1 / 82

Salary Planner/ Budget Development

Salary Planner/ Budget Development. Objectives. At the end of today’s session, you will: Understand the purpose of the Salary Planner/Budget Development process Understand the steps to ensure your staff are set up properly in Salary Planner Be able to perform these steps

nerice
Télécharger la présentation

Salary Planner/ Budget Development

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Salary Planner/ Budget Development

  2. Objectives At the end of today’s session, you will: • Understand the purpose of the Salary Planner/Budget Development process • Understand the steps to ensure your staff are set up properly in Salary Planner • Be able to perform these steps • Be familiar with the timeline for FY11 and • Know where to go for help

  3. Agenda Course Overview • Why are we here? • Overview of the FY11 Process • Overview of Steps • Salary Planner (Reappointment and Budget) • List by Employee (Slides 13-23) • List by Position (Slides 24-36) • Budget Development (Slides 37-66) • Reports/Analysis/Quality Review (Slides 67-80) • Contacts & Lab Sessions

  4. Why Are We Here? We use the Salary Planner and Budget Development Process to: • Ensure staff are configured in the system to get paid, to be paid from the right source, and to have appropriate budget allocations. • Ensure operations are appropriately budgeted for each Index Today’s training will ensure you understand and can do the necessary steps and where to go for help if you need it.

  5. Process Overview I II Salary Planner Budget Development (Budgeting Operations) List by Employee *Reappointment Side (NBAJOBS) List by Position *Budget Side (NBAPBUD) Reappoint Only X X Reappoint & Budget X X X Budget Only X X FY Non-Tenure/Ext X X X

  6. Special Case: BZ Adjuncts I II Salary Planner Budget Development (Benefits & Operations) List by Employee *Reappointment Side (NBAJOBS) List by Position *Budget Side (NBAPBUD) BZ Adjuncts X X X • Why Special? • Extended Deadlines (for Reappointing) • Do List by Position (Budget) first, but may do List by Employee later

  7. FY11 Salary Planner/ Budget Development Timeline • May 10th to 14th – Salary Planner/Budget Development Training • May 17th – Salary Planner/Budget Development Open for Input • May 17th to June 4th – Salary Planner/Budget Development Help Sessions • June 4th – Budget Side of Salary Planner/Budget Development CLOSED

  8. Accessing Salary PlannerFrom MSU homepage, click on MyInfo link

  9. List by Employee*Reappointment Side(NBAJOBS)

  10. If changes need to be made to an employees’ base salary use this slide for assistance.

  11. Don’t forget to download the spreadsheet to double check for accuracy. See the section titled “Reporting and Analysis” labor

  12. Frequently Asked Question If you do not plan on reappointing an employee for the fall, but the employee will be returning in the spring, follow the steps in the next three slides. If your employee is not to be reappointed and is not returning, please submit a terminating EPAF.

  13. Frequently Asked Question When I am in the Job Detail section of “List by Employee”, what is the difference between the Current, Base, and Proposed records?

  14. “Job Detail” record explained

  15. List by Position *Budget Side (NBAPBUD)

  16. Copy Estimated Budget to Budget If you click “Copy Estimated Budget to Budget” first, this will automatically populate the change amount and Proposed Budget based upon the associated employees’ current base rate(s) and # of pays. This amount if found under the column, “Estimated Fiscal Year Budget” This will usually save you time. You will need to make additional changes to positions with associated longevity, vacant positions, and pooled positions. Only click ONCE. If you click it again after you have made other changes it will overwrite them. **Hit the “Save” button OFTEN

  17. Other Manual Changes Changes to budget can be entered in the Change Amount field. You will want to enter the ENTIRE budget amount and TAB out. The Mass Change section will not be used in a fiscal year without across-the-board raises. If necessary, you can type in changes to the Proposed FTE and TAB out. Please use 4 decimal places. To change the BUDGET distribution, click on the link. **Hit the “Save” button OFTEN

  18. Position Distribution Changes Current NBAPBUD Distribution New Distribution Click the “Percent” link to make changes to that index. You may also “Add a new record”. The total must always equal 100.00

  19. If you have had to add a new record, type in the Index and then click the “Default from Index” button. Manually enter the Account that is associated with the position. Enter the percent that is associated with the Index that you just filled in and TAB out. This will automatically fill in the Amount. If you need to remove distribution from a particular index enter 0.00 Click “Save” after each entry. Complete as many entries as necessary to Total 100%.

