School of Graduate Studies

Transcription

1 School of Graduate Studies DATE: June 8, 2018 TO: FROM: Administrators and/or Graduate Administrators Dina LoPresti, Budget & Financial Analyst RE: Graduate Student September Payment System, The payments to Graduate Students for the academic year must be entered on the "Financial Support Database" (FDB). This database is used for various purposes by many individuals within the School of Graduate Studies. The information is required to issue payments to returning graduate students or students who are expected to begin graduate school in September and it will be extracted from this database. You can access the financial database by going to: Only students for whom you have populated and saved funding information in the "Financial Support Database" section of the database and if required, approved by Research Finance will be transferred to Mosaic. Just a reminder that payments are processed through 2 different systems, therefore you must be very careful when populating the FDB. If you are not paying a student DO NOT populate any of the fields. NOTE: Due to the timing of processes, individuals that HAVE NOT been cleared to graduate will still be displayed on the FDB. Timeline: The "Financial Support Database" will be open as of Friday, June 8, You must enter the chartfield information for all sources of funding (operating, trust and research) into the financial database by 9:00 a.m. on Thursday, August 16, All back up must be submitted to the appropriate Research Finance office by this date. This information will be needed to ensure the data and tables between Finance, HR and Campus Solutions are set up correctly. This is a manual process, which is why the team needs extra days to process this. It is your responsibility to ensure that all information for new and returning students is submitted on time. If you have any questions regarding the database, please contact me via at loprest@mcmaster.ca. Just a reminder that a student will only get paid on Friday, September 14th if they have registered and have a least one placeholder course in each term by 8 p.m. on Wednesday, August 22nd. If the student didn t register by 8 p.m. on Wednesday August 22nd, you will need to submit a copy of what you entered into the FDB or a paper form to gradpay@mcmaster.ca. As a result, the student will receive their payment(s) by the next payment cycle. NOTE: All TA/RA in lieu payments are handled by the HR Service Centre. For the Academic Year the payments for September 2018 should be entered into the Financial Database. Any questions pertaining to these payments must be directed to your HR Team member.

2 COMPLETING THE FINANCIAL DATABASE APPENDIX A The notes below are to help you determine what information is relevant for specific areas of the "Financial Support Database". Please refer to them as you are completing the information on-line. For all payments other than Tri Agency Awards, please review the chartfield that is attached to the funding name on the SGS Financial Support Database (SGS FDB). If the chartfield is not correct, please provide the correct information by e- mail to loprest@mcmaster.ca. These chartfields are attached to your positions in HR and item types in Campus Solutions. The student number, name, program, degree, term/level, and visa status will automatically populate for each student based on the information that was entered in Campus Solutions. If any of this information is incorrect, please send an to sgsrec@mcmaster.ca. 1. COPY TO CURRENT no longer available - For new admissions, the department recommendation has been pre-populated in the top right hand corner of the FDB. Due to the fact that there is no longer a direct relation from the funding options on the Departmental Recommendation system and the item types on the Financial Support system, the copy to current feature for new student admissions has been removed. 2. FUNDING NAME - Select the appropriate funding name for the payment you are processing - Refer to Appendix B for list of definitions - If you choose Other Scholarships, a list of your item types will be listed first, followed by a list of Tri Agency Awards, followed by a list of all other awards 3. CHARTFIELD - This field will automatically populate for all funding payments except for RA in Lieu of TA and Research Scholarship payments. A sample format is shown on the financial database of the required fields 4. HOURS - Hours, including the additional 3 hours of training, must be inputted for TA and RA in Lieu of TA payments as these payments are considered to be employment income. The "Gross Amount" field will be automatically calculated and populated for TA and RA in Lieu of TA payments - Hours are not required for Scholarship payments 5. GROSS AMOUNT - This field will automatically calculate based on the hours that were entered and it will populate for TA and RA in Lieu of TA payments 6. PAY TERM - You must choose the appropriate pay term from the drop down box - Employment income (TA and RA in lieu of TA payments) must be paid when the work is being done - All scholarship payments will be paid as a lump sum approximately mid-month in September, mid-month in January, and mid- month in May NOTE: -Entrance Scholarships are to be paid in the first term of study and are not prorated if a student leaves. -Every payment has to be entered in as an amount payable for each term. You must make sure the amount(s) over the term(s) equal the total amount you want to pay as not all amounts are equally divisible by 2 or 3

