UA BDGTSAL NEW

DATA VIEW NAME
UA_BDGTSAL_NEW
OVERVIEW
This view is a selection of data from the budget tape that is generated nightly. It contains only new year (or future year) data.

This data view uses UDDS code to limit the records returned based on your authorization.

The Budget data views have been modified for the HRS implementation that went into production in April of this year. The budget data was converted in May. Views that use the following fields from the budget system were modified:

  • The ‘BUDGET_ID’ is no longer the appointment ID. Instead it consists of the last 6 digits of the empl ID and the last 2 digits of the Employee record number associated with the job. If a person has more than one concurrent job that is budgeted, they will have more than one budget ID in the budget system. Most people who have one active job at a time will just have one active employee record and that is typically record 00.
  • The empl ID is the same as the legacy person ID for any employee who was active in both legacy IADS and HRS.
  • The ‘BACKUP_APPT_ID’ field has been re-purposed to hold the HRS position number and is now called ‘POSITION_NUMBER’. A job can be associated with one position at any given time, however over time, a job could be associated with several different positions as they accept other jobs throughout their university career. There are also some jobs that may not be associated with any position (student help, LTEs).
  • Starting in fiscal year 2012, the social security number is no longer stored in the budget system database.
LOAD FREQUENCY
The view will be refreshed nightly during the budget cycle. Once the budget is ‘locked’ the data will not be refreshed until the next budget cycle.
DATA CUSTODIAN
UW-System Budget Planning Office
Contact: Sara Voigts
AUTHORIZATION
You must receive approval to access data from the data custodian. For information about how to get authorized for InfoAccess data views, connect to the InfoAccess Home Page
SPECIAL
CONSIDERATIONS
The information in this view is for active appointment records only. There is one record for each budget split, therefore there may be more than one record per budget id.
QUESTIONS
Contact: Division of Information Technology Help Desk
Phone: 264-HELP (4357)
LAST UPDATED
04/03/95 – Change in view – added Social Security Number. (br9)
01/11/96 – Changed Data Custodian from Floyd Rohde to
Sue Schymanski (rzs).
06/20/96 The comment line and comment type have been removed
this data is no longer kept on this view. Comments are
are on a new view – UW-UA_BDGT_COMMENT.
The Proportional Funding Indicator (Char1) has been added
to the view (rzs).
08/28/96 The UWMF_INDICATOR field has been added to view (rzs)
The CPP_PERCENT Field is not used anymore
06/23/97 Added MIDYEAR_FTR_ADJ, PROPOSED_FTR_ADJ, COLUMN11_FTR_ADJ, COL15_MERIT_FTR_ADJ, COLUMN12_FTR_ADJ, COLUMN13_FTR_ADJ AND COLUMN14_FTR_ADJ fields. (fls)
03/09 Added Project_User Code to view. c4j
08/11 HRS changes c4j
12/14 Updated description on soc_sec_number s8w.
DATA FORMATS
Primary Key Columns are identified with an asterisk (*)
The codes following the field names in this document define the field. The different types are:
A – Alphanumeric field. This indicates the field may contain
letters and/or numbers. The number following is the field
length. For example: a field defined as A5 could contain
‘E10LN’.
PS – Packed-Signed field. This indicates the field may
contain only numbers. The number following is the field
length. If two digits with a decimal point in between are
present the first indicates the number of positions before
the decimal point and the second the number of digits after
the decimal point. For example: a field defined as PS4.2
would be in the format 9999.99 whereas PS6 would be in the
format 999999.
Column Name Format Description
BUDGET_YEAR A4 This is a four digit year which represents the budget year of July through June.
BUDGET_ID A11 The budget ID is the identification number for the record.

For filled positions, this field is 8 digits . For fiscal years 1994-2011, this field contains the legacy appointment_id. Starting with fiscal year 2012, this field contains the empl ID(last 6 digits) followed by the 2 digit Empl Record associated with this person’s job.

For vacant positions, group position, negative position, lump sum, and deduction records, this field contains a dummy ID number assigned by the budget office.

Budget ID (pos 1) Record Type & Description
—————– ————————-
Numeric A filled position
R B vacant position
G G group position
J J negative position
($ or position taken away)
L L lump sum record
D M deduction record
(take $ away)

For other than filled positions, the budget ID must begin with alphabetic codes enumerated above and the last eight positions must be unsigned numeric and less than ‘99999999’.

