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2007-08 BUDGET PROCESS

2007-08 BUDGET PROCESS. RETURNING USERS. Budget & Planning Office. Whitney Pugh, Executive Director (x.7-1177) Joe Vande Merwe, Associate Director (x.7-1176) Tracy Sorensen, Associate Director (x.7-1174). Budget Process Timeline. March

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2007-08 BUDGET PROCESS

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  1. 2007-08BUDGET PROCESS RETURNING USERS

  2. Budget & Planning Office • Whitney Pugh, Executive Director (x.7-1177) • Joe Vande Merwe, Associate Director (x.7-1176) • Tracy Sorensen, Associate Director (x.7-1174) Budget & Planning

  3. Budget Process Timeline • March • Colleges/divisions verify current salaries and permanent E&G budgets • College/division budget process training • Campus units practice Salary Planner input in ZTEMP • Central administration finalizes new year budget allocations • March – week 4 • Snapshot of current salary data taken and setup of Salary Planner in ZPROD • April – week 1 • Budget materials are distributed to colleges/divisions • Salary Planner is activated in ZPROD • April – week 1-3 • Campus units input into Salary Planner, finalize salary increases and reconcile state dollars • April - week 3 • Budget materials are due back to Budget & Planning Budget & Planning

  4. Budget Process Timeline • April – week 4 and May • Budget & Planning reconciles and verifies campus units budget materials • Budget & Planning sends final salary increases to college/divisions for their verification • June – weeks 1-2 • Budget & Planning does final adjustments • June – week 2 • Campus units receive final new year budget salary reports • June – week 3 • After June SA payroll deadlines, Budget & Planning does upload of Salary Planner data in ZPROD • June – week 4 • Departments can begin submitting new year EPAF’s for salaried employees Budget & Planning

  5. Salary Planner:Navigation Hints • SAVE OFTEN; always save any changes before navigating to a new screen • Do not use the ENTER key; use the TAB key to navigate between cells • Do not use the browser BACK button; use the navigation links at the bottom of each page Budget & Planning

  6. Budget Process Steps:Department Budgets • Review hard copy of salary data • Make preliminary salary increase decisions • Login to Salary Planner • Enter salary increases for employees/jobs • Copy employee/job increases to positions • Update open positions • Update position labor distribution and copy to employees/jobs • Download position labor distribution to Excel • Reconcile/verify state $ • Update budget worksheet, salary coordination and unfunded plan in Excel • Print and send completed budget worksheet, salary coordination and unfunded plan to Dean/VP Budget & Planning

  7. Budget Process Steps:Dean/VP • Verify departmental salary increases • Verify departmental state $ • Lock departments (if needed) • Send completed budget worksheets, salary coordinations and unfunded plans to Budget & Planning Budget & Planning

  8. FOR ACCESS TO TEST DATA: Address for Banner Development page Click this link for access to test data Budget & Planning

  9. Central Unfunded Index • The central unfunded index (A06728) will still be available for department use • It should only be used as a temporary budgeting tool and should be replaced with an active index before expenditures are charged to it • A funding plan must be submitted for all amounts budgeted on the central unfunded index Budget & Planning

  10. Status Changes during Budget Process:Appointments / Terminations / Title Changes • Adding new employees, removing terminated employees or changing titles is not possible in Salary Planner by users (Apr-Jun) • If effective date is in the current year, notify Budget & Planning for central verification and update of new year data • If effective date is in the new year, these changes should be done after the Salary Planner upload through the EPAF process Budget & Planning

  11. Status Changes during Budget Process:Temporary Changes • Temporary changes such LWOP, sabbatical leave and short/long-term disabilities are not done during the budget process • Only full year salary bases should be budgeted • Continuation of current or implementation of new temporary changes should be done after the Salary Planner upload through the EPAF process Budget & Planning

  12. Status Changes during Budget Process:New Positions / Closing Positions • Adding new positions or closing positions is not possible in Salary Planner by users • New positions must be requested through the new position request form and will be entered in the new year by Budget & Planning upon receipt of the approved form • To close a position, it should be budgeted at $0 in Salary Planner and notification sent to Budget & Planning to close the position Budget & Planning

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