Skip Navigation
Search

Updates and News

2020/2021 Budget Preparation Cycle

  PeopleSoft Sign-on Instructions for ALL Users

PeopleSoft version 9.0 is accessible from the web for ALL users. Sign-on information is below:

The URL to access PeopleSoft version 9.0 is:
http://www.stonybrook.edu/hcmprod

To start the application, you should copy this URL, open Mozilla Firefox or Google Chrome, paste it in the Address bar of Mozilla Firefox or Google Chrome, and Click Go.

From the PeopleSoft 9.0 sign-on screen, enter your CBM userid and password in all capitals and click Sign In.

If you have forgotten your PeopleSoft password, you should contact the Computer Accounts office either by calling 2-9800 or by submitting a trouble ticket using this URL:

https://it.stonybrook.edu/services/itsm

When you contact Computer Accounts, identify your problem as a "PeopleSoft Admin. Password problem."

 CBM Features

IMPORTANT REMINDERS: 

  • When budgeting negative allocation, you MUST include a clarifying note in the OSE or OTPS Notes field. Since we don't copy notes forward from the prior model, it is important that you add notes to explain the negative entries in this year's model.
  • Negative FTE related to OSE budgeted in State accounts (for employees that will be charged to other funds during the fiscal year) must be input in CBM.  Your Form1 submission will not be accepted if you fail to budget the negative FTE amounts.  [State Fund 10 accounts only]

In order to use the ‘Download to Excel’ feature in PeopleSoft 9.0, you will need to add  https://psns.cc.stonybrook.edu to your trusted sites in Mozilla Firefox or Google Chrome.  (This only needs to be done once.)  To do this:

  • From Mozilla Firefox:
  1. Click on Open menu (icon with three bars in the upper right-hand corner)
  2. Click on Content
  3. Uncheck the Block pop-up windows box under the Pop-ups section
  •   From Google Chrome:
  1. Click on Customize and control Google Chrome (icon with three dots in the upper right-hand corner)
  2. Click on Settings
  3. Type 'Popups' in the search bar
  4. Select Content settings
  5. Select Popups
  6. Click on the cirular tab next to 'Blocked (recommended)' so that it moves to the right and turns blue. 'Blocked' will change to 'Allowed'.
  •  Once Pop-ups are disabled:
  1. Return to PeopleSoft 9.0 and select the 'Download to Excel' feature
  2. In the Windows Mozilla Firefox or Google Chrome window, select Open with Microsoft Excel
  3. Click OK 

The CBM online user manual can be accessed from any CBM page by clicking on this link:  http://www.stonybrook.edu/budgetoffice/campmod/campmod.htm

If you zero the AF Compensation Rate and/or FTE for a split employee, you will receive a warning.  This feature was added so that users are reminded to send email notification to the VP area coordinators who share their split employees.

The USB Change form is available from CBM.  This form contains FTE, Compensation Rate, Salary Rate, and Job Earnings Distribution accounts and percentages from CBM.  Users can print this form for AF employees and submit it for authorization before sending to HR.

You have the ability to “clone” a complete CBM Employee record (demographic, salary, and OSE data) into a new CBM employee record.  All data from the existing employee, except for Emplid, SSN, Name, and Position, will be copied to the “clone”.  A new ‘C’ Emplid will be automatically generated from CBM.

There are additional GL classes on the Account OSE and OTPS pages to help clarify budget items for Form1.

 Printing Instructions Document

There is a document with CBM printing instructions on our website under Budget Development — Manual to familiarize you with the steps to follow to print your CBM reports:

 This Budget Cycle’s Data

The “Proposed” fields in model 2021 will be pre-loaded with the following:

  • For AF, a payroll snapshot taken 10/2/19.
  • For RF, a payroll snapshot taken 9/27/19 from OASIS.  Please carefully review these employee distribution records for accuracy.
  • For ADP, a payroll snapshot taken 10/16/19.
  • For SBF, a payroll snapshot taken 9/13/19.
  • For PEO (CPMP management and staff), a payroll snapshot taken 10/17/19.
  • Last year’s budgeted OTPS, Account OSE, and Revenue figures for all funds except State, IFR, and SUTRA
  • Account OSE and OTPS notes were copied from last year's model to the new models for all funds except State, IFR, and SUTRA

 

The following employee records are not pre-loaded in CBM:

  • Part time Adjunts - Jobcodes 0430 [Inst 10] and 0475 [Lect 10] with FTE <1.
  • Teaching Assistants and Graduate Assistants and Student Assistants.
  • Employees with Jobcode 1983 [Technical Assistant].

 

IFR cash balances were loaded as of 10/31/19 for West Campus, University Hospital, and SOM/HSC IFR accounts for models 2021, O2022, and T2023. IFR cash balances were loaded as of 6/30/19 for model C2020 for all accounts.  

SBF cash balances were loaded as of 10/31/19 for West Campus, University Hospital, and SOM/HSC accounts for models 2021, O2022, and T2023. SBF cash balances were loaded as of 6/30/19 for model C2020 for all accounts. 

The estimated IFR fringe rates have been loaded in CBM.  IFR fringe rates may change in May when we get final figures from the Office of the State Comptroller.  Please check your IFR accounts for negative balances if you are notified that the official IFR rates have been updated in CBM.

RF and SBF fringe percentages were updated for C2020, 2021, O2022, and T2023.

The current OASIS projects have been loaded into PeopleSoft.  For IDC and CPMP, these Award-Project-Tasks have been converted to ‘431’ or ‘436’ account numbers.

 Important Notes  
New accounts that are created through the Accounting Office are programmatically added to CBM every Friday and available in CBM on Monday mornings. When budgeting negative allocation, you MUST include a clarifying note in the OSE or OTPS notes field.  If your note is not clear, your budget entry will be rejected!! The budgeted figures in negative and positive interchange accounts must match by object. If you budget  any negative OSE in your State accounts for employees whose salary expenses you plan on charging to other funds during the year (i.e. summer session, IFR accounts, Member Items, etc.), you must decrease your State account FTE accordingly.  To do this, budget an employee record in the State account with negative FTE with zero dollars.  The net budgeted instructional and non-instructional FTE's in every State account should reflect the actual portions of their salaries which will be charged to them in the budgeted fiscal year. As with all negative entries, make sure to include an explanatory note.