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.

You may notice the navigation in myUFL is different than what is shown in these training resources.  Rest assured, these changes are primarily look and feel differences. All policies and procedures discussed in these materials are accurate and up to date. Training materials will be updated to reflect the new look and menu of myUFL.


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