Budget Construction Tables

The Budget Construction module requires a set of reference tables and payroll tables that are necessary to perform your budget preparation. Each implementing institutions must determine how it is going to update the tables. These tables include the following.

Reference and payroll tables used for budget construction:

Table

Description

Update Method

Account Reports

Maps each account to its reporting organization for the fiscal year currently being budgeted.

Created by the Genesis job initially; changes are managed via a maintenance document.

Appointment Funding Duration

Used in the budget construction salary setting process to identify the duration of leaves from work (sabbaticals, leaves without pay, etc).

Note: The delivered set of funding duration codes are meant to be used by implementing institutions. They can be changed but changes require the application logic to be changed also.

Standard codes are delivered with the application; changes are managed via a maintenance document.

Appointment Funding Reason Code

Used in the budget construction salary setting process to indicate the reason for a particular salary increase.

Note: The delivered set of funding duration codes are meant to be used by implementing institutions, but no validation rules depend on the set and could be changed without adversely affecting the application.

Standard codes are delivered with the application; changes are managed via a maintenance document.

Budget Construction Position

Allows you to view position information. If your institution chooses not to feed position information automatically from an external payroll system, this screen also allows you to look up, create, and modify existing positions included in a budget.

The table may be created and updated automatically from your institutionís HR/payroll system (customization is required) or may be maintained via a maintenance document.

Calculated Salary Foundation Table

Tracks the funding changes for each appointment in the payroll system; identifies the accounting keys (chart, account, sub-account, object, and sub-object) that fund the position.

Your institution must populate this table from its HR/payroll system.

Calculated Salary Foundation Tracker Override

Allows you to override data contained in the Labor Distribution Calculated Salary Foundation Tracker table.

Note: Overrides are applied from CSF Tracker Override to CSF Tracker as the last step in the process that updates the Budget Construction CSF Tracker table.

Manually maintained via a maintenance document.

Intended Incumbent

Allows you to view or update incumbent information.

May be automatically updated from the institutionís HR/payroll system (requires customization) or manually updated via a maintenance document.

Organization Reports

Maps each organization to its reporting organization for the fiscal year currently being budgeted.

Created by the Genesis job initially; changes are managed via a maintenance document.

Admin Post

An optional table for informational purposes only.

Your institution must populate the table.

More:

Tables Shared with Other Modules