New or changed Workday job information is available to SAGE within 24-48 hours via the Personnel Chooser.
Note: Newly-hired investigators should also update the Investigator Details section on their FIDS profile.
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.
We’ve re-enabled the following
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.
Updates throughout SAGE Suite.
SAGE Suite will now use Workday data rather than HEPPS data.
Technology updates were made to modernize and stabilize SAGE system as areas of the software were updated.
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
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.
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.
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.
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).
Restructured to accommodate Workday data integration.
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.
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.
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.
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.
Salary and wages that are considered IBS will now be pre-checked based on the updated GIM 35 definition of IBS.
Reduced responsibility cannot be uniquely identified in Workday, so the RRD personnel notification email from SAGE that’s sent post-award has been discontinued.
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.
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.
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).
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.
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.
The Approval Graph for an application is based on:
Use the Additional Organizational Unit Reviewers section if this application requires the approval of any additional organizations (not identified by the above three categories) for
Note: Only add those units not already represented on the approval graph.
You must add at least the Organization Code Receiving Funding, on the Details page, and the PI before SAGE can generate a draft approval graph. When that is done, you will see a “View draft approval graph” link below and to the right of this section. The graph will update as you add additional reviewers.
Select Look Up Organization Code (or Add another Organization Code) at the bottom left of this section to add the Organizational Code Number and Name. You must then select the appropriate Approval Rule Type from the drop-down menu and add Comments.
The following image shows an example of an added organization for a joint appointment.
Use the Delete link to the right of the added organization to remove it from the list. The system will prompt you for a confirmation of the delete.
This page is where you indicate
SAGE will pull in Financial Interest Disclosure System (FIDS) data to provide the disclosure and PHS training status for all personnel who are investigators.
The Additional Organizational Unit Reviewers section allows you to add reviewers for joint academic appointments, TBA personnel units, space and/or resources, and any other reason.
The Common Interdisciplinary Organizational Unit Reviewers section allows you to quickly select a unit and add their reviewers.
Note: You should keep the PI and Personnel list up-to-date throughout the life of the research project.
This is the setup page for personnel, including To Be Determined (TBD) persons. (See Salary and Wages Introduction.)
It consists of four sections
This section contains the default values for the person being added, as described in the following table. This image shows the fields with example data for a budget that includes APL benefits.
|Prefix||An optional prefix for the person selected. Max of 10 characters (NIH limit).
Note: prefix is not available from any personnel system currently.
This will appear on the worksheet, and if your budget is connected to a Grant Runner application, the prefix will also flow through to the RR Detailed Budget form.
|Name||The person selected in the Personnel Chooser.
For a TBD person, this field has a default value of “TBD” and is editable; the value saves as the PI First Name, which is one of the advanced search fields.
|Suffix||An optional suffix for the person selected.
If the person has a suffix as part of their legal name or preferred name in Workday, it will auto-populate this field.
Max of 10 characters (NIH limit).
|Title||The selected person’s title.
For a TBD person, this field is editable.
|UW Sub Object Code||The UW Sub Object Code for the person selected. This code has a direct relationship with the one in the (08) Benefits section. If this code changes, the Benefits code will change to match.
For a TBD person, the default value is “(00) MISC”. Be sure you choose the appropriate UW Sub Object Code for the role to ensure the correct benefit rates.
The default Sub Object Codes for graduate students are:
For information on graduate student compensation levels for NIH grants, see the Graduate Assistantship Compensation section on the Salary and Benefits web page.
View the complete list of UW Sub-Object Codes.
|Include APL Benefits||Displays if you selected Budget includes Applied Physics Lab (APL) in the Advanced Settings section of the Properties tab.
Checking the box changes the Benefit Type for this person.
|Benefits Exemptions||Provides current HR benefit exemption information on the individual and enables you to change the benefit exemption classification for the person.|
|Current Campus Benefit Rate
or Current APL Benefit Rate, and Current APL Leave Rate
|Displays the appropriate benefit information for this person or the sub-object code selected for a TBD person.
If you checked Include APL Benefits, the two APL Rates will display in place of the Current Campus Benefit Rate.
|Cascade Entries||The system cascades salary values across periods by default. You can uncheck this box to turn it off. When cascading is on and you have multiple budget periods, you will experience the following:
Use this section to indicate whether the person’s position is Calendar or Academic, their role in the project, and the amount of effort.
|Worker Position Type||Defaults to Calendar, which is a 12-month period. Academic/Summer consists of a 9-month academic period plus a 3-month summer period.|
|Project Role||The default value is “Other.” Select the appropriate role for each person. Choices are:
As you add personnel, they will display in the order of the roles in the drop-down list. Therefore, the Principal Investigator displays as the first person listed in the 01 section, then Application PI, if included, and so on.
Note: You can designate only one Principal Investigator and only one Application PI. The role of Fellow has been removed, but will appear for older Budgets. Only one person can have the role of Principal Investigator or Application PI.
Academic % Effort
Calendar % Effort
|Used to calculate the Person Months, Period and Project Totals for the person’s (01) Salaries and Wages line items. It is dependent on appointment type.
Note: the two academic terms are independent of each other, so a person can have up to 100% effort for each term (academic and summer).
|Academic Hours Per Month
Summer Hours Per Month
|Displayed only for Academic Appointment types, once for Academic and once for Summer. The value is equal to the % Effort times 173.3 (the number of hours in a standard month).|
This section displays information about the selected person’s earnings.
Note: If your sponsor imposes a salary cap, use the fields on the Targets & Caps Tab to enable the cap and specify the Annual Salary Cap Amount. The system will automatically adjust salaries to reflect the cap, and indicate which personnel have a capped salary.
|Date Retrieved||System-generated date (mm/dd/yyyy) indicating when the salary information was retrieved from the source system.|
|UW Monthly Salary||The salary of the person based on a 100% FTE.|
|Clinical Monthly Salary||The clinical salary information where applicable.|
The earnings table lists all of the earnings for the selected person.
|Checkbox||This is checked by default to include this row in the Starting Monthly Salary total|
|PositionID||Unique identifier for the Workday position|
|Obj-SubObject||This value is 01 for Salary and Wages, followed by the sub-object code for the selected person|
|Cost Center||Cost center name and code|
|Organization||Organizational unit name and 10-digit code|
|Position Title||Selected person’s title for this position|
|Pay Type|| Possible pay types are:
Administrative and Endowed Supplements are included for Non-Faculty Personnel.
|Unallocated Rate||Monthly or Hourly Rate|
|Distribution %||Proportion of total for this earning type|
|FTE Rate||Total of Unallocated Rate value times the Distribution percent|
Below this table is the Update Salary link. It updates this person’s salary for all periods with the latest information from Workday. Any new earnings that are not currently displayed will not be included in updated figure. It also updates the “date retrieved” value.
Note: if you want to update a person’s salary for other than the whole worksheet, you can use the Update Salary links in the Update Periods modal.
The Starting Monthly Salary field will reflect the total of the selected (checked) earning rows. If needed, it can be edited to include other earnings.
Select the V-shaped chevron at the right of the bar to expand the notes section. Enter your notations in the Note field.
When you are done, select Save & Return to Worksheet to close this modal and display the worksheet or Update Periods to open that modal.