Excel Sheet Download 6520 | Pets Pps Salary Cost Transfer Form

Partial file snippet.

Sheet 1: Instructions

	
	
		
 
		
		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

	
	
		
 
		
		
	
		
	
		
	
		
	
		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Reminder: Expenses must be moved to an unrestricted funding source. Debits to Contracts & Grants Funds will not be accepted. 
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Instructions for PPS Salary Cost Transfer
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		1. Fill out a separate Journal Template tab in this Excel form for each individual needing PPS Salary Cost Transfer. Payroll backup must be submitted to EFM with this Excel form.
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		2. If an effort report is required for the individual for the earn period being adjusted, manually adjust the report in ERS. A copy of the certified effort report(s) must be submitted to EFM with this Excel form.
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		The effort report(s) will indicate that an adjustment is needed, since adjusted effort will not match payroll in ERS. EFM will manually adjust the report to "certified" in Step 7 after the journal is completed.
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		3. Complete Certification tab. A PDF of Certification tab with signatures must be submitted to EFM along with this Excel form. Only one certification is required per Excel workbook.
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		4. If the final financial deliverable has been issued and salary cost transfer changes the final expenses for the project, department must submit financial deliverable revision request and close-out
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		documents along with this journal request
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		5. Submit all materials from steps 1 - 4 to EFM Accountant for review
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		6. EFM Accountant processes journal upon review if accepted
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		7. EFM Accountant forwards copy of effort report to ERS Help Desk to manually change effort report to "Certified" in ERS. Note that this can only be completed by EFM due to ERS system restrictions.
		

		

		

		

		

		

		

		

		

		

		

		

	



Sheet 2: Certification

	
	
	
	
	
	
	
	
	
	
	
	
	
		
 
		
		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

	
	
		PPS Salary Cost Transfer Certification
		
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		Date Submitted to EFM:
		

		

		

		

		

		

		

		

		

		

	
	
		

		Department Name:
		

		

		

		

		

		

		

		

		

		

	
	
		

		FS Code:
		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		Name
		

		Extension
		

		

		

	
	
		

		EFM Contact:
		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		
 
		
		

	
	
		

	
	
		

	
	
		

	
	
		

	
	
		

	
	
		

	
	
		

	
	
		

	
	
		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		X__________________________________
		

		

		

		

		X_______________________________________
		

		

		

		

		

	
	
		

		Signature of Fund Manager
		

		Signature of Investigator
		

	
	
		

		Name:
		

		

		

		

		Name:
		

		

		

		

		

	
	
		

		Phone/Ext: 
		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		X_______________________________________
		

		

		

		

		

		

		

		

		

		

	
	
		

		Signature of Department CFO, CAO, Director, or an equivalent position
		

		

		

		

		

		

		

		

		

		

	
	
		

		Name:
		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

	



Sheet 3: Journal Template

	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		*Expenses must be moved to an unrestricted funding source; debits to C&G funds will not be accepted
		

		

	
	
		*Separate multiple employees into different tabs, if any; rename the tab to the employee's Employee ID
		

		

	
	
		*Journal must include all associated salary-related expenses (e.g., benefits, GAEL, TIF); department is responsible for calculating these expenses
		

		

	
	
		*Journal Description should follow standard format below; additional information can be included after the standard description if needed
		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		
 
		
		

		

		

		

		

	
	
		Employee Name:
		

		

		

		

		

		

		

	
	
		UCLA Employee ID:
		xxxxxxxxx
		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		
 
		
		
 
		
		

	
	
		

		

		

		

		

		

	
	
		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

	
	
		

		LOC
		Account
		CC
		Fund
		Project
		Sub
		Description
		 Credit 
		

		Original description from GL for reference:
	
	
		From - Source C&G FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		From - Source C&G FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		From - Source C&G FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		From - Source C&G FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		From - Source C&G FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		From - Source C&G FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		To - Unrestricted FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		To - Unrestricted FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		To - Unrestricted FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		To - Unrestricted FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		To - Unrestricted FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx
		

		

		

		

	
	
		To - Unrestricted FAU
		

		

		

		

		

		

		

		xxxxxx
		PPE Date xx/xx/xx
		xxxxxxxxx

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...Sheet instructions reminder expenses must be moved to an unrestricted funding source debits contracts amp grants funds will not accepted for pps salary cost transfer fill out a separate journal template tab in this excel form each individual needing payroll backup submitted efm with if effort report is required the earn period being adjusted manually adjust ers copy of certified s indicate that adjustment needed since match quot step after completed complete certification pdf signatures along only one per workbook final financial deliverable has been issued and changes project department submit revision request closeout documents all materials from steps accountant review processes upon forwards help desk change note can by due system restrictions date name fs code extension contact x signature fund manager investigator phoneext cfo cao director or equivalent position c g multiple employees into different tabs any rename employee id include associated salaryrelated eg benefits gael tif...

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PPS Salary Cost Transfer Certification

	Date Submitted to EFM:
	Department Name:
	FS Code:

		Name	Extension
	EFM Contact:













	X__________________________________	X_______________________________________
	Signature of Fund Manager	Signature of Investigator
	Name:	Name:
	Phone/Ext:


	X_______________________________________
	Signature of Department CFO, CAO, Director, or an equivalent position
	Name:

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