To: University Business Managers, Research Administration Support Group (RASG), MOU Financial Leads, Accounting Personnel who use InfoPorte
From: Walter Miller, Interim Payroll Director
As of May 12, you can expect salary and fringe benefit projections to be more accurate in InfoPorte. The long-awaited changes that will be put in place on Friday complete a series of changes and fixes that have been implemented over the last few weeks. The biggest improvements you’ll notice are:
- Contract and grant (OSR) fund projections will be calculated with Project ID budget end dates in mind.
- The projections will be updated every weeknight (except holidays). For example, if you use a Fund Swap ePAR form to move an employee’s funding to a different grant, the projection for the employee will be updated the night the ePAR executes (when it is fully approved).
- The system will factor in the caps for Social Security and retirement when calculating projections for highly-compensated employees.
- Projections will take into account Job End dates
As in the past, the system calculates projected fringe benefits and taxes based on each person’s employee group (such as EHRA Non Faculty or SHRA Permanent) and the type of funding sources set up for them.
How Projections Are Calculated for Contract and Grant Funds
Except for post-doctoral trainees on NIH training grants, the system now calculates projections for contract and grant funds (OSR) through the earliest of:
- job end date,
- funding end date, or
- Project ID budget end date (for up to three calendar years in the future).
For post-doctoral trainees on NIH training grants, projections are calculated through the earliest of:
- job end date or
- NIH Statement of Appointment end date.
Note: See the end of this memo for descriptions of these dates.
If an individual’s funding will end before the end of the project, you can use the Fund Swap ePAR form to enter a funding end date as an alternative to the budget end date, as long as the new date you enter is before the project’s end date.
If the budget end date is the earliest of the three dates described above, the system calculates and shows projections for up to three calendar years in the future. In other words, if the budget end date is greater than three calendar years in the future, the projection stops at the end of the third calendar year. For example, the current month is May 2017. rant “A” has a budget end date of 3/31/2020, so projections for Grant A will stop at 12/31/2019. The system currently projects for calendar years 2017, 2018, and 2019 as needed.
How Projections Are Calculated for Non-OSR Funds
For State, F&A, and Trust funds, the system calculates projections through the earliest of:
- job end date
- funding end date, or
- last check paid in the fiscal year.
As in the past, the system does not calculate projected amounts for SHRA temporary employees, which includes SHRA Student, SHRA Student (Workstudy), SHRA Temporary, and SHRA Temporary – Retiree. A new feature is that the system no longer calculates projections for students on short work break.
|Job end date||The date the job is ending, if a job end date was specified on the ePAR form.|
|Project end date||For OSR (contract and grant) funds, the project end date is specific to the award and is based on the date defined by the award’s sponsor.|
|Funding End Date||The date specified for the employee’s funding source (chartfield string) to end (if one is specified).
For contracts and grants, the system fills in the project end date by default, but you can change it as long as the date you change it to is before the project end date by using the Fund Saw ePAR form.
Note: Entering an earlier funding date on an ePAR is usually done for projection purposes. When payroll is distributed, the system reviews the funding end dates to see:
The system automatically extends these funding end dates to the project end dates to keep the employees’ current and future payroll from going to suspense.
|Project budget end date||For non-OSR funds, payroll is projected through the last check paid in the fiscal year.
For OSR (contract and grant) funds, the budget end date is specific to the project and is based on the start date defined by the project’s sponsor. Projects are typically budgeted year by year, but the year does not necessarily coincide with the fiscal year.
|Statement of Appointment end date||Specific to NIH post-doctoral trainees, this date specifies the trainee’s appointment to an NIH training grant. It can be any date (for example, the date is not tied to teh first or end of the month or to the fiscal year), and is specific to the trainee’s appointment approved by NIH.|