position control & salary planning april 11, 2005
TRANSCRIPT
Position Control & Salary Planning
April 11, 2005
2 Company Confidential
Agenda
First Session
Position Budget Overview
Salary Planner Demonstration
Second Session
Salary Planner Continued
Q & A
3 Company Confidential
What is a Position?
Budgeted entity – Vacant or filled
Associated with one Organization
Associated with one or more FOAPALS (accts)
FTE - Single vs Pooled
Must have an Active Budget for current FY
Can have Working budgets for future FY
4 Company Confidential
Position Budgeting & Banner Finance
Two modules in Finance
Operating Ledger – active (current yr) budget
Budget Development – working (next yr) budget
Rules that affect Position Budgeting
Budget ID – e.g. FY06
Budget Phase – e.g. Labor, Expense, Revenue
5 Company Confidential
Budget Development – Process Flow
FinanceFY05 Operating Ledger
FinanceBudget Development
Position ControlFY05 Budget
Position ControlFY06 (working) Budget
FinanceFY06 Operating Ledger
Position ControlFY06 (active) Budget
Salary PlannerSpreadsheet Budgeting
Spreadsheet BudgetingFinance Self ServiceBudget Development
6 Company Confidential
Salary Planner
Web based i.e. distributed
Position Budgeting
Salary Planning module.
Provides electronic “routing & approval” process.
Security based on Organization Hierarchy
7 Company Confidential
New Terminology
Extract ID
Initial
User defined
Scenario
User defined
Master Salary Planner – Budget Office
HR Manager – Department Users
8 Company Confidential
Process Flow
NBAPBUD2005 Active
NBAPBUD2006 Working
Salary PlannerExtract: FY06 AllScenario: INITIAL
List by Position List by Employee
NBAJOBSAs of: 7/1/2005
NBPBROL
Salary PlannerExtract: FY06 All
Scenario: Dept. Req.
Summary Total
Go to Web…..
10 Company Confidential
Lock Examples
Provost
College of Arts & Sciences
Dept of Math and Computer Sciences
Math
Computer Sciences
Dept of Earth Sciences
Geology
College of Business
11 Company Confidential
Salary Planner Set-up
In Web Tailor, add the Salary Planner link to the Employee Services menu. (IT Dept)
In Web Tailor, assign the HR Manager or Master Salary Planner role to each user. (Security)
Set-up Institution Security.
NTRINST
PTRINST
12 Company Confidential
Salary Planner Set-up (continued)
Set-up User Security in Banner
PTRUSER
NSASPSC
PSAEMPR
PSAECLS
GOAEACC
Add Electronic Approval Categories
13 Company Confidential
Salary Planner – Quick Test Define Extract Rules – NTRSPEX
Run Extract Process – NBPSPEX
Access Employee Self Service View the Initial Scenario
Create a new Scenario
Edit Scenario
Lock all Organizations
Run Upload Process – NBPSPUP
Run EA Mass Apply Process - NOAEPMA
Questions?
15 Company Confidential
Lock Examples (cont.)
Provost
College of Arts & Sciences
Dept of Math and Computer Sciences
Math
Computer Sciences
Dept of Earth Sciences
Geology
College of Business(Red = Locked)
16 Company Confidential
17 Company Confidential
18 Company Confidential
19 Company Confidential
20 Company Confidential
21 Company Confidential
22 Company Confidential
Banner Salary Planner
July 12, 2004