1. using Hyperion Planning
Budgeting
using Hyperion Planning

2. OBJECTIVES Budget and Planning Process Operating Expense (OPEX)
OPEX Hyperion Data Entry Form
Variance Reports
Labour Salaries and Benefits
HR Master data.
Hyperion Labour Plan based on initial data (Pre-Population).
How to Adjust Labour Forecast using Hyperion Planning.
Reviewing the Labour Plan using reports.

3. Budgeting Cycle Week of Support Units Activity Units Ancillaries
June 26
Budget cycle OPENS
5 MR OPENS (Optional)
5 MR OPENS
October 2
Budget cycle CLOSED
October 16
5 MR CLOSED
November 20
8MR/ Budget OPENS
March 12, 2018
8MR/ Budget CLOSED

4. Budget Guidelines Overview
The Operating and Ancillary Budget guideline documents can be found in the Budgeting Services website:
Revenues, Recoveries and Transfers
Enter framework allocations as per the budget guidelines. It’s recommended that the value is entered in its entirely under the month of MAY.
Enter Other Revenues, recoveries and transfers
Expenditures
Salaries and Wages
Benefits
Employee Full-Time Equivalent (FTE)
Non-Salary Expenses
Occupancy Cost
Operating Surplus (Deficit)
Analysis of Appropriations

5. HYPERION PLANNING PROCESS
SEND Projection & Budget to GL / COPY to FINAL version in Hyperion
SEND Employee Master Data from HR
Send Salary Actuals from Payroll
APPROVE
Update Projection, Update Budget Update Forecast in Hyperion
Generate Labour Forecast
Update assumptions
SEND Actual $ from GL to Hyperion
MOSAIC / HYPERION INTERFACE
OPERATING /
ANCILLARY
UNITS
BUDGETING
SERVICES
BUDGET
COMMITTEE

6. Data
Fake News
To keep confidentiality all data that you will see in the demonstrations and exercises are fictional in nature.
Any resemblance to reality is purely coincidental.

7. LOGIN – Training Environment
In Internet Explorer enter the following URL:
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6

8. Settings & Options First time only

9. Advance Options

10. Formatting Options

11. Data Options
Click on the drop down arrow of the OK button and Save as Default option

12. Step 1
Step 2
Step 4
Step 3
Step 5
Step 6

13. OPEX Data Entry Form
Use to enter non-salary expenses at the lowest detailed level.
Allows viewing the aggregate information by envelope.
Displays Opening and Closing Appropriations
Use example FY15, Ensure months are shown

14. Current year Projection Pre-Populated DATA
Difference between Year total and year to date actuals is spread amongst open months

15. BUDGET Pre-Populated DATA

16. BUDGET Pre-Populated DATA
The Year total is spread evenly across all 12 months of the Budget.

17. OPEX Data Entry Form Detail Sections
Current Year Section:
This is the section in which the Projection data is stored.
It is pre-populated with the year to date actuals and original budget
Users can update the data values.
Users can expand to view monthly drilldown by clicking on the plus sign (+) next to the Year Total Label.
Budget Year Section:
This is the section in which the BUDGET data is stored .
It is pre-populated based on the original Budget.
Users can expand to view monthly drilldown by clicking on the plus sign (+) next to the Year Total Label.
Original Budget and Actuals:
To use as reference when entering projection and Budget.
READ-ONLY.
Original Budget shows Year Total
Actual shows Year To Date: When new actuals are loaded into Hyperion, this column will update automatically.
Forecast years Year Section:
Not pre-populated.
Users may enter a year Total forecast.
Can’t Expand

18. OPEX Data Entry Form Summary Section
Total revenue, expenses and appropriations for all types (on-going and one-time) are summarized in the last lines of the form.
A_3000: The total of revenue and expense for the type (On-Going, One-Time or All Type) selected in the point of view. Note that this total could be different than the Deficit or (Surplus) – All Types if the point of view has selected only On-Going or One-Time.
Total Revenue – All Types: The total of all on-going and one-time revenue.
Total Expenses – All Types: The total of all on-going and one-time expenses.
Deficit or (Surplus) – All Types: The net of all on-going and one-time revenue and expenses.
Opening Appropriations - All Types:
Actual and Current Year Projection: Actual Current Year opening appropriations
Budget: Ending appropriations forecast in the Current Year Projection
PS Adjustments – All Types: Actual year-to-date journal entries to appropriation accounts in PeopleSoft GL
Closing Appropriations – All Types: Total of Deficit/(Surplus), Opening Appropriations, and PS Adjustments
In the 5 mo Review we know the starting point.
The 5 month review opening appropriations will be the actual carry forward from FY14.

