section l human resources & corporate performance
TRANSCRIPT
2015 FINANCIAL PLAN
Percent of General Fund Operating
Net Operating
Net Operating Budget
General Fund Operating = $112.9 Million
Division Overview
Revised
Adopted Financial Plan
Change from
Prior Year Percent Change
Taxation Expenditures 2014 2015
Net Operating 1,935,568 1,953,968 18,400 1.0%
Capital 0 0 0 0.0%
Total Taxation Expenditure 1,935,568 1,953,968 18,400 1.0%
Authorized Positions 15.6 15.6 0.0 0.0%
Division Summary
Stu Leatherdale - Divisional Director
2%
98%
Human Resources & Corporate Performance =
$2.0 Million
Corporate HR Services
12%
Community HR Services
17%
Learning & Development
20%
Compensation & Benefits 14%
HR & Corporate Performance 13%
Corporate Strategy &
Performance 24%
HUMAN RESOURCES & CORPORATE PERFORMANCE
Human Resources & Corporate Performance
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2015 FINANCIAL PLAN HUMAN RESOURCES & CORPORATE PERFORMANCE
Human Resource Services The HR Services Branch helps divisions and departments with recruitment, labour and employee relations. Staff in this branch are the primary contact for all human resource matters for their area of responsibility. In addition to recruitment and labour services, they partner with line managers on succession planning, training, career development, change management and other corporate development initiatives such as the Achievement & Rewards program and "BEST" awards for employees demonstrating outstanding Balance, Excellence, Service and Teamwork. Human Resource Services staff also act as the primary contact for applicants, our community educational institutions and various community employment agencies interested in City of Kelowna careers.
Corporate Strategy & Performance The Corporate Strategy and Performance Department focuses on corporate performance excellence. This includes key initiatives to build corporate capability; business transformation initiatives to improve the delivery of services; ensuring a balanced portfolio of City projects that best achieves our strategic and operational goals; and driving improvements and accountability through corporate performance management.
Compensation & Benefits Total Compensation, benefit administration, disability management and return to work programs fall within this branch in addition to other employee support programs such as the Employee and Family Assistance and Wellness programs. From smoking cessation to mental and physical fitness programs, the city’s Wellness Program encourages staff to choose positive, active lifestyles that support high productivity levels and a healthy work-life balance.
Learning & Development Developing and maintaining corporate-wide talent management programs fall to the Learning & Development Branch. From succession plans to the training strategy, the branch is building a high-performing, accountable workforce committed to our vision and adaptable to new challenges. Key initiatives include career, management and leadership development and supporting an enhanced performance management program. The Branch also oversees HR systems, performance metrics and administration as well as our long service awards program.
Human Resources & Corporate Performance Division
Developing and implementing a visionary corporate plan while building a culture that supports it are essential to the success of any corporation. Passionate public service and performance excellence are the maxim of the Human Resources and Corporate Performance Division. Whether leading the implementation of the Corporate Plan, completing business process reviews or ensuring that the City attracts, retains and develops the best quality public servants, the end goal of this division is to help improve organizational performance and provide superior services to staff and citizens.
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2015 FINANCIAL PLAN HUMAN RESOURCES & CORPORATE PERFORMANCE
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Drivers & Activities
Division Drivers
Lead business transformation initiatives to improve corporate wide performance and thedelivery of customer services
Lead the Project Portfolio Management function to ensure a balanced portfolio of City projects Lead the Corporate Plan implementation and build corporate capability Develop, implement and maintain progressive programs that build the employee value
proposition and assist departments to drive higher performance through people Support higher levels of employee engagement through positive Employee and Labour Relations
practice Retain and Recruit employees that share City of Kelowna corporate values Ensure employees have the skills and knowledge to provide superior public service
Activities by Council Priority
Enhance citizens’ quality of life
Develop a Service Delivery strategy for the corporation
