Salary Planner…..SUCCESS!!!

1. Salary Planner…..SUCCESS!!! Susan Hill, Director of Enterprise Wide Services Jodi Kaelin, Assistant Director of Human Resources Jim Kane, Associate Director of Human Resources Nancy Rambo, Academic Budget Director

2. Upfront Planning = Planning for success! Getting Ready for Salary Planner • Salary Planner Committee • VPAA, HR, UNIT, Payroll, Budget, Financial Systems • Setting Goals and Timelines • Different for Academic vs. Administrative budget process • November – March • Decide early how far to roll out • We did a complete roll out to VPs, Deans, Directors • Establish support of VPs • Organization hierarchy chart updated, eclas updated • Planning for communication and training of end users

3. Salary Planner Process Overview

4. Banner Set up for Salary Planner • Salary Planner Set up • Security • Create Extracts • Pulls all live pay records. • Adjustments made for certain faculty classes. (ie: 12 month salaried chairs, etc., had to create records for base salary, zero out 1 semester appointments) • NBAPBUD – Adjustments made for Faculty • Records not updated yearly, had to ensure accuracy • Eclas pull from NBAPBUD

5. NTRINST – Position Control Installation Rules Salary Planner Tab • NSPACAT.SQL • Script that creates approval types and approval categories (ie; SPCSAL, SPCJLD, SPDHRS, SPCALL, SPTSAL, STJLD, STRHRS) • This enables EPAF’s to be created when running NBPSPUP (upload process)

6. PTRUSER – User Code Rule Form

7. NSASPSC – Salary Planner Security Only affects org security within Salary Planner – does NOT affect other Banner HR security This Org Code covers all subordinate orgs in the entire College – appropriate for a Dean Example of a person who has access to more than one Org Code

8. NTRALVL – EA Level Rules Form Associate individual users with each approval level

9. NTRACAT – EA Category Rule Form

10. NTVBRPO – Budget Profiles • Can create budget profiles. Members of each profile must be assigned individually. For us = bad. • Used for people we wanted to keep out of general extracts. • Executives – we did use this profile to pull in all execs separately. • No Increases – for various reasons, these people were not pulled into any extracts (ie; STD, terms, new hires, etc)

11. NTRSPEX – SP Extract Rules • Identify who will be extracted from Banner into Salary Planner • Used on the NBPSPEX – Extract Process • Can only identify/categorize extracts by; • Employee Class – can choose all or individual • Bargaining Units • Budget Profile – can choose a particular profile • Extract nomenclature • Carefully consider extract names • Description, not extract ID appears in Salary Planner • We used Category (ie: Staff, Faculty, Service) as Extract Description • We used Fiscal Year (ie: FY 2007) as Scenario in Salary Planner

12. NTRSPEX – SP Extract Rules Extracts we created Rules for each extract are established here

13. NTRSPEX – SP Extract Rules Here you can choose eclas to include, or use the include all option Selected eclas for this extract below

14. NTRSPEX – SP Extract Rules Example of how the budget profile works - Only EE’s associated with the NOINCR profile will be pulled into extract in this scenario Uncheck if using budget profile

15. PTRJCRE – Job Change Reason Code Rules • Must choose at least one to be displayed on web • Can have more than one (ie; merit, bonus, etc.)

16. NBAPBUD – Position Budget Form Use NBAPBUD to associate individual positions with a budget profile.

17. Employee Self Service Set up for Salary Planner • Establish access to Salary Planner in Web Tailor • Define the role of each user in Web Tailor Master Salary Planner(only a select few) Can create scenarios and modify initial scenario HR Manager(everyone else) Edit existing scenarios for orgs assigned in NSASPSC

18. NBPSPEX – Salary Planner Extract Process • Extracts data from Banner into Salary Planner Date extract runs Date extract runs

19. Results of NBPSPEX – using GJIREVO • First celebration of success!

20. Salary Planner in Self Service

21. Create Scenario – Master Salary Planner • Give forethought to your Extract and Scenario names • We used Group descriptor for Extract and Fiscal Year for Scenario (ie: STAFF, FY 2007) Create scenario here – In salary planner, this will appear as “Extract ID”, “Scenario” Staff, FY 2007 in our scenario.

22. Edit Scenario – Where most users will go Select Extract and Scenario here

23. Position Filters – Included standard instructions Only the Orgs a user has security access for appear here

24. Salary Planner in Self Service Can make mass changes (amount or percent) here. Useful for what-if scenarios

25. Salary Planner in Self Service Totals for multiple orgs with %change within and across orgs

26. Job Detail – EPAF fields Check to exclude We disabled this page/feature to avoid unintended changes

27. Locking the Orgs • Done at the conclusion of the salary planning process • Hierarchical in nature – higher org lock out subordinates • ie: Chairs lock their orgs, then Deans, then VP, then President • Can be “unlocked” by top of hierarchy

28. Hiding/Removing EE’s from the Extract • Very helpful tool • STD/Leaves of absence • Terminations • Grant funded positions • Entrepreneurial positions • Positions funded by different departments

29. NBPSPUP – Salary Planner Upload Process • Bring modified salary data back into Banner

30. Results of NBPSPUP – using GJIREVO • Second Celebration

31. Final Processing Steps – Apply EPAFs • NOPEAMA – Electronic Approvals Mass Apply • EPAF’s which have been created can be mass applied • NOAAPSM – EA Summary Form • View applied transactions • NBAJOBS – Confirm new records created

32. Communication / Training Plan • Salary Planner Ambassadors • Hands on training for each VP, Dean, Major Users • Time consuming but a good investment • Early communication • Easy to follow instructions • Continual follow up and assistance with changes • On-call for issues, questions • Salary Planner Committee Reporting • Created custom discoverer reports to monitor and analyze

33. Results • Eliminated manual, individual record update and checking process • Eliminated creation and distribution of complicated spreadsheets – SP is much more secure • End users have info at their fingertips all year round • Very well received, feedback overwhelmingly positive • Greatly streamlined salary review process • Reduced errors • Improved budget office functionality • Banner rounds automatically to 5 decimals

34. Next Steps • Create ESS salary letters to eliminate manual creation and distribution • Process feedback and work on incorporating suggestions • Removing superfluous information from SP • Mechanism to include salary grades and ranges • Investigate add/delete process • Investigate options for updating job labor distribution