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REPORTING, ANALYSIS AND PLANNING SYSTEM
RAPS Budgeting User Forum
July 19, 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 up2
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FY13 DEPLOYMENT SCHEDULE
**TENTATIVE**
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Sept 27 Deadline for new accounts (FIS Profiles)
Oct 6 CB apps Internal Medicine, Center for Advancement of Medicine, Center for Health Behavior Research, Pediatrics, Radiology, Surgery, Siteman, and Central Administration (PRB)
Oct 13 GO & SP apps – Departments as above
Oct 17 GO & SP apps for remaining Medical School Departments
Nov 23 Deadline for new accounts (FIS Profiles)
Dec 7 - 12 CB apps for remaining Medical School Departments
CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FY13 ENHANCEMENTS
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Compensation Budgeting
Ability to adjust current FTE after budget model is loaded
Importing last year’s aggregates to prior year fields
Fund category names are more consistent between CB & SP and funds roll correctly
Ability to override node on Specific purpose generic sourcing to drive expense to a different department
Functions are logic derived for real accounts and entered for SP generic funds for placement in SP model
FY13 ENHANCEMENTS
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CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
Snapshot of dddd override on source tab
FY13 ENHANCEMENTS
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CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
Snapshot of SP Function on source tab
FY13 ENHANCEMENTS
General Operating & Specific Purpose
Credits displayed in the model as a negative
Combined Budget Input, Projections & History Tabs
Subclass Object description removed
FY12 SP Budget loaded from last year’s budget datamart
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FY13 ENHANCEMENTS
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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
Medical School end-user performance testing Will provide guided test plans Strictly volunteer basis
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CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FOCUS GROUPS
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Budgeting Reports Focus GroupLeader: Deborah Vasel – CFU/RAPS
Members:
Kim Dunsworth Radiology
Debbie Hofmann Radiology
Paul Schierbecker Internal Med
Debbie Scherr Otolaryngology
Norma Brown Pathology and Immunology Admin
Joanne Humphries Pathology and Immunology Admin
Barry Goldstein RAPS
Kristen Singer CFU/RAPS
FOCUS GROUPS
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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
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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
Create new reports as needed
Identify key reports/data attributes that need to be potentially available real time in FY14.
FOCUS GROUPS
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Simplifying the Compensation Budgeting ModelLeader: Jean Shuler - RAPS
Members:
Kristen Singer Danforth - CFU
Jason Patton Danforth - Arts & Sciences
Mike Genthon Danforth - Engineering
Joyce Markowski
Auxiliaries
Tammy Evans School of Medicine – Anatomy and Neurobiology
Joanne Roman School of Medicine – Internal Medicine
Vicky Fuehne School of Medicine - Pathology
Debbie Cox School of Medicine - Pediatrics
Debra 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. Evaluate adding of zero hourly employees
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 and HR data not needed for Salary Planning, and remove title only jobs.
Change how Pool Checks work via summarizing on another tab that shows aggregated components of the Pool
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CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose
FOCUS GROUPS
Simplifying the Compensation Budgeting Model
Keep Primary History tab, but break out Bonuses to own column
Remove Primary Appts
Keep New Job tab and add additional slots
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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?
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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
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