Focus on results Implement a set of corporate performance measures (Corporate Scorecard) Implement a series of enhancements to the Online Service Request system
Deliver on our plan Establish a City of Kelowna Project Management Process to improve corporate wide project
management performance Implement Talent Management software upgrades to improve annual performance reviews
functions relating to recruitment, job application processing and hiring Conclude collective agreements with unions representing employees at the Kelowna Fire
Department, Kelowna International Airport and Civic Operations
2015 FINANCIAL PLAN
PROGRAM INPUT MEASURES Actual 2013 Rev. Adopted 2014 Financial Plan 2015
139 Human Resources & Corporate Performance 730,455 247,811 247,191
Net Operating Expenditures 730,455 247,811 247,191
PROGRAM INPUT MEASURES Actual 2013 Rev. Adopted 2014 Financial Plan 2015
154 Corporate Strategy & Performance 428,522 474,486 477,306
210 Service Innovation & Performance 105,363 0 0
Net Operating Expenditures 533,885 474,486 477,306
PROGRAM INPUT MEASURES Actual 2013 Rev. Adopted 2014 Financial Plan 2015
140 Corporate HR Services 191,345 254,189 230,589
141 Community HR Services 329,411 333,632 333,632
143 Learning & Development 341,195 367,643 391,243
249 Compensation & Benefits 258,110 257,807 274,007
Net Operating Expenditures 1,120,061 1,213,271 1,229,471
Total Division Net Operating Expenditures 2,384,401 1,935,568 1,953,968
Human Resources & Corporate Performance
Corporate Strategy & Performance
Human Resources
HUMAN RESOURCES & CORPORATE PERFORMANCE
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2015 FINANCIAL PLAN
PROGRAM OUTPUTS
# of postings 172 185 185
# of vacant positions filled 213 285 285
# of WBC claims processed 56 54 55
# of service awards presented 143 131 164
# of transition return to work placements (CUPE) 20 22 25
PROGRAM OUTCOMES
% merit rating discount for WCB Claims 36% 34% 34%
Absence's per employee (Average) 2.28 2.24 2.25
# of Days Missed per Employee 7.30 7.06 7.10
EFFICIENCY MEASURES
% of internal postings filled within 3 weeks 59.7% 53.7% 65.0%
% of external postings filled within 9 weeks 86.3% 75.0% 95.0%
CUSTOMER SATISFACTION
% of match between employees hired and preferred job
qualifications on most jobs
93% 90% 90%
% of staff turnover - full time 5.0% 5.7% 6.0%
INNOVATION AND LEARNING
# of policy updates 8 6 5
# of employees participating in Corporate Training 210 400 570
# of individual employee Development plans 7 12 6
# of individual employee posted Training Opportunity plans 11 7 5
CORPORATE PERFORMANCE
# of Business Process Reviews N/A 2 2
# of Department Performance Reviews to establish internal
Key Performance Indicators
N/A 6 4
Finance Administration is responsible for providing leadership and direction to Financial Services in theThe Financial Accounting and Systems Section prepares annual financial statements, in addition to The Financial Planning Section prepares the Corporate Budget, manages reserve balances, develops utilityThe Risk Management Section is responsible for the development, implementation, coordination and The Revenue Section is responsible for the administration of: property taxes, general accounts receivable Administration of the payroll function, utility billing function and investment of the City's funds are the The Purchasing and Stores Section is responsible for acquiring the materials, equipment and servicesFinance Administration is responsible for providing leadership and direction to Financial Services in theThe Financial Accounting and Systems Section prepares annual financial statements, in addition to The Financial Planning Section prepares the Corporate Budget, manages reserve balances, develops utilityThe Risk Management Section is responsible for the development, implementation, coordination and The Revenue Section is responsible for the administration of: property taxes, general accounts receivable Administration of the payroll function, utility billing function and investment of the City's funds are the The Purchasing and Stores Section is responsible for acquiring the materials, equipment and servicesFinance Administration is responsible for providing leadership and direction to Financial Services in theThe Financial Accounting and Systems Section prepares annual financial statements, in addition to The Financial Planning Section prepares the Corporate Budget, manages reserve balances, develops utilityThe Risk Management Section is responsible for the development, implementation, coordination and The Revenue Section is responsible for the administration of: property taxes, general accounts receivable Administration of the payroll function, utility billing function and investment of the City's funds are the The Purchasing and Stores Section is responsible for acquiring the materials, equipment and services
PERFORMANCE MEASURES Actual 2013
Estimated 2014
Proposed 2015