3 COMPLETING THE FINANCIAL DATABASE APPENDIX A i.e. If a student is paid a Tri Agency Award totaling $15,000 for the academic year, then $5,000 should be entered in for each term. If a student is paid a Tri Agency Award totaling $17,500 for the academic year, then $5, should be entered for 2 of the terms and $5, should be entered for 1 term the total award paid can t be over or under. -Also note, that if you are paying a newly admitted student, the copy to current feature is still available but you must make sure you change the amount to be the amount per term as the total amount will populate. 7. RESEARCH APPROVAL PROCESS -The appropriate Research Finance Office requires a pay authorization for each student for whom you are paying on a research project. - You can obtain a completed pay authorization form by selecting "Print Ind. Report for Auth." on the drop down menu under Report". Refer to Diagram 1 below. -The faculty member who has signing authority on that chartfield must sign and date the form before you forward it to research finance. YOU DO NOT HAVE TO FORWARD A COPY TO SGS. 8. AUDIT REPORT Once the Financial Database is closed, please submit a summary report to SGS Lorna Thomas. This report must be dated and signed by the department administrator. You can obtain a completed summary report by selecting Print Summary Report on the drop down menu under Report. Refer to Diagram 1 below. SGS requires this report for auditing purposes. Diagram 1.

4 FUNDING NAME DEFINITIONS APPENDIX B TEACHING ASSISTANTSHIP (TA) Article 13 - Payments to an employee who has been hired according to the terms and conditions of the collective agreement between McMaster University and the Canadian Union of Public Employees (CUPE) Local 3906 Unit 1. These monies MUST be paid when the work is scheduled to be done and are paid via the HR module. These monies are paid biweekly. RA IN LIEU OF TA - Article 2.01(b) - Payments to an employee who is eligible for a teaching assistantship under Article 13 and to whom a faculty member, or department, has arranged to assign a specific research project instead. These monies MUST be paid when the work is scheduled to be done and are paid via the HR module. These monies are paid biweekly. RESEARCH SCHOLARSHIP - Funds provided by a faculty member to a student to support the student's research project. These monies are allocated from Funds 50, 55, 80, 85 and must be approved by the appropriate research finance office. These monies are paid as a lump sum per term via the HR module. If a project number is not available before the payment is made, please use fund code 20, account , your department account NOT the SGS department account, and your department program codes. SCHOLARSHIPS other than Research Scholarships -The type of scholarship payment made to the student is identified by an Item Type. These monies are paid as a lump sum per term via the Campus Solutions module -The Tuition Bursary was renamed to Tuition Scholarship As of September 1, 2018 all PhD students will be charged domestic fees. Therefore, tuition scholarships can only be paid to Masters Visa students. NOTE: RESEARCH ASSISTANT (RA) - Payments to an employee for research work. These payments are not included in the collective agreement between McMaster University and the Canadian Union of Public Employees (CUPE) Local 3906 Unit 1. These are temporary contracts that must be processed through HR Services. Please indicate on the HR event form in the comment section that this is a full time Graduate student.

5 INFORMATION ABOUT EMPLOYING STUDENTS APPENDIX C EMPLOYMENT INCOME paid to full time graduate students - Monies must be paid when the work is scheduled to be done. Payment in the incorrect term may affect the employee s taxes. These monies consist of Teaching Assistantships, Research Assistantships in lieu of Teaching Assistantships, Sessional Faculty, and Temporary/Casual payments. These monies are paid biweekly via the HR module All employment payments are processed by the HR Service Centre and should be ed to your individual HR Team member or mailed to CSB 202. Any questions pertaining to these payments, social insurance numbers, and CUPE Local 3906 (TA and Sessional Faculty) should be directed to HR. NOTE: Due to the additional 3 hours per term Health and Safety Training policy all TA and RA in lieu payments must be entered in for each term i.e. September to December, January to April, or May to August. Hours per term, including the 3 hours of training, must be entered as the total hours to be paid per term. Neither HR nor SGS will be adding the 3 hours per term. Undergraduate and Non-McMaster Teaching Assistants are not paid through the SGS Financial Support database. These payments are processed through the HR Service Centre. HR can be reached via your individual HR Team member or extension PERMISSION TO WORK AT MCMASTER Full time graduate students are expected to limit time spent on employment both inside and outside the University to an average of 10 hours per week. No exceptions totaling more than 505 hours at McMaster in a single academic year (September to August) will be allowed. The Permission to work form is no longer available. A Worked Hours report has been developed and will be run by SGS on a monthly basis. When a student has reached a certain hour s threshold, the student and program administrator will be notified via . If notified a student will have to decide whether to stop working or continue working but change their student status from full time to part time.

