REPORTING, ANALYSIS AND PLANNING SYSTEM RAPS Budgeting User Forum July 19, 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 (FIS Profiles) Oct 6 CB apps Internal Medicine, Center for Advancement of Medicine, Center for Health Behavior Research, Pediatrics, Radiology, Surgery, Siteman, and Central Administration (PRB) Oct 13 GO & SP apps – Departments as above Oct 17 GO & SP apps for remaining Medical School Departments Nov 23 Deadline for new accounts (FIS Profiles) Dec CB apps for remaining Medical School Departments CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

FY13 E NHANCEMENTS 4 Compensation Budgeting  Ability to adjust current FTE after budget model is loaded  Importing last year’s aggregates to prior year fields  Fund category names are more consistent between CB & SP and funds roll correctly  Ability to override node on Specific purpose generic sourcing to drive expense to a different department  Functions are logic derived for real accounts and entered for SP generic funds for placement in SP model

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 Snapshot of SP Function on source tab

FY13 E NHANCEMENTS 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 7

FY13 E NHANCEMENTS 8

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 Medical School end-user performance testing  Will provide guided test plans  Strictly volunteer basis 9 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

F OCUS GROUPS 10 Budgeting Reports Focus Group Leader: Deborah Vasel – CFU/RAPS Members: Kim DunsworthRadiology Debbie HofmannRadiology Paul SchierbeckerInternal Med Debbie ScherrOtolaryngology Norma BrownPathology and Immunology Admin Joanne HumphriesPathology and Immunology Admin Barry GoldsteinRAPS Kristen SingerCFU/RAPS

F OCUS GROUPS 11 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 12 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  Create new reports as needed  Identify key reports/data attributes that need to be potentially available real time in FY14.

F OCUS GROUPS 13 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. Evaluate adding of zero hourly employees  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 and HR data not needed for Salary Planning, and remove title only jobs.  Change how Pool Checks work via summarizing on another tab that shows aggregated components of the Pool 14 CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

F OCUS GROUPS Simplifying the Compensation Budgeting Model  Keep Primary History tab, but break out Bonuses to own column  Remove Primary Appts  Keep New Job tab and add additional slots 15 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? 16

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 17