PeopleSoft Users

All PeopleSoft Financial Users

If the project should be extended to process transactions dated after the official end date, please email rsoinfo@ualberta.ca to determine if these transactions are eligible.

Projects nearing the end date should be closely monitored for pending transactions or commitments as they may cause the project to be over-expanded or payroll entries going into a suspense account. Such transactions should be rerouted to other eligible projects or a General Research project prior to the project end date.  

For HR transactions, Project Managers should consider the staff that are associated with the Project and make arrangements to do the following:

1. Request that staff/students who will not be continuing be terminated. They can send this request to the Staff Service Centre and get the transaction processed for the specified end date.

2. Advise denthr@ualberta.ca which staff/students will be moving to another project. This will provide an opportunity for the department administrator to move either the employee and their respective distribution or the distribution only - whichever is applicable. These transactions can be completed through the GL Distribution Change page in HCM.

Delays in requesting an extension of the Project may result in payroll transactions going to suspense and that will require administrators or designated individual(s) to complete Salary & Benefit Adjustments to move the transactions from suspense to the appropriate chartfields. 

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