Mandie Kirk - Product Manager

FMS

FMS• Spring 2014

• Support for Salary Ranges• CFR 2013/2014• National Insurance 2014/2015

• FMS MultiView

• Summer 2014

• Autumn 2014

FMS 6.156 – Spring 2014Feature Academy Maintained Note

Support for P7 Salary Ranges √ √ Legislation Change

• Salary Projections• Individual Payments• Block Payments• Copy Commitments to Actuals

√ √ Legislation Change

FMS 6.156 – Spring 2014Feature Academy Maintained Note

Support for P7 Salary Ranges √ √ Legislation Change

• Salary Projections• Individual Payments• Block Payments• Copy Commitments to Actuals

√ √ Legislation Change

• Salary Calculator and Budget Planner √ √

News item 22201

Capita News item 22201

FMS Spring 2014

Further to the News Item Resource No. 22052 posted on 20/12/2013 regarding the necessary changes to FMS following the publication of the DfE pay scheme for teachers, I would like to take this opportunity to provide an update.

As mentioned previously, the FMS Spring 2014 release will be able to generate salary projections from Service Terms that continue using Scales and Scale Points as well as Service Terms that have been converted to using Salary Ranges in the following areas:-

• Salary Projections• Individual Salary Payments• Block Payments

To accommodate Salary Ranges within SIMS Personnel, the labels within these screens will change from Scale to Scale/Range - Resource Number 22051 illustrates these label changes.

Following feedback from customers regarding the planned disabling of Salary Calculator and Budget Planer, we have developed a revised solution that enables these menu routes to remain available after the Spring 2014 upgrade.

However, once the licence has been applied to SIMS Personnel to use Salary Ranges and a Service Term has been converted and data has been passed to FMS, the menu routes Focus | Personnel Links | Salary Calculator and Focus | Budget Planning will not be available.

We are planning to support Salary Ranges in these two menu routes by re-enabling Salary Calculator in Summer 2014 and Budget Planning in Autumn 2014.

We believe that this revised solution will allow schools to continue using the existing functionality during the Summer Term when budgets could be exported from Budget Planning to FMS for 2014/2015, the completion and submission of CFR 2013/2014 for Maintained Schools before they decide to move to Salary Ranges for their Service Terms.

Salary Calculator message

FMS 6.156 – Spring 2014Feature Academy Maintained Note

Support for P7 Salary Ranges √ √ Legislation Change

• Salary Projections• Individual Payments• Block Payments• Copy Commitments to Actuals

√ √ Legislation Change

• Salary Calculator and Budget Planner √ √

News item 22201

CFR 2013/2104 X √ Statutory Change

CFR 2013/2014 – relabeling of HeadingsCFR Heading Relabelled

I03 High needs top-up funding

I17 Community Focussed School Facilities Income

E21 Examinations Fees

E22 Administrative Supplies

E30 Direct Revenue Financing (revenue contributions to capital)

CI03 Voluntary or private income

B06 Community Focussed School Revenue balances

CFR 2013/2014 – New Flag

FMS 6.156 – Spring 2014Feature Academy Maintained Note

Support for P7 Salary Ranges √ √ Legislation Change

• Salary Projections• Individual Payments• Block Payments• Copy Commitments to Actuals

√ √ Legislation Change

• Salary Calculator and Budget Planner √ √

News item 22201

CFR 2013/2104 X √ Statutory Change

National Insurance 2014/2015 √ √ Legislation Change

National Insurance 2014/2015

• News Item – Resource No. 22148 (05/02/2014)• National Insurance – Resource No. 22147 (05/02/2014)

FMS MultiView

• Early Adopter Phase• Ran throughout Autumn Term• 4 MAT’s with 30 Academies took part

• Launched at BETT 2014

FMS MultiView – Dashboard

FMS MultiView – Financial Reports

Summer 2014• Reinstatement of Salary Calculator supporting Salary Ranges• Support for Revised P7 Salary Update screen

• %• Fixed value

• Agora interface• Revision to Summary Trial Balance Report:-

• Detailed• Summary Ledger Type• Excel• .pdf outputs

New Summary Trial Balance Report• Summary and Detail• Split by Ledger type into sections

• Income Statement IN• Expenses ES, EX• Assets AO, BK, DC, DE, FC, PC, VI• Liabilities CC, CP, FD, LS, PY, RE, VO

• Columns give more useful data• Opening Year Balance• Current Period Movement• Year to Date Balance• Year to Date Budget

New Summary Trial Balance - Detailed

Revised Summary Trial Balance - Summary

Autumn 2014

• Reinstatement of Budget Planning supporting Salary Ranges

• National Insurance 2015/2016

• None calculation for under 21’s

• Support for payments by Debit or Credit Card

Questions

• Q1 At what rate do you think schools in your LA will continue to move to academy status?

A. Increase

B. Decrease

C. Stay the Same

Thank you