How ASU implemented Salary Planner. What is Salary Planner: A tool to take current Banner data,...
Transcript of How ASU implemented Salary Planner. What is Salary Planner: A tool to take current Banner data,...
Salary Planner – from setup to execution
How ASU implemented Salary Planner
What is Salary Planner: A tool to take current Banner data, make changes, and then
load those changes back into Banner
Web based
An alternative to Spreadsheet Budgeting and Mass Salary Update functionality.
Overview
Preliminary Steps:I. Run the NSPACAT.sql script delivered by Banner.
A. Delivered with Banner
B. DBA runs (must have ability to update tables).
C. Creates Approval Categories and Approval Types: All you have to do is give them names.
D. Does not create mandatory approval level – established by users of Salary Planner.
Cont.
Approval Categories: NTRACAT
A. Job Salary Approval Category: SPJSAL
B. Default Hours Approval Category: SPEARN
C. Job Labor Distribution Category: SPJLBD
D. Combined Job Approval Category: SPCOMB
Preliminary Setup Continued
Approval Types: NTRAPTYA. Job Salary Approval Type: SPJSAL
B. Default Hours Approval Type: SPEARN
C. Job Labor Distribution Approval Type: SPJLBD
Examples Next Page:
Preliminary Setup –Cont.
Examples – Approval Categories
Approval Categories – Cont.
Approval Categories – Cont.
Approval Categories – Cont.
Approval Types:
Approval Types – SPEARN Details
Approval Types – SPJLBD Details
Approval Types – SPJSAL Detail
Setup Mandatory Approval Level
The Sungard script does not create this approval and it must be done manually after the script is run. This is added to the approval categories on NTRACAT as seen on the previous slides.
You must decide how you want Salary Planner data to flow into the system. Do you want to route it to someone or do you want it to be applied directly into the system.
We decided that all approvals will be done by the time we lock the scenarios and that once done the transactions would be directly applied to the database.
This meant only one approval level was necessary. The users setup for running the NBPSPUP job do not necessarily
need access to Salary planner but in our case they are the “Admins” for it and so are setup as master salary planner users.
Example:
Setup Mandatory Approval Level Cont.
Approval Level Examples
Salary Planner uses the following forms and Process.
A. NTVBPRO – Budget profile setup form.B. NTRSPEX – Salary planner extract rules
form.C. NSASPSC – Salary Planner Org Security
Form.D. NBPSPEX – Salary Planner Extract Creation
job.E. NBPSPUP – Salary Planner load job.
Creates EPAF’s that are loaded using NOPEAMA.
Give Access to users to Salary Planner forms/process.
If any changes have been made to ESS this link will not appear and must be activated by someone with Webtailor access.
Steps to Activate:1. Log in to ESS2. Select the Webtailor Administrator tab.3. Select “Menu Items”.4. Select the pmenu.p_MainMnu link.5. Select “Customize Menu Items”.6. You will see a list of menu items, if at least one local change is
displayed follow these additional steps.7. Select “Add a New Menu Item”.8. On the “Create a New Menu Item” page enter the following
information and then click submit.
Establish Access to Salary Planner Menu in Employee Self Service.
Add the sequence number. Under url add: pmenu.P_SalaMenu Link Text: Salary Planner Status Bar: Salary Planner
Webtailor setup – cont.
Once the preliminary setup steps are completed it’s time to setup the rest of the rule forms in Banner.
These will include NTRINST, PTRUSER, NTRROUT, NTVBPRO, and PTRJCRE
A. NTRINST: Position Control Installation Rule form. There is a tab on this form called “Salary Planner”. Under this tab several entries will be required.
1. Display Whole Employee detail: allows user to view the total salary of an employee across the institution regardless of the users organizational security. This info is displayed on the “List by Employee” web page under the Employee Total columns and also on the “Employee Detail” web page. We left this unchecked because we wanted the org code security enforced for all departments who might use Salary Planner.
