Body
This guide includes:
|
|
This guide details steps using WyoCloud HCM Payroll Costing Access.
|
|
|
If you do not see the steps in this guide, your WyoCloud HCM Payroll Costing Access Training is most likely incomplete. If you are a Cost Center Approver or DHR, please contact hr@uwyo.edu to have this training assigned.
|
|
|
The steps in this guide apply when current and/or future payroll costing for a Benefited Position needs to be updated.
|
|
|
Payroll costing updates for all benefited positions must adhere to UW Payroll Deadlines. Please view the Payroll Services website for current UW Payroll Deadlines.
|
|
|
If an incumbent (employee) is being transferred to a temporary position number while on terminal leave, they must be transferred to that number before any position funding is updated. Use the New Position Request - DHR guide.
|
|
|
Please use the Costing Corrections - Benefited Position guide when payroll costing has already been disbursed to the employee.
|
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.
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.
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.
Cost Position Details
- 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.
- 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.
- 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.
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.