19. Hyperion Form Point of View
The Point of View (POV) is the criteria or filter of the data we want to see on the form.
The different dropdowns are:
Department: Lists the departments you are entitled to.
Program: Lists all the available Programs.
Type of Expenditure: One-Time or On-Going.
Version: Lists what version you are working on: Working, or any of the What-If versions.
Fund: READ ONLY indicates the fund. Please note that there are different forms for each fund. Hyperion only has the data associated to Operating fund (20), Ancillaries Fund (30) an Specially Funded (45).
After entering the POV, we need to click on the REFRESH button to let Hyperion know that it can now search for the data relevant to our criteria and display it on the form.

20. No Valid Rows? No Worries.
First time opening a form in Hyperion may result in no valid rows warning. This indicates there is no data for the default Point of View (criteria).
In the next slides we’ll learn how to set the Point of View to retrieve the data we need.

21. Change the POV of the OPEX data Entry form – remember to click REFRESH
Practice
TIP
To avoid browsing through the long PROGRAM dropdown lists:
Select the text in the dropdown box (you will know it’s selected when the background color becomes blue)
Type P_ followed by the program number you need. I.E. P_30000
The list will narrow down to the program you need.
Either select the program in the list using the mouse, or use the TAB key on your keyboard.

22. How- To Edit cells SUBMIT = SAVE Yellow cells are editable
Grey cells are LOCKED

23. Enter values in editable cells of the OPEX data Entry form – remember to click SUBMIT
Practice
TIP
You can enter data under YearTotal and the system will fill out the monthly values proportionally.
Enter multiple values at monthly and year levels and then click Submit.
If you forget to click SUBMIT and decide to change the POV, Hyperion will give a warning that the data will be lost if you decide to continue.

24. When are cells Locked (Grayed out)?
Represents a calculation:
Appropriations
High level Accounts is the SUM of all the lower level values.
Salary and Benefits are calculated in Labour module, so these accounts are grayed out in the OPEX forms.
Represents Actuals or Previous Budget
Point of View is set to a High level Department or Program
Form has been submitted for Approval

25. The Account I need is not displayed in the Form –
UNSUPPRESS ACCOUNT FUNCTION
When to use?
The OPEX Data Entry form suppresses (hides) Accounts that have NO data.
If the pre-populated form doesn’t show a specific account, that means that there was no Original Budget and no actuals for that account.
If we need to add a forecast to an account that does NOT show in the pre-populated form, we can UN-SUPPRESS a specific account using this function.

26. Un-Suppress Account How?
Right-click on any cell in the smart view form, and select the Smart View option to Open the SmartView Menu.
Select the Un-Suppress Accounts option from the SmartView menu.
The pop-up opens. Then select the account to un-suppress and the scenario.

27. TIP Un-Suppress Account
Practice
TIP
If you don’t know the Account number you can search by clicking on the magnifying glass icon.

28. Copy Monthly values using Function
When to use?
Copy specific monthly values for one or multiple months from one scenario to another. I.E. Copy July Actual into July Working
Copy forecast monthly values for one or multiple months from one year to another.
What is copied?
The monthly values are copied over and the Year total is re-calculated to add up to the sum of the monthly values.
Also mention you can copy paste using EXCEL actuals into your forecast months…..

29. Copy Monthly values using Function
How?
Right-click on any cell in the smart view form, and select the Smart View option to Open the SmartView Menu.
Select the Copy Monthly option from the SmartView menu.
The pop-up opens. Then select the source and destination criteria.

