Tag Archives: SAGE Budget

July 2017 SAGE HR/P Release Fixes

Release date: 7/11/2017

SAGE was updated July 6th to reflect Workday salary and payroll data. This release includes a few fixes to the SAGE system.

Re-enabled Items

We’ve re-enabled the following

  • Personnel Chooser: Re-enabled the ability to search for group NetIDs
  • Approvals Tab: Re-enabled the Advanced Search
  • Subcontract Sub Budgets: Re-enabled the ability to set custom fringe benefit rate settings for sub budgets of type Subcontract

Fixes

  • eGC1 PDF: The PDF version now displays the complete Compliance Details column as well as the new Additional Organizational Unit Reviewers section
  • SAGE Budget for Student Aid: The Update Periods window for (08) Student Aid now displays the correct summary amount and no longer displays the unnecessary  “Line Setup” button.
  • Update or Convert Salary: If you edit a HEPPS Salary and Wages line, the Line Setup modal will provide a link to “Convert” the salary if:
    1. You have access to the budget
    2. The Last Period End Date is in the future
    3. The line was added via “Add Personnel” rather than “Add TBD”

    For Salary and Wages lines created or last updated with Workday data, the Line Setup modal will allow you to “Update” the salary if the above criteria are met.

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The value of the Facilities and Administrative (F&A) line for a period or the summary column is equal to the Amount Subject to Facilities and Administrative times the F&A rate.

The global F&A rate is determined in step 3 of the budget setup. You can edit it on the F&A tab.

You can change the F&A rate for a single period by clicking the value in that period’s column. Note: The new F&A rate will only apply to that specific period.

The field values displayed at the top of the modal are the ones chosen in step 3 of the budget setup, or as modified on the Properties or F&A tab pages.

  • Sponsor Name
  • Flow Through Sponsor
  • Institutional Activity Category
  • Location
  • Specific Funding Mechanism
  • Base Type

Click on the expansion triangle to open the F&A section at the bottom of the modal to see the following fields:

  • Period Rate is Custom: When you enter a rate in the F&A Rate field that is different from the global rate, this box will display as checked to indicate that a custom rate applies to this specific period.
  • Justification for Custom Rate: This field is required when you specify a rate other than the global rate.
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Retirement and Benefits link directly to personnel setup in the (01) Salaries and Wages section of the budget.

This page presents the rate information for all of the periods for the chosen person.

This rate is not directly editable. To change it, you would need to open this person’s entry in the Salaries and Wages section.

The retirement and benefit rates are adjusted annually. See Payroll Load Rates for a list of rates for the various salaries and wages classifications.

  • Personnel Name displays the person’s name and title
  • Benefit Object Code corresponds to the UW sub-object code selected when the person was added in the Salary and Wages section.
  • Benefit % (percent) is the percentage rate applied to the salary. Values for each period display
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When you have finished the setup, selecting Update Period will display the Update Periods modal. The Amount field is defaults to the value of zero (0).

The value entered in the setup step for the Description is displayed here for reference.

The name of the period and its date range will display at the top of the period column.

Enter the amount for this line item for the appropriate period(s). The totals will recalculate when you click the Save icon.

At this point you do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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This item-entry screen appears for (19-00) New APL items created by clicking the Add APL button and for the (19-10) Prorated Direct Costs line.

The Prorated Direct Costs line item (19-10) appears on your budget worksheet if you checked the box for Budget includes Applied Physics Lab (APL) in the Global Attributes section of the Properties page. The current PDR rate will display when you check its box. The value for each period on the worksheet is equal to the PDC rate multiplied by the total amount for Salaries and Wages less any amount for Sea Pay. These values are read-only.

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

The name of the period and its date range will display at the top of the period column.

For 19-00 (Dept. Admin. Overhead) and 19-20 (Accrued VAC/SL) lines, enter the total amount for each period.

Note: the (19-40) Department Fixed Fee line will appear as the last line item of your budget if you checked the box for Budget includes Fixed Fee in the Global Attributes section of the Properties page. The default rate (currently 5.7%) is used to determine the Fixed Fee Value (FFV), which is equal to the Fixed Fee Rate (FFR) multiplied by the sum of the Facilities and Administrative Costs (F&A) and the Total Direct Costs (TDC).

