Skip to Main Content

Financial Allotments

The Financial Allotments option allows users to view current financial allotments, start new financial allotments, and modify an existing financial allotment.

Note: A maximum of 16 financial allotments are allowed.

 

View Current Financial Allotments

Users may view their current Financial Allotments. Information includes the bank routing number, the account number, and the allotment amount. Self-service transactions that have been entered are also displayed on this page, if applicable.

  1. To view current financial allotments, select the Financial Allotments component. The Financial Allotments page is displayed. The user’s existing financial allotment data (if any) that is stored in the Payroll/Personnel System, as of the last effective pay period, is displayed.

Financial AllotmentFigure 66: Financial Allotments Page

The fields are displayed as follows:

Bank Routing Nbr (Current) Field Instruction 

Account Nbr (Current) Field Instruction 

Type of Account (Current) Field Instruction 

Allotment Amount (Current) Field Instruction 

Date Processed (Allotment) Field Instruction 

Effective Pay Period, Year (Data) Field Instruction 

Type of Request (Allotment) Field Instruction 

Bank Routing Nbr/Name (Displays) Field Instruction 

Account Nbr (Allotment) Field Instruction

Type of Account (Allotment) Field Instruction 

Allotment Amount (Displays) Field Instruction 

Status (Allotment) Field Instruction 

Start a New Financial Allotment

  1. To start a new financial allotment, from the Financial Allotments page, select Self-Service. The Financial Allotment Self-Service Request page is displayed.

Figure 67: Financial Allotment Self-Service Request Page

  1. Select Start New Allotment. The Enter Financial Allotment Self-Service Request page is displayed.

Financial AllotmentFigure 68: Enter Financial Allotment Self-Service Request Page

  1. Complete the fields as follows:

Type of Request (New) Field Instruction 

Bank Routing Nbr/Name Field Instruction 

Account Nbr Field Instruction

Confirm Account Nbr Field Instruction

Type of Account Field Instruction 

Allotment Amount (New) Field Instruction 

Effective Pay Period, Year (New) Field Instruction 

  1. Select Continue. The Submit Financial Allotment Self-Service Request page is displayed.
    OR
    Select Back to return to the Financial Allotment Change Request page.

Financial AllotmentFigure 69: Submit Financial Allotment Self-Service Request Page

The fields are displayed as follows:

Type of Request (New) Field Instruction 

Bank Routing Nbr/Name (New) Field Instruction 

Account Nbr (New) Field Instruction

Type of Account (Allotment) Field Instruction 

Allotment Amount (Displays) Field Instruction 

Effective Pay Period, Year (Data) Field Instruction 

  1. Select Continue to submit the financial allotment request. The Financial Allotment Self-Service Request Confirmation page is displayed.
    OR
    Select Back to return to the Submit Financial Allotment Self-Service Request page.

Figure 70: Financial Allotment Self-Service Request Confirmation Page

  1. Select Exit to return to the Financial Allotments page.
    OR
    Select Enter Another Request to enter a new financial allotment request.

Modify an Existing Financial Allotment

To modify an existing financial allotment, from the Financial Allotments page, select Change Allotment. The Enter Financial Allotment Self-Service Request page is displayed. Locate the fields to be modified and see Start a New Financial Allotment for further instructions.
OR
Select Stop to terminate the financial allotment.