The ID is left justified in the field.
If it is a group position, staff-type must = ‘A’ (group positions only valid for academic staff).

If it is a header record, the first five characters of the budget ID are low values followed by ‘UHL1’. If it is a trailer record, the first five characters of the budget ID are high values followed by ‘UTL1’.

RECORD_TYPE A1 Indicates the type of position described in the record. The values are generated from the first position of the budget id.

The values in record type may be:
A = filled position
B = vacant position
G = group position
J = negative position ($ or positon taken away)
L = lump sum record
M = deduction record (take $ away)

NEW_REC_FLAG A1 Code that indicates whether or not the position is new to the budget or should be considered new.

‘ ‘ Continuing from prior year

‘A’ Valid only for filled position. Person not in previous year’s budget, but currently (prior to 1 July) on the payroll.

‘B’ Used for all new individuals starting on or after July 1 of the new budget year. Also used for all vacant positions, lump sum entries, and deduction entries.

‘C’ Used for:

1) All unclassified staff who have a contract anniversary date other than July 1 or the start of the academic year. Non July 1 anniversary date staff. Staff who appear in the current budget but are not to be treated as new for merit purposes.

2) All unclassified staff who appear in the current budget but are being treated as new appointments for merit purposes.

3) All unclassified staff who are now on the University payroll with one of the employees-in-training or student assistants titles, but who are to be budgeted in the new year as faculty or academic staff.

‘A’ and ‘C’ valid only for filled positions (Record type = ‘A’)

If CY staff type = ‘C’ (classified position), must be ‘A’ or ‘ ‘.

STAFF_TYPE A1 Indicates the staff to which a position belongs.

A = Unclassified
C = Classified

TITLE_CODE A5 Used to identify the official University System title for the position. The unclassified title code is composed of three parts: Function (also known as rank), prefix, and scope. Titles are used to describe the nature of the work performed.

EDIT

Edit against the title file for valid codes using (DAIOACTL). If record type is ‘L’ ‘M’ ‘J’, title code must be spaces.

SOURCE

Supervisor, Principal Investigator, Dean/Director, etc., depending on the department or college.

TITLE_MODIFIER A1

A = Affiliate
B = Collaborative
D = Short Term (24 months)
E = Employee I Training
F = Fixed Term Appointment
G = Re-employed Annuitants
L = Limited Term Appointment
N = Unclassified Staff Probation
P = Faculty Rank Probation
Q = Acting Appointment
R = Emeritus
S = Student
T = Tenure
X = Honorary Fellow
Y = Vacant Position or non-renewable summer faculty
Z = Indefinite Appointment

TITLE_LITERAL A21 If filled, vacant, or group position, literal describing the position’s current year title. For lump sums and deducts, it contains a description of the lump sum or deduction.
GUARANTEED_LENGTH PS1.1 The specific period of time stated for the length of fixed term, backup, or rolling horizon appointment. Title modifier must be ‘F’ or ‘D’ on one of the splits.

EDIT
0 = NO GUARANTEED LENGTH
0.5 YEAR
1 YEAR
2 YEARS
3 YEARS
4 YEARS
5 YEARS

SOURCE

Letter of appointment or reappointment

CONTINUITY_STATUS A2 Describes the continuity of the appointment. In budget, only appointments with title modifier of ‘F’ or ‘D’ are required to enter this information. Therefore, only the following values are used:

02 = FIXED, TERMINAL

This appointment is for a finite length of time, and there is no expected renewal (e.g., fixed-term terminal academic staff, classified project, 5th year TA, work study).

03 = FIXED, RENEWABLE

This appointment is for a specified length of time, but renewal is expected or recurrance is possible (e.g., fixed term academic staff, recurring LTE, regular TAs).

06 = ROLLING HORIZON

This appointment is for a guaranteed length of time, based on annual reappointment. For all rolling horizon appointments, the length must be specified and kept in guaranteed length in apptappt. must be spaces if there are no splits with title modifier = ‘F’ or ‘D’ Validate against quickfile table ABVALCON

SOURCE

Supervisor, principal investigator, Dean/Director, appointing authority, etc., depending on the school/college.