FFV = FFR * (F&A + TDC)

The FFV is then added to the sum of the TDC and F&A to calculate the Total Project Cost (TPC).

TPC = FFV + F&A + TDC

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.

July 2017 SAGE HR/P Release

SAGE General Updates

Updates throughout SAGE Suite.

Data Source Updates

SAGE Suite will now use Workday data rather than HEPPS data.

Infrastructure Updates

Technology updates were made to modernize and stabilize SAGE system as areas of the software were updated.

SAGE Personnel Chooser (throughout SAGE Suite)

Search Options

Now search by EmployeeID, in addition to Name and UW NetID 

Academic Appointments and Positions

When a Position and Academic Appointment are linked, they will be combined and displayed in one line

Displayed Fields

  • Employee Name will display legal name
  • Title will display the more useful Academic Appointment title when available. If not available, then Position title will display.
  • Academic Appointment Type will display next to Title. This is new data available through Workday that provides information about the nature of the Academic Appointment.  Academic Appointment Types can be Primary, Joint, Dual, or Admin.  Academic Appointment Types are not applicable to Positions.
  • Associated Organizational Units will display:
    • Organization Name and Code display for Positions and Academic Appointments associated with a Position
    • Supervisory Organization Name and Code display for Academic Appointments not related to a Position
    • An indicator of a person’s Primary Position now displays next to the unit where the Primary Position resides. Primary Position replaces the former “home department” concept when determining necessary approvals.

SAGE eGC1 PI, Personnel, & Organizations Page Updates

Additional Organizational Reviewers Moved to Renamed PI, Personnel & Organizations Page

The former FG-9 Compliance page question for identifying additional organizational reviewers has been moved to the PI, Personnel & Organizations page, to align it with the personnel entries that are also feeding the approval graph.  While selecting personnel, if joint appointment units need to be identified, you can now do so from the same page.

View Approval Graph link added to PI, Personnel & Organizations Page

The View Approval Graph link will now show in two places on the eGC1 — on the Certify and Route page (as always) and now also on the PI, Personnel & Organizations page.  While you are changing personnel and adding additional organizational reviewers, this newly added link will allow you to quickly view the impact of your changes on the approval graph.

Primary Position Organization Code Added to Personnel Summary List

Once a person and their corresponding position have been added to the list of personnel, you will now see the organizational units for both the selected position and primary position for the chosen person.  This will be a reminder that the primary position’s organizational unit will appear on the graph as well as the selected position.

SAGE Compliance Page Update

The additional organizational unit reviewers question (FG-9) has been relocated to the bottom of the PI, Personnel, & Organizations page (see above for more details).

SAGE Approvals Updates

Approval Graph Generation

  • Primary Position Unit will now be used for adding Reviewers/Watchers to the Approval Graph, as the unit associated with the Primary Position replaces the concept of “home department”.
  • Selected Unit will continue to be used for adding Reviewers/Watchers to the Approval Graph, but the unit will be derived as follows:
    • If the selected line is for a Position, then SAGE will use the Position’s Organization Code
    • If the selected line is for an Academic Appointment linked to a Position, then SAGE will use the linked Position’s Organization Code
    • If the selected line is an Academic Appointment not linked to any Position, then SAGE will use the Supervisory Organization Code associated with the Academic Appointment

SAGE Budget Updates

Restructured to accommodate Workday data integration.

Object Codes

Object Codes

Are less granular in Workday with only one digit of sub-object code.  They are associated with Job Profile and linked to Position rather than Distribution. Impacted Object codes are 01 Salaries and wages, 07 Employee benefits, and 08 Scholarships and awards.

  • All ‘01-1X’ → ‘01-10’; ’01-2X’ → ’01-20’; etc.
  • ’07-06’ → ’07-00’
  • ’08-02’ → ’08-00’

Historical sub-object codes are still available for manual selection – if desired; user can select the old/more descriptive title description.

Multiple Object Code Types

The extra modal for Multiple Object Code types has been eliminated.  The system defaults the object code to the one associated with the person’s Primary Position.

Benefit Rate & Costs

Default Benefit Exemptions

SAGE will now derive insurance and retirement benefit eligibility using the person’s Primary Position Object Code based on info provided by MAA as part of UW GIM3 fringe-benefit-load-rate.  This derivation of benefit exemptions works for all object codes except 01-70 (professional staff), which will default to “None” (no exemptions).  For ’01-70’, there will also be an alert/message asking verify and update health and/or retirement benefit eligibility for professional staff personnel.

