Overview
- In the Oracle Planning and Budgeting Tool, also known as Enterprise Planning and Budgeting Cloud Service (EPBCS), budget preparers use Task List 1 and Task List 2 to budget salary and benefits for staff and faculty members in their Financial Unit
- Updates to Staff or Faculty compensation are made on Forms 1.2 for Staff and 2.2 for Faculty
- Use the Transfer Employee action when moving the employee to another Financial Unit or a new Position
Critical Concepts
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The following steps assume budget preparer has user access to Oracle Planning and Budgeting Tool and is logged in
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The steps below show two examples of how to transfer a Staff member on Form 1.2 either to a new Financial Unit or to a new Position
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The steps are identical to transfer a Faculty member except the action would be performed on Form 2.2 (vs 1.2 for Staff)
Steps to Take
Transferring an Employee to another Financial Unit
1. From the Oracle Planning and Budgeting Tool home page, click on Tasks
2. Select Task List 1 Review and Manage Staff Planning, expand the triangle to display Task 1.2 Manage Existing Staff Positions, click to load the form
3. In Form 1.2 Manage Existing Staff Positions, update Years to the planning year to display your roster, e.g. FY22 or FY23, and update EFinUnit to the Financial Unit you want to view
4. Once Year and EFinUnit have been updated and highlighted in yellow, click the Arrow icon, to save and continue, otherwise your selections will not be saved
5. Locate the Distribution line for the individual you wish to transfer, right click, in Action menu, select Transfer Employee
6. WFP-TransferEmpl dialog box will display populated with information for that individual
7. Update the Destination FinUnit to the Financial Unit that you wish to move the employee to
8. Enter both a Transfer Date In and Transfer Date Out that are within the budget planning year, generally, the same date may be used
9. If needed, update other elements such as Fund, Function and/or Project, click Launch
10. You will return to Form 1.2 where a confirmation message displays indicating the Transfer Employee function was successful, click OK to close the message
11. In Form 1.2, locate the Distribution line for the staff member that was transferred, the Transfer Date Out you selected displays in the Transfer Date Out column, then click Save
12. A confirmation dialog box displays, click OK
13. If you have access to the Financial Unit that you transferred the employee to, you may select the EFinUnit in the Point of View and select the Arrow in order to view the employee has been successfully transferred into the destination FinUnit, the Transfer Date In that you selected will be shown in the Transfer Date In column, click Save if any updates are made
Transferring an Employee to another Position
1. Locate the Distribution line for the individual you wish to transfer, right click, in Action menu, select Transfer Employee
2. WFP-TransferEmpl dialog box displays populated with information for that individual
3. In Enter Destination Position update to the Position ID number that you wish to move the employee to
4. Enter both a Transfer Date In and Transfer Date Out that are within the budget planning year, generally, the same date may be used
5. If needed, update other elements such as Fund, Function and/or Project, click Launch
6. You will return to Form 1.2 a confirmation message displays indicating the Transfer Employee function was successful, click OK to close the message
7. In Form 1.2, locate the Distribution line for the staff member that was transferred
8. in the Transfer Date Out column, the Transfer Date Out is reflected
9. A new distribution line displays the individual in the new Position ID number
10. In the Transfer Date In column, the selected Transfer Date In, displays
11. Click Save and a confirmation dialog box displays, click OK
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