Funding Allocation Form
Funding Allocation Form Last Updated: June 2010 HR Web Site: http://www.umanitoba.ca/admin/human_resources/ Notes: (1) This form is used to allocate funds for active individual employment salaries only. All fields must be completed. (2) (3) SAMPLE FORM Non-employment (scholarships, fellowships, bursaries) are to use the SFB forms for GL changes This form is to be used for “go-forward” changes only - All retroactive GL changes are processed on the “GL Correction Form”, and should be submitted directly to Payroll Services. - Forms for future fiscal years must be submitted at least ONE MONTH in advance of the start of the fiscal year. This form is to be submitted to Human Resources By Fax: 474-7505 (Ft. Garry Campus) OR By Mail: Human Resources, 309 Administration Building (Ft. Garry Campus) Questions? Contact Geoffrey Hui at [email protected]. A. Specific Employee and Appointment Information Employee Name: Faculty / Admin. Unit: Employee Number: Department/Section: (this field can be left blank for new employees only) Position Number: Specific Title: (this field can be left blank for new appointments only) Option 1. Funding Allocation By Percentage - Benefit costs will be distributed amongst the GLs - Use the “GL Correction Form” when the GL cannot sustain benefit costs and is not for a full-time academic appointment - Changes with more than 3 GLs can be completed by sending an Excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): End Date (Expiry Date): *** Note: Statutory Holiday & GLs: if the employee is eligible for statutory holiday, charges will be distributed to assigned FOPs *** Original FOP(s) Original GL Percentage New GL Percentage New FOP(s) Signing Authority Signature(s) & Date Option 2. Funding Allocation (for Full-Time Academics only) - Use the “GL Correction Form” for all other appointments (GFTs are to use the Salary Distribution Form) - Changes with more than 3 GLs can be completed by an excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): End Date (Expiry Date): Default GL: FOP(s) Fixed Amount / Percentage OR “Remaining Balance” Salary Increase? Benefit Charges? Yes No Yes No Yes No Yes No Yes No Yes No Signing Authority Signature(s) & Date B. Contact Information Area Name: Form Completed By: Contact Phone Number: Contact E-mail Address: Date: 11/15/2010 1:20:19 PM Funding Allocation Form Last Updated: June 2010 HR Web Site: http://www.umanitoba.ca/admin/human_resources/ Notes: (1) This form is used to allocate funds for active individual employment salaries only. All fields must be completed. (2) (3) EXAMPLE #1 Non-employment (scholarships, fellowships, bursaries) are to use the SFB forms for GL changes This form is to be used for “go-forward” changes only - All retroactive GL changes are processed on the “GL Correction Form”, and should be submitted directly to Payroll Services. - Forms for future fiscal years must be submitted at least ONE MONTH in advance of the start of the fiscal year. This form is to be submitted to Human Resources By Fax: 474-7505 (Ft. Garry Campus) OR By Mail: Human Resources, 309 Administration Building (Ft. Garry Campus) Questions? Contact Geoffrey Hui at [email protected]. A. Specific Employee and Appointment Information Fred Flinstone Employee Name: 456810 Employee Number: Faculty / Admin. Unit: Forestry Department/Section: Urban Forestry Specific Title: Assistant Professor (this field can be left blank for new employees only) BD841 Position Number: (this field can be left blank for new appointments only) Option 1. Funding Allocation By Percentage - Benefit costs will be distributed amongst the GLs - Use the “GL Correction Form” when the GL cannot sustain benefit costs and is not for a full-time academic appointment - Changes with more than 3 GLs can be completed by sending an Excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): End Date (Expiry Date): *** Note: Statutory Holiday & GLs: if the employee is eligible for statutory holiday, charges will be distributed to assigned FOPs *** Original GL Percentage Original FOP(s) New GL Percentage New FOP(s) Signing Authority Signature(s) & Date Option 2. Funding Allocation (for Full-Time Academics only) - Use the “GL Correction Form” for all other appointments (GFTs are to use the Salary Distribution Form) - Changes with more than 3 GLs can be completed by an excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): July 1, 2011 Default GL: 110000-333000-1100 Fixed Amount / Percentage OR “Remaining Balance” FOP(s) End Date (Expiry Date): Salary Increase? Benefit Charges? 