6 JUST A REMINDER APPENDIX D Graduate students may receive two separate payments, depending on the type of funding they are paid: 1. Campus Solutions Module All scholarship payments other than Research scholarships are processed through this module. A T4A form will be provided for these payments at tax time. These monies will be paid as a lump sum per term directly to the student by direct deposit to their bank account. If the student hasn t entered banking information in Campus Solutions then a cheque will be mailed to the mailing address that is provided in MOSAIC Student Services Center under the Personal Information - Contact Information section. These monies are not taxed. A pay schedule is attached. 2. Human Resources Module Research Scholarships are scholarship funds provided by the supervisor. A T4A form will be provided for these payments at tax time. These monies will be paid as a lump sum per term directly to the student by direct deposit. These monies are not taxed. Employment Income are employment funds from work performed on campus. A T4 form will be provided for these payments at tax time. The net amount of these monies are paid biweekly, directly to the employee by direct deposit. These monies are taxed. More information about employment payments is provided in this package in Appendix C. For these two types of payments, if the student hasn t provided banking information to the HR Service Center, a cheque will be produced and the student will have to pick up a cheque. A pay schedule is attached. If there are any changes to a student s funding that occurs during the year you must notify the student in writing. This will assist them with budgeting. A template letter is attached for your use. RA in Lieu & Research Scholarships - It is mandatory that all departments pay these payments by direct research charges. Please remember that you must get Research Finance approval on these forms before you send them to the appropriate areas. The following account-codes have been created for payments to Graduate Students: Fund Code Account 50 or 55 or 80 or Masters Can/PR 50 or 55 or 80 or PhD Can/PR 50 or 55 or 80 or Masters Visa 50 or 55 or 80 or PhD Visa If a project number is not available Stop Pays - You must submit a form to stop a student's pay. This is particularly important as most students opt to be paid by Direct Deposit. You will be responsible for recovering monies paid to students if you forget to send the paperwork, or fail to send it in a timely fashion. If you are stopping scholarship payment(s), please submit a Graduate Student Stop Payment and Change of Account form to SGS either via to gradpay@mcmaster.ca or via mail to GH 212. If you are stopping employment payment(s), please submit a HR Event form to the HR Service Centre either via to your HR Team member or via mail to CSB 202. Thesis Submission If a student submits their FINAL thesis by September 28, 2018 they will be cleared to graduate as of August 31, Therefore, they do not need to register nor does any information need to be entered into the financial database or a payment form sent to SGS. The student will not receive any payment for the September 2018 pay. If the student does not anticipate meeting the above deadline, then they MUST register to receive financial support.

7 Tri Agency Awards APPENDIX E Item Type Award Description Annual Value Term of Award Unit Fund Acct DeptID Project Amount per term The CIHR CGS Doctoral $30,000 up to 3 years MAC $10, The CIHR CGS Masters $17,500 1 year MAC $5, for 2 terms & $5, for 1 term The CIHR Fellowship $55,000 max up to 5 years MAC The CIHR Michael Smith Foreign Study Scholarship up to $6,000 one time MAC The CIHR Vanier Graduate Scholarship $50,000 3 years MAC $16, for 2 terms & $16, for 1 term The NSERC CGS Doctoral $35,000 2 or 3 years MAC $11, for 2 terms & $11, for 1 term The NSERC CGS Masters $17,500 1 year MAC $5, for 2 terms & $5, for 1 term The NSERC Michael Smith Foreign Study Scholarship up to $6,000 one time MAC The NSERC PGS Doctoral $21,000 2 or 3 years MAC $7, for 3 terms The NSERC VANIER Graduate Scholarship $50,000 3 years MAC $16, for 2 terms & $16, for 1 term The Ontario Graduate Fellowships $12,000 1 year MAC $4, for 3 terms The Ontario Graduate Scholarships $15,000 1 year MAC $5, for 3 terms The Ontario Trillium Scholarship $40,000 4 years MAC *NOTE Below The SSHRC CGS Doctoral $35,000 3 years MAC $11, for 2 terms & $11, for 1 term The SSHRC CGS Masters $17,500 1 year MAC $5, for 2 terms & $5, for 1 term The SSHRC Doctoral Fellowship $20,000 1 to 4 years MAC $6, for 2 terms & $6, for 1 term The SSHRC Michael Smith Foreign Study Scholarship up to $6,000 one time MAC The SSHRC Vanier Graduate Scholarship $50,000 3 years MAC $16, for 2 terms & $16, for 1 term NOTE for The Ontario Trillium Scholarship: - If the student accepts the award to start in May-the $26, amount from the Ministry must be entered in as $8, for May and September and $8, for January - If the student accepts the award to start in September -the $26, amount from the Ministry must be entered in as $13, for September and January

