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Fiscal Year End 2005

Fiscal Year End 2005. On-Line Self Guided FYE Training – Choose the Option for the area you are interested in or Click on the to proceed through all portions of the class. Critical Dates / Schedule General Information IPOPS Actions Personnel Position Control

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Fiscal Year End 2005

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  1. Fiscal Year End 2005 On-Line Self Guided FYE Training – Choose the Option for the area you are interested in or Click on the to proceed through all portions of the class. • Critical Dates / Schedule • General Information • IPOPS Actions • Personnel • Position Control • EIS On-Line Inquiry Screen • Reporting • Calculation Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  2. Note: Dates are subject to change Critical Dates / Schedule Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  3. Effective Dates Summary Use the following effective dates for FYE Transactions • Merit Increases 06/05/2004 • Position Control 06/05/2004 • Health & Dental Plans 05/22/2004 • Payable in June for July premiums • FSA Deductions 06/05/2004 • Deductions are turned off with the last payroll for the FY and must be restarted for the next FY Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  4. IPOPS Actions • Personnel Actions • Position Control Actions Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  5. Personnel Actions • Use effective date June 5, 2005 for Merit increases for eligible employees. (MUST BE SUBMITTED by June 3rd) (existing IPOPS transactions and Pending Backdate status) Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  6. Personnel Continued • FSA Deductions 06/05/2005 • Deductions are turned off with the last payroll for the FY and must be restarted for the next FY For employees who have completed the necessary paperwork provided by Group Insurance, agencies must set these deductions up again during the Fiscal year end process. Agencies can start setting up the 175 or 176 deductions using the effective date for the first payroll of new Fiscal year any time in May. New deductions require the deduction code, status, deduction amount, and app code. A revised will only require the effective date and deduction amount. Deductions are automatically turned off after the last payroll of the Fiscal year has run. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  7. Position Control Actions • Use effective June 5, 2005 on Position Control Actions for FY 2006. (MUST BE SUBMITTED by May 31st) These transactions can be entered when the STARS Roll and Purge is completed, which is scheduled for April 29th. When a position is set up, the budgeted salary, benefits, and hours are entered on IPOPS. At Fiscal Year-End, the system calculates these amounts for the new Fiscal Year (See budget formulas). Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  8. General Position Information • During Month-end, vacant positions are automatically deleted if they have been vacant for more than 12 months. (Vacant PCN) • Positions that have been deleted for more than two years will not be copied to the new Fiscal Year Position Control File. (Deleted PCN Info) • This process will take place on approximately June 3rd. • Budgets for the new Fiscal Year positions are calculated and posted to the Position Control File (Budgeting is based on certain incumbent information and budget calculation factors provided by DFM). Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  9. I’ve done all my actions. How can I verify them and what is the rest of the process? There are two additional items that will help you verify your changes and will also complete the process from a DSP perspective. EIS On-Line Inquiry Screens Reporting Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  10. You should use the ICC Screen in On-Line Inquiry to verify Merit Increases Change Reason Effective Date Current Rate Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  11. You should use the IPC Screen in On-Line Inquiry to verify Position Control Information • After payrolls are processed, actual dollars paid are automatically posted to the Position. • During Month-end, operating dollars are automatically updated (Operating dollars are actual dollars paid plus projected dollars based on incumbent information for the remaining pay periods of the current fiscal year). Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  12. Actual - posted after payroll is ran Position Type and Vacant or Filled Status The new FYE Budgeted Amounts Position FTE & PP hours Combination of the Actual + projection of what the numbers will be for the rest of the year. Month-End EIS IPC Screen Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  13. Reporting There are several reports sent to agencies at Fiscal Year-End. The reports reflect position budget calculation information that is posted to the system. DSP runs jobs to create, print and balance the reports. With DFM’s approval, DSP will distribute reports to agencies. All reports will go out around July 22nd. DSP must wait for everything to post on Stars. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  14. Reporting Continued • The following reports are used as budgeting tools. • They are designed and owned by the Division of Financial Management. For any problems or questions that you may have, please contact DFM. • Reports are used by the Division of Financial Management and State Agencies. • * Report Distribution is determined by DFM each year. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  15. Column Header Titles and what they represent on the Wage & Salary Reports • MSG CDS - Message Codes • CLASS CODES - Class Code • PAY SCH GRST - Pay Schedule Grade and Step • PAY RT - Pay Rate • R I - Rate Indicator • CSS HRS - Credited State Service Hours • DST PCT - Distribution Percentage for this Budget Unit and Fund • FTP - Full Time Positions (Total FTP does not include Group or Deleted Positions) • FTI - Full Time Incumbent Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  16. Reports Printed with FYE Processing • New Fiscal Year Position List (A-448110) • Deleted Position List (B-448110) • Positions With Invalid Distributions (AU448135) • Results of Position Budget Calculation (A-448120) • Wage and Salary Requirements (AU448140) • W & S Agency Summary (AU448142) • W & S Budget Unit Summary (AU448143) • W & S Budget Unit Appropriation by Fund (A-448145) • W & S Agency Appropriation by Fund (B-448145) • Actuals from Operating File for FY 2004 (A-449125) The following screens will scroll through a description and example of each report Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  17. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation New Fiscal Year Position List (A-448110) The “A” report will show a list of all the positions that will be copied over to the Position control file, which includes: • The active current positions • The vacant positions • The positions that have been deleted for less than • two years.