30. Copy Monthly values using Function
Practice
TIP
You can use the magnifying glass icon to search valid values for department, Program, Scenario, etc.
To copy last year’s monthly actuals into our projection, ensure that:
Source Year = Previous Fiscal Year
Source Scenario = Actuals
Source Version = Final

31. Copy Year Total using Function
When to use?
Copy year total from one program to another.
Copy forecasts from one year to another.
Copy the Original Budget into 8 Month Review scenario.
What is copied?
The year total is copied over and then spread amongst the open months keeping the proportion of previous monthly values.

32. Copy Year Total using Function
How?
Right-click on any cell in the smart view form, and select the Smart View option to Open the SmartView Menu.
Select the Copy Year Total option from the SmartView menu.
The pop-up opens. Then select the source and destination criteria.

33. Adding Comments to a Cell
When to use?
Comments can be used as a communication mechanism between team members
Comments can be entered when we need to adjust the budget.
Comments are a useful tool to keep track of transfers. You can specify the department/program where the transfer is either coming from or going to.

34. Adding Comments to a Cell
Click on any editable cell (yellow in colour) or a range of cells at a month level.
Move cursor to select the floating menu.
Select the Add Comment Icon.

35. Adding Comments to a Cell
In the Comment Box, select Add Comment Icon.
Enter Commentary
Click the Save icon (Old-fashioned diskette)

36. TIPS Add Cell Comments Practice
Cells with comments are outlined in blue as a visual cue.
Add and save a cell comment, then open the comment box for the same cell, each commentary is linked to date and time the comment was entered as well as the user id of the person that entered the comment.

37. Adding Supporting Details
When to use?
Supporting details add an extra breakdown of the data.
Supporting details can be used to show how a specific number is derived.
Supporting Details are useful when entering Recoveries and Transfers

38. Adding Supporting Details to a Cell
Click on any editable cell (yellow in colour).
Move cursor to select the floating menu.
Select the Add Supporting Details Icon.

39. Adding Supporting Details to a Cell
Click the Add Child to start entering.
In the detail section, enter the name of the detail, the operator (usually + to add), the value
Click Add Sibling to continue adding details
Click Submit

40. Add Supporting Details
Practice
TIPS
You can have a spreadsheet with supporting details and copy paste in the supporting details. To do this the spreadsheet needs to have 3 columns: Description, Operator and Value as shown below:
Select the rows you need, then paste in the Supporting detail box using the PASTE button:

41. TRANSFERS
SIDE NOTES

42. Transfer account decision tree
DO use transfer accounts on journal entries
DO use the same transfer account on both sides of the entry
DO use the accounts in black below
DON’T use on deposits, vouchers, purchase requisitions, etc.
DON’T use the accounts in gray below (reserved for the offices as shown)
Transfer between MAC01 & other business units
Don’t use transfer accounts
Other business units (e.g. DIV01, EXHAH, EXHAP, etc.) are external entities. Use revenue or expense accounts.
Transfer between different funds
20 to 20
Within the same envelope
480040/ General
Operating allocation
Appropriations
Between envelopes
General
UF allocation (Provost)
Exam fees (Registrar)
Transfer within the same fund
30 to 30 or
45 to 45
50 to 50
55 to 55
Subgrants
Debit & credit
80 to 80
85 to 85
Debit
Credit
Trust (Between all funds & 70/75/77)
General
Matching funds to trust
Investment income (Financial Affairs)
Income allocation (Financial Affairs)
Administration (Financial Affairs)
Research (Between all funds & 50/55/80/85)
Internal research awards
Subgrants between FHS & MRF (FHS debit /credit )
Research to Capital (Facility Services)
Residuals (MRF/FHS Research)
Capital (Between all funds & 60)
All transfers (Facility Services)
Research Royalties
Revenue distribution (MILO)
Ancillary (Between 20 & 30)
Internal rent (Financial Affairs)
Operating contribution (Financial Affairs)
Miscellaneous
Any inter-fund transfer not listed
YES NO

