1. StaffSal19
System Training Guide

2. Notes
System populated with employees hired prior to March 11, 2019 (and those who have changed position after that date within the same senior management area)
Salaries effective in Banner of March 25, 2019
Base increase of 2.75% pre-calculated for Classified Staff
FOR THIS DEMO
All salaries have been set to $50,000
Individual performance ratings shown have been set to “4 – Model (Annual)” or hidden
Employee IDs blanked out
Presenter has access defined for all departments in Engineering

3. The system opens to a Summary screen listing all of your authorized departments by Senior Management.
Choose the desired Senior Management area (if applicable) by selecting from the drop-down above the Summary.
Use the radio buttons to the right of the drop-down to display All employees, only Classified employees, or only University employees. Note: your selection on this screen flows through to the employee listing screen.
To view or edit employee details within a department, click the applicable row on the Summary.

4. The Employee Details screen displays a listing of all eligible staff for the selected department in the middle of the screen. The selected employee’s merit increase is displayed/entered in the box to the right.
If applicable, you can filter the listing for a specific organization using the radio button above the listing.
When Organization View is selected, choose the desired organization from the drop-down that appears.
Note: the Organization View is only available if the selected department has more than one organization.
You can also locate a specific employee by clicking the Search button on the title bar. Note: the Search option is also available on the main screen.

5. To locate a specific employee, begin typing the employee’s first name, last name, or VT ID number.
The search results will display all employees within your authorized areas that meet the criteria.
Click the row for the desired employee to navigate to the employee details screen.

6. If a merit entry exists, the applicable details will display on the right.
To create a new merit entry, click the New Entry button.

7. Of the first row of the entry form, you should enter the merit amount as either a Dollar Increase or a Percent Increase.
The Proposed Merit amount displays on the second row along with the Effective Merit Percent.
If you enter a Dollar Increase, the Proposed Merit is set to that dollar amount.
If you enter a Percent Increase, the Proposed Merit is set to the percent times the Current Salary.
If you enter a Dollar Increase AND a Percent Increase, the Proposed Merit is set to the dollar amount. To use the entered percent instead, you must zero out the Dollar Increase.
The Effective Merit Percent is calculated as the Proposed Merit divided by the Current Salary (excluding any Base Increase).
The Proposed Salary calculation on the third row includes the Base Increase, if applicable.
To undo any changes, click the Cancel button.
To Save changes, click the Save button.

8. Once a merit entry is saved, the Employee Listing will display the applicable Merit Amount, New (proposed) Salary, and the calculated Merit Percent.
Click the Home button on the title bar to return to the Summary view.

9. The departmental Summary view is refreshed to display the results of the merit entry.
To continue editing, click the desired department.

10. Remember to always click the New Entry button to add merit for a selected employee.
This screen shot demonstrates that a Low Merit Footnote is required when the Effective Merit % is less than 1%.
To be able to save the entry, you must select an applicable option from the drop-down (besides Not Applicable).
Note: If the Effective Merit % is subsequently increased to at least 1%, you must change the Low Merit Footnote back to Not Applicable to save the entry.
This drop-down is disabled when the Effective Merit % is greater than or equal to 1%.

11. This screen shot demonstrates that a Justification is required if the Effective Merit % is greater than 5%.
You will not be able to save the entry until a Justification is entered in the text box provided.
Click the Save button to record the entry.

12. Once saved, the Employee Listing updates to display the results of the merit entry.
Click the Home button to return to the Main screen.

13. The departmental Summary now reflects the total of the two prior entries.
There are several reports available for you to view and export to Excel.
Click the Reporting button on the title bar.

14. The Reporting tool opens in a separate browser tab.
Five different reports are available. Each has an option to run the report for all authorized data or to run for a selected department.
Progress Summary – displays summary information by department and employee class: helpful for seeing how many staff have not yet been reviewed.
Meeting Report – displays summary information by department and employee class: helpful for management to review merit entry results.
Rating Report – displays summary information by department and rating: helpful for ensuring merit percent alignment with performance ratings.
Employee Export – displays the employee details and merit entries.
User Access – displays all users with access to employee data for the selected area/department.
Click the Run Report button to view the results.

15. If you choose a report that specifies “Select Dept”, choose the desired department from the drop-down list, then click Run Report.

16. To print or export the report results, click the save/disk drop-down and choose the desired option.
We recommend only using the Excel option.
The Excel file will be downloaded as normal for your particular browser.
You can save the file and manipulate as desired. (Note: exported files only contain values, no formulas.)

17. The End
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