UPDATE: Salary Cost Transfers Adjustments

May 2, 2017

Summaries of the Q&As sessions hosted by Grant and Contract Accounting to discuss recent changes to the Change in Source Funds (CISF) and Salary and Wage Redistribution and Justification (SWRJ) forms are now available.  The purpose of each summary is to respond to questions and concerns that were raised at the sessions and are outlined below:  

CISF Payroll Cost Transfers

  • To clarify the Pre-Oct 8, 2016 payroll cost transfer process for RBHS employees formerly paid in the Banner system.
  • To introduce and explain the revised RBHS salary cost transfer (CISF) form.
  • To improve efficiency and accuracy always obtain the online forms to ensure you have the most current version. Occasionally, we may modify our business processes to improve efficiency and accuracy.

SWRJ Payroll Cost Transfers

  • To clarify the payroll cost transfer process for employees paid via PeopleSoft.
  • To introduce and explain the new SWRJ salary cost transfer form.
  • To improve efficiency and accuracy always obtain the online forms to ensure you have the most current version. Occasionally, we may modify our business processes to improve efficiency and accuracy.

(Posted on February 22, 2017)

The backlog of employee charging instructions (ECI) adjustments for salary cost transfers entered in PeopleSoft for October 8, 2016 forward are complete. As a result, the December FY17 period close date will be February 24, 2017. This close date does not apply to journal entries for business as usual transactions. Please continue to post business as usual entries to the current period, February FY17.

ECI adjustments that are not included in the December FY17 close will be processed as detailed below:

  1. ECI adjustments for employees who were paid via PeopleSoft before October 8, 2016: The functionality to make ECI adjustments in PeopleSoft for periods before October 8 (salary) or September 24 (hourly, trade) has been turned off since November 29, 2016. We expect that you will be able to update ECI related to these employees for all pay periods (subject to SWRJ, if applicable) starting on February 27, 2017. We will provide additional communication as the data becomes available.
     
  2. Salary and Wage Redistribution and Justification Cost Transfers (SWRJ): Currently, there is no automated procedure to process these requests. This will be a manual procedure that is coordinated between Grant and Contract Accounting (GCA) for Sponsored project adjustments or Payroll Services for all other adjustments, as applicable, and the units. The form and instructions are available on the Payroll Services website and the Grant and Contract Accounting website. GCA will review SWRJ Cost Transfer forms that involve Sponsored Programs only. All cost transfers will be processed in the order they were received. Units should ensure the SWRJ form is accurate and complete when it is submitted to avoid processing delays.
     
  3. Change in Source of Funds (CISF): A Change in Source of Funds (CISF) form is required for salary cost transfer for employees paid in Banner before October 8, 2016. The new CISF form includes a section for the applicable fringe rate for the respective fiscal year and must be completed for any salaried cost transfer to account for fringe. The form and instructions are available on the Payroll Services website and Grant and Contract Accounting website. Units should not calculate FICA and Medicare on the CISF form.

    Payroll Services, and GCA will review, manage and post the respective entries, which will include fringe benefits, FICA and Medicare department cost redistributions. GCA will review CISF forms that involve Sponsored Programs only. All cost transfers will be processed in the order they were received. Units should ensure the CISF form is accurate and complete when it is submitted to avoid delays in processing.