Payroll Services

Salary Expense Transfer (SET) Document Help

RESTRICTED USE DOCUMENT: Used to transfer incorrectly recorded payroll expenses between accounts. Benefit expenses will be calculated using a composite benefit rate (excluding Chart H accounts) and distribute employee benefit costs to department accounts.

Note: Pre-Approval and Online Training is required before access is granted to this document.

Expired/Continuation Accounts: You may notice that the Accounting Lines From section indicates a different account than that usually indicated for the employee salary. This will happen in the case of a continuation account being used in lieu of an expired account. If a continuation account was used, the SET user will be able to complete the SET document without having to process any additional documents. If the salary posted to an expired account because there was no continuation account or it was invalid/expired, the expired account will have to be reactivated on an Account document before the SET can be completed.

Note: During fiscal close, there is a Year End version of the Salary Expense Transfer (SET) document in the Year End Transactions section of the Main Menu. If you need to post a Year End Salary Expense Transfer during year end fiscal close, please complete the Year End Salary Expense Transfer document. The Year End document is ONLY open to users who also have access to the standard version of the document.

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Extramural Salary Transfers

Pre-approval is required on the following form when transferring to a Contracts & Grants-funded account. This form should be completed before the SET document is processed.

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