Costing Update - Benefited Position

This guide includes:

• Costing Application Navigation

• Create Position Costing

• Position Number Search

• Cost Position Details

  • One Costing Row

  • Multiple Costing Rows

  • Projects (Grants)

• Submit New Payroll Costing

 

Step One

Costing Application Navigation

• After logging in to WyoCloud HCM, click on the Navigation Menu designated by the 3-horizontal lines in the upper left-hand corner.

 

• Click on the arrow next to the My Workforce module.

 

• Click on the Costing application.

Step Two

Create Position Costing

• Please ensure you are on the New Costing tab within the application.
  • The New Costing tab will show all previously submitted costing and its status.
• Click on Create Costing.

 

• The New Costing Type Selection window will appear; select Position Costing.

Step Three

Position Number Search

• Enter the Position Number in the Position Code box. The system will search for the position as you type within the field
  • Click on the correct position number from the search results using the available drop-down menu.
• After you have selected the correct position number, the fields on the page will populate with the incumbent’s (employee’s) current assignment and costing information.
• Review any important costing notes within the designated section.
• Click on Add New Costing.

Step Four

Cost Position Details

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One Costing Row

• Enter the Effective Start Date for the new payroll costing.
• Please select if the payroll costing will be funded via a Project (grant) by toggling between Yes/No in the appropriate field.
  • Additional fields will populate based on your response.
• The system will search for existing funding sources as you type within each field.
  • Tab over to the following field once the correct information is listed.
• When finished, click on Save.

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Multiple Costing Rows

• Enter the Effective Start Date for the new payroll costing.
• Please select if the payroll costing will be funded via a Project (grant) by toggling between Yes/No in the appropriate field.
  • Additional fields will populate based on your response.
• The system will search for existing funding sources as you type within each field.
  • Tab over to the following field once the correct information is listed.
• When finished, click on Save And Create Another.
• An Action Processed pop-up window will appear; click on the X in the corner to close.
• Enter additional payroll costing details until 100% of the funding has been appropriately allocated.
  • Dates will default to what was entered on the first costing row. Dates cannot be changed.
• After 100% of the payroll costing has been appropriately allocated, click on Save to finish.

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Projects (Grants)

• Load the Project (grant) with the earliest end date first.
• An Effective End Date must be entered with a 4-digit year.
• After selecting the correct Project (grant), the Organization field will automatically populate.
• In the Expenditure Type field, click on the drop-down arrow and select the appropriate option from the available menu.
• The Task field will default to 1. Please do not change.

Step Five

Submit New Payroll Costing

• After payroll costing information has been reviewed for accuracy, click on Save.
  • If necessary, use the icons on the right-hand side to add (+), edit (pencil), or delete (x) any incorrect costing row information.

 

• Click on Add Note to enter any important details regarding this payroll costing.
• Click on Apply after you have entered your notes.
• When finished, click on Submit.

 

• A pop-up window will appear for you to confirm the transaction.
• Click on OK to route the transaction to the Cost Center Approver for the identified organization/department.
• If multiple organizations/departments were included in the payroll costing line, the transaction will route to all the Cost Center Approvers tied to the identified organizations/departments appropriately.

 

 

This completes the steps to update current and/or future payroll costing for an existing Benefited Position.