Search | Directories | Reference Tools
UW Home > UWIN > Admin Gateway > Payroll 

Print copies of OPUS Employee Overview Screen: Check History & Funding History to use to record information on RST form: staple to back of request form in upper left hand corner. See details below for use of screens in preparing the RST request form. Do not use paper clips.

This form is to be used to transfer only one budget number with one Object Code and Earn Type to one other budget with the same Object Code and Earn Type within the same fiscal years. Use additional forms for additional debit or credit budgets, Object Codes, Earn Types, or additional fiscal years.

  1. Employee Name: The name of the employee for whom the salary is to be transferred.

  2. Employee ID Number: The Employee ID number of the employee for whom the salary is to be transferred.

  3. Payroll Unit Code: The number that appears on OPUS next to the home department budget number.

  4. Date Prepared: The date this form was prepared.

  5. Detail From Check History:

    1. Pay Period End Dates: Use the first PPE date of salary to be transferred and the last PPE date of salary to be transferred. Dates should not cross fiscal years. (The current university fiscal year PPE dates begin 7/15/02 and end 6/30/03). Use one form for each fiscal year.

    2. Check Dates: Use the first check date of salary to be transfer and the last check date of salary to be transferred. Dates should not cross fiscal years. (For example, fiscal year Check dates begin 7/25/02 and end 7/10/03). Use one form for each fiscal year.

  6. Detail of Data to be Transferred:

    1. Budget Numbers: (From/Credit): The budget number on which the employee was originally paid. Use budget number from Funding History.(To/Debit) This number is not on Funding History. Use new budget number as directed.

    2. Fringe Benefit Budget Number: To determine Fringe Benefit # go to FIN main menu, choose #5 (Financial Index Inquiry) and then #2 (Budget Number Index). Type in salary budget number. Hit Enter. Fringe Benefit budget number will be in center of screen.

    3. Position Number: (From/Credit) Use the Position # paid on from Funding History. (To/Debit) If the debit Position # is the same as the credit Position #, enter in "To" box. If the Position # is different, enter the new number in "To" box.

    4. Job Class Number: Take from Funding History. If request is to change Job Class, enter new number in box below "Change to". Call Payroll before processing.

    5. FTE %: Applies to total dollar amount being transfer. Use only two decimal places. (e.g.: 50% = .50)
      • Total monthly salary is $5000 and transfer amount is $600 the equation would be 600/5000=0.12
      • Total monthly salary is $5000 and transfer amount is $6200, the equation would be 6200/5000=1.24

    6. Object Code: Take from Funding History, but convert as follows: 01-11 = 01-10-01, 01-23 = 01-20-03, etc. If request is to change object codes, please add new code in box below "Change to". Call Payroll before processing.

    7. Dollar Amount: Calculate the total amount of salary to be transferred per request.

    8. Earn Type: Copy Earn Type from Funding History. If request is to change Earn Type, please add new type in box below "Change to". Call Payroll before processing.

  7. Justification: Justification is required for all salary transfers, regardless of budget type (Based on Grants Information memo #15.)

    1. The reason the salary to be transferred was originally charged to the wrong budget: Please circle the number that best describes the situation. You may attach any appropriate documentation. Number 1 with a double asterisk requires more details. For information on Advance Budget numbers see GIM 9 at the following WEB site: http://www.washington.edu/research/gcs/gim/gim9.html

    2. A justification that the salary to be transferred provides a direct benefit to the budget (research, project, department) to be charged. Circle the number that best describes the situation.

    3. The reason why the error was not detected and corrected within the 120 days period.

  8. Prepared by: The name, department, mail box, e-mail and phone number of the preparer of the form.

  9. Authorized Signature: The form must be signed by the Principal Investigator for the grants or by an individual to whom signature authority has been delegated for budget number to be charged per GIM 15.

  10. For Faculty Only: Fill in the year for each academic quarter to be transferred and the dollar amount per quarter. The grand total box must match Box 6g. Departments submitting FECs on a 6 month schedule, write in the cycle dates and the amount to be transferred for each date.

  11. Task, Option, Project (Optional): Enter any Project Cost Accounting Codes assigned by your department.

Send original to Payroll. Make copies for departmental files and to send to other departments for transfers across departments.

ATTACH ONE COPY TO CORRECTED FACULTY EFFORT CERTIFICATION REPORTS.

Note: This form will be returned if information is missing or incorrect.