Initiating a Salary Expense Transfer Document

1.     Select Salary Expense Transfer from the Main menu.

2.     Log into the KFS as necessary.

The system displays a blank ST document.

3.     Complete the standard tabs.

Note: For information about the standard tabs such as Document Overview, Notes and Attachments, Ad Hoc Recipients, Route Log, and Accounting Lines tabs, see Standard Tabs.

4.     Enter the fiscal year and employee ID and click Description: buttonsmall_search.

5.     Make selections and click Description: buttonsmall_retselected.

6.     Make amount changes as necessary and/or delete unwanted lines in the From section of the Accounting Lines tab; then click  Description: tinybutton-copy2or Description: tinybutton-copyall to copy the desired rows to the To section.

7.     Make necessary changes in the To section.

8.     Click Description: buttonsmall_submit.

The document is routed to the fiscal officer of the account as well as any other reviewers.

9.  Review the Labor Ledger Pending Entries tab.

10.  Review the Route Log tab.

The document is routed to the fiscal officers for each account used in the accounting lines. The Route Status value is 'ENROUTE'.

Note: For more information about the Route Log, see Route Log.

11.  Appropriate fiscal officers and other reviewers approve the document.

Note: For more information about how to approve a document, see Workflow Action Buttons.