REPORTING, ANALYSIS AND PLANNING SYSTEM RAPS Budgeting User Forum July 20, 2011

A GENDA  FY13 Deployment Schedule – Jean Shuler  FY13 Budget Enhancements  Compensation Budgeting - Jean Shuler  General Operating/Specific Purpose - Eva Ostrow  Progress on Performance Improvements - Tim Redmond  Focus Group Updates  Budgeting Reports Focus Group – Debbie Vasel  Simplifying the Compensation Budgeting Model for FY14 – Jean Shuler  Training Needs for FY13 – Pam Fournie  Wrap up 2 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

FY13 D EPLOYMENT S CHEDULE **TENTATIVE** 3 Sept 27 Deadline for new accounts for Oct load (FIS Profiles) Oct 6 CB CFU Facilities department Oct 13 GO & SP CFU Facilities department Oct 17 GO & SP apps for Danforth Campus Schools, Auxes, and CFU departments Nov 23 Deadline for new accounts for Dec load (FIS Profiles) Dec CB apps for Danforth Campus Schools & Auxes Dec 27Deadline for new accounts for Jan CFU load (FIS Profiles) Jan 19CB, GO, & SP Remaining CFU departments CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

FY13 E NHANCEMENTS Compensation Budgeting  Ability to adjust current FTE after budget model is loaded  Importing last year’s aggregates to prior year fields  Ability to override node on Specific purpose generic sourcing to drive expense to a different department 4 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

FY13 E NHANCEMENTS 5 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose Snapshot of dddd override on source tab

FY13 E NHANCEMENTS 6 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose General Operating & Specific Purpose  Credits displayed in the model as a negative  Combined Budget Input, Projections & History Tabs  Subclass Object description removed  FY12 SP Budget loaded from last year’s budget datamart  94xxx Funds moved back to GO model

7 FY13 E NHANCEMENTS

P ERFORMANCE Improvements in the model  Improvements on Saving  Opening is unchanged PC Dependent  Minimum recommended hardware  On RAPS home page under Getting Started:  Multiple open applications will impact performance End-user performance testing  Will provide guided test plans  Strictly volunteer basis 8 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

F OCUS GROUPS 9 Budgeting Reports Focus Group Leader: Deborah Vasel – CFU/RAPS Members: Mike GenthonEngineering Chris WyrickLaw Joyce MarkowskiAuxiliaries Bill ReitzAuxiliaries Marilyn PollackCFU Lilia CampbellCFU Anne KeckCFU Barry GoldsteinRAPS Bobbe WintersSam Fox Lynn JegleCFU Kristen SingerCFU/RAPS

F OCUS GROUPS 10 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose Budgeting Reports Focus Group Enhance Existing Reports:  R&E - Departmental Budget Analysis  R&E - CFU Budget Template Report  CB – Job Salary & Fringes  CB – Source Detail by Node  CB – Source Detail by Employee  CB – Source Detail by Object Group  CB – Source Detail by SubClass  CB – Source Detail by SubClass Object  CB – Variance Compensation Report  CB – Variance Other Earnings  CB – Variance Salary & Other Earnings by SCOB or Obj Group  CB – Variance Source by Dept-Fund  CB – Variance Source by Employee

F OCUS GROUPS 11 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose Budgeting Reports Focus Group  Update CB and R&E Report Manuals which are available at and  Sub Committee formed to work directly with Auxiliaries on overall reporting needs.  Create new reports as needed  Identify key reports/data attributes that need to be potentially available real time in FY14.

F OCUS GROUPS 12 Simplifying the Compensation Budgeting Model Leader: Jean Shuler RAPS Members: Kristen SingerDanforth - CFU Jason PattonDanforth - Arts & Sciences Mike GenthonDanforth - Engineering Joyce MarkowskiAuxiliaries Tammy EvansSchool of Medicine – Anatomy and Neurobiology Joanne RomanSchool of Medicine – Internal Medicine Vicky FuehneSchool of Medicine - Pathology Debbie CoxSchool of Medicine - Pediatrics Debra HoffmanSchool of Medicine - Radiology

F OCUS GROUPS Simplifying the Compensation Budgeting Model  Keep organization of employees by job within department  Support different functionality of Academic, Staff, and Other employees.  Keep Track/NonTrack groupings, Adjuncts needed?  Compensation data will remain static during the budget cycle and will not be reloaded  Try combining Prime, Secondary, and HR Data tabs by eliminating redundant data, HR data not needed for Salary Planning, and title only jobs.  Change how Pool Checks work via summarizing on another tab that shows aggregated components of the Pool 13 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

F OCUS GROUPS Simplifying the Compensation Budgeting Model  Keep Primary History but break out Bonuses to own column  Keep New Job tab and add additional slots 14 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

T RAINING N EEDS FOR FY13  Weekly tips  Computer Based Training modules (CBTs) are available at  Webinars for ‘What’s New’  Workshops?  New Employee training – need to identify how many to determine solution  Other needs? 15

W RAP U P  New access or changes to security forms should be sent to RAPS Support at campus box 1110  Proposed Agenda Items for October meeting:  Updates from Focus Groups  Tips and Techniques for FY13 Budget Process  Send proposed agenda items to  Q&A 16