banner budget planner navigation and how to
TRANSCRIPT
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Banner Budget Planner
Navigation and How-To
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BUDGET PLANNER GENERAL INFORMATION
After reading through this presentation, you will be ready to take the
Proficiency Exam in Learning Central After achieving a passing score of 85%, you may request your Banner
o Authorization Role(s) o Request the following roles through Banner Authorization Requests at
my.unm.edu
Department Salary Planner
Department Budget Developer
Department General Inquiry (If you are already a Banner Finance user, you have this role)
o Request only highest level organization code access
College level = Level 3 Org (request this level of your org hierarchy if you oversee a Level 3 Org)
Department level = Level 5 Org (request this level if you oversee a Level 5 or lower level org)
If you are unsure of what level to request, contact your Fiscal Agent
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BUDGET PLANNER GENERAL INFORMATION
Banner Authorization Request Banner Authorization Requests are accessed under Banner Resources on
the Employee Life tab
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Salary Planner …
(For more information see Budget Office website/SOPs/Salary Planner Screen Information)
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Salary Planner Accessed through LoboWeb
Click on Finance Menu tab, link on Budget Planner Menu
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Salary Planner … then link on Salary Planner Menu
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Salary Planner Click on Edit Scenario link. (Note: Most users will not see Create Scenario or Copy Scenario links.)
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Salary Planner - Scenarios
EXTRACT ID SCENARIO DEFINITION
12FAC14 12 MO FACULTY 14 12 month contract faculty
9FAC14 9 MO FACULTY 14 9 month contract faculty
CSTAFF14 CONTRACT STAFF 14 Staff who are contract employees
CWA14 CWA BARG UNIT 14 Staff in the CWA Bargaining Unit
HSTAFF14 HOUSESTAFF 14 Resident Physicians
POLICE14 POLICE BARG UNIT 14 Staff in the Police Bargaining Unit
POOL14 POOLED POSITIONS 14 Non-Regular Staff such as On Call, Students, Temp Services, Part Time Faculty
RSTAFF14 REG STAFF 14 Exempt & Non-Exempt Staff not in a Bargaining Unit
USUNM14 USUNM BARG UNIT 14 Staff in the USUNM Bargaining Unit
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Salary Planner – Edit Scenario
Choose the employee population to be edited. Be sure to choose the scenario for the
upcoming fiscal year (scenarios from prior years will also be displayed but cannot be
edited).
For more information see Budget Office website/SOPs on the following subjects:
Apply Salary Updates-Regular Staff
Apply Salary Updates-Bargaining Units
Budgeting for Pooled Positions
Apply Salary Updates-12 Month Faculty
Apply Salary Updates-9 Month Faculty
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Salary Planner – Position Filters After selecting the scenario and clicking on the Select button, a Position
Filters page will appear.
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Salary Planner
Only organization codes that the user has access to will appear in the list Click on the down arrow to select the organization code to be edited during the
current session OR select All Include Subordinate Organizations: Check the box to display subordinate
organizations or uncheck to display only the selected organization Click the button List by Employee to display a screen listing all employees who
are associated with the chosen org code and employee class or classes
displayed in the scenario Increases to job salary are applied to all scenarios using the same method
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Salary Planner – List by Employee
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Salary Planner – List by Employee
Used to Mass Apply an increase (either percentage or amount) to
every employee record in the list OR apply increases individually
To apply a 3% increase to every employee record in the list, input the
number 3 under the heading Mass Change on the line that says Annual
Salary Increase, then click on the Mass Apply button
SAVE all changes before navigating to another page by clicking on the Save
button at the bottom of the page
Navigate around the page by scrolling OR linking on Jump to Bottom or
Return to Top
Click on the link under ID and Name to go to the Employee Detail
page
From the “Employee Detail” page, link to Job Detail, Distribution, Comments, or Position Detail (to modify the Position Budget, if necessary)
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Salary Planner – Employee Detail Page Annual Salary Increase can also be applied to an individual here using Mass Change and Mass Apply. If applied on the List by Employee page, the increase carries over to this page (as shown below).
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Salary Planner – Employee Detail Page On the far right of this page are the links referenced on page 13.
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Salary Planner – Job Detail Page The only change that can be made on this page is Appointment Percent.
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Salary Planner – Job Labor Distribution Page Make necessary changes to the way a job salary is paid on this page. To
change the index code or percentage paid against that index, simply click on
the appropriate field and edit.
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Salary Planner – Job Labor Distribution Page To add another index (or multiple indices) to distribution, click the Add New Record button
and a new row will appear. Clicking the blue down arrow will display an Index Lookup page.
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Salary Planner – Job Labor Distribution Page Add the index. Tab off the Index field and the FOPA elements will populate in the form. Add
the appropriate percentage. Continue until the distribution equals 100% and is set up as
needed.
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Salary Planner – Job Labor Distribution Page When the distribution equals 100% and is set up accurately, click on the Save button.
