Position Control & Salary Planning April 11, 2005

Company Confidential 2 Agenda First Session n Position Budget Overview n Salary Planner Demonstration Second Session n Salary Planner Continued n Q & A

Company Confidential 3 What is a Position? u Budgeted entity – Vacant or filled u Associated with one Organization u Associated with one or more FOAPALS (accts) u FTE - Single vs Pooled u Must have an Active Budget for current FY u Can have Working budgets for future FY

Company Confidential 4 Position Budgeting & Banner Finance u Two modules in Finance n Operating Ledger – active (current yr) budget n Budget Development – working (next yr) budget u Rules that affect Position Budgeting n Budget ID – e.g. FY06 n Budget Phase – e.g. Labor, Expense, Revenue

Company Confidential 5 Budget Development – Process Flow Finance FY05 Operating Ledger Finance Budget Development Position Control FY05 Budget Position Control FY06 (working) Budget Finance FY06 Operating Ledger Position Control FY06 (active) Budget Salary Planner Spreadsheet Budgeting Finance Self Service Budget Development

Company Confidential 6 Salary Planner u Web based i.e. distributed u Position Budgeting u Salary Planning module. u Provides electronic “routing & approval” process. u Security based on Organization Hierarchy

Company Confidential 7 New Terminology u Extract ID n Initial n User defined u Scenario n User defined u Master Salary Planner – Budget Office u HR Manager – Department Users

Company Confidential 8 Process Flow NBAPBUD 2005 Active NBAPBUD 2006 Working Salary Planner Extract: FY06 All Scenario: INITIAL List by PositionList by Employee NBAJOBS As of: 7/1/2005 NBPBROL Salary Planner Extract: FY06 All Scenario: Dept. Req. Summary Total

Go to Web…..

Company Confidential 10 Lock Examples Provost College of Arts & Sciences Dept of Math and Computer Sciences Math Computer Sciences Dept of Earth Sciences Geology College of Business

Company Confidential 11 Salary Planner Set-up u In Web Tailor, add the Salary Planner link to the Employee Services menu. (IT Dept) u In Web Tailor, assign the HR Manager or Master Salary Planner role to each user. (Security) u Set-up Institution Security. n NTRINST n PTRINST

Company Confidential 12 Salary Planner Set-up (continued) u Set-up User Security in Banner n PTRUSER n NSASPSC n PSAEMPR n PSAECLS n GOAEACC u Add Electronic Approval Categories

Company Confidential 13 Salary Planner – Quick Test u Define Extract Rules – NTRSPEX u Run Extract Process – NBPSPEX u Access Employee Self Service n View the Initial Scenario n Create a new Scenario n Edit Scenario n Lock all Organizations u Run Upload Process – NBPSPUP u Run EA Mass Apply Process - NOAEPMA

Questions?

Company Confidential 15 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)

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Banner Salary Planner July 12, 2004