Reports and Edits

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Reports and Edits
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REPORTS MENU
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SELECT REPORT PARAMETERS
2005
T
4
EXAMPLE OF REPORT MENU
2005
T
ASV01
Y
06/08/2003
Y
06/02/2003
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AVAILABLITY OF REPORTS
2005
T
ASV01
Y
06/08/2003
Y
06/02/2003
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DOWNLOADING REPORTS
/2004DEPTASV01PEDPT
2005
T
1/26/2004
ASV01
ASV01 0074-44-6688
ASV01 0155-45-1687
ASV01 1023-45-6677
RESEARCH TECH II
ASV01 1045-44-2222
ASV01 1066-46-1444
ASV01 162U-44-7777
ASV01 172D-46-8899
RESEARCH TECH IV
ASV01 1879-44-3333
7
TO ADOBE READER
/2004DEPTASV01PEDPT
2005
T
1/26/2004
ASV01
ASV01 0074-44-6688
ASV01 0074-44-6688
ASV01 0074-44-6688
ASV01 0155-45-1687
ASV01 1023-45-6677
RESEARCH TECH II
ASV01 1045-44-2222
ASV01 1066-46-1444
ASV01 162U-44-7777
ASV01 172D-46-8899
RESEARCH TECH IV
ASV01 1879-44-3333
ASV01 1089-44-4675
ASV01 1099-46-7879
ASV01 2023-44-7237
ASV01 2456-44-4567
RESEARCH TECH III
ASV01 0070-44-6162
ASV01 0070-44-6162
ASV01 0070-44-6162
ASV01 4422-44-5651
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TO EXCEL SPREADSHEET
/2004DEPTASV01PEDPT
2005
T
1/26/2004
ASV01
2005
T
ASV01
SMITH, JOHN
0074-44-6688
2005
T
ASV01
BROWN, NANCY
0155--45-1687
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TO EXCEL SPREADSHEET
/2004DEPTASV01PEDPT
2005
T
1/26/2004
ASV01
ASV01
2005
T
SMITH, JOHN
0074-44-6688
ASV01
2005
T
BROWN, NANCY
0155--45-1687
10
DOWNLOAD TO EXCEL PROCESS STEP 1
naguilar.
Click to save to your computer
11
DOWNLOAD TO EXCEL PROCESS STEP 2
Name the file
Click Save
naguilar
12
DOWNLOAD TO EXCEL PROCESS STEP 3
naguilar.
Click to open the file
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VIEW IN EXCEL
2005
T
1/26/2004
ASV01
2005
T
ASV01
SMITH, JOHN
0074-44-6688
111223333
2005
ASV01
BROWN, NANCY
0155--45-1687
333556666
T
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REPORTS MENU
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PERSONNEL EDITS AND REPORTS
2005
T
ASV01
Y
06/08/2003
Y
06/02/2003
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FTE not equal to HRISused for

• Is an employee missing a piece of funding?
• Does an employee have too much funding?
• This report compares the Prep FTE to the HR
  system FTE on the PAF screen.
• Employees on this report must be reviewed for
  accuracy.

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EXAMPLE OF FTE REPORT
TEXAS TECH UNIVERSITY
ASV01
WEST, ROBERT
0074-44-1234
011118
0000012
Rounding
AGA06
BAKER, JASON
0148-44-2832
AGA06
BAKER, JASON
1075-44-2696
ASH01
CAMPBELL, TODD
0096-44-0367
ASH01
BAKER, JASON
CAMPBELL, TODD
CAMPBELL, TODD
1078-44-2671
Too Much
ASH01
BAKER, JASON
CAMPBELL, TODD
CAMPBELL, TODD
1970-44-1167
EGC06
TYLER, MARY
0094-44-8696
EGC06
TYLER, MARY
0146-44-7234
EGC06
TYLER, MARY
1737-44-1624
MUM07
COBB, TIMOTHY
1016-44-3689
MUM07
COBB, TIMOTHY
1681-44-5431
LAL03
DALLAS, MICHAEL
1541-44-1111
Not enough
Y1A02
HAMILTON, SUSAN
0090-45-9212
Y1A02
HAMILTON, SUSAN
0138-45-3679
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TERMINATED EMPLOYEES STILL IN PREP

• Do I have a terminated employee in the system?
• This report lists employees in the prep system
  that show to be terminated in the HR system.
• Employees on this report may need to be removed
  from the prep system.