43. Putting it all together
You open the OPEX Data Entry form and the system displays no valid rows… What do you do?
Change Point of View to a valid department program and type.
You need to enter a budget for a brand new department that has no actuals and no previous budget. What will Hyperion display when you set the form to that department?
No Valid Rows
How can you start entering the budget?
Option 1. Unsuppress the required accounts, then enter values
Option 2. Use the Copy year function to copy the existing budget from a similar department/program to your new department/program – then update the data

44. Putting it all together
It’s the beginning of the budget cycle and there is only one month of actuals, how to get a better sense of a monthly forecast?
Try copying previous year’s monthly actuals into forecast, then apply adjustment as necessary.
You open the OPEX data entry forma and all cells are grayed out… what is the first thing to check?
Ensure POV is at lowest level of hierarchy

45. LABOUR PLANNING Salaries and Wages Benefits
Employee Full-Time Equivalent (FTE)
Aggregate Forecast
Salaries & Wages
FTE Forecast
Individual Forecast
Benefits

46. How does Hyperion Planning fit within MOSAIC?
Hyperion Receives Salary Expense Actuals from GL Monthly
PeopleSoft GL
Hyperion
Hyperion Sends FINAL Projection & Budget to GL
When GL & PR don’t match there’s a HEDGE
PeopleSoft HR
PeopleSoft
Pay Roll
Hyperion Receives Employee Master Data from HR twice a year
Hyperion Receives Salaries from Payroll

47. Assumptions
Budgeting Services will maintain the assumptions in accordance to the collective agreements and the budgeting committee guidelines.
The Assumptions will be available to planners READ ONLY.
NAVIGATION:
hyprdp01 > McMPlan > Forms > 2. LABOUR > 2.1 ADMIN
Number of pay periods per month
Grade % Increase to be applied per fiscal year
Grade/Step amount increase to be applied per fiscal year
Merit Increase Effective Month
Benefit % based on Salary Range

48. Employee Master Data Source of Record: MOSAIC HR Read Only

49. Employee Master Data Base Salary FTE Employee
LAST NAME_FIRST NAME_EMPLOYEE ID_POSITION NO
Start and end dates (if any)
Hourly rate
Adjusted for leaves, e.g. 90% of regular pay for research leave
Standard hours
Maximum weekly hours (35, 37½, 40) – used as denominator for FTE calculation
Current standard hours (no overtime)
Scheduled hours for individual employees, e.g. 17½ hours/week = 0.5 FTE
Base Salary
FTE

50. Employee Master Data Salary Increases Total Compensation
Benefit group, e.g. MUFA, TMG, Unifor1
Job grade and step
Used in salary calculations, may be “None” for some benefit groups
GL salary and benefit accounts
Stipend amount per pay (no start or end dates)
Taken from last actual pay
Total Compensation

51. Master Data shown in Hyperion
The employee data sent from HR can be reviewed in the EXISTING EMPLOYEES – READ form.
NAVIGATION:
hyprdp01 > McMPlan > Forms > 2. LABOUR > 2.2 PLANNERS > 01. EXISTING EMPLOYEES-READ

52. Salary and Current Hours - Actuals Source of Record: PayRoll Read Only
This information is loaded monthly (at month end).
Actual hours worked by each employee for the closed month.
Actual salary paid to each employee for the closed periods.
Actual Benefits paid to each employee for the closed periods.

53. Employee Adjustable Data
Planners may adjust some Employee values in order to forecast accurately the salary and benefits expense for said employee.
The adjustable entries are:
Employee End Date
Hourly Rate
Current Standard Hours
Over Time Hours
Stipend amount per pay
Stipend Start and End Dates

54. Forecasted Data Source of Record: Calculated by Hyperion Read Only
SALARY
Based on the Master data and the Assumptions, Hyperion calculates the total Salary forecast per month per employee for the current year’s open months.
BENEFITS
Based on the Master data and the Assumptions, Hyperion calculates the total Benefit forecast per month per employee for the current year’s open months.
FTE
Based on the Standard Hours from the Master Data and the Current Actual Hours, Hyperion calculates the FTE forecasts for the current year’s open months.
When planners change any of the adjustable data entries, the system will recalculate the Salaries, Benefits and FTE’s accordingly.
All forecasted data is summarized by account in the GL.