110000-333100-1100 50% Yes No Yes No 123372-333100-1100 50% Yes No Yes No Yes No Yes No Signing Authority Signature(s) & Date B. Contact Information Area Name: Dean's Office Forestry Contact Phone Number: 474-9810 Form Completed By: Forestry support Contact E-mail Address: [email protected] Date: November 17, 2010 11/15/2010 2:18:07 PM Funding Allocation Form Last Updated: June 2010 HR Web Site: http://www.umanitoba.ca/admin/human_resources/ EXAMPLE #2 Notes: (1) This form is used to allocate funds for active individual employment salaries only. All fields must be completed. (2) (3) Non-employment (scholarships, fellowships, bursaries) are to use the SFB forms for GL changes This form is to be used for “go-forward” changes only - All retroactive GL changes are processed on the “GL Correction Form”, and should be submitted directly to Payroll Services. - Forms for future fiscal years must be submitted at least ONE MONTH in advance of the start of the fiscal year. This form is to be submitted to Human Resources By Fax: 474-7505 (Ft. Garry Campus) OR By Mail: Human Resources, 309 Administration Building (Ft. Garry Campus) Questions? Contact Geoffrey Hui at [email protected]. A. Specific Employee and Appointment Information Barney Rubble Employee Name: 098010 Employee Number: Faculty / Admin. Unit: Forestry Department/Section: De-Forestation Dept. Specific Title: Research Associate (this field can be left blank for new employees only) AB451 Position Number: (this field can be left blank for new appointments only) Option 1. Funding Allocation By Percentage - Benefit costs will be distributed amongst the GLs - Use the “GL Correction Form” when the GL cannot sustain benefit costs and is not for a full-time academic appointment - Changes with more than 3 GLs can be completed by sending an Excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): End Date (Expiry Date): *** Note: Statutory Holiday & GLs: if the employee is eligible for statutory holiday, charges will be distributed to assigned FOPs *** Original GL Percentage Original FOP(s) New GL Percentage New FOP(s) Signing Authority Signature(s) & Date Option 2. Funding Allocation (for Full-Time Academics only) - Use the “GL Correction Form” for all other appointments (GFTs are to use the Salary Distribution Form) - Changes with more than 3 GLs can be completed by an excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): January 1, 2011 Default GL: 110000-333000-1100 Fixed Amount / Percentage OR “Remaining Balance” FOP(s) March 31, 2013 End Date (Expiry Date): Salary Increase? Benefit Charges? 300236-333300-2000 $12,000 Yes No Yes No 370291-333300-2000 $5,000 Yes No Yes No 110000-333300-1100 remaining balance Yes No Yes No Signing Authority Signature(s) & Date B. Contact Information Area Name: Dean's Office Forestry Contact Phone Number: 789-8420 Form Completed By: Admin staff Contact E-mail Address: [email protected] Date: November 17, 2010 11/15/2010 2:32:51 PM Funding Allocation Form Last Updated: June 2010 HR Web Site: http://www.umanitoba.ca/admin/human_resources/ EXAMPLE #3 Notes: (1) This form is used to allocate funds for active individual employment salaries only. All fields must be completed. (2) (3) Non-employment (scholarships, fellowships, bursaries) are to use the SFB forms for GL changes This form is to be used for “go-forward” changes only - All retroactive GL changes are processed on the “GL Correction Form”, and should be submitted directly to Payroll Services. - Forms for future fiscal years must be submitted at least ONE MONTH in advance of the start of the fiscal year. This form is to be submitted to Human Resources By Fax: 474-7505 (Ft. Garry Campus) OR By Mail: Human Resources, 309 Administration Building (Ft. Garry Campus) Questions? Contact Geoffrey Hui at [email protected]. A. Specific Employee and Appointment Information Pebbles Flinstone Employee Name: 840755 Employee Number: Faculty / Admin. Unit: Forestry Department/Section: Habitat Management Specific Title: Technician (this field can be left blank for new employees only) AA841 Position Number: (this field can be left blank for new appointments only) Option 1. Funding Allocation By Percentage - Benefit costs will be distributed amongst the GLs - Use the “GL Correction Form” when the GL cannot sustain benefit costs and is not for a full-time academic appointment - Changes with more than 3 GLs can be completed by sending an Excel worksheet with identical fields, completed signing authority signatures and date November 15, 2010 Start Date (Effective Date): End Date (Expiry Date): *** Note: Statutory Holiday & GLs: if the employee is eligible for statutory holiday, charges will be distributed to assigned FOPs *** Original FOP(s) Original GL Percentage New FOP(s) New GL Percentage 110000-333100-1100 100% 300236-333200-2000 25% 110000-333100-1100 75% Signing Authority Signature(s) & Date Option 2. Funding Allocation (for Full-Time Academics only) - Use the “GL Correction Form” for all other appointments (GFTs are to use the Salary Distribution Form) - Changes