Costing Correction - Benefited Position

The steps in this guide apply when payroll costing for a Benefited Position needs to be corrected and has already been disbursed to the employee.

This guide includes:

• Costing Application Navigation

• Create Correction

• Costing Corrections

  • One Line Correction

  • Projects (Grants)

  • Multiple Line Corrections

• Submit Payroll Costing Corrections

 

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 Correction

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

 

• Search for the employee via Person Number, Legal Name (Display Name), or W Number.
  • The system will search for the individual as you type within the fields.
• Click on the correct name from the search results using the available drop-down menu.

 

• After you have selected the correct employee, a new page will populate with the individual’s current assignment and costing information.
• Please ensure the Assignment and Position fields for the employee are accurate.
  • If necessary, use the drop-down menus on the left-hand side within the Assignment and Position fields to select another assignment and position.

Step Three

Costing Corrections

One Line Correction

• The employee’s current costing information will appear at the bottom of the page.
• Identify the payroll costing transaction that needs correcting.
• Click on the plus sign on the right-hand side of the line item.

 

 

• On the History Details page, correct the Percentage field accordingly.
  • You can split what was initially paid from a single account amongst multiple accounts.
• 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.
• In the Comments section, please include any important information specific to this payroll costing correction.
• If the payroll costing will be split amongst multiple accounts, click on Save and Create Another to enter further details until 100% of the costing is appropriately allocated.
• If 100% of the payroll costing has been appropriately allocated, click on Save to finish.

 

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Projects (Grants)

• 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.
• In the Comments section, please include any pertinent information specific to this payroll costing correction.
  • If the payroll costing is being funded via a Project (grant), please include a justification for the payroll costing correction.
• If the payroll costing will be split amongst multiple accounts, click on Save and Create Another to enter further details until 100% of the costing is appropriately allocated.
• If 100% of the payroll costing has been appropriately allocated, click on Save to finish.

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Multiple Line Corrections

• If multiple rows of costing have the same description, and the payroll costing will be the same for all line items, you can correct multiple costing transactions simultaneously.
  • Identify the payroll costing transactions that need to be corrected and check the box on the left-hand side of each transaction, as shown below.
• Click on the Multiple button at the bottom of the page when finished.

 

• Please ensure the multiple costing transactions selected on the Costing page are accurate and have the same description.
• 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.
  • If selecting a 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.
• In the Percentage field, enter the portion paid from this payroll costing.

• 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.
• In the Comments section, please include any important information specific to this payroll costing correction.
  • If the payroll costing is funded via a Project (grant), please include a justification for the payroll costing correction.
• If the payroll costing will be split amongst multiple accounts, click on Save and Create Another to enter further details until 100% of the costing is appropriately allocated.
• If 100% of the payroll costing has been appropriately allocated, click on Create to finish.

 

 

 

• The payroll costing correction(s) will now appear under the New Account column.
• Please review all payroll costing correction(s) for accuracy.
  • If necessary, use the icons on the right-hand side to edit (pencil) or delete (x) any incorrect costing row information
• Click on Save at the bottom of the page when finished.

Step Four

Submit Payroll Costing Corrections

• Please review all payroll costing correction(s) for accuracy.
  • If necessary, click on Add Note to clarify any costing transaction details.
  • 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 correct payroll costing for a Benefited Position that has already been disbursed to the employee.