55. PRE-POPULATION of Labour Forecast

56. SALARIES BENEFITS FTE FORECAST LOAD ACTUALS PRE-POPULATION
Stipends
LOAD ACTUALS
Benefits
HEDGE ACTUALS TO MATCH THE GL
FORECAST HOURS
Grade
Step
DETERMINE INCREASES
Emp. Group
PRE-POPULATION
SALARIES
BENEFITS
FORECAST
FTE

57. REVIEW Data loaded from PeopleSoft HR

58. Labour Budget Summary by Account
Summary forms are specially useful to review when starting the process of labour budgeting as it will show at a high level the forecast that the system has calculated based on the HR data.
This particular form shows the summary at the same level as shown in the OPEX Data Entry form
Navigation: Forms > 2. LABOUR > 2.2 PLANNERS> 08. LABOUR BUDGET SUMMARY BY ACCOUNT

59. Labour Budget by Account Employee
This Report shows the individual employee forecast grouped by Program and GL-Account.
Navigation: Forms > 2. LABOUR > 2.2 PLANNERS > 09A. LABOUR BUDGET BYE EMPL & ACCOUNT

60. Adjusting Data

61. Override Existing Employee End Date
From 04.2 OVERRIDE END DATE form
Enter the new end date in the END_DATE_OVERRIDE column for the employee that requires an override
Click Submit
The END_DATE column is then populated with the new end date.
The system recalculates the forecast to expand the calculations up to the new end date entered.
3. SUBMIT data
1. Enter Point Of View
2. Enter Adjusted End Date

62. Override Existing Employee End Date
Practice
TIPS
By Entering an End Date prior to the beginning of the current fiscal year, you will CLEAR OUT the forecast for that employee.
By entering an end date beyond four years the forecast will recalculate for all 4 years.
Multiple employees can be updated at once.

63. Override Existing Employee Salary and/or Benefit Account
From 04.3 OVERRIDE ACCOUNT form
Enter an end date value in the END_DATE_OVERRIDE column for the employee(s) that requires an override – This may be a date out in the future, or the same original end-date. This Field MUST be entered otherwise the changes will not take place
Select the salary account in the GL_SALARY_ACCT column and the benefit account in the GL_BENEFIT_ACCT column using the dropdowns
Click Submit
The END_DATE column is then populated with the new end date.
The system recalculates the forecast to expand the calculations up to the new end date entered.
4. SUBMIT data
1. Enter Point Of View
2. Enter Adjusted End Date
3. Enter Salary and/or Benefit Account

64. Override Existing Employee Salary and/or Benefit Account
Practice
TIPS
You can filter the salary and benefit account dropdowns by typing either the account number or part of the description.
Remember to enter a valid date in the End Data Override column.
Remember to communicate with HR that employee needs to be fixed in the DEPARTMENT BUDGET TABLE (DBT)

65. Adjusting Hourly Rate to Existing Employee
If Necessary, planners can adjust the base hourly rate to an employee within their department.
The adjusted rate will be ADDED to the hourly rate loaded from HR.
Negative adjustments are valid.
Navigation:
Hyprdp01>McM_Plan>Forms>2.Labour>04.1 EXISTING EMPLOYEEs - INPUT
3. SUBMIT data
1. Enter Point Of View
2. Enter Hourly rate adjustment.
NOTE: The adjusted rate will be ADDED to the hourly rate from the Master File

66. Adding or Adjusting Stipend to Existing Employee
Planners can also assign a Stipend to an employee within their department.
The Stipend may have a specific start and end dates within the forecast period.
If no end data is specified, the application will add the stipend up to the end of the forecast period.
If no Start date is specified, the application will add the stipend from the first open month of the forecast period.
Navigation:
Hyprdp01>McM_Plan>Forms>2.Labour>04.1 EXISTING EMPLOYEES - INPUT
3. SUBMIT data
1. Enter Point Of View
2. Enter Stipend Rate Adjustment, Stipend start and end date (if any)

67. Copying Employee Data
Planners may need to Copy the data related to an existing employee into a different Department, Program or Type.
An example is the need to add “One-Time” stipend to an existing Employee.
In this case, planners can copy all the master data for said employee into the “One-Time” type and then enter the stipend using the Existing Employees Input form.
From the EXISTING EMPLOYEES- INPUT Form.
Select POV.
Right Click on editable cell of the employee to be removed to open Menu
Select SmartView option.
Select Copy Existing Employee.
Select the TARGET where the data shall be copied (in the example above, select “One- Time” Type.
Click OK.

