REPORTING, ANALYSIS AND PLANNING SYSTEM RAPS Budgeting User Forum July 19, 2011

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REPORTING, ANALYSIS AND PLANNING SYSTEM

RAPS Budgeting User ForumJuly 19, 2011

AgendaFY13 Deployment Schedule Jean ShulerFY13 Budget Enhancements Compensation Budgeting - Jean ShulerGeneral Operating/Specific Purpose - Eva OstrowProgress on Performance Improvements - Tim RedmondFocus Group UpdatesBudgeting Reports Focus Group Debbie VaselSimplifying the Compensation Budgeting Model for FY14 Jean ShulerTraining Needs for FY13 Pam FournieWrap up2

CB = Compensation Budgeting, GO = General Operating, SP = Specific PurposeFY13 Deployment Schedule**TENTATIVE**3Sept 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 aboveOct 17 GO & SP apps for remaining Medical School DepartmentsNov 23 Deadline for new accounts (FIS Profiles)Dec 7 - 12CB apps for remaining Medical School Departments

CB = Compensation Budgeting, GO = General Operating, SP = Specific PurposeFY13 Enhancements4Compensation BudgetingAbility to adjust current FTE after budget model is loadedImporting last years aggregates to prior year fieldsFund category names are more consistent between CB & SP and funds roll correctlyAbility to override node on Specific purpose generic sourcing to drive expense to a different departmentFunctions are logic derived for real accounts and entered for SP generic funds for placement in SP model

FY13 Enhancements5CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

Snapshot of dddd override on source tabFY13 Enhancements6CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose

Snapshot of SP Function on source tabFY13 EnhancementsGeneral Operating & Specific PurposeCredits displayed in the model as a negativeCombined Budget Input, Projections & History TabsSubclass Object description removedFY12 SP Budget loaded from last years budget datamart7FY13 Enhancements8

PerformanceImprovements in the modelImprovements on SavingOpening is unchanged

PC DependentMinimum recommended hardwareOn RAPS home page under Getting Started: http://raps.wustl.eduMultiple open applications will impact performance

Medical School end-user performance testingWill provide guided test plansStrictly volunteer basis

9CB = Compensation Budgeting, GO = General Operating, SP = Specific PurposeFocus groups10Budgeting Reports Focus GroupLeader: Deborah Vasel CFU/RAPS

Members:Kim Dunsworth RadiologyDebbie Hofmann RadiologyPaul Schierbecker Internal Med Debbie Scherr OtolaryngologyNorma Brown Pathology and Immunology Admin Joanne Humphries Pathology and Immunology AdminBarry GoldsteinRAPSKristen Singer CFU/RAPSFocus groups11CB = Compensation Budgeting, GO = General Operating, SP = Specific PurposeBudgeting 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 groups12CB = Compensation Budgeting, GO = General Operating, SP = Specific PurposeBudgeting 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 groups13Simplifying the Compensation Budgeting ModelLeader: Jean Shuler - RAPSMembers: Kristen Singer Danforth - CFUJason Patton Danforth - Arts & SciencesMike Genthon Danforth - EngineeringJoyce MarkowskiAuxiliariesTammy Evans School of Medicine Anatomy and NeurobiologyJoanne RomanSchool of Medicine Internal MedicineVicky Fuehne School of Medicine - PathologyDebbie Cox School of Medicine - PediatricsDebra Hoffman School of Medicine - RadiologyFocus groupsSimplifying the Compensation Budgeting ModelKeep organization of employees by job within departmentSupport 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 reloadedTry 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 Pool14CB = Compensation Budgeting, GO = General Operating, SP = Specific Purpose14Focus groupsSimplifying the Compensation Budgeting ModelKeep Primary History tab, but break out Bonuses to own columnRemove Primary ApptsKeep New Job tab and add additional slots15CB = Compensation Budgeting, GO = General Operating, SP = Specific PurposeTraining Needs for FY13Weekly tipsComputer Based Training modules (CBTs) are available at http://raps.wustl.eduWebinars for Whats NewWorkshops?New Employee training need to identify how many to determine solutionOther needs?

16Wrap UpNew 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 GroupsTips and Techniques for FY13 Budget ProcessSend proposed agenda items to pamela.fournie@wustl.edu

Q&A17