2. Session HR – 1 Salary Planner Demonstration Julie Monfette – SunGard Higher Education Jean Summers – SunGard Higher Education

3. Overview Spreadsheet Budgeting Budget Process Flow with Salary Planner Salary Planner Process Flow Salary Planner “Finance” Features Salary Planner “HR” Features Salary Planner Self Service

4. What is Spreadsheet Budgeting? Enables users to create and modify salary and position budget information Assist with basic budget and wage/salary analysis Download salary and position data from Banner Upload position budget information to position control forms

5. Spreadsheet Budgeting Info Has Excel Macro Capabilities Excellent Way to Update Position Budgets Some Nice Reporting Features Not To Be Used Between Departments Cannot upload Job records

6. Spreadsheet Budgeting Info Data look up functionality: Banner fund/org security does not affect the LIST which the user can access in the look-up window No data in first row for upload Remove user totals and empty rows Positions must exist; active or frozen If errors, no data loaded

7. Banner Budget Development – Modules & Tools Finance Ledgers Finance Self Service Budget Development Spreadsheet Budgeting Tool Budget Development HR Position Control Self Service Salary Planner

8. Budget Development With Salary Planner (oversimplification) Finance Operating Ledger Finance Budget Devl (no labor) Position Control Current Year Budget Position Control Future Yr (working) Budget Salary Planner Spreadsheet Budget Devl SS Finance Operating Ledger Position Control New Year Budget

9. Salary Planner Summary Web based – Position Budgeting & Salary Planning module. Allows authorized individuals to propose Position Budget and Salary changes. Utilizes HR Security Restrictions Many Useful Features

10. Salary Planner Info Allows greater classification of positions Provides What If Projections Provides Distributed Budget Preparation through Self Service Provides ability to extract specialized populations Updates Position Budget AND Employee Job Records –Can update both, or one or the other –Can process mid-year budget increases –Can process mid-year employee salary increases

11. Process Flow Banner Positions & Jobs Salary Planner Extract Upload

12. Process Flow NBAPBUD 2007 Active NBAPBUD 2008 Working Salary Planner Extract: FY08 Faculty Scenario: INITIAL Salary Planner Extract: FY08 Faculty Scenario: 3% Model Salary Planner Extract: FY08 Faculty Scenario: FINAL List by PositionList by Employee NBAJOBS As of: NBPBROL

14. Salary Planner “Finance” Features Estimated Fiscal Year Budget Reflects Job Records You Can Download Into Excel It Makes for an Excellent Management Reporting Tool – query only access and easy to use Works across Departments (with proper security)

15. Salary Planner “HR” Features Allows for Mass Updates of Changes from NBAPBUD to NBAJOBS During Load Into Salary Planner Utilizing the Electronic Approvals Process Supplements Mass Position/Job Update Allows for Easy Position by Position changes Allows for Easy Job by Job changes

16. Salary Planner Self Service Requires Salary Planner role in Web Tailor Utilizes HR Security Multiple Filters Allows for Mass or Individual Changes

24. Summary Web based – Position Budgeting & Salary Planning module. Allows authorized individuals to propose Position Budget and Salary changes. Many Useful Features Works With Spreadsheet Budgeting

25. Questions?