Session HR – 1 Salary Planner Demonstration Julie Monfette – SunGard Higher Education Jean Summers – SunGard Higher Ed

1. Session HR – 1 Salary Planner Demonstration Julie Monfette – SunGard Higher Education Jean Summers – SunGard Higher Education

2. 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

3. 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

4. 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

5. 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

6. Finance Self Service Budget Development Self Service Salary Planner Finance Ledgers Budget Development Spreadsheet Budgeting Tool HR Position Control Banner Budget Development – Modules & Tools

7. Budget Development With Salary Planner(oversimplification) Spreadsheet Budget Devl SS Finance Operating Ledger Finance Operating Ledger Finance Budget Devl (no labor) Position Control Future Yr (working) Budget Position Control Current Year Budget Position Control New Year Budget Spreadsheet Salary Planner

8. 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

9. 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

10. Process Flow Banner Positions & Jobs Upload Extract Salary Planner

11. Process Flow NBAPBUD 2008 Working NBAPBUD 2007 Active NBAJOBS As of: NBPBROL Salary Planner Extract: FY08 Faculty Scenario: 3% Model Salary Planner Extract: FY08 Faculty Scenario: FINAL Salary Planner Extract: FY08 Faculty Scenario: INITIAL List by Position List by Employee

13. 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)

14. 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

15. Salary Planner Self Service • Requires Salary Planner role in Web Tailor • Utilizes HR Security • Multiple Filters • Allows for Mass or Individual Changes

23. 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

24. Questions?