Finance and Operations - Budget Office


Resources

The following items are provided as a resource or reference on certain Budget Office functions.


Composite Fringe Rate Information:

The following are the available groupings for the composite fringe rate

Group 01

Faculty Regular FT / PT and Summer

Group 02

Staff Regular FT and PT

Group 03

Faculty and Staff Temporary; Non-Athletics Coach / Directors Supplemental

Group 04

Athletics Coach / Directors Regular and Supplemental

Group 05

Residents / Fellows

Group 06

PostDocs

Group 09

Zero Rate

The following details the fiscal year percentage, account code for expense and e-class per grouping for the composite fringe rate

Group

FY24 %

Account

E-Class

01

31.00 %

605981

I1, I2, I3, I6, I9, ID, IE, IR, J1, J2, J3, JD

02

35.70 %

605982

A1, A3, B1, B3, G1, G3, GG, H1, H3, HG, P1, P2, P3, P4, Q1, Q2, Q3, Q4, T1, T2, T3, T4, U1, U2, U3, U4, V1

03

13.20 %

605983

A2, A4, B2, B4, B5, G2, G4, H2, H4, I4, I8, J4, J8, ZH, ZM

04

12.90 %

605984

GA, GF, ZF

05

21.30 %

605985

R1

06

18.80 %

605986

L1, L3

09

0.00 %

605989

D4, D5, E4, K4, K5, SG

Click here for a printable document detailing the above information by e-class in e-class alphabetical order.


Budget Process:

Budget Process Summary

Budget Review Template

Budget Review Template (Finance & Operations)

IBM PA (TM1) Reference Guide

Temporary Raise Form

IBM PA (TM1) Review FY22

The following are the possible review process ratings that will pull from Banner to overnight reconciliation:

Abbrev.

Scale Label

Review Type

EXT

Extension

Introductory Period Review

NI

Areas of Improvement Needed

Introductory Period Review

SA

Satisfactory

Introductory Period Review

CE

Consistently Exceeds Expectations

Standard Review

PE

Partially Exceeds Expectations

Standard Review

ME

Meets Expectations

Standard Review

PM

Partially Meets Expectations

Standard Review

NM

Does Not Meet Expectations

Standard Review


Banner Finance:

Banner 8 vs Banner 9 Navigation Shortcuts

Banner 9 Navigation Shortcuts

Budget Change (FGAJVCM)

Budget Status (FGIBDST)

Budget Summary (FGIBSUM)

Query Document (FGIDOCR)

Trail Balance Summary (FGITBSR)

Detail Transaction Activity (FGITRND)


Program Code(s) for FY2022:

Progam Code Changes for FY2022 – PowerPoint

Training Virtual Meeting and Questions (October 2021)


HR Professional Development Series, Business and Technology Module:

Presentation Slides


Reference Materials:

Banner Budget Instructions

Banner Finance Access Form (from Financial Accounting & Reporting)

Fringe Funding Summary