UNCL_EXCEPT_CODE A1 This field is only valid for unclassified staff. It contains the unclassified special code. The entry screen on FM2A is labeled ‘STATUS’

‘ ‘ = none

‘A’ = county agent whose salary is not entirely paid through the university. They are not represented as full-time staff in the budget.

‘B’ = county agent whose salary is entirely paid through the university

‘F’ = faculty status

‘T’ = externally funded appointments (e.g. USDA appointees, military science, etc.)

‘Y’ = executive pay plan (named in legislation)

‘W’ = UWS executive pay plan (assigned by university)

‘F’ only valid for filled positions i.e. (record type = ‘A’). Also must be unclassified staff other than professors, associate professors, assistant professors, and instructors. (CY staff type = ‘A’ and CY unclassified function not (C20, C30, C40, C50, C60))

‘A’ and ‘B’ must be supported by a ‘CA’ comment split

EMPLOYEE_STATUS A1 Code that indicates the status of a classified employee at a given point in time. For classified staff this is entered in a field labeled

‘EMPLOYEE STATUS’.
A = Apprentice (all crafts)
B = Project Project Employee (added 1979-80)
C = Project Permanent Employee (added 1979-80
P = Permanent
R = Red-Circle (salary above maximum for range)
S = Seasonal (primarily in agriculture)
T = Trainee (not used for crafts)
L = LTE
E = Emergency budgeted as lump sum items

Edit:

L & E only used in position control records (PY2D)

APPOINTMENT_TYPE A2 Indicates the major personnel category for this appointment. Each type is governed by specific statutes and/or personnel regulation, policies, or procedures.

FA = Faculty
LI = Limited
AS = Academic Staff
ET = Employees in training
SA = student assistants
CP = classified permanent
CL = classified LTE
CJ = classified project
SH = student help
OT = other

BARGAINING_UNIT A2 Code for the “bargaining unit” to which the title has been assigned. Currently only used for classified titles.
TITLE_GROUP A2 Groupings of titles of similar duties.

Edit:
Alpha numeric
A1 = professional
A2 = program manager
A3 = administrative director
A4 = business offices
B1 = instruction
B2 = research
C1 = academic administrator
C2 = academic program director
C3 = other academic
D1 = faculty
D2 = employee in training
D3 = student staff
D4 = other faculty

FUND A3 Indicates the general source of funds from which the budgeted amount is paid. Valid only for financial splits where Trailer-Id = ‘A’, other than no salary splits. (Edited with activity as a unit – ABFDACTB.) If spaces, CY-Budget-Amt or PY-Budget-Amt must be zero or Trailer-Id = ‘L’ (must be no salary or leave split). Otherwise: verify fund-activity combination using fund-activity table (ABFDACTB). Indicates the general source of funds from which the budgeted amount is paid. Valid only for financial splits where Trailer-Id = ‘A’, other than no salary splits. (Edited with activity as a unit – ABFDACTB.) If spaces, CY-Budget-Amt or PY-Budget-Amt must be zero or Trailer-Id = ‘L’ (must be no salary or leave split). Otherwise: verify fund-activity combination using fund-activity table (ABFDACTB). Verify activity for relevant UDDS by checking the UDDS name file (use ‘R1401001’ as entry point to ACUD1401) Verify activity for relevant UDDS by checking the UDDS name file (use ‘R1401001’ as entry point to ACUD1401).
ACCOUNT A4 Starting with fiscal year 2010:
This contains last 4 digits of the SFS Project code if applicable. For Madison campus this field is normally blank since they put the Project number in the PROJECT_USER field.Prior to fiscal year 2010:
This contains the legacy account number if applicable
ACTIVITY A1 Code which indicates the function for which a particular split is

budgeted.

0 = Student Services
1 = Institutional Support
2 = Instruction
3 = Hospitals
4 = Research
5 = Public Service
6 = Academic Support
7 = Physical Plant
8 = Auxiliary Enterprises
9 = Financial Aid
& = Farm Operations

Validity of fund-activity combination is checked (ABFDACTB).

Validity also verified for the particular UDDS (use R1401001 as entry point to ACUD1401).

