Hyperion Budgeting

This toolkit is designed for the UF budget personnel who must use the UF Hyperion Budgeting application to manage budget planning and submission for each fiscal year. It includes coverage of the budget cycle, how to manage Budget Preparation and All Funds Budgets, using View Forms, Calculating and Allocating Compensation Budgets, and using Smart View. This course is required to obtain and retain the UF_N_BP_COLLEGE_PLANNER role.

 

 

Instruction Guides

Workbook

Hyperion Budgeting User Manual PDF

All Funds Cycle Overview

All Funds Cycle Overview PDF

Setting and Preferences

Setting User Preferences PDF

Managing Budget Prep

Updating Salaries PDF
Assigning an existing employee PDF
Changing FTE from 1 to .5 PDF
Assigning a To-Be-Hired employee PDF
Removing an assignment PDF
Promoting a position PDF
Adding Overtime Pay PDF
Adding an Additional Distribution PDF
Deleting a Distribution PDF
Calculating and Allocating Compensation for Entire Entity PDF
Calculating and Allocating Compensation Budgets per Edit PDF
Filling to-be-hired vacancies PDF
Changing Status with a new hire PDF
Adjusting a distribution PDF
Adding a Vacant Position PDF

Budgets

Viewing Forms PDF

Run Hyperion Reports

Viewing Hyperion Reports PDF

Managing All Funds Budget

HCP Push Validation PDF
Seeding Budgets PDF
Adding/Deleting Supporting Details PDF
Adding/Deleting Comments PDF
Populating Accounts PDF

Smart View

Setting Up Shared Connection & Changing Smart View Options PDF
Connecting to UF Hyperion Budgeting PDF
Adding/Deleting Supporting Details PDF
Adding/Deleting Comments PDF
Populating Accounts PDF
HCP Push Validation PDF

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, you can search for courses using the Activity Search field in the upper left hand corner. Just type the course name, course ID or a keyword and then click Search.

After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the green Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining

PST954 UF Hyperion Budgeting
This course will cover the steps UF budget personnel must complete within the new UF Hyperion Budgeting application to manage budget planning and submission for each fiscal year. It includes coverage of the budget cycle, how to manage Budget Preparation and All Funds Budgets, using View Forms, Calculating and Allocating Compensation Budgets, and using Smart View. This course is required to obtain and retain the UF_N_BP_COLLEGE_PLANNER role.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

  • The UF_N_BP_COLLEGE_PLANNER role enables you to access UF Hyperion Budgeting to manage Budget Preparation and All Funds Budget—and to submit budget requests (Support Units/Hybrids).

Other Resources

For support units, there is an additional online toolkit to help you budget during the Support Unit Budget Request cycle. Click here to access the Requesting UF Budgets for Support Units toolkit.

Contact Information

UF Budget Office: 392-2402
For Technical Issues, contact the UF Help Desk:
392-HELP
helpdesk@ufl.edu