If you need to create a new fee for the fiscal year, enter it in TFMS. For details on deadlines and policies, visit the Policy & Fee Process page.
Click the Add a fee button on the TFMS home page.
On the Add a new fee page, select the type of fee: Term Fee, Course/Class Fee or Tuition. Then click the Save and continue button.
Enter the Fee basics and click the Save and continue button.
Note: You can leave some fields blank when first entering a fee. But before you send it for approval, all required fields (not marked optional) must be filled in. Most fields include short descriptions. You can also check the TFMS Field Reference page for more details.
Enter the remaining fee information and click the Save and continue button. This creates the fee in TFMS and the fee will have a status of 'In development.'
When data entry is complete, route the fee for approval. Click the status dropdown next to the fee name in the top-right corner and select the next step in the process. An error message will display if any required fields are missing. For more details on this workflow, visit the Policy & Fee Process page.
Around February 1, any existing fees are copied into the new fiscal year. These fees should be reviewed and modified as needed. You only need to update information that has changed from the previous fiscal year.
🔖 Note: You can update the list of courses and classes on a course/class fee at any status. See the Update Courses and Classes on a Fee section below for instructions.
The ability to modify fees depends on the fee status and the user's role:
Fee Preparers: Can edit fees with the status "In development."
RRC Managers: Can edit fees with the statuses "In development" or "Ready for RRC."
If a fee is in "Ready for OBF" status, contact the Budget Office. If the fee has progressed beyond that point, it may no longer be changeable. Refer to the Request a Fee Change section below for instructions.
Locate the fee you want to update in the TFMS home page. Click on the fee to open the fee detail page.
Make updates to any information that has changed. Most fields include short descriptions. You can also check the TFMS Field Reference page for more details.
When data entry is complete, click the status dropdown next to the fee name in the top-right corner. Route the fee to the next step in the process. For more details on this workflow, visit the Policy & Fee Process page.
You can update the list of courses and classes on a course/class fee at any status. However, there are some restrictions on when changes can be made in relation to the start of term.
If it is before the verification deadline, proceed with the instructions below. If is after the verification deadline, use the Comments on the fee. Explain the request in the Comment and email it to the Off-Cycle Budget Officers. Changes that remove a course or class from the fee might be approved but additions likely will not. In all cases, approval of late changes is not guaranteed. Refer to the Budget Office website for information about the expectations and guidelines.
When updating courses or classes tied to a fee, check if the course runs in more than one term. In some cases, you'll need to remove the course from one term and add a second row for the new section.
Example Scenario: A fee was submitted for ANSC 2011, section 001 in both fall and spring. After spring starts, you realize the fee should apply to section 002 for spring. The fall fee stays the same.
Corrective Action: Edit the existing section 001 row and remove the spring term. Save your changes. Then, add a second row for ANSC 2011, enter section 002, and select spring as the term.
Click the Add a course/class button in the "Courses and Classes" section of the fee.
In the "New course/class" pop-up window, enter the course information. Refer to the TFMS Field Reference page for information about the fields.
Click the Save button.
In the "Courses and Classes" section, click the pencil icon next to the course. The icon is labeled "Edit this course/class."
Update the necessary fields. After the verification deadline for a term, some fields can no longer be edited. You may need to split the course into two rows, one for each term, as outlined in the multi-term section above.
Click the Save button.
To remove a course before the academic year begins, click the trash can icon. The icon is labeled “Delete this course/class.”
After the start of the academic year, click the pencil icon (labeled "Edit this course/class"). Uncheck the term boxes to remove them for the appropriate semesters. After the verification deadline, you cannot uncheck a term. Instead, you must request an off-cycle change via the Comments field. Be sure to check the box to contact the Off-Cycle Budget Officers for their approval.
If you are creating a new fee that is a near match to an existing fee, you can use the copy functionality.
Open the Fee detail page of the fee you want to copy and click the Copy Fee button.
A new Fee ID is created with all of the information populated from the copied fee. Update any fields that are different from the original. Refer to the TFMS Field Reference page for information about the fields.
When data entry is complete, route the fee for approval. Click the status dropdown next to the fee name in the top-right corner and select the next step in the process. For more details on this workflow, visit the Policy & Fee Process page.
Once a fee is approved by the Regents or through the off-cycle process, its status can’t be changed to a lower level. Instead, use the change request form within TFMS to request updates to approved fees.
Note: Do not use a change request to update the list of courses and classes. You can update the list of courses and classes on a course/class fee at any status. Refer to the "Add or Update Courses and Classes on a Fee" section above for more details.
Open the Fee detail page and click the Request Change button.
A New change request pop-up window displays. Describe the reason for the change request and click the Begin Change Request button.
A new version of the fee with the status of "In development" displays. Update the fields that need to be changed on the fee. Refer to the TFMS Field Reference page for information about the fields.
When your changes are complete, route the change request for approval. Click the status dropdown next to the fee name in the top-right corner and select the next step in the process. Change requests follow the standard approval workflow. For more details on this workflow, visit the Policy & Fee Process page.
Archive any fees that are no longer applicable. This will prevent them from rolling over to the next fiscal year. Archived fees won’t appear in search results unless you check the "Archived fees" box.
Click the status dropdown next to the fee name in the top-right corner and select 'Archived.'
TFMS Technical Support: Contact SFHelp@umn.edu.
Policy and Deadline Inquiries: Contact Emily Larson in the Budget Office.