2. Organizational Security: We wanted to enforce this so this we checked the box.
3. Prorate flat amount by/Calculate job information by: We chose to do this by Appointment percentage but this could also be by FTE or None.
4. Approval Category Rules: Here you enter the approval categories setup earlier.
Additional Setup Items
Additional Setup Items - NTRINST
For PTRUSER you must decide on who your users are and what role they will fill. There are 3 options: Update, Query, and None. They work with the Master Org
security to allow access to salary planner.
The Salary Planner Master Organization Field is used to control Salary Planner Security. The definition on this form works in conjunction with the definition of the Salary Planner Security Rule Form NSASPSC. The following are valid security definitions:
Master Organization = Y, Salary Planner Master Organization = Update; No
security definition required on NSASPSC Master Organization = Y, Salary Planner Master Organization = Query or None;
Security definition required on NSASPSC to access Salary Planner data. Master Organization = N, Salary Planner Master Organization = Update, Query
or None; Security definition required on NSASPSC to access Salary Planner data.
Additional Setup Items - PTRUSER
All users must be setup on GOAEACC before they can use Salary Planner.
They must be on GOAEACC before you can set them up on PTRUSER.
Once the users are setup then the approval categories need to be routed in such a way as there is at least one person who is assigned to the SALPL approval type. On the routing table, each approval category is assigned an approval level and a user who can do the applying just like in EPAF’s. As seen in the next few slides.
Additional Setup – GOAEACC and NTRROUT
NTRROUT – Setup SPEARN
NTRROUT – Setup SPCOMB
Budget profiles may be created and associated with a position. Budget profile codes are used in conjunction with budget extract rules to further define a budget extract population. Budget profile codes are created on NTVBPRO and associated with a position on NBAPBUD.
Budget profile codes are optional and not required to use the Salary Planner functional capability.
We created 4 main budget profiles and assigned them to all the full-time positions. These are STATE, NONST, GRANT and ATHLETICS. We use these to separate out employees on our extract. This works well for how we handle our position/job setups (Explanation Required).
Additional Setup - NTVBPRO
NTVBPRO Example
NBAPBUD Example of Budget Profile
NBAPBUD Example of Budget Profile
Two fields on the Job Change Reason form, ‘Display Priority on Web’ and ‘Include in Change Totals’ are used in Salary Planner.
The ‘Display Priority on Web’ field indicates which reason codes are to be used in Salary Planner and in which order they appear.
At least one Change Reason code assigned a priority of 1 is required when using the Salary Planner product and will be the default reason code on the List by Employee page.
The ‘Include in Change Totals’ field indicates if the amounts associated with the Job Change Reason should be included in the total change amount and total change percent for a employee job in Salary Planner.
This will be demonstrated in our live demo. See Example.
Additional Setup - PTRJCRE
PTRJCRE Example
Once Banner is setup you must add roles in ESS to each user of Salary Planner. There are two roles. Master Salary Planner and HR Manager.
Master Salary Planner users can update and change the initial extract.
HR Managers cannot manipulate the initial extract.
There should only be a limited number of Master Salary Planner users.
Salary Planner Setup in ESS
ESS Role Setup Example
Webtailor – Update User Roles
Webtailor – Enter Banner Id of User
Webtailor – Update user role, Either Master Salary Planner or HR manager.
Once the setup is complete, you may start the extract creation process using NTRSPEX.
The NTRSPEX form allows you to establish rules on what data will be extracted from Banner HR position budget records and employee jobs into the Salary Planner tables. Each Budget Extract ID identifies a specific chart of accounts, fiscal year, budget id/phase and budget status (working or approved). You can further identify the extract population by including specific items such as:
Secondary Jobs Overload Jobs Employee Classes Bargaining Units Budget Profiles The employee class option allows the you to specify which ECLS codes to include
in the extract; the ‘Budget Factor’ to use when calculating the ‘Estimated Budget’; the ‘Job Effective Date’ and ‘Personnel Date’ for proposed employee job record changes when creating EPAFS through the Salary Planner Upload process. The Job Effective Date defined here must fall within the fiscal year entered on the root window, e.g. 2012. The Personnel Date has no fiscal year restrictions because it is a memo date entry.