  18. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation New Fiscal Year Position List (A-448110) - Example 101000 S T A T E O F I D A H O PAGE: 2 STATE ORG CODE: 101 HOUSE EMPLOYEE INFORMATION SYSTEM PROGRAM: A-448110 NEW FISCAL YEAR POSITION LIST RUN DATE: 06/27/00 NEW YEAR PCN 2001 0001 0006 6060 6565 FYTD ACTUAL REGULAR: 1,314,002.01 BUDGETED SALARY: 1,329,115.20 FYTD ACTUAL OVERTIME: 8,726.93 BUDGETED BENEFITS: 399,676.21 FYTD ACTUAL FRINGE: 0.00 ----------------- FYTD ACTUAL BENEFITS: 385,570.51 BUDGETED TOTAL: 1,728,791.41 ----------------- FYTD ACTUAL TOTAL: 1,708,299.45 POSITION COUNT: 4

  19. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Deleted Position List (B-448110) The “B” report will show a list of all the positions that have been deleted for more than two years. All of the positions that are on this list will not be copied over to the position control file.

  20. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Deleted Position List (B-448110) - Example 190000 S T A T E O F I D A H O PAGE: 2 STATE ORG CODE: 190 MILITARY DIVISION EMPLOYEE INFORMATION SYSTEM PROGRAM: B-448110 DELETED POSITION LIST RUN DATE: 07/07/00 YEAR PCN 2000 7024 7031 7032 FYTD ACTUAL REGULAR: 0.00 BUDGETED SALARY: 0.00 FYTD ACTUAL OVERTIME: 0.00 BUDGETED BENEFITS: 0.00 FYTD ACTUAL FRINGE: 0.00 ----------------- FYTD ACTUAL BENEFITS: 0.00 BUDGETED TOTAL: 0.00 ----------------- FYTD ACTUAL TOTAL: 0.00 POSITION COUNT: 3

  21. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Positions With Invalid Distributions (AU448135) This report is distributed to the agencies, but EIS will contact you if your agency shows up on it. The positions showing on this report will be listed at the end of your Wage and Salary reports with the actuals as well as an estimate and projection if not deleted. If there are more than one they will be combined. These would also be the last entry on your Agency summary of AU448140 (Wage and Salary.)

  22. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Positions With Invalid Distributions (AU448135) - Example 100000 S T A T E O F I D A H O PAGE: 1 STATE ORG CODE: 100 SENATE EMPLOYEE INFORMATION SYSTEM PROGRAM:AU448135 POSITIONS WITH INVALID DISTRIBUTIONS RUN DATE: 06/24/00 FISCAL YEAR 2001 RUN TIME: 16:01:16 POS CUR DISTRIBUTION ACTUALS BUDGETED PCN STAT SEQ INDEX PCA GRANT/PROJ PCT REG OT BEN SALARY BENEFITS ERROR MESSAGE 1010 F A 0000 10000 1.0000 .00 .00 .00 25,126.40 8,608.99 INVALID PCACODE 7070 F A 0000 10000 1.0000 .00 .00 .00 110,000.00 14,122.00 INVALID PCACODE 7171 F A 0000 10000 1.0000 .00 .00 .00 3,360.00 300.00 INVALID PCACODE 7575 F A 0000 10000 1.0000 .00 .00 .00 250,000.00 29,606.00 INVALID PCACODE TOTAL POSITIONS: 4

  23. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Results of Position Budget Calculation (A-448120) • This report will show, by position, the total of each: • Budgeted salary • Budgeted benefits • Budgeted hours for the new Fiscal Year. • The report will also show criteria used to calculate the budgeted information and a position benefit breakdown. • The budgeted amounts shown on this report will be posted to the Position Control File.

