Session HR – 1

Salary Planner Demonstration

Julie Monfette – SunGard Higher Education

Jean Summers – SunGard Higher Education

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

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

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

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

Banner Budget Development – Modules & Tools

FinanceLedgers

Finance Self Service Budget Development

Spreadsheet Budgeting Tool

Budget Development

HR Position Control

Self Service Salary Planner

Budget Development With Salary Planner

(oversimplification)

FinanceOperating Ledger

FinanceBudget Devl (no labor)

Position ControlCurrent Year Budget

Position ControlFuture Yr (working) Budget

Salary Planner Spreadsheet

SpreadsheetBudget Devl SS

FinanceOperating Ledger

Position ControlNew Year Budget

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

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

Process Flow

Banner Positions & Jobs

Salary Planner

Extract Upload

Process Flow

NBAPBUD2007 Active

NBAPBUD2008 Working

Salary PlannerExtract: FY08 Faculty

Scenario: INITIAL

Salary PlannerExtract: FY08 FacultyScenario: 3% Model

Salary PlannerExtract: FY08 Faculty

Scenario: FINAL

List by Position List by Employee

NBAJOBSAs of:

NBPBROL

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)

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

Salary Planner Self Service

• Requires Salary Planner role in Web Tailor

• Utilizes HR Security• Multiple Filters• Allows for Mass or Individual Changes

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

Questions?