Budget Development access in the UGA Budget Management System is assigned as a role in the UGA Financial Management System, similar to the process for assigning new roles in UGA Financials. This tutorial outlines how a supervisor can assign Budget Development access through the Access Request Form in UGA Financials.
In this article, you will learn the steps to request UGA Budget Development Access for an employee using the Access Request Form in the UGA Financial Management System.
The form should be completed by the employee's HR Supervisor.
First, log into the Financial Management System.
On the UGA Financials homepage, click the Request Access tile.
The UGA Access Links page is displayed.
To request UGA Budget Development Access, click the UGA Financial Management System Access Request link.
The Security Access Request page is displayed.
Under the Add a New Value tab, enter the MyID of the employee for whom you wish to request UGA Budget Development Access in the User ID field.
Note: You can use the lookup magnifying glass to search for an employee. The Description search prompt will be a last name search.
Example shown here: " uga12345 ".
Click the Add button.
The Access Request page is displayed. Your name and User ID are recorded as part of the Access Request form.
Your School/College/Unit Chief Financial Officer (CFO) is responsible for approving the access request.
To select the CFO Approver, click the CFO Approver drop-down menu.
Click the appropriate CFO Approver from the list.
Example shown here: Nightengale,David .
To view the selected employee's current access, click the arrow to the left of the Access Billing Business Unit and View User's Roles section.
Note: You can do this to confirm whether an employee already has UGA Budget Development Access.
In the View and Remove Any of User's Current Roles section, you can view what access the employee currently has before you request additional access for the employee.
For this example, the selected employee does not have UGA Budget Development access (UGA Budget Planning Salary Set).
You can enter a reason why you are requesting UGA Budget Development Access for the selected employee in the Justification for Access field.
Note: Make sure to note all Intermediate Units (IU or Division Groups) the selected employee will need to access. The employee will also need “View Only” access.
If the selected employee does not currently have access to UGA Budget Development, you will need to check the Access to Budget Development option.
Example shown here: Access to Budget Development checkbox.
When you are ready, click the Submit button.
The request has been submitted to the CFO for approval. You can view the approval workflow at the bottom of the page.
Additional Information:
UGA Budget Development Role:
This role will give access to the Budget Planning and Salary Setting functionality in UGA Budget Management. A couple of items to consider when assigning this role: