eswt online salary/wage transfer request system. current swt process hard copy (supporting...
TRANSCRIPT
eSWT
Online Salary/Wage
Transfer Request System
Current SWT Process Current SWT Process
• Hard Copy (supporting documents, memos, etc. are attached)
• Prepared within a Department• Forwarded to approvers for signature• Forwarded to Contracts & Grants (CG) or ISS for
approval and processing• If SWT is approved, it is keypunched into Banner• If SWT is rejected, it is returned to the preparer
SALARY/WAGE TRANSFER REQUEST A copy of the “Labor Distribution by Fund” report (for each pay period involved) showing the original charges must be attached to this form. Regardless of the funds involved, this form must be sent to Contracts & Grants Accounting, 208 M. White Smith Hall. Also see the note at bottom regarding "Revised Personnel Activity Report."
NOTE: Salaries and Wages over 90 days old cannot be transferred.
Employee Banner ID: Employee Name:
Period ID
an d Payroll #
Position N u m ber
Suf -fix
(FY)
Fiscal Year
Expenditure(s) paid "FROM" in error
"FRO M " FUND ORG ACCT PROG
Transferring expenditure(s) "TO" "TO"
FUND ORG ACCT PROG
Am ount
to Transfer
1. T im e Period Transfer Applies to (MO NTH/DAY/YEAR ) FROM: TO :
2. JUSTIFICATION FOR THE TRANSFER (REQUIRED BY FEDERAL REGULATIONS): Please check the applicable statement, or check "Other" and give the explanation.
Used fund for wrong budget period of a multi-year project.
Used wrong account code, organization code is correct.
Used wrong organization code, fund code is correct.
O ther
3. Prepared by: DATE: NAME AND PHONE N U M B E R
4. Transfer Approved: (PLEASE PRINT NAME UNDER SIGNATURE)
Project Director Date Department Head Date Dean D ate
PRINT NAME PRINT NAME PRINT N A M E
5. Contracts & Grants Accounting: Date:
NOTES: (1) If employee benefits are associated with these salaries or wages, they will be transferred along with the sa la ries and w ages .
(2) The originating department should follow up to see that this transfer(s) is reflected in the accounting reports. If it is not included in the report for the current month or the following month, the department should contact Payroll and Employee Benefits or Contracts & Grants A ccoun ting .
IF A CONTRACT/GRANT OR A FEDERAL APPROPRIATIONS FUND IS LISTED ABOVE AS THE "TO" FUND, PLEASE ATTACH A COMPLETED "REVISED PERSONNEL ACTIVITY REPORT" FOR EACH FUND.
New eSWT Online SystemNew eSWT Online System
• Takes the current process and converts it to an online process• Via Self-Service Banner (similar to eCerts & SSB JV system)• Can be done as an independent SWT or as part of eCerts (for
Effort Certification)• Allows for supporting documentation to be attached• Storage in Self-Service Banner• Eliminates the need for revised PARs (if effort certification is
required)• Time-stamps effort certification (in the next eCert period) when
SWT is approved/processed• PDF capability• Each eSWT is identified by a unique number (ex – SW000001)
eSWT via AU AccesseSWT via AU Access
eSWT via Self Service BannereSWT via Self Service Banner
Justification is mandatory
Optional
Salary/Wage Transfer Request Number
Approval ProcessApproval Process• Once submitted by the preparer, the eSWT is forwarded
for approval to the appropriate individuals/departments via automatic email notification (similar to eCerts).
Preparer
From Dept/Unit/College
To Dept/Unit/College
CG/ISS
• Preparer and Approvers are listed at the bottom of eSWT
Email NotificationEmail Notification
>>> "Salary Wage Transfer" <[email protected]> 1/25/2012 10:05 AM >>>902XXXXXX Michael Mouse
Actions are required for document SW000006902XXXXXX Robert Cow
Transferring Wages from 113500 Information Systems Support
To access system training tools or to enter the salary wage transfer system or reviewavailable salary wage transfers, please go to eSwt at: http://www.auburn.edu/administration/business_office/cga/salarywagetransfers.html
If you have problems accessing the system or have questions regarding this process, please send
an email to [email protected] or contact Contracts and Grants Accounting at 844-4847.
Logged in as the preparer
Logged in as P.I. or Co-P.I.
Dean’s Office ApprovalsDean’s Office Approvals
Dean’s Office ApprovalsDean’s Office Approvals
Dean’s Office ApprovalsDean’s Office Approvals
Personnel SearchPersonnel Search
Identifies all employees for whom you are allowed to prepare salary/wage transfers.
Personnel SearchPersonnel Search
eSWT Document Search by PersoneSWT Document Search by Person
eSWT Document Search by PersoneSWT Document Search by Person
Fill in any of the text boxes
eSWT Document Search by PersoneSWT Document Search by Person
eSWT Document Search by FOAPeSWT Document Search by FOAP
eSWT Document Search by FOAPeSWT Document Search by FOAP
eSWT Document Search by FOAPeSWT Document Search by FOAP
Contacts, Comments & QuestionsContacts, Comments & Questions
Email: AU [email protected]
CG Accounting - AU 334-844-4847
CG Accounting - AUM 334-244-3716