Salary Planner

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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

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Getting Ready for Salary Planner
Upfront Planning Planning for success!

• 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

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Salary Planner Process Overview
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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

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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 EPAFs to be created when running
  NBPSPUP (upload process)

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PTRUSER User Code Rule Form
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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
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NTRALVL EA Level Rules Form
Associate individual users with each approval
level
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NTRACAT EA Category Rule Form
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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)

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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

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

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

Selected eclas for this extract below
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NTRSPEX SP Extract Rules

• Example of how the
• budget profile works -
• Only EEs associated
• with the NOINCR
• profile will be pulled
• into extract in this
• scenario

Uncheck if using budget profile
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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.)

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NBAPBUD Position Budget Form

• Use NBAPBUD to associate individual positions
  with a budget profile.

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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
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NBPSPEX Salary Planner Extract Process

• Extracts data from Banner into Salary Planner

Date extract runs
Date extract runs
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Results of NBPSPEX using GJIREVO

• First celebration of success!

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Salary Planner in Self Service
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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.
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Edit Scenario Where most users will go
Select Extract and Scenario here
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Position Filters Included standard instructions
Only the Orgs a user has security access for
appear here
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Salary Planner in Self Service
Can make mass changes (amount or percent) here.
Useful for what-if scenarios
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Salary Planner in Self Service
Totals for multiple orgs with change within and
across orgs
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Job Detail EPAF fields
Check to exclude
We disabled this page/feature to avoid unintended
changes
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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

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Hiding/Removing EEs from the Extract

• Very helpful tool
• STD/Leaves of absence
• Terminations
• Grant funded positions
• Entrepreneurial positions
• Positions funded by different departments

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NBPSPUP Salary Planner Upload Process

• Bring modified salary data back into Banner

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Results of NBPSPUP using GJIREVO

• Second Celebration

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Final Processing Steps Apply EPAFs

• NOPEAMA Electronic Approvals Mass Apply
• EPAFs which have been created can be mass
  applied
• NOAAPSM EA Summary Form
• View applied transactions
• NBAJOBS Confirm new records created

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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

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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

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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