68. Copying Employee Data Contd…
After the copy function completes, Planners may make changes to the employee.
Following the example, In order to add the stipend, the first step is to change the POV to type “One-Time”.
The employee now shows up and planners may enter stipend, start and end date.

69. Adding New Employees
Planners can forecast for new employees in their departments.
Planners can “group” multiple new employees into one New employee for budgeting purposes . There are placeholders for interim, T.A’s and sessional positions for this purpose
Navigation:
Hyprdp01>McM_Plan>Forms>2.Labour>02. NEW EMPLOYEE - INPUT
3. SUBMIT data
1. Enter Point Of View
2. Enter the data for NEW EMPLOYEE.
NOTE: * There are placeholders for Interim, TA’s and sessionals
* Position_DESC is a text field that allows you entering a description of the new position

70. New Employees - Read
At the beginning of the cycle, New Employees for the current year are blank.
To view any New Employees forecasted in the previous year, open form NEW EMPLOYEES – READ
Ensure you select the previous fiscal year in the POV
All comments entered in the previous year will be visible
Navigation:
Hyprdp01>McM_Plan>Forms>2.Labour>03. NEW EMPLOYEE - READ

71. Adding New Employees to Represent a group of TA’s
What you KNOW:
Annual Budget I.E. $25,000
YTD Actuals (This can be obtained from the Labour Summary by Account report) I.E. $5,000
Hourly Rate I.E.$20
Remaining weeks in the year (This can be obtained from the Number of pay periods per month form under the Assumption) I.E
Calculate:
Remaining Budget = Annual Budget – YTD Actuals
$25,000 - $5,000 = $ 20,000
Current Std Hours = (Remaining Budget / Hourly Rate) / Remaining weeks in the year
($20,000 / $20) / = 33.18
Enter in the New Employee form:

72. Adding New Employees to Represent a group of Sessional Lecturers
What you KNOW:
Annual Budget I.E. $50,000
YTD Actual Salary (This can be obtained from the Labour Summary by Account report) I.E. $5,000
YTD Actual hours I.E. 50
238 hours per 3 Units and how many total units they are to teach
Remaining weeks in the year (This can be obtained from the Number of pay periods per month form under the Assumption) I.E
Calculate:
Total hours in the year = total units * 238 / 3
Current Standard Hours per week = Total Hours in year – YTD Actual hours ) / Remaining Weeks in the year
(500 – 50) / = 14.93
Hourly Rate = (Annual Budget – YTD Actual Salary) / (Annual Deemed hours – YTD Actual hours )
($50,000 - $5,000) / (500 – 50) = $100
Enter in the New Employee form:

73. Adding New Employees to Represent a group of Temp - Casual
What Planners KNOW:
Annual Budget I.E. $50,000
YTD Actual Salary I.E. $6,000
Remaining weeks in the year (This can be obtained from the Number of pay periods per month form under the Assumption) I.E
Current Standard Hours. In this case it should be the Total hours per week for all the Temp/Casuals I.E. 140
Calculate:
Hourly Rate = (Annual Budget – YTD Actual Salary) / (Current Standard hours * Remaining weeks in year )
($50,000 - $6,000) / (140 * ) = 10.43
Enter in the New Employee form:

74. Removing New Employee Function
Right-click on cell next to the NEW EMPLOYEE you wish to delete in the NEW EMPLOYEES - INPUT form.
Select the Smart View option to Open the SmartView Menu.
Select the Remove New Employee option from the SmartView menu.
The pop-up opens.
The criteria defaults to the POV and the New Employee selected when the function was called.
You can add more NEW EMPLOYEES to be removed by clicking on the magnifying glass and selecting additional NEW Employees from the list.