  24. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Results of Position Budget Calculation (A-448120) - Example

  25. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Wage and Salary Requirements (AU448140) For each position this report will show : • Some of the criteria used to calculate estimated and projected amounts. (Most benefit criteria are not shown, i.e. Codes and Rates for Retirement, Unemployment, Life Insurance, Workers Comp etc.) • The Actual Costs for Regular, Overtime, and Benefits that were posted to the operating file during the Fiscal Year. • An estimate of Salary and Benefits for the new Fiscal Year. • A projection of Salary and Benefits for the next Fiscal Year. • The sort order for the report is Budget Unit, Fund, Position. For agencies not on STARS the sort will be Program, Fund, Position. There is also a summary page with totals for each Budget Unit or Program.

  26. Position Information Incumbent Information XXXXXX S T A T E O F I D A H O PAGE: 79 STATE ORG CODE: 170 AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: AU448140 BUDGET UNIT: XXXX BUDGET UNIT DESCRIPTION WAGE AND SALARY REQUIREMENTS RUN DATE: 06/13/00 PCN POSITION TITLE **MSG CLASS PAY POS PAY R CSS DST FTP FY 2000 FY 2001 FY 2002 INCUMBENT NAME CDS CODES SCH TYPE RT I HRS PCT FTI ACTUAL COSTS ESTIMATE PROJECTION GRST REG O/T BENEFITS SALARY BENEFITS SALARY BENEFITS FUND: 0001 DETAIL: 0110 STATE SUPT OF PU 30100 00 NR 1.00 1.00 64,903 0 15,351 77,500 19,276 77,500 19,830 * 80,255 * 96,776 * 97,330 GARDNER, SAMUEL 30100 00000 77,500.00 A 37,502.9 1.00 0130 BUR CHIEF 22407 K NR 1.00 1.00 35,730 0 9,600 33,654 10,759 33,654 10,637 * 45,330 * 44,414 * 44,942 LANDERS, NEIL H 22407 HK 16.18 H 29,894.3 1.00 0135 TRAINING SPEC 05122 K NR 1.00 1.00 30,550 0 10,111 36,296 11,541 36,296 12,070 * 40,661 * 47,837 * 48,366 JACOBS, SARAH A 3 05122 HK 17.45 H 5,325.6 1.00 2117 CONSERVATION OFC 00863 J CR 1.00 1.00 31,158 9,939 33,404 10,789 31,761 11,197 * 41,097 * 44,194 * 44,602 ** VACANT POSITION ** 2808 BUDGET ANALYST 2 04122 K CR 1.00 80.00 8,004 265 2,850 0 0 0 0 * 11,120 * 0 * 0 ** DELETED POSITION ** The top 1.00 is the FTP for this 0135 position. This bottom 1.00 is the FTI for this incumbent Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Wage and Salary Requirements (AU448140) - Example

  27. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Agency Summary (AU448142) • This report is at the end of the AU448140 report. • It has an agency summary page with totals of FTI's, FTP's, actual costs, estimated amounts, and projected amounts. • There is a page of the report which gives a list of the Budget Calculation Factors (Benefit amounts/rates, Definitions of Message Codes printed on AU448140, etc.).

  28. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Agency Summary (AU448142) - Example

  29. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Budget Unit Summary (AU448143) • Reports the base personnel costs which are then adjusted for the following years appropriation.

  30. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Budget Unit Summary (AU448143) - Example

  31. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Budget Unit Appropriation by Fund (A-448145) Reports the dollars from the STARS Appropriation File for personnel cost.

  32. W & S Budget Unit Appropriation by Fund (A-448145) - Example Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  33. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Agency Appropriation by Fund (B-448145) Reports the dollars from the STARS Appropriation File for personnel costs.

