INSTRUCTIONS FOR VALIDATION OF COMMUNICATIONS WORKER CHARGES. To drill down and validate the charges, follow the simple instructions below;

Transcription

1 UCR COMPUTING AND COMMUNICATIONS INSTRUCTIONS FOR VALIDATION OF COMMUNICATIONS WORKER CHARGES Communication Worker charges were approved for implementation July 1, 2002, by the Executive Vice Chancellor and reviewed by the COSSA (Committee on Sales and Services). The Communications Worker fee is determined by the payroll distribution of UCR employees with particular payroll titles. (For more information on payroll titles or Communications Worker fee, please refer to Communications Worker fees will be charged to the activity, fund combination that employees are paid from and assessed to BC46, account , with source code CWF. The charge posted to the ledger will be one number for each fau. To drill down and validate the charges, follow the simple instructions below; 1) Run Superdope for your activity fund. Attached are the settings that should be used. Please keep in mind that you must select DOS codes; ASP, COA, and REG. Additionally, you must request NonRetro Only. In addition, keep in mind that Work Study fund cannot be assessed Communication Worker Fees. The charges are being automatically redirected to the Home Department of the student (i.e., the department that pays the remaining salary). Therefore, you must include your work study employees. 2) Click on the Select Fields button and under the Common Fields tab, mark what is shown on the last page titled The UCR Employee Info Base Report Fields. 3) Click Ok to close the window, once back to the main page, click Ok again. Within the Results Grid page, click on the Excel button to export data to excel. 4) In the Excel Spreadsheet, put the Column Titles in the following order: FY, Period, Month, Employee Name, Title Code, Activity Code, Fund, Function, Cost Cntr, Proj. Code, DOS, Pay Rate, Gross Amt, Time Hours, and Time Pct. *Hint: Arial 6.5 will allow enough room to view all of the columns and wrap text will allow more viewable space in the column titles. 5) Sort by Payroll Title. 6) Delete all payroll titles that are NOT assessed Communications Worker Fees. (refer to: 7) Re-Sort data by Activity, Fund and Function. Go through each set of Activity, Fund and Function and separate each set with 4 rows to make each group easier to view and work with.

2 8) Create a new column labeled Percent Time Worked. This column will be used to convert hourly employees to percent time worked. Apply the following formula to all payroll lines that have a zero in the percent_time field from SuperDope. (formula: time_hours / available hours in a month). *Hint those with zeros in the percent_time field will be in blue font. To determine available hours in a month, refer to For all employees that percent_time does not equal zero, have the column read the percent_time field. 9) Create a new column labeled CWF (Communications Worker Fee). Use the following formulas as indicated. (As of July 1, 2002 the following titles 4921 Assistant I, and 4922 Assistant II are the only discounted titles.) For discounted payroll titles: round(percent Time Worked * ,2) For non-discounted payroll titles: Round(Percent Time Worked * 20.75,2) *Hint: Highlighting the rows of discounted titles may help distinguish them apart from nondiscounted title to make working with the numbers easier. 10) Sum the CWF for each distinct activity, fund, and function combination. In addition, the ledger charge will be summarized by Budget Category. Therefore, combine all accounts included within a budget category. Refer to the tables below. Budget Category Account Budget Category Account BC BC BC

3 Budget Category Account Budget Category Account BC BC BC BC

4 UCR COMPUTING AND COMMUNICATIONS COMMUNICATIONS WORKER VALIDATION SUPERDOPE SETTINGS Username: JOSEE Fiscal Years: 2003 Summarize Fiscal Years: False Months: 07 Org Codes: ORG21 Div Codes: All Dept Codes: All Activity Codes: All Employee Names: All Summarize Employees: False Classifications: All Title Codes: All DOS: ASP, COA, REG Summarize DOS Codes: False Bargaining Units: All Appointment Types: All Employee Relation Codes: All Pay Types: All Account Numbers: All Fund Numbers: All Function Codes: All Cost Centers: All Project Codes: All Retroactive Indicator: NOT: R Selected Fields: sdope.fiscal_year, months.sort_order, ltrim(to_char(sdope.trans_end_month,'09')) '/' ltrim(to_char(sdope.trans_end_day,'09')) '/' ltrim(to_ char(sdope.trans_end_year,'09')), sdope.name, sdope.title, sdope.org_code, sdope.dept_code, sdope.activity_code, sdope.account, sdope.fund, sdope.function, sdope.cc, sdope.pc, sdope.dos, sdope.rate_type, sdope.rate_salary, sdope.grs_amt, sdope.time_hours, sdope.time_percent, sdope.pp_end_month Subtotal Row: False 8/06/2002

5 UCR Employee Info Base Report Fields