with more than 3 GLs can be completed by an excel worksheet with identical fields, completed signing authority signatures and date Start Date (Effective Date): End Date (Expiry Date): Default GL: Fixed Amount / Percentage OR “Remaining Balance” FOP(s) Salary Increase? Benefit Charges? Yes No Yes No Yes No Yes No Yes No Yes No Signing Authority Signature(s) & Date B. Contact Information Area Name: Habitat Management Contact Phone Number: 474-9830 Form Completed By: Hatitat Mgmt support Contact E-mail Address: [email protected] Date: November 17, 2010 11/15/2010 2:31:34 PM GL Correction Form Last Updated: April 2010 Notes: NO This form is used when you are changing GLs retroactively. (1) Send completed form to Payroll Services By Fax: 474-7507 OR By Mail: Payroll Services, 403 Administration Building (2) Please attach a copy of the FAST report to show the actual charges for the specific employee BENEFITS EXAMPLE Questions? Contact your Payroll Associate. Employee has only ONE position on this FOP’s Org. Code Please Check ONE: Employee has more than one position on this FOP’s Org. Code Hourly (03) Select Pay Category: Employee Last Name: Employee Number: Position Number: Effective date of GL change : Biweekly (02) Semi-Monthly (01) Doe Employee First Name: John 000001 Area Name: Sports 09733 Position Title: OA4 October 1, 2010 Is change in GL retroactive only? Yes No (if “no”, a Funding Allocation form must be sent to Human Resources for go-forward changes) From GL: 110000-350000-1100 To GL: 110000-360000-1100 Signing Authority Signature, Job Title and Date TOTAL AMOUNT to transfer: $1,100.00 Details: (Not Applicable for SFBs) Salary: $1,100.00 Benefits: Transaction Code Employment Insurance [68000]: 6030 Canada Pension Plan [68001]: 6020 Pension [6801x]: 6115 Dental [68020]: 8050 Spending Account [68030]: 8070 GWL Supp Health [68040]: 8040 GWL Group Insurance [68041]: 8000 GWL Disability Insurance [68042]: 8060 Workers Compensation [68050]: 6070 Campus Development Initiative [68070]: ( manually calculate @ 1.5% of salaries) Basic AD&D [68100]: 8020 Health & Education Levy [68500]: 6050 This signature verifies that: 1.This form’s information is accurate 2.There is sufficient funding in the new GL 3.You are granting Payroll Services the authorization to process this transaction Contact Information Form Completed By: Randy McNab Area Name: Payroll Contact Phone Number: 474-9614 Contact E-mail Address: [email protected] For Payroll Use Only Information Processed by: (check position GL to ensure that VIP has been updated) _____________________ Date: _____________________ 11/16/2010 2:00:23 PM GL Correction Form Last Updated: April 2010 Notes: WITH This form is used when you are changing GLs retroactively. (1) Send completed form to Payroll Services By Fax: 474-7507 OR By Mail: Payroll Services, 403 Administration Building (2) Please attach a copy of the FAST report to show the actual charges for the specific employee BENEFITS EXAMPLE Questions? Contact your Payroll Associate. Employee has only ONE position on this FOP’s Org. Code Please Check ONE: Employee has more than one position on this FOP’s Org. Code Hourly (03) Select Pay Category: Employee Last Name: Employee Number: Position Number: Effective date of GL change : Biweekly (02) Semi-Monthly (01) Doe Employee First Name: John 000001 Area Name: Sports 09733 Position Title: OA4 April 1, 2010 Is change in GL retroactive only? Yes No (if “no”, a Funding Allocation form must be sent to Human Resources for go-forward changes) From GL: 110000-350000-1100 To GL: 110000-360000-1100 Signing Authority Signature, Job Title and Date TOTAL AMOUNT to transfer: $25,944.29 Details: (Not Applicable for SFBs) Salary: 20,529 Benefits: Transaction Code $541.38 6030 Canada Pension Plan [68001]: $1,234.60 6020 Pension [6801x]: $1,447.13 6115 Employment Insurance [68000]: Dental [68020]: $404.65 8050 Spending Account [68030]: $271.18 8070 GWL Supp Health [68040]: $208.84 8040 $57.77 8000 $278.42 8060 $83.17 6070 GWL Group Insurance [68041]: GWL Disability Insurance [68042]: Workers Compensation [68050]: $307.94 ( manually calculate @ 1.5% of salaries) Basic AD&D [68100]: $3.50 8020 Campus Development Initiative [68070]: Health & Education Levy [68500]: 6050 $576.71 This signature verifies that: 1.This form’s information is accurate 2.There is sufficient funding in the new GL 3.You are granting Payroll Services the authorization to process this transaction Contact Information Form Completed By: Randy McNab Area Name: Payroll Contact Phone Number: 474-9614 Contact E-mail Address: [email protected] For Payroll Use Only Information Processed by: (check position GL to ensure that VIP has been updated) _____________________ Date: _____________________ 11/16/2010 1:57:09 PM
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