An employee’s salary (wages) and encumbrances are applied to chartfield(s). A chartfield consists of six components:
- Business Unit
- Account
- Fund
- Cost Center (Department)
- Program
- Project
You can enter chartfields in three areas. An employee may have chartfields in all three areas, however the system will charge against them as follows:
| Step in Staffing Transaction / Ad Hoc Transaction Name | Description | |
| 1. Default Costing Organizations | Assign Organizations | This represents an employee’s base chartfield and prepopulates during the initial Hire transaction of the employee, It is based on the Supervisory Organization’s chartfield.
All employees have a base chartfield. If there are NO overrides (listed below) the system applies this default costing. |
| 2. Worker and Position Override | Assign Costing Allocations | If there are chartields set here, the system will charge against this. |
| 3. Activity Pay Overrides | Manage Period Activity Pay Assignments | This applies to employees paid through Activity Pay (i.e. Adjuncts, Post-Doc Fellows, Student-Related Jobs (e.g. RAs, TAs) and Additional Compensation.) |
setting up costing
In all major staffing transactions which involve compensation, (e.g. Hire, Add Job, Job Change – Transfer, Promote, Change Job, as well as specific Edit Position or Job transactions), the workflow includes the step to review and modify the Default Costing, and if needed, apply a Worker and Position Override. For employees paid through Activity Pay, these transaction also include a step for applying Activity Pay Overrides. You can also, at anytime, submit an ad-hoc transaction and specifically change the costing in one of these areas.
additional resources
To learn more about chartfields you can review the course, FIN 108: Chart of Accounts (WSQ) in iLearn.