September 2014
Presented by the Budget Office Position Management Team
Barbara Jenkins, Senior Business Analyst
Vanessa Egan, Personnel Contracts & Faculty Pay Coordinator
Sharon Chief-Yazzie, Administrative Associate
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Training (first hour)
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Why a new Funding Form?
New Functionality available in Funding Form
What has changed in Peoplesoft HCM/HR ?
Demonstrate several funding form examples
Create forms in 06 test environment
Questions?
Open Lab (second hour, optional)
◦ Assistance initiating Funding forms in production
◦ Additional questions
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Limitations to the old funding change business
process:
◦ Job Change form tied to employee so funding changes were
limited to filled, benefit eligible positions. Unable to change
vacant or pool position funding using the Job Change form.
◦ Not able to change funding on vacant positions prior to
submitting a Hire ePAR.
◦ Old process to change funding on pool positions was very
time consuming: request new position from Budget, Hire in to
new position, Term from old position.
◦ Not able to initiate funding change using Job Change form if
another ePAR for employee was pending.
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Because the new form is tied to position rather
than employee you can:
◦ Make funding changes to Vacant positions.
◦ Make funding changes to Pool positions (if all or most of
the employees in the pool position are changing).
◦ Make funding changes to a position that has an ePAR
pending for the employee in the same position.
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Additional functionality:
◦ Multiple effective date funding changes per form.
◦ Different funding for Earnings versus ERE.
◦ Project End Dates to help manage funding on
grants/projects.
◦ Make future dated funding changes up to two fiscal years
out.
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ePAR Home Page and new Position Management Home Page
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The same payroll deadlines for the ePAR also apply to
the new Funding Form.
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Approval routing is the same as the old Job Change
ePAR (with funding only changes).
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No new security roles are required to access the
Funding Form. If you have the NAU_HR ePAR Initiator
role, you will have access to the new form.
Like the ePAR, the positions and forms you are able
to view are based on HR department security.

Update funding on Benefit Eligible position effective
9/15/14 (first day of current pay period).
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Update funding on Student Wage position effective
9/15/14.
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Update funding on Mobile Phone position using future
effective date 10/1/14.
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Update funding on a grant funded position using
multiple effective dates 9/15/14 and 10/31/14.
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Update ERE funding on a grant funded position effective
9/15/14.
Use this ERS report to see who is funded on positions used in Additional
Pay (such as Mobile Phone Allowance and PT Temp positions used for
Supplemental Pay)
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User documentation can be found at:
http://nau.edu/Human-Resources/ManagementResources/Administrative-Tools/Funding-Form/
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Questions? Contact the Position Management
Team
 Vanessa Egan, 523-4696
 Sharon Chief-Yazzie, 523-6443
 Barbara Jenkins 523-4650