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Salary Planner – Job Labor Distribution Page Notice that if the distribution does not equal 100%, the record cannot be saved. (The Save
button is grayed out.)
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7,737.60
23,212.80
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Salary Planner – Job Labor Distribution Page After the Job Labor Distribution is saved successfully, then click on the Copy Job Distribution to Position button.
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Salary Planner – Job Labor Distribution Page This will budget the position against the same indices at the same percentages as the job will be
paid. (Notice the Proposed Position Distribution is the same as the Proposed Job
Distribution.)
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Salary Planner – Job Labor Distribution Page To delete an index that is part of a distribution, click in the box under the
heading Del.
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Salary Planner – Job/Position Comments Comments may be added as needed/desired. Click on the Save button. User’s name
and the date will be recorded in the fields Last Updated on: and Last Updated by: (see
page 27).
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Salary Planner – Position Detail Page Position Budget Changes and budgeted FTE can be modified on this page.
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Salary Planner – Position Detail Page When applying an increase to a job salary, the same increase is automatically applied to the
position budget IF position budget was within $1 of job salary before increase.
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Salary Planner – Position Budget
Examples of when Position Budget should be different from Job Salary: o Budgeting for incentive payments not part of contract salary
o Budgeting for career ladder or reclassification that will not be effective until later in the fiscal year
o When employee is leaving your department or UNM later in the fiscal year and it is determined that the position will not be replaced immediately
o Dollars that will not be used for the position can be budgeted elsewhere
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Salary Planner – Org Locking
In Salary Planner, each scenario must be locked separately. Go back to the
Salary Planner menu and link on Organization Lock.
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Salary Planner – Org Locking
Choose the scenario to be locked and put in your highest level organization code. Click on the Submit button.
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Salary Planner – Org Locking
Check the Lock Status. If Unlocked, check the box under the heading
Change, then click on the Update button.
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Salary Planner – Org Locking
If your highest level organization has a Lock Status of Locked * (with an asterisk after it), then a
lower level org is unlocked.
For more information see Budget Office website/SOPs/Organization Lock
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Locked*
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Budget Development …
For more information see Budget Office website/SOPs/Adjust Index Budgets
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Budget Development Accessed through LoboWeb
Click on Finance Menu tab, link on Budget Planner Menu …
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Budget Development
… then link on Create Budget Worksheet
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Budget Development
Click the button Create Query
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Budget Development
Check the box Adopted Budget, then click the button Continue.
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Budget Development
Input the Budget ID (BUDxx), Budget Phase (ADOPTD) and the Index to be budgeted. At the bottom of the page, check all boxes then click on the Submit button.
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712000
2U0224
712A
P131
Budget Development The Submit button will bring up the Budget Worksheet. (This is the top of the page.)
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Budget Development Input change values to each of the account codes as necessary to budget the index for the new fiscal year. Click on Calculate to view the impact of changes. If you are not satisfied with the results and have not yet clicked on Post (Save), you may return to values last posted by using the Requery button located below the Worksheet.
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Budget Development
Example: Here a change amount was input for account code 1640.
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Budget Development
Clicking Calculate added the change amount to the column Cumulative
Change and to the column New Budget so the user can evaluate the effect.
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Budget Development
Continue making necessary changes to all account codes (except labor) until
Proposed Budget for the index is accurate and in balance: Revenues minus
Expenses equal Zero.
Totals for labor account codes come from Salary Planner labor distributions and cannot
be edited in the Budget Worksheet.
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Budget Development
Account codes may be added to the Budget Worksheet by inputting the Account and
Proposed Budget, then clicking on Calculate, OR they may be added by using the account
code lookup. Click on the button Account1, Account2, etc. and then…
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Budget Development
Input lookup criteria on the Validation Code Lookup screen, then click on
Execute Query.
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Budget Development
Click the link on the desired Account code and it will take you back to the Budget Worksheet.
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Budget Development
Add the Proposed Budget amount, then click on Calculate. This will add the line item
to the worksheet.
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Budget Development
When all adjustments are completed, click on Post. Post equals Save.
Note: You can click Post and save your work at any time—you don’t have to wait until
you are completely done updating. However, the Requery button won’t bring back the
previous entry after clicking Post.
Check the Summary Totals, Proposed Budget column at the bottom of worksheet to see at a glance if index is in balance.
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Budget Development
Users can make adjustments to line items as many times as necessary.
Any necessary changes to labor account codes must be done by adjusting
labor distributions in Salary Planner.
The same process must be followed for every unrestricted index.
A department’s overall budget can be reviewed by running Budget
Development reports. Multiple reports are available.
For more information on Reports, see Budget Office website/SOPs:
Salary Planner Working Report Budgeted Account Code Report
Salary Planner Exception Report Budgeted Transfers/Allocations Report
Budget Development Working Report Budgeted Account Code Totals Report
Operating Budget Summary Report Budgeted Index Account Code
Comments Report
Index Out of Balance Exception Report Budgeted Indices Not Modified Report
Organization Summary Report
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The End
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