PROJECT_USER A7 The field contains either a WARF user code or SFS project code.

WARF user code is a seven character code used for internal management purposes by Chapter 37 institutions (campuses that used to use the WARF processing center). The user supplies this code to aid in associating budget data with their campus systems.

SFS project code represents a type of program activity, events, special events or project within a fund that must be monitored and reported independently from the organization,

The project/user code was added to the view for fiscal year 2010. The field will be blank for any rows prior to fiscal year 2010..

BUDGET_AMT PS7 Amount budgeted for a position for the budget year for a particular split key (UDDS, fund, activity, account, WARF code, etc.). Carried as whole dollars and can be positive, negative, or zeros.
NAME A30 For Group Positions, Vacant positions, Negative positions, Lump sums, and Deducts, the name field contains the following:

Record Type Name Field
B *vacant position
G *group position
J * * * less
L provision amount for
M * * * less

For Filled Positions:

The name currently used by a person. For system display and reporting. If there is not enough room for the full name, enough information in the proper format must be provided to best identify the individual. The name is taken from the APPTPRSN table using the person ID in the budget record. The Peterson Payroll Processing center is responsible for monitoring names for employees paid through that center. WARF Processing Center provides information monthly to maintain the information for employees paid through that center. For system display and reporting. If there is not enough room for the full name, enough information in the proper format must be provided to best identify the individual.

EDIT

The name must begin with a letter. The format will be last name followed by a comma and a space, then first name or initial, middle initial or name, followed by a space plus JR or SR or III if appropriate. The only special character required is the comma to end the last name. A hyphen is allowed. (Use routine PYNAME30)

SUPPLIED NAME SYSTEM NAME
O’CONNEL, THOMAS J OCONNEL, THOMAS J
MC NAUGHTON, JOHN R MCNAUGHTON, JOHN R
SMITH-JONES, ALICE SMITH-JONES, ALICE
SMITH, J R SMITH, J R
JONES, J ROBERT JONES, J ROBERT
SMITH, JOHN M JR SMITH, JOHN M JR
ST. AUBIN, THOMAS A STAUBIN, THOMAS A
DOMMERSHAUSEN-MC FLANNIGAN,
DOMMERSHAUSEN-MCFLANNIGAN
BERNADETTE A B A

The name will be truncated to 21 characters in programs where the entire 30-character name will not fit.

SOURCE

Employee’s withholding allowance certificate (FORMW-4) and in some instances, the employee’s Social Security identification card. Information is maintained using the Integrated Person Information system.

BIRTHDAY A8 The day, month and year of the person’s birth.

EDIT

Format is YYYYMMDD.

Year of birthdate should be more than 14 years before the current year. (YEAR OF BIRTHDATE) < (CURRENT YEAR – 14)

BLANK = NOT SUPPLIED

SOURCE

Employee withholding allowance certificate (FORM W-4).Information is stored in the APPTPRSN table.

GENDER A1 Person’s gender if position is filled.

EDIT
M = Male
F = Female
BLANK = Unknown

SOURCE

Employee’s withholding allowance certificate (FORM W-4). Information is taken from the APPTPRSN table.

SOC_SEC_NUMBER A9 This social security number will no longer be populated.
PERSON_ID A8 A unique number assigned to each person. The number is always the same for the smae person.

SOURCE

The next available number will be stored in an online data base. A subroutine will be used to: 1) obtain the next available number when one is needed and, 2) update the next available number by adding one to it.

EDIT
Validate against the APPTPRSN table

SPLIT_PERCENT_TIME PS1.2 The percent time for which the position is budgeted. This could be 1.00 while FTE is .50

If Record-Type > ‘B’ (other than individual position), Percent time is zero

If record-type = ‘A’ or ‘B’ (an individual position), Percent time must be numeric and not greater than 100

If percent time is not zero and position is classified, Percent time must be greater than .28 (28%)

If partial period, e.g., ‘SEM1’ and 100%, PT-Fract will be 1.00, while FTE will be .50

PAY_BASIS A1 Indicates the basis on which the relevant rate is expressed and the probale period.

Academic Staff

Annual rate (12 month); payable as 1/12 each month;
normal period is 07/01 – 06/30.

