Position Budget Training part 1

1. Position Budget Trainingpart 1 Understanding Position Budget Forms • LOG INTO: • VPN • Banner HR: • Development Instances • Banner (BTRN)

2. Position Budget Forms • NBAPOSN: Establishes the base position assumptions. Shows the position salary range and grade for a position. HR establishes the position. • NBAPBUD: Establishes position parameters such as: Position Status (Active/Inactive), FTE value, Position ORG (PTOT), Position Budget distribution FOAPAL(s). BSC’s have access to this form. • NWAPBAD: Sets and Allows maintenance to Position Salary budgets and Position Budget Distributions.

3. Position Budget Forms • NWIPBHS & NWISPBH: Target (NWIPBHS) and Source (NWISPBH) Position Budget Adjustment History. This form will show you the effect of all NWAPBAD transactions for a position. • NBIJLST: This form will help if you know the “PERSON” but not their “POSITION”. The Query date should be set to the “earliest” date (7/1/03) to give you a full listing of all positions (active or terminated) from this date forward. • NBIPINC: This form will help if you know the “POSITION” but not the “PERSON”. The Query date should be set to the “latest” date (today) to give you a full history of the people in this position up to this date.

4. Establish and Activatea new Position & Budget Follow the Cheat Sheets for: NBAPOSNNBAPBUDNWAPBAD • NBAPOSN – Verify the data. • NBAPBUD – Establish the Position ORG, the FTE value, and the Position Budget Distribution lines (FOAPAL). • NWAPBAD – Establish the Position Budget $ and the source of funding for this position.

5. Establish and Activate a new Position & Budget– Understanding the Source Position A New Cheat Sheet: Understanding Source Position • What is the Source Position: • This is where you are funding this position (the Target Position) • Options for Source Position: • “Budget Only Position” • An “Active” position that has available funds • NOSOFP – No Source of Funds.

6. Establish and Activatea new Position & Budget • Your Position is now “Active”. • There is a budget associated with this position. • The next step is to do an EPAF to hire a person into this position. (this was covered in the prior Banner HR trainings)

7. Changing a FOAPAL on a Position Budget A New Cheat Sheet:Change Position FOAPAL value Need to Answer some questions first… • Is the FOAPAL change within the same Fund? • Changing the Fund / RC Unit will require additional steps. Appendix document reviews this process. • Do you have ORG security for the “new” FOAPAL? • Coordination will need to be set up for cases where ORG security is crossed. • Are there expenses already posted to the FOAPAL that will remain? Or will they be DCN’d to another FOAPAL? • You will need to keep budget $ in the existing FOAPAL for any funds that will remain there. • You do not have to maintain budget $ if everything will be moved out of that FOAPAL.

8. Vacancies A New Cheat Sheet: Understanding Vacancies • WEBI reports – HR30060 and HR30065 will report vacancies by Position ORG (PTOT). • Salary Budgets available for Vacant Positions can also be viewed in NBAPBUD. • Knowing where your available budgets are for vacant positions will be useful if sourcing another position or utilizing for non-salary support budgets.

9. Moving a Position Budget to/from Non-Salary Budget lines A New Cheat Sheet: Move Position Budget to Non-Salary Budget • Available budget dollars on positions may occur because of vacancies, attrition, or work schedule adjustments. • The **PPB org within your fund is what is used for BD04 budget moves in Banner Finance from Salary/Wage account codes to Non-Salary related budget lines.

10. Attributes to Remember A New Cheat Sheet:Position Budget Fields vs. JOBS Record Fields • FTE values • ORG’s and more ORG’s

11. Reports- Position Budget & Vacancy Information • HR30020 - Position Listing by PTOT ORG • Prompts: Fiscal Year / Position Org / Position Status (“A” for Active). • Has several report views, including – • Position budget FOAPAL • Position and Expense and Encumbrance information. • HR30060 – List of Position Vacancies by PTOT ORG • Prompts: Fiscal Year / Position ORG • Lists Position / Position Budget / Expended and Encumbered amounts / Annual Salary, as well as other useful data. • HR60012 – Labor Distribution Summary (*New Report*) • Prompts: Fiscal Year / Fund • Sorts report by Fund / Org / Account • Allows user to utilize report and reconcile to Banner HR (FGIBDST) by account code. • Has additional TABS on the report that increases the detail shown.

12. Reports- NWAPBAD & NBACOMP transactions • HR 30400 – Position Budget History by PTOT ORG (position Org). • Prompts: Fiscal Year / Position ORG. Report sorts by Position number. • Lists Target and Source information for all NWAPBAD and NBACOMP transactions. • HR 30410 – Position Budget History by Position. • Prompts: Position number. • Lists Target and Source information for all NWAPBAD and NBACOMP transactions. • HR 30405 – Position Budget Adjustments by PTOT ORG (and activity date) • Prompts: Fiscal Year / Position ORG / Activity Date. Report sorts by Activity date and sub-totals by account code (tab 1) and Position distribution Org (tab 2). • Lists Transaction information from NWAPBAD and NBACOMP. • Goodreport to see a quick list of NOSOFP use.

13. QUESTIONS ???