Our Services: Accounts Payable Accounts Receivable Accounting Business Office Capital Asset Accounting Cashier's Office Controls & Accountability Costing Policy & Analysis Education & Support Services Equipment Management Employee ID Card Program Extramural Funds Accounting Faculty Home Loan Program Financial System Document Help General Accounting Internal Control Materiel Management Payroll Project Management Office Student Accounting Systems Development Systems Operations Tax Accounting Tax Reporting & Compliance Training Information Travel & Entertainment

Feedback Comments, questions or
  suggestions? Let us know.

Home  ·  FAQ  ·  Forms  ·  Help  ·  Search

Salary Expense Transfer (SET) Document Help

RESTRICTED USE DOCUMENT: Used to transfer incorrectly recorded payroll expenses between accounts. Benefit expenses will be calculated using a composite benefit rate (excluding Chart H accounts) and distribute employee benefit costs to department accounts.

Note: Pre-Approval and Training (Classroom or Online) is required before access is granted to this document.

Note: During fiscal close, there is a Year End version of the Salary Expense Transfer (SET) document in the Year End Transactions section of the Main Menu. If you need to post a Year End Salary Expense Transfer during year end fiscal close, please complete the Year End Salary Expense Transfer document. The Year End document is ONLY open to users who also have access to the standard version of the document.

• Use, Document Layout, Business Rules

• Getting Access

• Calculating Benefit Cost
• Composite Benefit Rates
• Cost Transfer Justification
• Decision Support: Payroll Expense Distribution Report (339)
• Expenditure Adjustments
• GAEL Assessments
• New Payroll Object Codes as of 7/1/11
• New Payroll Object Consolidation Codes as of 7/1/11
• Payroll Expense FIS DS Reports
• Tips and Tricks: SETs for Separated Employees, Employees with Multiple Records in Person Lookup, Moving Benefits, Out of Balance Error Messages

Pre-approval is required on the following form when transferring to a Contracts & Grants-funded account. This form should be completed before the SET document is processed.

• Departmental Pre-Approval Form: Transfer of Payroll Expense (Extramural Fund Source)

Back to Labor Distribution Document Home