C – Academic rate (9 month); payable as 1/9 each month of the academic year; normal period is the academic year (September to June) which changes each year.

Classified

H – Hourly rate; payable biweekly according to method set by Dept. of Administration. Space – No salary; applies to positions shown in the budget but not paid by the university; rate equals zeros; e.g., military science staff, emeritus faculty, volunteers

FULL_TIME_RATE PS7.3 Contains the rate of pay for the budgeted position. This is carried as zeros for lump sum and deduction records (Record-Type = ‘L’, ‘M’) for which this is a meaningless data element.

For other than the two types of records discussed above, Rate is carried in terms of the Pay-Basis on which the position is paid.

Pay Basis Rate
H Hourly e.g. 03.015
A Annual e.g. 12000
C 9-month e.g. 09000

Hourly rates apply only to classified staff. Annual and 9-month rates apply only to unclassified staff.

JUNE30_FRACTION PS1.2 The rate is checked for consistency with the staff type, pay basis, Contains the % time for the position as of 30 June. It is equal to Pt-Fract for the current budget year.

If Record Type > ‘B’ (other than an individual position), fraction = 0.

If an individual position, must be unsigned numeric and not greater than 100.

If not zero and unclassified staff, must be greater than 28.

If partial period, e.g., ‘SEM1’ and 100%, Pt-Fract will be 1.00, while FTE will be 0.50.

JUNE30_PAY_BASIS A1 Contains the basis on which the Rate-30Jun is expressed. It is equal to Pay-Basis for the current budget year.

Academic Staff

A – Annual rate (12 month); payable as 1/12 each month; normal period is 07/01 – 06/30.

C – Academic rate (9 month); payable as 1/9 each month of the academic year; normal period is the academic year (September to June) which changes each year.

Classified

H – Hourly rate; payable according to method set by Dept. of Administration (bi-weekly)

Academic or Classified

space – No salary; applies to positions shown in the budget but not paid by the university; rate equals zeros; e.g., military science staff, emeritus faculty, volunteers.

JUNE30_RATE PS7.3 Contains the rate of pay for the position valid on 30 June of the previous budget year. The discussion under rate also applies to this data element. ;ent

Unclassified or Classified: Calculated by subtracting any increases (merit, pay-plan, etc.) effective 1 July from the Rate for the current budget year.

I.E. C = 9-month rate of pay, Rate-30June is a 9-month rate.

H = hourly rate of pay, Rate-30June is an hourly rate

UNIT A1 This is the first character of the UDDS code otherwise known as the campus code.

The campus codes are as follows:

A = Madison K = Stevens Point
B = Milwaukee L = Stout
C = Eau Claire M = Superior
D = Green Bay N = Whitewater
E = La Crosse R = Center System
F = Oshkosh T = Extension
G = Parkside W = System Administration
H = Platteville Y = Systemwide
J = River Falls

DIVISION A2 This is the second two characters of the UDDS code.
DEPARTMENT A2 This is the fourth and fifth characters of the UDDS code
SUBDEPT A2 This is the last two characters of the UDDS code
UDDS A7 Seven character code identifying the organizational unit in which the split is budgeted.

The code consists of the following:
Campus (unit)
Division
Dept
Sub-Dept

The campus codes are as follows:
A = Madison K = Stevens Point
B = Milwaukee L = Stout
C = Eau Claire M = Superior
D = Green Bay N = Whitewater
E = La Crosse R = Center System
F = Oshkosh T = Extension
G = Parkside W = System Administration
H = Platteville Y = Systemwide
J = River Falls

Validity for relevant budget year is checked against UDDS name file (use ‘R140100A’ as entry point to ACUD1401) in pre-file maintenance transaction edit.

