Funding Form

The Funding Form is an electronic form in PeopleSoft HR that is used to update position funding. Unlike the electronic Personnel Action Request (ePAR), which is employee‐based, the Funding Form is position based. This allows funding changes to vacant and pool positions (in addition to filled, benefit eligible positions) and allows funding changes to be processed independently of the ePAR. The Funding Form also allows changes involving multiple effective dates in a single form. It is located separately from the ePAR on the Position Management Home Page. This page is also where the Reports To Form is located.

Position Types

The Funding Form will be used for all types of positions (filled or vacant): Faculty, Administrative Faculty, Academic Professionals, Administrators, Service Professionals, Classified Staff, and all pool positions including Part‐Time Faculty, Part‐Time Temporary, Graduate Assistant, Student Wage and Federal Work Study. Note: Pool positions also include those used for additional pay such as Mobile Phone Allowance and part‐time positions used for Supplemental Pay.

Work Flow

When a business decision is made which requires a funding change, the department Initiator enters the required information in the Funding Form. For all transactions, the position information will populate automatically on the form. The Initiator is prompted for required information specific to the requested transaction. Once the form is submitted by the Initiator, it follows a prescribed routing for approval based on the type of employee and funding information involved. After final approval and once the form “hits” the system, the information is automatically loaded into PeopleSoft HR (LOUIE).

Viewing the Status of a Form

Those with access to the department including the Initiator and Approvers can view the progress of the form and know its status at any time during the processing of the Funding Form. They can also view the completed form once the process is completed and see that the form has executed to PeopleSoft HR.

Contact

If you have any questions about the Funding Form after reviewing the user guide, please contact the University Budget Office