May 25, 2008 - May 31, 2008 Archives

HR Pros Training

We have worked out an agreement with the law firm of Ford & Harrison to hold their quarterly legal briefings at the Carlson School instead ofthe Minneapolis Athletic club.

This briefing is normally attended byin-house legal counsel, Human Resources and Benefits Professionals, however, anyone from the University can attend. There is a $20registration fee but all University employees can attend for free.

Any questions related to this seminar should be directed to me at or 612-624-7209.

The first seminar will be held tomorrow inour Executive Education 2nd floor location.
Attached is a flyer that further details this seminar (see attached PDF).

Mychal A. Coleman
The Carlson School of Management
University of Minnesota

EFS Access Request Form Details

Many users are wondering if they need to complete an Access Request Form (ARF) to complete transactions in the new financial system. Please refer to the attachment for further details. Call Millie Reid at 626-7648 with questions.

(See: MS Word document, attached.)

Effort Coordinators (working with your financial service teams - if needed) should review cost share commitments for all of your active sponsored accounts and make sure the CS is entered correctly in ECRT prior to JUNE 1st.

Make sure the percents are accurate as well as the 'to' and 'from' accounts. Any CS fixes or additions occurring post-conversion will be handled through HRMS. You will not longer add CS using ECRT.

STARTING IMMEDIATELY: Include BOTH the CUFFS account string AND the new Chart of Accounts (COA) string on the back of All CLA Entry Worksheets sent to the CLA Payroll Office in 209 Johnston Hall.

To determine which COA string to use, refer to the CLA Fiscal Administration website at: Click on "NEW! FY09 Budget and CLA Mapping Workbook (updated 05.06.08)" under Quick Links. Please ask your accountant for help if you need assistance in navigating through the different columns.

AFTER 6/13/08, you will only have to use the Chart of Accounts string. Central Human Resources is working on a new entry worksheet designed to include the new financial fields in People Soft. This form will be available at a later date.

EFS: Key Financial Policy & Procedure Changes

Attached is a .pdf file of the summary of Financial Policy and Procedure changes that will take effect with the new Enterprise Financial System in July. Please read the document and make sure others in your department are aware of changes with the new financial system. This document will also be available on the Fiscal Administration webpage for future reference.

It is critical that you audit the People Soft entries made by staff in the CLA Payroll Office once the entry worksheets have been returned. Let us know immediately if you find an error so that it can be corrected as soon as possible. Items To Check In People Soft:

  • Make sure the pay rate is correct
  • Is the percentage of time correct?
  • Make sure the appointment dates are correct
  • Is the action/reason code(s) correct?
  • Make sure the Suspension, Termination or Short Work Break rows are not missing (missing end rows can result in OVERPAYMENTS)

Also, we recently updated the list of required documents for NEW CLA HIRES. This updated list can be found on the CLA Fiscal Administration website at:

REMEMBER: Auditing the People Soft appointments we enter for you is a crucial part of the payroll auditing process. It is the final step in making sure your employees receive the correct pay on the correct pay day.

West Bank Drop Box

The West Bank Bursar Office will be closing May 30th. Typically this closure would be just for the summer, but this time it is a permanent closure.

The Bursar Office has installed a Departmental Deposit box in 55 Heller Hall. NTS and technical staff are working on the programming of the box and we hope it will be ready for departments to use by June 15th. An armored courier will pick up deposits from the box every afternoon. The Bursar Office will be contacting West Bank Departments to provide training on the use of the box within the next few weeks. If you are interested in attending the training, please contact Pat Roth at 625-6525.

Request for Special Examination

Effective in FY08, the special exam fee previously administered by the Office of the Registrar will now be administered by the college through CLA Student Services. A $50 per credit fee for will be assessed to all students requesting the special examination.

The fee is required and will be posted directly to the students account by CLA Student Services. Attached are the instructions and Request for Special Exam form. Additional information is also available at:

Please contact Lonna Riedinger (5-9093, if you have questions about the process.

RIO Program Tracking in the Employment System and HRMS

With the recent announcement of the Retirement Incentive Option (RIO), several important changes are being made to the Employment System and HRMS that will enable tracking and reporting on RIO activity, vacancies, and hiring within the collegiate and administrative units. These changes become effective on June 2, 2008. Please see attached memo from Central OHR for Important and Required information you will need to know.

Call or email Millie Reid at 6-7648 or with questions.

Retirement Incentive Option

The RIO is a one-time opportunity for voluntary retirement for eligible employees. RIO will provide 36 months of medical and dental subsidy following an employee's last day of employment. Informational sessions ( will be held weekly during the eligibility period. If you cannot attend one of the scheduled informational sessions, you can view a UMCONNECT presentation online.

Faculty and P&A at

Civil Service and Radio and Television Broadcast Technicians at

Attention CLA Administrators and Payroll Contacts:

The CLA Payroll Cutoff Dates for 2008-09 are now listed in the CLA Fiscal Administration website under Payroll Information and Forms. The cutoff date for faculty merit increases for faculty paid 9 over 12 (BJ term) is Friday, May 30th at 4:30 pm in room 209 Johnston Hall.

Joint Financial/Human Resources Meeting

The CLA Joint Financial/HR meeting for June will be held on Thursday, June 19 at 10:00 am in the MPC Seminar Room, 50 Willey Hall (West Bank). Please make this change on your calendar, and watch for updates in CLA NOW in the coming weeks.

Please Review Your EFS/PeopleSoft Training Schedule

There have been many changes to the EFS/PeopleSoft training schedules since the original plan was rolled out. Class schedules have been altered, determination of which classes are needed for different roles have changed, and in some cases Training Services converted instructor-led classes to on-line tutorials. It is very important to check your training schedule periodically and especially before going to a training session to make sure you have the latest up-date information for your scheduled classes.

To check your instructor led training class registration: Go to One Stop for staff, then to the Employee Self-Service section and click on the Training Registration\History link (you will need to log-on).

To review online tutorials that you have been registered for:

  • Go to One Stop.
  • Click on "My U Portal" (you will need to log-on) and then click on the tab labeled "My U Courses and Teaching." You can also initiate tutorials from this location.

If you have questions about your training schedule, please have your supervisor contact Millie Reid in CLA Human Resources (6-7648/

The UM Foundation deadline for year-end transfers to CUFS is June 12 at noon. Please review your CUFS accounts in advance to avoid TIP charges for June month-end, and transfer funds where needed.

Reminder that TIP is charged on deficits of $15,000 or more over 1856-xxx total and 1898-xxx total. For questions please contact Rose Pederson (6-7611,

Mark Your Calendar

May 30

  • West Bank Bursar Office is closing permanently
  • CLA Payroll cutoff for the 05/26/2008 - 06/08/08 pay period, 4:30 pm
  • CLA Payroll cutoff for the 06/09/2008 - 06/22/2008 pay period, 4:30 pm
  • CLA Payroll cutoff for Faculty Merit increases for BJ term faculty

June 12

  • Deadline for June 30, 2008 transfers from UM Foundation to CUFS, 12:00 Noon

June 19

  • CLA HR/Financial Meeting, MPC Seminar Room, 50 Willey Hall (West Bank), 10:00 am start time

June 27

  • CLA Payroll cutoff for the /23/2008 - 07/06/2008 pay period, 4:30 pm

About this Archive

This page is an archive of entries from May 2008 listed from newest to oldest.

May 18, 2008 - May 24, 2008 is the previous archive.

June 1, 2008 - June 7, 2008 is the next archive.

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