MIDYEAR_BASE PS7.3 Amount of midyear rate adjustment for an appointment at a split level. Generated in file maintenance (SBGTBPFE).
MIDYEAR_FTR_ADJ PS7.3 Midyear full time rate adjustment for an appointment.
MIDYEAR_BASE_CODE A3 A code explaining the reason for the midyear increase
PROPOSED_BASE PS7.3 Amount of proposed base rate adjustment for an appointment at a split level. Generated in file maintenance (SBGTBPFE).
PROPOSED_FTR_ADJ PS7.3 Proposed full time rate adjustment for an appointment.
PROPOSED_BASE_CODE A3 A code explaining the reason for the proposed increase.
COL11 PS7.3 Amount of faculty promotion rate adjustment for an appointment at a split level. Generated in file maintenance (SBGTBPFE).
COLUMN11_FTR_ADJ PS7.3 Column 11 full time rate adjustment for an appointment.
COL15_MERIT PS7.3 Amount of merit rate adjustment for an appointment at a split level. Generated in file maintenance (SBGTBPFE).
COL15_MERITFTR_ADJ PS7.3 Column 15 (Merit) full time rate adjustment for an appointment.
COL12 PS7.3 Use of this field depends on the annual pay plan exercise at a split level.
COLUMN12_FTR_ADJ PS7.3 Column 12 full time rate adjustment for an appointment.
COL13 PS7.3 Use of this field depends on the annual pay plan exercise at a split level.
COLUMN13_FTR_ADJ PS7.3 Column 13 full time rate adjustment for an appointment.
COL14 PS7.3 Use of this field depends on the annual pay plan exercise at a split level
COLUMN14_FTR_ADJ PS7.3 Column 14 full time rate adjustment for an appointment
OTHER PS7.3 Amount of other increase rate adjustment for a classified appointment. Generated in file maintenance (SBUDBPFE).
STRUCTURE PS7.3 Amount of structure adjustment rate adjustment for a classified appointment Generated in file maintenance (SBUDBPFE).
ERROR_NO A3 Contains the highest error number that pertains to the particular record if Error Flag = ‘E’.
ERROR_FLAG A1 Indicates the status of the budget master record relative to errors determined in file maintenance for the current year only.

The codes are:
‘ ‘ = No error
‘E’ = Error condition which must be corrected through a file maintenance (SBGTBPFE).

Any record with the error flag set to ‘E’ always goes through the edit portion (SBGTBPFE) of file maintenance; before entering this phase, the error flag is set to space.

SUMMER_FUNDING_IND A1 Indicates whether the split is funding summer session or summer service

Y = funding is for summer
N = funding is not for summer

Only ‘C’ pay basis appointments can have this indicator set to ‘Y’.

SUMMER_PAY_CODE A1 The summer payroll codes were developed by the UW-Madison Payroll Office to permit departments to determine the number of paychecks that should be prepared and the approximate timing of each payment. Each summer session appointment must be identified by one of the following summer payrolling codes:

A This amount is to be paid in one payment and will be preprinted on the check sheet for the first four week summer session payroll.

B This amount is to be paid in one payment and will be preprinted on the check sheet for the second four week summer session payroll.

C This amount is to be paid in two non equal ayments. The budget amount with the earliest date will be preprinted on the appropriate summer session payroll.

D This amount is to be paid in two equal payments. The payroll program will divide the budget amounts by two and print one of the payments on the first four week summer session payroll and the other payment on the second four week summer sesion payroll.

E This amount is to be paid in one payment and will be preprinted on the three week inter-session payroll. This code should be used only if no other summer session payments are budgeted. A blank code is required for all UDDSes except A93 and B93.

The above codes should also be used in the budget process for the Law School ten week session payments. They will be identified by their UDDS coding and the selected amounts will be preprinted on the appropriate payrolls, separately from the regular eight week summer session payrolls.

The summer payrolling codes will determine on which summer session payroll the individual will appear and the gross amounts that will be preprinted on the check sheet.

LEAVE_CODE A2 There are a number of funding splits which should not be added into the summary totals, but are essential to understanding the remaining salary detail. These splits must be indicated by using the following leave code:

‘LV’ Regular leave status for the split; valid only for filled positions (Record Type = ‘A’) The input transaction is checked to see that this field is either ‘LV’ or blank. If blank, budget amt to be included in any summary totals. This field is also blank for comment splits

FUND_FRACT PS3.2 Indicates the percent of the entire salary for the position paid on the particular split in the fiscal year. It is an FTE count for the split.

The sum of the Fund-Fract for a given budget year must equal the FTE-Count for that year. The Fund-Fract is ‘forced’ into agreement with the FTE-Count; i.e. if a full time, full period position is split 1/3, 1/3, 1/3, the Fund-Fract will be 0.34, 0.33, 0.33 to equal an FTE-Count of 1.00.

