization

'Org' number of organization the position belongs to. Values here are limited by user security.

Budget ID

Should be 'H' followed by the Fiscal Year (e.g. H2007 when FY=2007, H2008 when FY=2008, etc.).

Phase

Should be HLAB plus last 2 digits of fiscal year (e.g. HLAB08 when FY=2008, etc.)

Create Date

Defaults to the current date; must be within Fiscal Year above. This would be changed in the case of a working budget during Fiscal Year processing - Central HR changes this for Civil Service to reflect when the Department offices want the budget to start; or if Org Transfer becomes effective another date.

Salary Group

Based on fiscal year (e.g. 2007, 2007A, 2008, 2008A, 2008B).

Base Units

Defaults to 12 (monthly) or 26 (bi-weekly), based on pays-per-year as set up for the position. The default should not be changed.

Salary

Budgeted Amount

A value must be entered; it must either be "0" for non-budgeted positions or the salary amount for budgeted ones. In Org Code transfer, the Remaining Amount must reflect 0. (e.g. if 'Remaining Amount' is negative, the Budgeted Amount must be altered so that the calculated 'remaining amount' is not negative; then after overnight processing takes place, the amount can be corrected).

Encumbered Amount

Display only; this is calculated based on Budgeted Amount and financial processes.

Expended Amount

Display only; this is calculated based on Payroll processing.

Remaining Amount

Display only; this is based on the calculation of 'Budgeted Amount' minus 'Expended Amount'.

Position Budget Basis

Defaults to 12 (monthly) or 26 (bi-weekly) based on pays-per-year as set up for the position. The default should not be changed.

Budget Appointment Percent

Defaults to 100 and should not be changed.

Budget FTE

Full Time Equivalent (normally 1, but can reflect part-time FTE if appropriate).


Labor Distribution

Fiscal Year

Display only - defaults from Position Budget form.

Status

Display only - defaults from the Position Budget form.

COA

Display only - defaults from the Position Budget form.

Organization

Display only - defaults from the Salary Budget form.

Budget ID

Display only - defaults from the Salary Budget form.

Phase

Display only - defaults from the Salary Budget form.

FTE

Display only - defaults from the Salary Budget form.

Date Created

Display only - defaults from the Salary Budget form.

Salary Group

Display only - defaults from the Salary Budget form.

Salary

Budgeted Amount

Display only - derived from data on the Salary Budget form.

Encumbered Amount

Display only - derived from data on the Salary Budget form.

Expended Amount

Display only - derived from data on the Salary Budget form.

Remaining Amount
Display only - derived from data on the Salary Budget form.
Index

This serves as a shortcut for the FOAPAL code. It is set up with OBFS, primarily for those with multiple accounts (set up on FTVACCI), and is not used by all.

Fund
This is the fund code that will be the source of the position's budget.
Orgn

This is the organization code that will be the source of the position's budget.

Account

This is the account code that will be the source of the position's budget.

Program

This is the program code that will be the source of the position's budget.

Activity

This is the activity code that will be the source of the position's budget.

Salary Budget

The amount of the salary budgeted to this FOAPAL; defaults in from the Salary Budget form, but can also be entered directly.

Percent

The percentage of the salary budgeted to this FOAPAL; total of all FOAPAL lines must equal 100 in order to save the record.

To Be Posted

Display only - derived from data on the Salary Budget form.

Totals (Salary Budget)

Display only - derived from data on the Salary Budget form.

Totals (Percent)

Display only - derived from data on the Salary Budget form.

Totals (To Be Posted)

Display only - derived from data on the Salary Budget form.


Comments

Comments

This field contains textual comments related to the Salary Budget; it is only accessible from the Salary Budget tab, and departments do not see this. If changes are made at any point, a comment should be added here.


Fields Not Used in NBAPBUD

      Position Budget

        Budget Authorization
      • Authorized By

      Salary Budgets

        Salary
      • Create FTE or Salary Records

      Fringe Benefit

        Actual Fringe Total
      • Fiscal Year
      • Status
      • COA
      • Organization
      • Budget ID
      • Phase
      • FTE
      • Date Created
      • Salary Group
        Salary
      • Budgeted Amount
      • Encumbered Amount
      • Expended Amount
      • Remaining Amount
        Benefit
      • Budgeted Amount
      • Expended Amount
      • Remaining Amount
      • Budget to be Posted

      Premium Earnings Totals

      • Fiscal Year
      • Status
      • COA
      • Organization
      • Budget ID
      • Phase
      • FTE
      • Date Created
      • Salary Group
        • Salary
        • Budgeted Amounte
        • Encumbered Amount
        • Expended Amount
        • Remaining Amount
          Benefit
        • Budgeted Amount
        • Expended Amount
        • Remaining Amount
        • Budget to be Posted
          Salary
        • Location
        • Project
        • Cost
        • New