Creating Payroll Commitments

As part of Position Management, Payroll will now run the Create Initial Payroll Commitment and Create Payroll Commitment Adjustment tasks in PeopleSync.

Create Initial Payroll Commitments

The Create Initial Payroll Commitments process in PeopleSync uses the payroll engine to look at costing by position, pay period by pay period, and calculates commitments.

  • Frequency: Once per year in early August; the exact timing to be coordinated with Budget Office.
  • Role: Accounting Administrator
  • Activities that must be completed prior to starting the process:
    • Create next Fiscal Year
    • Create and open ledger period
    • Create commitment rules for next Fiscal Year

Steps

  1. Run the Create Initial Payroll Commitments process in PeopleSync.
  2. Enter the upcoming Fiscal Year in the Fiscal Year field.
    1. The process will run for a few hours and return to the PeopleSync inbox of all employees with the Accounting Administrator role.
  3. Review and approve report delivered to PeopleSync inbox.
  4. Perform a high-level check of annual payroll and fringe amounts.
  5. Process will route to the Budget Office for review and approval.

Create Payroll Commitment Adjustments

The Payroll Commitment Adjustments process ensures encumbrance adjustments related to Leaves and Activity Pay are accurately carried over to UDW+.

  • Frequency: Daily
  • Role: Accounting Administrator

Steps

  1. Run the Create Payroll Commitment Adjustments process for All Positions.
  2. Enter the Company and the current Fiscal Year.
    • The accounting date will auto-populate. Do not change.
  3. The Positions field remains blank. Select the All Positions checkbox.
  4. When process returns to your PeopleSync inbox, click Approve. No review is necessary.
  5. Run the Create Payroll Commitment Adjustments process for Rescinds/Corrects.
  6. Enter the Company and the current Fiscal Year.
    • The accounting date will auto-populate. Do not change.
    • The Completed On/After is the date that Initial Payroll Commitments were created.
    • The Complete Prior To/On is today’s date.
    • Business Processes remains blank.
    • Select the Rescinded/Corrected checkbox.
  7. When process returns to your PeopleSync inbox, click Approve. No review is necessary.

Last updated in May 2020.