Earning Codes

In Workday, Earning Codes replaces the concept of Earn Types.  Earning Codes are less granular and do not map exactly to historical Earn Types.  Earning Codes will display on the Line Update page under Pay Type, providing additional context about salary and wages.

Institutional Base Salary (UW Monthly Salary)

Salary and wages that are considered IBS will now be pre-checked based on the updated GIM 35 definition of IBS.

RRD

Reduced responsibility cannot be uniquely identified in Workday, so the RRD personnel notification email from SAGE that’s sent post-award has been discontinued.

Non-Salary Distributions

Object Code ‘07’

SAGE does not receive any retiree Supplement data from Workday.  Retirees without regular salaries but with active Academic Appointments can be added to your budget but salary and benefit information must be added manually using the [Starting Monthly Salary] field.

Object Code ‘08’

Stipends information under object code ’08’ is available as Stipends without benefits under ’08-00’ (less granular object code).  Stipends under Object code ‘08’ are not considered UW Salary or IBS, and are excluded from benefit calculations.

Salary Amounts

There are 2 separate branches of distributions in Workday: planned compensation and period pays. Both are included in salary calculations for all salary fields.  If current planned compensation and period pays, we will include those.  If no current planned compensation or period pays are available, SAGE will utilize future dated data.

Update or Convert Salary

The SAGE Budget worksheet will now display an “H” icon next to Salary and Wages lines last updated with HEPPS data.

If you edit a HEPPS Salary and Wages line, the Line Setup modal will provide a link to “Convert” the salary, which will remove all HEPPS earning lines, and re-add the person’s latest salary lines from Workday.  Prior to the removal, the system keeps a snapshot of the HEPPS earning data.  The instant of the snapshot can be viewed using the History tab of a budget.

For Salary and Wages lines created or last updated with Workday data, no “H” indicator will display.  The Line Setup modal will allow you to “Update” the salary (no conversion is needed).

Budget Periods

The Update Periods modal has all periods displayed on the same page for the selected line item.

With the right access, the user can update salary and benefit for each period (and thereafter).  However, if the selected record is personnel from HEPPS, then the Update Salary link will not be visible.  The Update Salary link only works for Workday data.

The display of Sea Pay personnel and salary info has been rearranged and shown with multiple periods.  # of Hour info for each period can be entered on the same page.

Worksheet Line Setup (Non-Personnel)

The “NOTES” icon has been removed, and a note section is added to the line Item setup page. Instead of going to Period 1, 2, etc., user can access the new Line Item Update page directly by using the “Go to Iine Item Update”.

The Line Setup page includes all periods on the same page.  Other than the calculated fields such as % and totals, cells for all periods can be edited together.  However, the totals are not recalculated upon entry, but upon leaving.  User will only be able to view the new totals after Return to Worksheet.

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When you have finished the setup, selecting Update Periods will display the Update Periods modal. The Quantity and Price fields default to the value of zero (0).

The name of the period and its date range will display at the top of the period column.

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

Enter your quantity and price information for the appropriate period(s). For example, 4 items at $1,500 each. The totals will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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When you have finished the setup, selecting Update Periods button will display the Update Periods modal. The Quantity and Price fields default to the value of zero (0).

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

The name of the period and its date range will display at the top of the period column..

Enter your quantity and price information for this line item for the appropriate period(s). For example, 5 items at $1,500 each.  The Period Subtotal and Total will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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When you have finished the setup, selecting Update Periods will display the Update Period modal.

Values entered in the setup step for the Description, UW Sub-Object Code, and Destination are displayed here for reference.

The name of the period and its date range will display at the top of the period column.

The Quantity and Price fields for each period will default to the value of zero (0).

Enter your quantity and price information for this line item for the appropriate period(s). For example, 2 trips at $1,500 each. The Period Subtotal and Total will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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When you have finished the setup, selecting Update Periods will display the Update Period modal. The Quantity and Price fields default to the value of zero (0).

The name of the period and its date range will display at the top of the period column.

Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.

Enter your quantity and price information for this line item for the appropriate period(s). For example, 100 books at $90 each. The Period Subtotal and Total will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.