8 CHARTFIELD DETAILS APPENDIX "F" Fund Code PS Accounts Description Type of Funding Module Grad Scholarships - CDN Scholarship Campus Solutions- Item Type Grad Scholarships - FOREIGN Scholarship Campus Solutions - Item Type Grad University Scholarships Scholarship Campus Solutions - Item Type Grad Tuition Scholarship Scholarship Campus Solutions - Item Type Grad Research Scholarships (if project not open)-note Below Scholarship Human Resources - Earnings Code GSR TA Recovery from Scholarship Employment Finance - Journal Entry Travel - General Expense Travel/Expense Reports or non-po Voucher TA-FT Grad in Time Employment Human Resources - Earnings Code TAG TA-FT Grad overtime/non Mac Employment Human Resources - Earnings Code TAN 50,55,80, RA in Lieu/Research Scholarship-Masters CDN Employment/Scholarship Human Resources - Earnings Code RAA/GSR 50,55,80, RA in Lieu/Research Scholarship-PHD CDN Employment/Scholarship Human Resources - Earnings Code RAA/GSR 50,55,80, RA in Lieu/Research Scholarship-Masters FOREIGN Employment/Scholarship Human Resources - Earnings Code RAA/GSR 50,55,80, RA in Lieu/Research Scholarship-PHD FOREIGN Employment/Scholarship Human Resources - Earnings Code RAA/GSR NOTE: If a project number is not available before the payment is made, please use fund code 20, account , your department account NOT the SGS department account, and your department program codes.

9 Print on Department letterhead Student No: [00XXXXXX] [Day], [Month, Day, Year] [Student First and Last Name] [Program] Dear [Student First Name] [Surname] [Empl ID] This correspondence outlines the changes to your financial support for the 2018/19 academic year (September 2018 August 2019). For the 2018/19 academic year, your total financial support was (total amount). Your total financial support has been changed to (new total amount). Funding Name Total Amount Term 1 Term 2 Term 3 Entrance Award Tri Agency Award enter name Department Scholarship Graduate Scholarship Tuition Scholarship MA Visa Research scholarship TAship RA in Lieu of TA Please let me know if you have any questions or concerns at [insert contact information and office hours]. Sincerely, [insert title. Normally sent by Department Administrator or Graduate Chair/Assistant Dean]

10 Graduate Students Payment Schedule TA and RA in lieu of TA Payments Paid Biweekly All Scholarship Payments Paid Lump Sum Per Term September to December January to April May to August September 14, 2018 September 14, 2018 January 18, 2019 May 10, 2019 January 18, 2019 September 28, 2018 February 1, 2019 May 24, 2019 May 10, 2019 (tentative) October 12, 2018 February 15, 2019 June 7, 2019 *MCMASTER WILL SEND October 26, 2018 March 1, 2019 June 21, 2019 THESE PAYMENTS TO THE BANK BY THE ABOVE DATES. November 9, 2018 March 15, 2019 July 5, 2019 IT MAY TAKE 3 TO 5 BUSINESS DAYS FROM THE ABOVE November 23, 2018 March 29, 2019 July 19, 2019 DATES BEFORE THE MONIES ARE DEPOSITED INTO THE December 7, 2018 April 12, 2019 August 2, 2019 EMPLOYEES BANK ACCOUNT. December 21, 2018 April 26, 2019 August 16, 2019 *PAYMENT FORMS RECEIVED AFTER THE START OF TERM *PLEASE NOTE THERE IS NO PAYMENT FOR THE PERIOD OF INITIAL CUTOFF DECEMBER 16, 2018 TO DECEMBER 29, 2018 (pay date January 4, 2019). DATE WILL BE PROCESSED ON AN INDIVIDUAL BASIS. RESEARCH SCHOLARSHIP CUT OFF SCHEDULE FOR PAY FORMS SHOULD BE SENT TO THE SCHOOL OF GRADUATE STUDIES Gilmour Hall, room 212 PAY DATE RESEARCH SCHOLARSHIP PAYMENT FORM TO SGS BY PAY DATE RESEARCH SCHOLARSHIP PAYMENT FORM TO SGS BY 28-Sep-18 NOON WED. SEPT. 12, Mar-19 NOON WED. MAR. 13, Oct-18 NOON WED. SEPT. 26, Apr-19 NOON WED. MAR. 27, Oct-18 NOON WED. OCT. 10, Apr-19 NOON WED. APR. 10, Nov-18 NOON WED. OCT. 24, May-19 NOON WED. APR. 24, Nov-18 NOON WED. NOV. 7, May-19 NOON WED. MAY 8, Dec-18 TBD 07-Jun-19 NOON WED. MAY 22, Dec-18 TBD 21-Jun-19 NOON WED. JUN. 5, Jan-19 NOON WED. JAN. 2, Jul-19 NOON WED. JUN. 19, Feb-19 NOON WED. JAN. 16, Jul-19 NOON WED. JUL. 3, Feb-19 NOON WED. JAN. 30, Aug-19 NOON WED. JUL. 17, Mar-19 NOON WED. FEB. 13, Aug-19 NOON WED. JUL. 31, Mar-19 NOON WED. FEB. 27, 2019