  34. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation W & S Agency Appropriation by Fund (B-448145) - Example

  35. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Actuals from Operating File for FY 2005 (A-449125) • This report is used as a tool to balance Actual personnel costs from the STARS operating file with the Distribution of Actual personnel costs on the Wage & Salary Reports at fiscal year end. • It is also used to balance the PCN Expenditure Report (AU445112) and the Vacant Position Report (AU445145) at month end.

  36. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation Actuals from Operating File for FY 2005 (A-449125)

  37. Calculation Information and Procedures • In order to calculate the budgeted salary and benefits, several different formulas must be used. Each formula follows a different position/incumbent criteria. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  38. Truncating & No Rounding • You will need to move the decimal value on your ten key to the 5. • No rounding is done!!! • When multiplying or adding you will need to keep the values to their fifth decimal, but the report will truncate in some reports to the cents and others will truncate to the whole dollar value. Example: (12.02 x 2080 = 25,001.60) x SSDI (.062) = 1,550.09920 on the 8120 report SSDI will show as 1,550.09 and on the 8140 report the budgeted salary amount would show as 25,001 • In Microsoft Excel you can make a spreadsheet that will show the exact numbers as the report will show. Cell value =trunc(C8*.062,2) Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  39. What is FTE? • FTE = Full Time Equivalent • It is a percentage of how many months the employee works or the position is filled respectively. • Example - Employee works 6 months out of the year. 6 months divided by 12 months = .50 • Example - Position is only filled 9 months out of the year. 9 months divided by 12 months = .75 Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  40. Calculation of FTI and FTP The FTI is a calculation of the employee's Pay Period Hours and Percent of Year (FTE Percent). The FTP is a calculation of the position's Pay Period Hours and Percent of Year (FTE Percent). The calculations are done as follows: Pay period hours divided by 80 = Percent of Pay Period, Not to exceed 1.00. FTI or FTP = Percent of Pay Period multiplied by Percent of Year (FTE percent) . Examples: 1. FTE Percent = 1.00, Pay Period Hours = 80. FTP/FTI = (80/80) x 1.00 = 1.00 2. FTE Percent = 1.00, Pay Period Hours = 128. FTP/FTI = 1.00 x 1.00 = 1.00 3. FTE Percent = .5, Pay Period Hours = 80. FTP/FTI = (80/80) x .5 = .5 4. FTE Percent = .5, Pay Period Hours = 40. FTP/FTI = (40/80) x .5 = .25 5. FTE Percent = .5, Pay Period Hours = 128. FTP/FTI = 1.00 x .5 = .5 Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  41. Calculation of FTI and FTP • The Wage & Salary Report will multiply the calculated FTI and FTP by the position's Distribution Percent. For example: 1. FTI = 1.00, FTP = 1.00, Distribution Percent = .5. Both the FTI and FTP will show as .5 on the Wage & Salary Report. 2. FTI = .5, FTP = 1.00, Distribution Percent = .5. FTI will show as .25 and FTP will show as .5 on the Wage & Salary Report. 3. FTI = 1.00, FTP = 1.00, Distribution Percent = 1.00. Both the FTI and FTP will show as 1.00 on the Wage and Salary Report. Continue for Examples Of formula’s Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  42. Budget Formula #1A - Vacant Classified Position Vacant-Classified Non-group position in ORG #XXX. PCN is 2117 Class Code is 00863. Pay Grade is “J”. Position FTE = 1.00 PP hours = 80. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  43. Budget Formula #1A - Vacant Classified Position XXXXXX S T A T E O F I D A H O PAGE: 25 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: A-448120 RESULTS OF POSITION BUDGET CALCULATION RUN DATE: 06/10/00 PAY LOC: XXXX PAY LOCATION DESCRIPTION PCN POSITION TITLE CLASS PAY APPT LONG SHFT PAY PAY R CSS % OF PP FY2001 INCUMBENT NAME CODES SCH TYP SW IND STAT RATE I HRS YEAR HRS TOTAL BUDGETED SALARY BENEFITS HRS 2117 CONSERVATION OFCR SE 00863 J CR 1.00 80.00 33,404 10,789 2,080.00 * V A C A N T P O S I T I O N * XXXXXX S T A T E O F I D A H O PAGE: 79 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: AU448140 BUDGET UNIT: XXXX BUDGET UNIT DESCRIPTION WAGE AND SALARY REQUIREMENTS RUN DATE:06/13/00 PCN POSITION TITLE **MSG CLASS PAY POS PAY R CSS DST FTP FY 2000 FY 2001 FY 2002 INCUMBENT NAME CDS CODES SCH TYPE RT I HRS PCT FTI ACTUAL COSTS ESTIMATE PROJECTION GRST REG O/T BENEFITS SALARY BENEFITS SALARY BENEFITS FUND: 0001 DETAIL: 2117 CONSERVATION OFC 00863 J CR 1.00 1.00 31,158 9,939 33,404 10,789 33,404 11,197 * 41,097 * 44,194 * 44,602 ** VACANT POSITION ** Refer to Class Code list for pay grade and H Schedule for minimum rate. Use Vacant PCN Rate to find salary: 15.30 x .05000 = .76500, 15.30 + .76500 = 16.06 16.06 x 1.00 x 80 x 26 = 33,404.80 Use Fixed Benefit Rate: 33,404.80 x (Rate from FY05) = 10,789.75040 33,404.80 x (Rate from FY06) =11,197.28896 When totaling, cents are entered but truncated and no rounding is done. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  44. Budget Formula #1B –Vacant Non-Classified Position Vacant (Non-Classified) Non-group position in ORG #XXX PCN is 0132 Class code is 01239. Salary is $14,212 2 Indexes 0301 & 0375 for .50 Distribution. FTE = 1.00 PP hours = 80. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  45. Budget Formula #1B - Vacant Non-Classified Position XXXXXX S T A T E O F I D A H O PAGE: 25 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: A-448120 RESULTS OF POSITION BUDGET CALCULATION RUN DATE: 06/10/00 PAY LOC: XXXX PAY LOCATION DESCRIPTION PCN POSITION TITLE CLASS PAY APPT LONG SHFT PAY PAY R CSS % OF PP FY2001 INCUMBENT NAME CODES SCH TYP SW IND STAT RATE I HRS YEAR HRS TOTAL BUDGETED SALARY BENEFITS HRS 0132 SECRETARY 01239 E NR 1.00 80.00 14,212 4,590 2,080.00 * V A C A N T P O S I T I O N * XXXXXX S T A T E O F I D A H O PAGE: 79 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: AU448140 BUDGET UNIT: XXXX BUDGET UNIT DESCRIPTION WAGE AND SALARY REQUIREMENTS RUN DATE: 06/13/00 PCN POSITION TITLE **MSG CLASS PAY POS PAY R CSS DST FTP FY 2000 FY 2001 FY 2002 INCUMBENT NAME CDS CODES SCH TYPE RT I HRS PCT FTI ACTUAL COSTS ESTIMATE PROJECTION GRST REG O/T BENEFITS SALARY BENEFITS SALARY BENEFITS FUND: 0001 DETAIL: 0132 SECRETARY 1 01239 E NR .50 .50 8,650 0 2,840 7,106 2,295 7,106 2,382 * 11,490 * 9,401 * 9,488 **** VACANT POSITION **** Take Budgeted Salary from current Position Control File. Use Fixed Benefit rates. 14,212.50 x (Rate from FY05) = 4, 590.63750 (FY05) 14,212.50 x (Rate from FY06) = 4,764.03000 (FY06) For AU448140 you multiply by Distribution Percent (This PCN would show up more than once): Salary: 14,212.50 x .5 = 7,106.2500, Benefits: 4,590.63750 x .5 = 2,295.31875 and 4,764.03000 x .5 = 2,382.01500 Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  46. Budget Formula #2 - Filled or Vacant Group Position Group position in ORG #XXX PCN is 9995 Salary $18,204.00 Benefits $5,134.00 Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  47. Budget Formula #2 - Filled or Vacant Group Position XXXXXX S T A T E O F I D A H O PAGE: 25 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: A-448120 RESULTS OF