19
Terminated Employee still in Prep Example
2005
T
1/26/2004
ASV01
2005
T
ASV01
SMITH, JOHN
0074-44-6688
111223333
2005
T
ASV01
BROWN, NANCY
0155--45-1687
333556666
20
SALARIED EMPLOYEES NOT IN PREP

• Am I missing any employees in the system?
• This report lists salaried employees in the HR
  system that are NOT in the prep system.
• Employees on this report may need to be added to
  the prep system.

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EMPLOYEES LISTING

• How can I see where an employee is paid?
• How can I compare current salary to requested
  salary of an employee?
• This report lists departments salaried
  employees in alpha order.
• This report is informational no action is
  necessary.

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ALPHA EMPLOYEE LIST
/2004DEPTASV01PEDPT
2005
T
1/26/2004
ASV01
ASV01 0074-44-6688
ASV01 0155-45-1687
ASV01 1023-45-6677
RESEARCH TECH II
ASV01 1045-44-2222
ASV01 1066-46-1444
ASV01 162U-44-7777
ASV01 172D-46-8899
RESEARCH TECH IV
ASV01 1879-44-3333
ASV01 1089-44-4675
ASV01 1099-46-7879
ASV01 2023-44-7237
ASV01 2456-44-4567
RESEARCH TECH III
ASV01 0070-44-6162
ASV01 0070-44-6162
ASV01 0070-44-6162
ASV01 4422-44-5651
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REPORTS MENU
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ACCOUNT EDITS/REPORTS MENU
ALL
HSC BUDFUNBAL
data for HSC.
25
BALANCE BUDGET BY FUND REPORT

• The report sums the EB, RB, and FB codes to
  arrive at a total by fund.
• The fund totals should be equal to zero for all
  Designated Accounts (0350 1099 for TTU
  5100-5399 for TTUS) and Auxiliary Accounts (1100
  - 1299).
• If a fund total does not equal zero, please
  review the fund and correct the out of balance.
  However, if there are other accounts in the fund
  that are outside your dept., the fund total at
  your level does not equal to zero.

26
BALANCE BUDGET BY FUND REPORT EXAMPLE
27
SALARY CODES WITH NO FRINGE OR LONGEVITY CODE
EDITS

• These reports identify accounts that pay
  salaries, but have no budget for fringe benefits
  (07) or longevity (05).
• If an account is listed on these edits, please
  budget funds in the appropriate object code.
• Fringe benefits should be budgeted on all non EG
  accounts that pay salaries.

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TWO REALLY EXCITING REPORTS!!!!!!

• LONGEVITY AND FRINGE BENEFIT CALCULATORS

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FRINGE BENEFIT CALCULATOR REPORT

• This report prints an alpha list of all employees
  on an account and their associated fringe
  benefits.
• All fringes are calculated based on actual
  payroll selections and percentages set by the
  Budget Office.
• Only limitations no extra benefits, no
  calculation for hourly employees.

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ADDITIONAL SCREEN TO RUN THESE 2 REPORTS
2005ENTITYHEFDT09/01/2004DEPTASV01BEDPT
2005
T
ASV01
0379-44-6777 0074-44-6999 0092-44-2021 0142-44
6786 0150-44-1234 1100-44-0237 1089-45-0201 1650-4
2-1177
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FRINGE BENEFIT CALCULATOR REPORT
/2005ENTITYTACCT
T
2005
1/26/2004
0379-44-6777
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LONGEVITY CALCULATOR REPORT

• This report prints an alpha list of all employees
  on an account and their associated longevity on
  the account.
• Longevity is based on the actual months of
  service accrued during the future FY.
• Longevity is calculated for monthly paid staff
  only.

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LONGEVITY CALCULATOR REPORT
2005ENTITYTACCT
2005
T
1/26/2004
Remember only staff are eligible for longevity.
34
TRANSFERS OUT OF BALANCE REPORT

• Do my transfers balance?
• Did the other party budget a transfer?
• This report will list both sides of the transfers
  for a department.
• Used to view transfer budget for other side of
  the transfer.
• Coordinate with other department to clear any out
  of balance.

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DEPARTMENTAL TRANSFER LISTING

• What makes up my transfer codes?
• This is an itemized list of all transfers for a
  department in account order.
• This is an informational report.

36
BUDGET SUMMARY COMPARISON REPORT

• The report is a comparison of the previous FY
  actual, current FY estimated, and future FY
  proposed revenues and expenditures.
• This report is informational, no action is
  necessary.