Creating Extracts - NTRSPEX
NTRSPEX – Create extract
NTRSPEX – Options Available
NTRSPEX – Establish ECLS codes
NTRSPEX – ECLS Filtered
Once you have selected the codes you want to process there are two dates that need to be set.
Job Effective Date: This will be used to select job records with an effective date less than or equal to this date. It will also be used as the effective date on any job records that will be uploaded (see NBPSPEX for more).
Job Personnel Date – For information purposes only.
NTRSPEX Setup – ECLS codes
NTRSPEX – Budget Profiles
NTRSPEX – Budget Profiles filtered
Once the extract rules are setup, the next step is to run the extract creation job – NBPSPEX.
This job creates the initial extract using the rules defined on the NTRSPEX rule form.
Extract Process Options:◦ 1. Initial: Used to create the first extract for an Extract ID◦ 2. Recreate: This option will remove all the data in the salary planner tables and
new◦ extract data will replace the data removed. All scenarios associated
with◦ the extract ID will be deleted and only the initial will be recreated.◦ 3. Add/Delete: Terminated jobs and positions will be removed. Positions/Jobs added◦ since the last time NBPSPEX was run will be added to all scenarios ◦ associated with the extract ID. Changes to existing jobs/positions will ◦ create a change flag in Salary Planner.*Once the job is run you will have your first extract to play with.
Salary Planner Creation - NBPSPEX
NBPSPEX Examples
NBPSPEX Output
Start by logging into ESS. Next, click on the Employee tab. From there you should see the link you
established earlier called Salary Planner. Click on this link and from there it depends
on what your role is as to how you proceed. If you are a master salary planner person
you need to create the “scenario’s” that the other users will use for their updates.
Salary Planner in ESS
Edit Scenario – Master Salary PlannerThe Master Salary Planner is the only Web user role that has access to the ‘Initial’ scenario that is created by the NBPSPEX process. The Master Salary Planner may want to edit the ‘Initial’ scenario to hide certain positions from HR Managers. An example might be the Chancellor’s position and salary. The Master Salary Planner can do this by editing the ‘Initial’ scenario. A checkbox is available, only in the ‘Initial’ scenario, on the List by Position, and Position Detail web pages. When checked, the position and any associated job records will not be seen in scenarios created from the ‘Initial’ scenario.
Master Salary Planner - Role
Create Scenario – Master Salary Planner
The Master Salary Planner is the only Web user role that can create new scenarios.
The new scenario will be named by the Master Salary Planner
and will be an exact copy of all the records in the Extract ID of the ‘Initial’ Scenario.
The new scenario created form the ‘Initial’ scenario is the scenario the HR Managers will use to revise position budgets and/or employee job salary data.
The filtering criterion along with an HR Manager’s security controls the display of information when using Salary Planner.
Master Salary Planner - Role
Edit Scenario – HR Manager The HR Manager Web user role uses the edit scenario function to revise position
budgets and/or employee job salary data. The Edit Scenario page allows the user to select the Extract ID and the scenario
to edit. Extract IDs and scenarios are listed in Oracle Alpha/numeric order. In addition to selecting the ID and Scenario, the user may adjust the number of records to view by using the Filter Criteria.
If the user selects ‘By Position Attributes’ the user may select the specific
organizations, whether to include subordinate organizations, ECLS, Bargaining Units, Faculty Rank (if applicable), Pooled Positions, Vacant Positions and the number of records you wish to see on one web page before moving to the next web page.
If the ‘By Employee Name’ option is selected the user may enter either the name or ID information to search for a specific employee or range of employees, as well as selecting the number of records to see before moving to the next page.
HR Manager - Role
Master Salary Planner
Master Salary Planner – Cont.