POSITION BUDGET CALCULATION RUN DATE: 06/10/00 PAY LOC: XXXX PAY LOCATION DESCRIPTION 1 PCN POSITION TITLE CLASS PAY APPT LONG SHFT PAY PAY R CSS % OF PP FY2000 INCUMBENT NAME CODES SCH TYP SW IND STAT RATE I HRS YEAR HRS TOTAL BUDGETED SALARY BENEFITS HRS 9995 TEMPORARY EMPLOYEES 95000 00 NG 1.00 80.00 18,204 5,134 2,080.00 * G R O U P P O S I T I O N * XXXXXX S T A T E O F I D A H O PAGE: 79 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: AU448140 BUDGET UNIT: XXXX BUDGET UNIT DESCRIPTION WAGE AND SALARY REQUIREMENTS RUN DATE: 06/13/00 PCN POSITION TITLE **MSG CLASS PAY POS PAY R CSS DST FTP FY 2000 FY 2001 FY 2002 INCUMBENT NAME CDS CODES SCH TYPE RT I HRS PCT FTI ACTUAL COSTS ESTIMATE PROJECTION GRST REG O/T BENEFITS SALARY BENEFITS SALARY BENEFITS FUND: 0001 DETAIL: 9995 TEMPORARY EMPLOY 95000 00 NG 1.00 .00 17,621 324 4,407 18,204 5,134 18,204 5,134 * 22,353 * 23,338 * 23,338 *** G R O U P P O S I T I O N *** Both Budgeted Salary and Benefits are copied from current Position Control File. Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  48. Budget Formula #3 Single Incumbent/Annual Rate Position Single incumbent Paid annually PCN is 2222 Salary $75,000.00. Eligible for FICA, Unemployment, Life/Health Insurance, EAP, Reg. Retirement, Unused Sick, Workers Comp Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  49. Budget Formula #3 Single Incumbent/Annual Rate Position The Annual Salary is used for Budgeted Salary. Look up employee’s benefit codes and eligibility and use current Budget Calculation Factors to calculate benefits. (Shown on 905 and 910 directory tables.) SSDI 95,500 x .06200 = 5,921.00(Over max, so only max is used), SSHI 95,500 x .01450 = 1,384.75, Life 95,500 x .0110 = 1050.50...and so on. For AU448140 these are added together, using the cents and then truncated. XXXXXX S T A T E O F I D A H O PAGE: 25 STATE ORG CODE: 181 AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: A-448120 RESULTS OF POSITION BUDGET CALCULATION RUN DATE: 06/10/00 PAY LOC: XXXX PAY LOCATION DESCRIPTION PCN POSITION TITLE CLASS PAY APPT LONG SHFT PAY PAY R CSS % OF PP FY2001 INCUMBENT NAME CODES SCH TYP SW IND STAT RATE I HRS YEAR HRS TOTAL BUDGETED SALARY BENEFITS HRS 0001 GOVERNOR 20100 00 NR 1.00 80.00 95,500 21,718 2,080.00 REYNOLDS, DAVID S 20100 00000 NEE N N A 95,500.00 A 30,563.80 1.00 80.00 2,080.00 ----------------------------P O S I T I O N B E N E F I T B R E A K D O W N----------------------------- FICA MAX UI LIFE HEALTH DENTAL EAP DHR RET SICK WC SSDI SSHI 4,845.30 1,384.75 Y 1050.50 4,086.00 9,330.35 620.75 401.10 XXXXXX S T A T E O F I D A H O PAGE: 79 STATE ORG CODE: XXX AGENCY NAME EMPLOYEE INFORMATION SYSTEM PROGRAM: AU448140 BUDGET UNIT: XXXX BUDGET UNIT DESCRIPTION WAGE AND SALARY REQUIREMENTS RUN DATE: 06/13/00 PCN POSITION TITLE **MSG CLASS PAY POS PAY R CSS DST FTP FY 2000 FY 2001 FY 2002 INCUMBENT NAME CDS CODES SCH TYPE RT I HRS PCT FTI ACTUAL COSTS ESTIMATE PROJECTION GRST REG O/T BENEFITS SALARY BENEFITS SALARY BENEFITS FUND: 0001 DETAIL: 0001 GOVERNOR 20100 00 NR 1.00 1.00 92,500 0 21,178 95,500 21,718 95,500 22,516 * 113,678 * 117,218 * 118,016 REYNOLDS, DAVID S 20100 00000 95,500.00 A 30,563.8 1.00 Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

  50. Budget Formula #5 - Single Incumbent/Hourly Rate Position Hourly in ORG #140(State Controller). Marco is eligible for Shift. FTE = 1.00 PP hours 80. Eligible for FICA, Unemployment, Life/Health Insurance, EAP, Reg. Retirement, Unused Sick, and Workers Comp Main Menu Critical Dates / Schedule General Information IPOPS Actions EIS On-line Inquiry Screen Reporting Calculation

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