presented by education solutions development, inc. anua 2012, new orleans, louisiana intro /...
TRANSCRIPT
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
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Position Control
Education Solutions Development, Inc.Education Solutions Development, Inc.
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Reason for using Position Control
• Monitoring
• Template
• Budgeting
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Set Up
• Sys Admin-Application Settings-Param- HR/Payroll• Sync Next FY• Control Required• FTE Calculation Type• Use Position Control Description
• System Admin > HR/Payroll > Maintenance Tables• Cost Center• Job Class• Job Title• Calendar• Salary Schedule/Salary Matrix• Salary Basis• Timesheet – Payroll Period Code & Type
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Position Control Search
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Data Maintained on Position Control
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Position Control – Benefit Details
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Position Control – Incumbent Details
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
One to One Relationship with Job and Payment
•Identify specifically who the previous incumbent was – giving more knowledge about open positions
•Identify what if any FVR’s have been processed
•Identify what is any PTR’s have been processed
Processes to Accomplish
•Audit Inconstancies between Position Control and Job and Payment – adjust Job and Payment if necessary
•Run Position Control Restructure
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Budgeting – Choose Year From Which to Budget
• Current Year• Advantage – uses current employee records, do not
need to run bring forward jobs• Disadvantage – less flexible as to what you can
change on the job and payment record
• Future Year
• Advantage – flexibility in adding and changing employee data
• Disadvantage – more record keeping (FY Synch option offsets this to some degree)
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Budgeting – Using Current Year Employee Job and Payment Records to Budget
Job and Payment records exist in 2012 - Update the Salary Next field on the 2012 Job and Payment record
1.Bring the Salary Matrix Forward to 2013 2.Run the job Calculate New Salary to update the Salary Next field on the 2012 Job and Payment Record – use the Salary Schedule created above or formula in the Calculate New Salary job
Minor program revisions will be made to:- “normalize” late start records
- add option to not increment salary scheduled row when calculating the new salary
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Budgeting – Using Future Year Employee Job and Payment Records to Budget
Job and Payment records exist in 2012, create Job and Payment records in 2013
1. Bring the Salary Matrix Forward to 20132. If using Calendars, create them in 20133. Bring Forward Position Control to 20134. Bring Forward Job and Payment Records to 20135. Calculate New Salary for Job and Payment
records that do not contain a salary schedule
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Budgeting – Report for Verification of Employee Job and Payment Information
HR>Batch>Budget Report
Key parameter:Source of projected Salary
Salary Next orCurrent Salary Increased by ____Specify 1. to use existing salary orSpecify 1.05 to increase existing salary by 5%
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Budgeting – Transfer Salary Information to Budget System
Finance>Batch>Budget HR/Salary TransferKey parameters: Payroll/HR Source Fiscal Year _____Amount-Annual Salary or Next Salary
Finance>Batch>Budget HR/Salary Open PositionKey parameter: Payroll/HR Source Fiscal Year ____
Position ControlPosition Control
Presented by Education Solutions Development, Inc.Presented by Education Solutions Development, Inc.ANUA 2012, New Orleans, LouisianaANUA 2012, New Orleans, Louisiana
Budgeting – Transfer Benefit Information to Budget System
Finance>Batch>Budget HR/Benefits TransferKey parameters: Incumbent or Position ControlPayroll/HR Source Fiscal Year _____Computed on Annual Salary or Next SalarySpecify No of Distributions by Deduction CyclesFormula-needed if different than the Deduction and
Benefit Code Table
Finance>Batch>Finance>Batch>Budget HR/Salary Open Position
Position ControlPosition Control