SUBJECT:	Pending iForms Changes
DATE:	June 18, 2009

 

On Saturday, June 20, 2009, we are implementing software changes in iForms to support the following requirements.

1. Federal changes in reporting race and ethnicity categories;
2. Changes to the Cost Distribution iForm to reduce the number of manual salary cost transfers;
3. Set the pay statement print option to “do not print” for all new hires;
4. Integration of iForms with the new the Effort Reporting System (ECRT); and
5. Workflow changes to support routing and reporting requirements required for the new Faculty System Project (dFac).

The most visible change will occur in the Hire and Personnel Data Change iForms where the new race and ethnicity fields are entered. For more information on the new race and ethnicity categories please go to https://www.hr.duke.edu/news/2009/race_ethnicity/ . You will be prompted for your NET ID and password to access this site.

The changes related to reducing manual salary cost transfers impact the cost distribution iForm transaction. There are two notable changes:

Previously, a retro cost distribution transaction crossing fiscal years was only permitted if the new cost distribution only included WBS elements and no Cost Centers. The revised edit permits the inclusion of Cost Centers on the retro distribution across fiscal years if the old distribution contained one or more WBS elements. This change will permit retro cost distribution changes across fiscal years to move funding of an individual off of a WBS element (grant) and onto a Cost Center.

The current edit requiring a minimum of 1.0% funding on any Cost Object (fund code)-G/L Account combination on cost distribution lines will be changed to require a minimum of 1.0% funding at the Cost Object (fund code) level. This change will permit multiple G/L Accounts on the same Cost Object to be less than 1.0% as long as the total of the effort for the multiple GL accounts exceeds 1.0% for the Cost Object.

In support of the paperless payroll initiative, the pay statement print setting will now default to “no print” for all new hires. New employees will still receive a check until their direct deposit is activated.

The changes for the ECRT and dFac will have no visible impact until those projects are implemented. We wanted to make you aware, in the event you notice unexpected behavior in workflow processing.

If you have questions or concerns, please send an email to r-3@duke.edu.