Master Salary Planner – Extracts and Scenarios
Master Salary Planner – Extracts and Scenarios – Cont.
Master Salary Planner – Extracts and Scenarios – Cont.
Master Salary Planner – List by Position
To keep further updates from being done you need to “lock” or freeze the scenario(s). To do this you just go click on the “Organizational Lock” url located at the beginning of Salary Planner.
After Changes are made
Locking Scenario’s – Select scenario to lock
Next select the org level you want to lock. You can drill down to lower levels.
The next step once the scenarios are locked is to take the changes and load them to Banner.
We reserved this function for our department and coordinated with the other areas to ensure that all the steps were completed and signed-off on prior to this job being run.
It’s run through Banner and access must be granted to run the job.
NBPSPUP – Job to load changes into Banner.
NBPSPUP example
NBPSPUP – Salary Planner Upload Process This process uploads position and/or employee job data from the salary planner tables to the
position and employee job tables in the Banner HR database. Position budget data is loaded directly to the position budget tables. Employee job record changes are uploaded into the electronic approval personnel action tables using the electronic approval category codes defined on the NTRINST rule form. Employee job data is applied to the Banner HR database by running the Electronic Approval Mass Apply process NOPEAMA.
Upload Process Options
Parameter 1: Report mode, the NBPSPUP Upload process can be run in three modes:
R eport – used to find possible process errors and warnings P rocess – used to update the SCT Banner database D elete – used to delete unwanted Scenarios (and possible Extract IDs) from Salary Planner
Parameter 2: Process, select the type of data to upload:P osition onlyJ ob onlyB oth position and job Parameters 3-7: Specify the Extract ID / Scenario / FY / Budget ID / Budget Phase
NBPSPUP – options
This matches what is done for EPAF’s if you are using them.
The EPAF’s were created by the SQL script provided by Banner.
All the error codes and functionality of EPAF’s are followed from this point on.
NOPEAMA is run to apply the changes from Salary Planner.
Where employee’s show up in salary planner is determined by the position org code not the timesheet org code.
Same holds true for the employee class. Employees are determined by the position. The employee class on the Position determines how they are used in salary planner. If a position is setup as a part-time position and the employee being paid out of it is full-time, salary planner will analyze both the position and the employee using the part-time employee class. To ensure that problems are not encountered all non-pooled positions should be compared to the employee’s job records to ensure that the employee classes are both full time. If there is a reason that these shouldn’t match, and the position should be part-time then the employee will need to be updated manually after loading the salary planner job data.
Positions with any status other than active will not show up in Salary Planner.
Learning Experiences – Position issues.
When Org code Transfers are done for positions, the system only transfers the non-expended amounts and only the non-expended amounts pull into Salary Planner. We try to have as many of these done prior to the new fiscal year as possible to reduce the number of transfer records.
Budgets should be compared to salaries prior to doing the extracts to ensure that increased salaries are reflected in the Budgets on the positions.
Learning Experiences – Budget Issues
◦ Make sure back-ups of NBRJOBS, NBRBJOB, NBRJLBD, NBRPTOT, and NBRPLBD are made prior to doing the data load for jobs and positions so that reports may be run off of them for before and after comparisons.
◦ All Salary Planner tables should be backed up after the loading of budgets and jobs are done so that any reports in the future will use the data as it existed at that point in time.
◦ A backup of the payroll and position control tables should be made prior to the data load in case a restore is necessary.
Learning Experiences - Reporting
◦ All budget revisions should be completed before the extract is made. The revisions need to be entered prior to the extract to ensure that the budget data is as accurate as possible.
◦ Any pay raises or pay decreases for employees need to be entered prior to the extract being made. This will ensure that salaries are correct when the extract is done.
Learning Experiences – Non System Issues.
Starting from NTRSPEX and going through NBPSPUP.
Will try and do the NOPEAMA load if possible.
Thanks.
Live Demo time!