Formula:

Budget-Amount

————— = Fund-Fract

Annual-Rate

CY_FTE_COUNT PS3.6 Indicates the full-time equivalence of the position. This field applies to individual filled and vacant positions, negative positions, and group positions; it is set to zeros for lump sum and deduction records (Record-Type = ‘L’, ‘M’).

Calculated using the following formula:

sum of Budget Amts

——————– = FTE Count

Annual Rate

FTE Count can never be greater than Pt-Fract, must be less than zero for negative positions.

POSITION_NUMBER A11 For fiscal years 1994-2011, this field holds the legacy appointment id which points to the limited appointment with which this backup/concurrent appointment is associated. Starting with fiscal year 2012, this field was re-purposed to hold the HRS position number. A job can be associated with one position at any given time, however over time, a job could be associated with several different positions as they accept other jobs throughout their university career. There are also some jobs that may not be associated with any position (e.g. student help, LTEs on some campuses).
CPP_PERCENT PS1.6 For UW-Madison only. This field expresses the clinical practice plan (CPP) supplement rate as a percentage of full time rate. By medical school policy, the amount of the supplement paid is to be a direct function of full time rate.

NOTE: this field is no longer used – the new field to used is UWMF_Indicator

PERIOD A4 Indicates that a split is budgeted for less tahn the full period – fiscal year (1 July – 30 June) or academic year. If it’s for the full period this field will be blank or = ‘YEAR’. All other cases are evaluated according to the type of staff.

The form 2A (BDGT) transactions carry the period as spaces or ‘YEAR’ (if full period), dates (DD/MM), ‘SEM1’, ‘SEM2’. The period field also generates the Effective/Expiration Dates for the split.

Unclassified staff:

‘* ‘ = split not for a full period. The actual period is entered in the effective and expiration dates of the split.

‘ ‘ = split for the full period

‘YEAR’ = split for the full period, percent time is uneven.

‘SEM1’ = split for semester 1

‘SEM2’ = split for semester 2

The period field is broken down into the following 2 fields for unclassified staff:

Period flag = first digit
Period code = last three digits

CY_CLASS_SAL_RANGE A2 This is the classified pay range code.
SALARY_SCHEDULE A2 The Salary Schedule combined with the Range defines a range category for a given title code. This pertains to hourly personnel. The value in this field will be a one character alpha for records with a budget_year equal 1994 or 1995 (i.e. A, B, etc). For budget_years 1996 and on the salary schedule value will be a two character number (i.e. 01, 02, etc.)
UPDATE_NUMBER A3 This is the number of the update run which created this file. It is incremented by one each time the file is updated.
LOADDATE A8 This field is used to indicate when the data was last refreshed. In the format YYYYMMDD.
PROP_FUND_INDIC A1 This field indicates whether or not the splits of the appointment are funded proportionally. (Unclassified appointments only)

Valid Values

‘Y’ = appointment is fund proportionally among the splits

‘N’ = not funded proportionally.

UWMF_INDICATOR A1 Indicate affiliation with UW Medical Foundation.

Valid values
‘Y’ = Yes
‘ ‘ = No

EFFECTIVE_DATE A8 Contains the effective date of a particular split. The date does not apply to comments or no salary split (fields must be blanks in those cases). Blanks are not allowed if the split is a financial with a valid pay basis.
Format is YYYYMMDD.For financial splits other than no salary splits, academic
staff will have a date in this field an also a date in
expiration date.Classified staff budgeted less than the full period are budgeted for a specific number of months and the exact dates of employment are not available; these date, therefore, have no validity and effective date contains the beginning of the fiscal year while expiration date is left blank
EXPIRATION_DATE A8 Contains the expiration date of a particular split. The date does not apply to comments or no salary split (fields must be blanks in those cases). Blanks are not allowed if the split is a financial with a valid pay basis.

Format is YYYYMMDD.

For financial splits other than no salary splits, academic staff will have a date in this field as also date in effective date.

Classified staff budgeted less than the full period are budgeted for a specific number of months and the exact dates of employment are not available; these date, therefore, have no validity and effective date contains the beginning of the fiscal year while expiration date is left blank

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