Axess Salary Planning Informational Presentation January 28, 2010 University Compensation, HRIS & Faculty Affairs

Slide 2 This Presentation Covers….  Axess Salary Planning Processes  Look and Feel  New ReportMart1 Reports  Key Dates  User Acceptance Testing (UAT)  Helping Users Make the Transition  Questions

Axess Salary Planning Processes Slide 3 Security Grant Role in Authority Manager 1 School/VP Rep role 2 Manager roles Setup Define Program Components Base Salary Non-Base Academic Year Salary Authorization Delegation Create/Segment Population for Salary Input Department Job Code STF Group Reports To MSS (Manager Self Service) Input Base Salary and Non-Base Recommendations Notification Approval Approve/Audit Salary Input Manager Approval School/VP Representative Approval Central Office Approval Reporting Process RM1 Salary Planning Reports Salary Planning Folder Export to Excel

Job Data Tab - Look and Feel Slide 4 Salary History link: Clicking on the Name will direct the user to a page which contains salary history information for the employee PTA link: Clicking on the Employee Record (Empl Rcd) Number will direct the user to a page which contains current PTA information for the employee Job Data Change: The EmplID is highlighted if the employee’s job record changed since a recommendation was last planned

Planned Base Tab - Look and Feel  For Regular Staff, Academic Staff-Teaching and Other Teaching Slide 5 Include/Exclude Checkbox: Deselecting the checkbox next to each employee’s Name will exclude the employee from all the tabs Excel icon: Clicking on the grid will export the data values in the current tab

Academic Planned Base Tab - Look and Feel  For Professoriate in Pay Groups F09, F10, F12 Slide 6 APPSAL: Enter APPSAL as a separate entry PAYSAL: Enter Academic Year Salary Increase (ZAY)

Utilization - Look and Feel Slide 7 Total Annual Salaries : Sum of the salaries of the employees displayed in search criteria Utilization Totals: Total utilization by STF Group for School/VP area

New ReportMart1 Reports  New RM1 Reports will include some of the following reports:  Salary Planning Budget Report  Delegation Report  Faculty Affairs Salary Planning Report  Salary Planning Multiple Jobs Report Slide 8

Slide 9 February & March User Acceptance Testing (UAT) March Demo Sessions April Axess Salary Planning Available April-June Training Sessions Key Dates

Slide 10 User Acceptance Testing (UAT)  UAT Testers are being identified  UAT Testing Arguello Lab 102  On-going communication will be sent directly from HRIS to UAT Testers TuesdayFebruary 23 rd 10:00am -12:00pm ThursdayFebruary 25 th 10:00am -12:00pm TuesdayMarch 2 nd 2:00pm - 4:00pm ThursdayMarch 4 th 2:00pm - 4:00pm

Helping Users Make the Transition  Demo Sessions will be held in late March  Training Sessions will be held from April – June  Job Aids  Online Training materials  Animated process demos  Context-related “Help” within the system  Open Labs after go live  Submit HelpSU for assistance Slide 11

Slide 12 For More Information  Project Web Page:   FAQs available  Subscribe to   HR Data Services website  Axess Salary Planning job aids and online training modules

Slide 13 Questions ?