The budget upload template was updated today, May 10, 2017. The new filename is AdministrationExportData--BudgetUploadTemplateV2_Unprotected.xlsx and is available on the CRC Guides & Job Aids page in the Hyperion section. A one-page instructions sheet is also available.

Files to download:

The SALGRINFO files in the HCM M_HYPERION process are programmed to pull the Step Entry Date as the Option Start Date. Therefore, if you enter future dates in HCM (Job Data > Salary Plan tab) that fall after the budget year, for example a date after 06/30/2018 for BY18, and these dates come into Hyperion, then Hyperion will not perform any compensation calculations for these records. In other words you will not see a base salary in Hyperion.

To include base salary for these employees, change the Start Date (to 7/1/2017) on the Salary Grades tab under Maintain Employees by Position.

IMPORTANT! Keep in mind that any start or stop date is extremely important in Hyperion when it comes to compensation calculation. Hyperion calculates to the day, unlike BPS which calculated on an annual basis, and therefore, dates in BPS were not as important.

If your district wants to set up pseudo positions for Substitutes, Extra help and Overtime, download and complete the Pseudo Data Request Template, then attach it to a new HEAT ticket. The application will need to go into maintenance mode while it is loaded. The CRC will let you know when that occurs. When Hyperion is in maintenance mode, you will not have access to do anything.

Hyperion Users: Please do not use Hyperion from 12:30-1:00 pm today, April 5, 2017. Some maintenance will be performed at this time. If you are currently using Hyperion, please log out.

If your district wants to set up pseudo positions for Substitutes, Extra help and Overtime, MITI will assist with the set-up your Pseudo information for your Budget Year FY18.

You will need to fill out the Pseudo Data Request Template located on the CRC website https://docs.google.com/viewer?a=v&pid=sites&srcid=c2Rjb2UubmV0fGNyY3xneDo3ZGFlNTM2NGJiNzYwODk0 so the information can be loaded into Hyperion.

For subsequent years, your pseudo positions will already exist in Hyperion and you will just need to add any additional pseudo positions.
CRC is working on a guide for manually adding new pseudo positions.

Hyperion includes the FTE when calculating out benefits and additional earnings. When the FTE is less than 1.0, the budget for these positions will be under budgeted. You will need to correct/inflate the Override Option Value as if the position was a full 1.0 FTE.

NOTE: Positions less than 1.0 FTE that were loaded from the HCM extracts have already been corrected.

For any new positions added that are less than 1.0 FTE that have a benefit or additional earning with a Value Type of Amount, you will need to correct/inflate the Override Option Value to the correct amount as if the position was a full 1.0 FTE.

There has been some discussion around reviewing Hyperion extract files. This is recommended but not required. These files are provided to you as a tool to review data and look for inconsistencies. It is easier to review data when they are in a spreadsheet rather than multiple places in Hyperion. Since you are the expert on your data, we give you this opportunity to review the data before it is loaded into Hyperion. If there are things that need to be fixed, you would go into Hyperion and make your changes there. BPS had 26 extracts that over the years we were able to incorporate into the process. Since Hyperion is relatively new, it will take some time to learn and become proficient with it.

It is importance to check vacancy, incumbent, and zero FTEs.

What to look for:

The Exception Hourly Employees in HCM and Conversion to Hyperion job aid describes how to identify Exception Hourly Employees and their positions and how that information converts over to Hyperion. Document is available on the CRC website > Resources > PeopleSoft Resources > Guides and Job Aids.