HRMS Default Accounts

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HRMS Default Accounts

• HRMS ConferenceApril 28, 2009

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• Review of Default Account Procedures
• Distributed at Campus Site Visits
• Each campus will have at least one default
  account established.
• Account does not have to be funded.
• Applies only to salaries that are normally
  encumbered. The salary for the period of the
  assignment (or the end of the fiscal year) will
  be encumbered. Only the amount needed to cover
  the unfunded portion for the pay period will
  actually be charged to the account.

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Review of Default Account Procedures (cont.)

• The account will only be used as a last resort at
  payroll processing time.
• Charges posted to the default account can be
  cleared by updating funding distribution on the
  HRMS Funding Page.
• Business Officers in the Dean and VP Offices (or
  campus administrative office) will need to
  monitor and clear accounts in a timely manner.

4
Detailed Procedures Draft (see handout)

• Insufficient Funds (non 26 accounts)
• Beginning of a Fiscal Year
• During Fiscal Year
• Account Has Not Yet Been Created (non 26
  accounts)
• Insufficient Funds (26 accounts)

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Detailed Procedures Draft (cont.)

• Account Has Not Yet Been Created (26 accounts)
• No Funding Account on Assignment
• Tracking and Clearing Default Account
• Automatic E-mail Notifications for assignments
  with no Funding