75. Adjusting Labour Hours in the Labour Hours Input Form
This form allows entering the current standard hours per employee. By updating the hours, the system will recalculate the salary, benefits and FTE accordingly.
From the Labour Hours Input Form
Select POV. Refresh
Enter the amount of hours per period in the editable cells.
Note that the FISCAL YEAR is at the POV, you can change the hours for every open fiscal year by selecting the appropriate year in the POV, and refreshing the form.
Submit
Navigation:
Hyprdp01>McM_Plan>2.LABOUR>2.2 PLANNERS>05.LABOUR HOURS INPUT

76. Monthly Forecast by Employee – LABOUR HOURS REPORT
This report displays the hourly wage per month, monthly salary, monthly benefits, monthly FTE and monthly total compensation per employee.
After changing monthly hours, this report can be used to see the impacts of the change.
The hourly wage per month section can be used to see if and when employees received their merit increase.
Navigation:
Hyprdp01>McM_Plan>2.LABOUR>2.2 PLANNERS>05. 1 LABOUR HOURS REPORT

77. Entering Over Time Hours for any Employee
Planners have the option to forecast for overtime at an employee level.
From the Labour Overtime Hours Input form
Select the POV and refresh.
Enter the forecast for overtime hours.
Submit
Navigation:
Hyprdp01>McM_Plan>2.LABOUR>2.2 PLANNERS>06.LABOUR OVERTIME HOURS INPUT

78. Entering Hedge at an Account Level
Planners may add a forecast at an account level. We call these adjustments HEDGE.
From the Hedge Salaries Input form
Select POV and Refresh.
Enter Hedge at month or year level.
Submit
Navigation:
Hyprdp01>McM_Plan>2.LABOUR>2.2 PLANNERS>06.LABOUR OVERTIME HOURS INPUT

79. Un-Suppress Labour Account for Hedge
Planners may un-suppress an account in order to enter a hedge adjustment.
Start in the Hedge Salaries Input form.
Right Click on any editable cell to open Menu
Select SmartView option
Select Un-Suppress Labour Account for Hedge.
Select Account to Un-suppress from the list. Click OK
Account will appear on the form.
Navigation:
Hyprdp01>McM_Plan>2.LABOUR>2.2 PLANNERS>06.LABOUR OVERTIME HOURS INPUT

80. How Does Workflow work?
After Planners are done with their changes, they submit the Projection and Budget to the Envelope Manager for approval.
Envelope managers have the option to approve and submit to Budgeting Services. Or reject changes and send back to the planner for modifications.

81. How to Submit for Approval
On the Planning menu, click on Approvals
Select a view from the drop down menu and click Refresh
Highlight a Planning Unit to promote where you are the Current Owner, and click on Change Status. In Approvals window, select Action from the drop down box, and Submit
Refresh the screen to view the current owner (you may need to use Tree View).

82. Key Reports for Budget Submission
McM_Plan>Forms > 5. REPORTS > 5.3 All Funds
J. 8 Month and Budget Review Report
Has all the information of the submission report and allows viewing the data in the system without printing the submission report prematurely.
K. 8. Month and Budget Review Report on Department –
Good to validate that all departments under your envelope have entered their budgets.
Excellent report to view that in-envelope transfers are balancing
L. 8 Month and Budget Review Report on Program
Check information at the program level
TIPS
Have all 3 reports open on different tabs and then just refresh after entering changes.

83. Key Reports for Budget Submission
McM_Plan>Forms > 5. REPORTS > 5.3 All Funds
J. 8 Month and Budget Review Report
Has all the information of the submission report and allows viewing the data in the system without printing the submission report prematurely.
K. 8. Month and Budget Review Report on Department –
Good to validate that all departments under your envelope have entered their budgets.
Excellent report to view that in-envelope transfers are balancing
L. 8 Month and Budget Review Report on Program
Check information at the program level
McM_Plan>Forms > 5. REPORTS > 5.4 Statement of Operations
AA. Current Year Actuals
AB. Variances

84. Q&A