  20. Frequently Asked Question How do I budget for a position that is split funded between state money and “soft” money (IDCs or Grants)? Example: A position is 60% funded by a grant and 40% funded by a state fund.

  21. Change the FTE to match whichever portion of the budget will be covered by state funds. So, from the example, .4000 for 40%. TAB out and click the “Save” button. The distribution will need to be changed, so click on “Distribution” under links.

  22. The percent distribution for the state index (or whichever index is not the grant/IDC) should equal 100%. If it is not 100%, use the steps outlined in presentation to make changes.

  23. Frequently Asked Question I’m finished with Salary Planner, what now? What steps do I take to complete the Reappointment process?

  24. Employees on a Letter of Appointment (LoA): • If employee was reappointed through Salary Planner, Human Resources will need the “Reappointment LoA” (LoA with the box in the corner) submitted. • If employee was not reappointed through Salary Planner, Human Resources will need both a PTF and a LoA submitted. • Employees on a MUS Contract: • If employee was reappointed through Salary Planner, Human Resources will need nothing more. Human Resources will print the MUS contracts around mid-November once the contracts are approved by OCHE. • If employee was not reappointed through Salary Planner, Human Resources will need a PTF.

  25. Other Types of Contracted Employees: • USRA Contracted Employees must be reappointed by submitting a completed PTF and USRA Contract (positions can still be budgeted through Salary Planner). • Post-Retiree Contract Employees must be reappointed by submitting a completed PTF (positions can still be budgeted through Salary Planner). **Submit any Labor Distribution Change EPAFs necessary for payroll changes.

  26. BUDGET DEVELOPMENTBudgeting for Operations

  27. Key Points • Budgeting at a high level is allowed as long as you are not using account codes that end in “00” such as 62800. • Instead use account codes ending in “99”, such as 62899. • A maximum of $10,000 is allowed in 62899. • If budget is initially showing in the “00” accounts, the budget should be moved and those accounts ending in “00” deleted. • All accounts that contain $0 in their budget need to be deleted. • Use A11GL1 as the Budget Phase when entering your budget information. • DO NOT budget IDC or Grant funds (436%, 437%, 4W%, or 425%-429%).

  28. Select the Finance Services tab at the top of MyInfo and then click the Budget Development link in the menu below

  29. From here there are 3 options. Choose “Create Budget Worksheet”

  30. Click the “Create Query” button without changing any other parameters on the screen.

  31. Make sure that at least the top two boxes are checked when selecting columns to display amounts.

  32. CORRECT BUDGET PHASE IS A11GL1 MUST HAVE:CHART OF ACCOUNTS=1BUDGET ID=FY2011BUDGET PHASE=A11GL1

  33. Selecting and Adding Your Index • Click on the Index button to select the proper index. This process ensures the proper fund, org, and program components is pulled in with your index. CLICK ON INDEX BUTTON

  34. In the Index Criteria box you can enter your index number.

  35. Your index will display on your screen with a link. Click on the link under the Index heading.

  36. If you are not sure of your index, enter part of the index and a “%” for a wildcard search (i.e. 4%)

  37. A list will be returned. Locate the index that you want to budget and click on the link below the Index heading.

  38. Once you have clicked the link, the correct fund, org and program will pull into the screen. The index will not display at this point. FUND, ORG, AND PROGRAM WILL BE POPULATED, BUT NOT THE INDEX.

  39. Do not change the Budget Duration Code or Display Fin Mgr from options. Check to include: all boxes. Click the Submit button. DO NOT CHANGE CHECK TO INCLUDE ALL OF THE OPTIONS. CLICK HERE

More Related