November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary...

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November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success!

Salary Planner…..SUCCESS!!!

Susan Hill, Director of Enterprise Wide ServicesJodi Kaelin, Assistant Director of Human ResourcesJim Kane, Associate Director of Human ResourcesNancy Rambo, Academic Budget Director

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

Upfront Planning = Planning for success!

Salary Planner Process Overview

Set up rules for data extraction

from Banner into Salary Planner

Run extract process from Banner into

Salary Planner

Set up Salary Planner security and users

in Banner and Self Service

EPAF’s applied.Create salary

Letters

Run process to upload modifieddata from Salary

Planner into Banner

Individual usersModify downloaded

data in Salary Planner

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

NTRINST – Position Control Installation Rules

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)

Salary Planner Tab

PTRUSER – User Code Rule Form

NSASPSC – Salary Planner Security

Example of a person who has access to more than one Org Code

This Org Code covers all subordinate orgs

in the entire College – appropriate for a

Only affects org security within Salary Planner – does NOT affect other Banner

HR security

NTRALVL – EA Level Rules Form

Associate individual users with each approval level

NTRACAT – EA Category Rule Form

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)

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

Extracts we created

Rules for each extract are established here

Here you can choose eclas to include, or use the include all option

Selected eclas for this extract below

Example of how thebudget profile works -

Only EE’s associatedwith the NOINCRprofile will be pulledinto extract in thisscenario

Uncheck if using budget profile

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.)

NBAPBUD – Position Budget Form

Use NBAPBUD to associate individual positions with a budget profile.

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

NBPSPEX – Salary Planner Extract Process

• Extracts data from Banner into Salary Planner

Date extract runsDate extract runs

Results of NBPSPEX – using GJIREVO

• First celebration of success!

Salary Planner in Self Service

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.

Edit Scenario – Where most users will go

Select Extract and Scenario here

Position Filters – Included standard instructions

Only the Orgs a user has security access

for appear here

Can make mass changes (amount or

percent) here. Useful for what-if scenarios

Totals for multiple orgs with %change within and across

Job Detail – EPAF fields

We disabled this page/feature to avoid unintended changes

Check to exclude

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

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

NBPSPUP – Salary Planner Upload Process

• Bring modified salary data back into Banner

Results of NBPSPUP – using GJIREVO

• Second Celebration

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

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

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

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

November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary...

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