37
BUDGET SUMMARY COMPARISON REPORT
2004ENTITYHEFFDT09/01/2004DEPT4ASV01BEDPT
2005
T
Input of Closed TFIM months
ASV01
6 February close 7 - March close
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BUDGET SUMMARY COMPARISON REPORT EXAMPLE
/2005ENTITYHEFFDT09/01/2004DEPTSYSBEDPTMON
THS9
2005
T
1/26/2004
Totals by EB/RB have been requested.
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• WORKPAPERS

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REPORTS MENU
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(No Transcript)
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WORKPAPER EXAMPLE
TTUWPYEAR2005ACCT1792441005
1/26/2004
INTERNATIONAL PROGRAMS ENGINEERING PROGRAM
ENHANCEMENT 1792-44-1005 DR. JOHNSON DALLAS
2004
2004
2005
2004
2004
2005
43
WORKPAPER EXAMPLE
TTUWPYEAR2005ACCT1792441005
2004
2004
2005
RESEARCH COORD
0074-44-1237 1099-42-3366 1100-44-1234
020137 ASST.VICE PRESIDENT
0070-44-1222 0074-44-5733 1023-46-7777 1089-45-123
7
0142-44-6768
44
REPORTS MENU
45
MANAGERIAL REPORTS

• Lists of staff reclassifications, faculty
• promotions, new positions, and salary
  adjustments.
• Reports are based off reasons checked on the
  employee detail.
• Used by departments and administration.
• Budget Office will verify each to PDQs submitted
  to HR.

46
2005
T
ASV01
47
REPORTS MENU
48
(No Transcript)
49
List of Departments Staff/Faculty Merit
Recipients
31,889 7,268 9,625 14,440 20,019
27,468 5,439 120,510
Staff List
14,253 5,697
Faculty List
53,040
Alpha list of departments merit recipients
showing proposed budgeted salary, awarded merit
and the final budgeted salary.
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List of Depts Staff/Faculty Merit
PoolContribution and Awarded Amounts
Staff List
Faculty List

• The report shows at the account level
• Pool type faculty or staff
• Funding classification funded or unfunded
• Pool contribution and awarded amount
  

51
List of Depts Eligible EmployeesWho Did Not
Receive a Merit Increase
52
List of Depts Employees who Received Meritand
Other Salary Increases

• This report shows a departments listing of
  employees, who received merit increases as well
  as any additional increase due to
  reclassification, promotion or any other salary
  increases.

53
List of Depts Employees who are Ineligible for
Merit
Original Hire Date
Current Employment Date
This report shows a departments list of
employees who are ineligible for merit
increase. It shows employees hire dates,
special status, salaries, and benefit
eligibility codes.
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REPORTS MENU
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T
Y
Y
Y
Y
Y
Y
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Divisions Subdivisions FTE Comparisonson
Staff Faculty at the Account Level
Staff
Faculty
Subtotal

• This report
• Compares sums of DPT Initial and Final FTEs.
• Shows sub-totals by sub-division.

57
Full Time Base (FTB) comparison byDivision
Subdivision
12 Month Base
78,500
95,865
This report compares Budget Preps FTB Final
column with HRs FTB that are not equal.
(FTB for faculty paid on 0070 fund is computed at
a 9- month base in Budget Prep.)
58
T
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
59
Expense Budget Variance Report by
Entity,Division Subdivision
Division Report

• This report is a comparison of the sum of
  expense budgets based on Original
• Base, Dept. Initial Final Budget columns.
• It shows sub-total for each department,
  sub-division and division levels.

60
Revenue Budget Variance Report by Entity,
Division Subdivision
Division Report

• This report is a comparison of the sum of
  revenue budgets based on
• previous years 12-month recognized
  income compared with the Final
• Budgets requested income.
• This report shows sub-totals by department,
  sub-division and division levels.

61
Balance Budget Summary by Fund Report for
Division Subdivision

• This report sums the EB, RB and FB codes to
  arrive at a total by fund.
• This is arranged by account number in a fund
  per department.

62
Budget Summary Comparison Report

• This report is a comparison of the previous FY
  actual, current FY estimated future FY
• proposed revenues expenditures. To
  generate this report, you need to input the
• number of closed TFIM months.
• This is shown at the account number level for
  each dept. in the sub-division.
• This report is informational, no action is
  necessary.

63
Lock Status Report by Entity, Division
Subdivision
Division Report
This report shows the budget process status
at the different levels subdivision,
division and entity.
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Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
65
Current Employee Edits

• These reports list new positions, faculty
• promotions, staff reclassifications and salary
  increases by division subdivision levels.
• These reports are based on reason codes
• that were checked on the employee detail.
• Budget Office will verify each to PDQs
• submitted to HR.

66
FTE Comparison

• This report shows the employees whose Total FTE
  from the final column in
• Budget Prep do not equal to the Techris PAF
  FTE.
• This is arranged per department.

67
Active Salaried Employees not in Prep
This report lists each departments active
salaried employees who are not in the Budget
Prep System.