1. CIMS – STAFF ALLOCATION MODULE  Utilize existing Information, namely:  Position Management  F11 Position History  To create a visual working document of allocation of all staff by location and showing budget versus actual  To allow the ability for School Admin to request changes and potentially visually see how those changes would affect their allocation  To allow for online communication between Board Office and schools in viewing staff and in making requests for changes (ie: Increase to FTE) Staff Allocation

2.  Date sensitive F11 (annual allocation) – Allocation set by Position Management AdminConnect Staff EIS.157 - Programs Program: REG Description: REG TCHR Sort Number: 30 Grid Title : REG TEACH Print Print (EIS.996?) allocation, budget, projected enrollment as per Student (Next Yr) +/- as per additional thoughts by baragar etc. F11 - Vacancy Teacher 1.0 1.0

3. Staff Allocation POS.200M EIS.132, EIS.157,EIS.380

4. April - June Timeframe - Show Next year and allow schools to move programs FTE (FMS.324 cutoff)  Next Year allocation  to allow for F11 employees only to balance the FTE to appropriate program(s)  Cannot allocate past the total FTE of that person  Only to programs that have Allow adjustment Y (EIS.157)  Only allow over budget if that program allows it (eg: On Grant programs do not allow for it) (EIS.157 setup) Staff Allocation - Yearstart Donna Graboweski FTE = 1.00 Reg Tch.40 Resource.20 ABC Grant.40

5.  Audit all activities ?  QUESTION: Update skills automatically (timing) or save somewhere else until we are ready in H/R ?  QUESTION: Add new F11 for Skill changes??? Staff Allocation - Yearstart Donna Graboweski FTE = 1.00 Reg Tch.40 Resource.20 ABC Grant.40 F11 Line NOW versus in Next Month: Donna Graboweski Teacher Wachovia School Skill FTE Position# CLS 100 1200011 CLS 40.00 1200011 RES 20.00 1110013 ABC 40.00 1910001

6. District Summary View of Budget, Actual, Differences  Online view at all times of Yearstart allocations  Select to see either Budget, Actuals, or Difference Staff Allocation - Yearstart

7.  Provide online Tool to Request a Change:  Add additional Staff, Reduce Staff FTE...  Online Log of Requests  Approval Mechanism or indicator on F11 record (then visible in allocation) Staff Change Requests Staff Request

8. Are we on Budget - Comparing G/L to Position?  Position Management - compare actual FTE/Hours versus budgeted  Important to Update (POS.901) and run Monthly BALANCING SALARIES SEP SEP OCT OCT TCHREG TOTAL TCHREG TOTAL DIFF DIFF ------------------------------------------------------------- ALEXANDER SCHOOL.202- 4.545 4.343 BETTY GIBSON SCHOOL 1.860- 13.250 1.16- 10.230 NEELIN OFF-CAMPUS 1.000- 5.000 1.00- 5.000 ÉCOLE O'KELLY SCHOOL 1.234- 12.186.685- 11.637 EARL OXFORD SCHOOL 1.1900 1.190 GRAND TOTAL 27.56- 389.157 12.48- 376.677 THE DIFFERENCE IS IDENTIFYING AS PER FTE - OVER BUDGET ! … but what does this really mean it when it comes to dollars?

9. Are we on Budget?  How does this compare to the G/L?  In POS.200M TCHREG relates to 1.120.330.3001.???.083  Used PAI.516 and GNL.601L to confirm that total expense for September = 1,986,293.. /389.157 puts you at AVG Monthly Salary = 5104.09 BALANCING SALARIES SEP SEP OCT OCT TCHREG TOTAL TCHREG TOTAL ------------------------------------------------------------- ALEXANDER SCHOOL.202- 4.545 4.343 BETTY GIBSON SCHOOL 1.860- 13.250 1.16- 10.230 NEELIN OFF-CAMPUS 1.000- 5.000 1.00- 5.000 ÉCOLE O'KELLY SCHOOL 1.234- 12.186.685- 11.637 EARL OXFORD SCHOOL 1.1900 1.190 GRAND TOTAL 27.56- 389.157 12.48- 376.677

10. Are we on Budget?  If this logic per account makes sense (Big if) then there is a possibility of a report - looks at Positions and G/L  Problems with monthly - some job codes 10 mnth some 12  Timing of G/L: accruals? Journal Entries? BALANCING SALARIES