HUMAN RESOURCES & CORPORATE PERFORMANCE
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2015 FINANCIAL PLAN
HUMAN RESOURCES & CORPORATE PERFORMANCEGeneral Fund
REVENUES / EXPENDITURES BY CATEGORY
Actual2013
Revised2014
Provisional2015
REVENUEPROPERTY TAX 0 0 0PARCEL TAX 0 0 0FEES AND CHARGES ( 154,689) ( 59,000) ( 60,000)OTHER REVENUE ( 32,600) ( 16,200) 0TRANSFERS FROM FUNDS Special (Stat Reserve) Funds 0 0 0 Development Cost Charges 0 0 0 Accumulated Surplus ( 215,894) ( 276,350) ( 95,000)
_____________ _____________ _____________TOTAL REVENUE ( 403,183) ( 351,550) ( 155,000)
EXPENDITURESSALARIES AND WAGES 1,927,535 1,586,853 1,586,853INTERNAL EQUIPMENT 0 0 0MATERIAL AND OTHER 495,389 700,265 522,115CONTRACT SERVICES 288,310 0 0DEBT INTEREST 0 0 0DEBT PRINCIPAL 0 0 0INTERNAL ALLOCATIONS 0 0 0TRANSFERS TO FUNDS Special (Stat Reserve) Funds 0 0 0 Development Cost Charges 0 0 0 Accumulated Surplus 76,350 0 0
_____________ _____________ _____________TOTAL EXPENDITURES 2,787,584 2,287,118 2,108,968
NET OPERATING EXPENDITURES 2,384,401 1,935,568 1,953,968
CAPITAL EXPENDITURESGROSS EXPENDITURES 0 0 0OTHER FUNDING SOURCES 0 0 0
_____________ _____________ _____________TAXATION CAPITAL 0 0 0
_____________ _____________ _____________NET OPERATING & TAX CAPITAL EXP. 2,384,401 1,935,568 1,953,968
Budgeted 2013
Actual2013
Revised2014
Provisional2015
14.5 18.1 14.0 14.0
AUTHORIZED FTE POSITIONS SalariedHourly 1.1 1.5 1.6 1.6
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2015 FINANCIAL PLAN
Description of Operating Program Changes
TOTAL FTE
2014 Revised Budget 1,935,568 15.6
2015 Net Impacts
One-time Operating Requests
One-time Expenditure Reductions
Incremental Costs - Prior year(s)
Salary Adjustments
Other Adjustments
Departmental Adjustments 18,400 18,400
1,953,968 15.6
2015 Program Additions
2015 Operating Requests
2015 Expenditure Reductions
2015 Provisional 1,953,968 15.6
Unfunded 2015 Requests
2015 Operating Requests
2015 Expenditure Reductions
Total Unfunded Requests for 2015 0 0.0
HUMAN RESOURCES & CORPORATE PERFORMANCE
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2015 Operating RequestsPROVISIONAL Budget
SummaryGeneral Fund
Page Description Cost Revenue Taxation CatReserve Borrow UtilityGov/Contr
Human Resources & Corporate
PeopleAdmin Software UpgradeProject
0 0L11 OG00 0 00
0 0 0Division Priority 1 Total 0 0 0 0
0 0 0Total Priority 1 Operating 0 0 0 0
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2015 Operating Request Details
Division:Learning & DevelopmentDepartment:
Title: PeopleAdmin Software Upgrade Project
Priority: 1
ON-GOING
EXISTING
Human Resources & Corporate Performance
Justification:
This request is to upgrade the PeopleAdmin Software program and increase budget for annual software fees. Cost of
upgrading the software requires a one-time request of $15,800 to cover vendor fees and consultant travel expenses.
To fund the upgrade, in 2015 a one-time reduction in recruitment expenses will be requested to enable the upgrade of
the system. Starting in 2016, the increase to annual fees of $7,800 reflects the increased cost of the new software
and previous year's annual increases. Upgrading the PeopleAdmin software is critical to maintain an effective
recruitment and performance review system.
2015 Base Budget - PeopleAdmin Performance Management: $18,400
2015 Base Budget - PeopleAdmin e-Recruit: $19,000
Strategic Objective: Deliver on Our Plan
TaxationReserve Borrow Fed/Prov Dev/ComCost Revenue Utility0 0 0 0 0 02015 0 0
20162017
7,8007,800
00
00
00
00
00
00
(7,800)(7,800)
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2015 Reduction RequestsPROVISIONAL Budget
SummaryGeneral Fund
Page Description Cost Revenue Taxation CatReserve Borrow Gov/Contr Utility
Human Resources & Corporate
Equipment OperatorCertification Program
(21,000) 0L15 OG021,000 0 00
(21,000) 0 0Division Priority 1 Total 21,000 0 00
00Total Priority 1 Reduction Requests (21,000) 21,000 0 00
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2015 Reduction Request Details
Division: Human Resources & Corporate PerformanceDepartment: Learning & Development
Title: Equipment Operator Certification Program
Priority: 1
ON-GOING
This program was initiated to help recruit qualified equipment operators. It was felt that by providing an annual
training program, potentially using veteran operators as instructors or an outside trainer, the City could save money
and have a safer, more professional workforce.
With the implementation of the Driver Certification Program and after a thorough review, Human Resources has
decided that this budget is no longer required.
Justification:
Strategic Objective: Deliver on Our Plan
TaxationReserve Borrow Fed/Prov Dev/ComCost Revenue Utility(21,000) 21,000 0 0 0 02015 0 0
20162017
(21,000)(21,000)
00
21,00021,000
00
00
00
00
00
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