Embed Size (px)
DESCRIPTION
REPORTING, ANALYSIS AND PLANNING SYSTEM. RAPS Budgeting User Forum July 20, 2011. Agenda. FY13 Deployment Schedule – Jean Shuler FY13 Budget Enhancements Compensation Budgeting - Jean Shuler General Operating/Specific Purpose - Eva Ostrow - PowerPoint PPT Presentation
Citation preview
REPORTING, ANALYSIS AND PLANNING SYSTEM
RAPS Budgeting User ForumJuly 20, 2011
AGENDA
FY13 Deployment Schedule – Jean Shuler FY13 Budget Enhancements
Compensation Budgeting - Jean Shuler General Operating/Specific Purpose - Eva Ostrow
Progress on Performance Improvements - Tim Redmond Focus Group Updates
Budgeting Reports Focus Group – Debbie Vasel Simplifying the Compensation Budgeting Model for FY14
– Jean Shuler Training Needs for FY13 – Pam Fournie Wrap up
2
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FY13 DEPLOYMENT SCHEDULE**TENTATIVE**
3
Sept 27 Deadline for new accounts for Oct load (FIS Profiles)
Oct 6 CB CFU Facilities department
Oct 13 GO & SP CFU Facilities department
Oct 17 GO & SP apps for Danforth Campus Schools, Auxes, and CFU departments
Nov 23 Deadline for new accounts for Dec load (FIS Profiles)
Dec 7 - 12 CB apps for Danforth Campus Schools & Auxes
Dec 27 Deadline for new accounts for Jan CFU load (FIS Profiles)
Jan 19 CB, GO, & SP Remaining CFU departments CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FY13 ENHANCEMENTS
Compensation Budgeting
Ability to adjust current FTE after budget model is loaded Importing last year’s aggregates to prior year fields Ability to override node on Specific purpose generic sourcing
to drive expense to a different department
4CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FY13 ENHANCEMENTS
5
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
Snapshot of dddd override on source tab
FY13 ENHANCEMENTS
6CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
General Operating & Specific PurposeCredits displayed in the model as a negativeCombined Budget Input, Projections & History TabsSubclass Object description removed FY12 SP Budget loaded from last year’s budget datamart 94xxx Funds moved back to GO model
7
FY13 ENHANCEMENTS
PERFORMANCE
Improvements in the model Improvements on Saving Opening is unchanged
PC Dependent Minimum recommended hardware
On RAPS home page under Getting Started: http://raps.wustl.edu
Multiple open applications will impact performance
End-user performance testing Will provide guided test plans Strictly volunteer basis
8
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FOCUS GROUPS
9
Budgeting Reports Focus GroupLeader: Deborah Vasel – CFU/RAPSMembers: Mike Genthon EngineeringChris Wyrick LawJoyce Markowski AuxiliariesBill Reitz AuxiliariesMarilyn Pollack CFULilia Campbell CFUAnne Keck CFUBarry Goldstein RAPSBobbe Winters Sam FoxLynn Jegle CFUKristen Singer CFU/RAPS
FOCUS GROUPS
10
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
Budgeting Reports Focus Group
Enhance Existing Reports:R&E - Departmental Budget AnalysisR&E - CFU Budget Template ReportCB – Job Salary & FringesCB – Source Detail by NodeCB – Source Detail by EmployeeCB – Source Detail by Object GroupCB – Source Detail by SubClass CB – Source Detail by SubClass ObjectCB – Variance Compensation ReportCB – Variance Other EarningsCB – Variance Salary & Other Earnings by SCOB or Obj
GroupCB – Variance Source by Dept-FundCB – Variance Source by Employee
FOCUS GROUPS
11
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
Budgeting Reports Focus Group
Update CB and R&E Report Manuals which are available
at http://RAPS.wustl.edu and https://raps.wustl.edu/cognos8
Sub Committee formed to work directly with Auxiliaries on overall reporting needs.
Create new reports as needed
Identify key reports/data attributes that need to be potentially available real time in FY14.
FOCUS GROUPS
12
Simplifying the Compensation Budgeting ModelLeader: Jean Shuler RAPSMembers:Kristen Singer Danforth - CFUJason Patton Danforth - Arts & SciencesMike Genthon Danforth - EngineeringJoyce Markowski AuxiliariesTammy Evans School of Medicine – Anatomy and
NeurobiologyJoanne Roman School of Medicine – Internal MedicineVicky Fuehne School of Medicine - PathologyDebbie Cox School of Medicine - PediatricsDebra Hoffman School of Medicine - Radiology
FOCUS GROUPS
Simplifying the Compensation Budgeting Model
Keep organization of employees by job within department Support different functionality of Academic, Staff, and Other
employees. Keep Track/NonTrack groupings, Adjuncts needed? Compensation data will remain static during the budget
cycle and will not be reloaded Try combining Prime, Secondary, and HR Data tabs by
eliminating redundant data, HR data not needed for Salary Planning, and title only jobs.
Change how Pool Checks work via summarizing on another tab that shows aggregated components of the Pool
13
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FOCUS GROUPS
Simplifying the Compensation Budgeting Model
Keep Primary History but break out Bonuses to own column Keep New Job tab and add additional slots
14
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
TRAINING NEEDS FOR FY13
Weekly tips Computer Based Training modules (CBTs) are available at
http://raps.wustl.edu Webinars for ‘What’s New’ Workshops? New Employee training – need to identify how many to
determine solution Other needs?
15
WRAP UP
New access or changes to security forms should be sent to RAPS Support at campus box 1110
Proposed Agenda Items for October meeting: Updates from Focus Groups Tips and Techniques for FY13 Budget Process Send proposed agenda items to
Q&A
16
