1. Compensation Administration Tool Overview

2. Project Overview and Background
With the implementation of HRD/UPS, UW System will need to be able to distribute merit and other compensation increases to University Staff (formerly unclassified staff) and LI/AS/FA (formerly unclassified staff).
Currently there is no system for institutions to enter and analyze university staff merit based compensation increases as determined by the Board of Regents Pay Plan Guidelines. HRS does have this functionality, but it only exists after those increases have been paid out.
The University of Wisconsin System (UWS) is embarking upon a strategic initiative to replace the mainframe budget system with new financial planning software.
Other large research universities have taken 2-3 years to implement new financial planning software. Therefore, a mechanism for compensation administration must precede a new financial planning system in order to meet this business need in the interim.
Increased consistency and efficiency can be gained by aligning the compensation administration and budgeted processes for university staff and LI/AS/FA staff.
The creation of several analytical tools will enable institutions to monitor and analyze compensation and funding changes at the job level prior to loading to HRS.
Increased efficiency by decreasing dual entry between HRS and the mainframe budget system (3270).

3. Business Case for the CAT
Can initialize the CAT (budgeted population) using a spreadsheet upload
Can make mass changes to compensation or funding using a spreadsheet upload
Can view compensation and funding source commitments made for an employee on a single page
An automatic feed of compensation and other employee data changes from HRS to the CAT for major portion of the comp admin cycle exists, thus minimizing dual entry
Maintains all compensation and corresponding funding in PeopleSoft, which increases data integrity
Will move UW System person detail establishing salary lines and FTE off the mainframe 3270 system and towards a more modern technology
Will streamline business processes
Can accommodate changes for all staff types
Will familiarize the university with the new system prior to implementing a full pay plan for all staff
Increased Efficiency
Strategic Alignment
Simpler Pilot Year

4. Overall Process Flow (Technical)

5. What is the CAT?
Mock-up
A tool built in PeopleSoft to manage comp. and funding changes during the budgeting cycle, that will:
Replace BDGT, BADJR, BRATE transactions in 3270 (essentially minimizing person level data in the mainframe system!)
Transfer finalized comp. and funding data to HRS and summary level data to the budget system
Give users the ability to enter proposed compensation and funding changes directly into PeopleSoft and bypass the IPS
Give users the ability to edit proposed compensation and funding changes previously loaded from the IPS
Support advanced search capabilities
Display a summary of an employee’s historical record in HRS, for easy reference
Display summary information by Business Unit, Dept, etc.
Will have necessary checks and edits to ensure data accuracy
The tool will NOT:
Replace the mainframe budget system entirely
Be updated en masse without the IPS