University of Wisconsin - System 1

Compensation Administration ToolTraining – Day One

Overall Process Flow

CAT Population Process (IPS, Manual entry, etc.)· Pay Plan· All Other Rate

Adjustments· Funding

Commitment Accounting

HR

Rate Data

Funding Data

PS Comp Admin Tool (CAT)Initialization Reports (IR)

Reporting

Budget System EPM/DW

PY

Mass HR Update Process

PeopleSoft HCM (HCM Security model)

HRSHRPayrollBenefitsFinance (CA)

· · · ·

· · ·

Time & LaborAbsence Mgmt.Talent Acquisition Manager

Vacant, Group, Lump, Negative Funding and Positions for Budget

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University of Wisconsin - System 3

Roles and Responsibilities

CAT Functionality

CAT Reporting

Additional Functionality

Training and Support

Training Overview

University of Wisconsin - System 4

Roles and Responsibilities

CAT Functionality

CAT Reporting

Additional Functionality

Training and Support

Training Overview

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Audit Log Report

Under Min/Over

Max Report

Position Report

Record Errors Report

HRS Change Report

Missing From CAT

Report

HRS to CAT Compare

Report

Run CAT Reports

Run the IR to IPS Upload

Process

Run the Initialization

Report

Perform the IR to IPS Transfer

Adjust the Institutional

Planning Spreadsheet

Upload the IPS to CAT and AAP

What Does an Admin Do?

Admin Tasks

Compare to BSUM

IPS Load Edit/

Overwrite

Query a CAT EPM

View

Turn Off Job Data

Feed

Lock and Freeze Users

University of Wisconsin - System 6

Audit Log Report

Under Min/Over

Max Report

Position Report

Record Errors Report

HRS Change Report

Missing From CAT

Report

HRS to CAT Compare

Report

Run CAT Reports

Update the IPS and Run the IPS Upload Process

Adjust the Institutional

Planning Spreadsheet

Upload the IPS to CAT and AAP

What Does an Update User Do?

Update Tasks

Compare to BSUM

Query a CAT EPM

View

University of Wisconsin - System 7

Audit Log Report

Under Min/Over

Max Report

Position Report

Record Errors Report

HRS Change Report

Missing From CAT

Report

HRS to CAT Compare

Report

Run CAT Reports

What Does a Read-Only User Do?

Read-Only Tasks

Query a CAT EPM

View

University of Wisconsin - System 8

Roles and Responsibilities

CAT Functionality

CAT Reporting

Additional Functionality

Training and Support

Training Overview

University of Wisconsin - System 9

CAT Functionality

CAT Setup

Locating the CAT & IPS Files

The IR to IPS to CAT Process

CAT and AAP

Training Overview

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• A variety of setup and close out activities take place on an institutional level, and are housed in the CAT Setup pages

CAT Setup

University of Wisconsin - System

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• Fiscal Year Update/View Status: to lock all users from editing or viewing CAT pages in order to close out the budget

CAT Setup - Examples Include:

University of Wisconsin - System

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• CAT Rate Calculation Type: to determine the process of applying multiple compensation changes, usually aligned with the corresponding IPS version

CAT Setup - Examples Include:

University of Wisconsin - System

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• SFS Ledger for Budget Edits: Specifying which type of funding edits are used when ‘Okay to Load to HRS’ is unchecked on a CAT page

• The AAP will also check against the funding edits selected here.

CAT Setup - Examples Include:

University of Wisconsin - System

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• Calculation Method and Continuing Staff Base by Reason: to select which Action Reasons appear in the CAT drop down and how they calculate

CAT Setup - Examples Include:

University of Wisconsin - System

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• Base Increase Percent by Empl Class and Reason: to reflect pay plan guidelines for a set Merit (or other action reason) percentage

CAT Setup - Examples Include:

University of Wisconsin - System

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CAT Setup - Data Freezing

• When the time comes to perform final reconciliation, each institution will select the time to turn off the automatic job data feed between HRS Job Data and CAT records.

• This can be done by division on the Data Freeze tab of the Annual Setup Page in CAT Setup.

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CAT Setup - User Locking• This page is used to ‘lock’ users, especially toward the end of the budgeting cycle. • When a user is locked, their access is switched to View Only. When a user is unlocked, their access

corresponds to their given CAT security role.• If a user has the Read Only role, they will remain View Only regardless of if they are locked or

unlocked.• At the beginning of each planning year and when a new user is given a CAT security role, the UW

System CAT Admin must visit this page and unlock them in order for the new user to be given their full access.

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• Lock Users: to lock users out of CAT at the end of the budget cycle• Note: an institution can search by Department or Business Unit to find

employees

CAT Setup - User Locking

University of Wisconsin - System

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CAT Functionality

CAT Setup

Locating the CAT & IPS Files

The IR to IPS to CAT Process

CAT and AAP

Training Overview

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Locating the CAT

• The CAT can be found by navigating in PeopleSoft to Workforce Administration UW External HR Systems Compensation Admin Tool

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Locating the IPS• The IPS template

files can be found under the Resources and Training section on the homepage of the CAT website

University of Wisconsin - System 22

CAT Functionality

CAT Setup

Locating the CAT & IPS Files

The IR to IPS to CAT Process

CAT and AAP

Training Overview

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• Running one IR or multiple?• Creating one IPS, duplicates, or unique files?• Centralizing or distributing the IPS work?

Business Process Considerations

Initialization Report (IR) andInstitutional Planning Spreadsheet (IPS)

The IR pulls current HRS data, which is transferred to the IPS - a spreadsheet used to analyze employee populations and assign rate and funding changes. These changes can be made en masse or on an individual basis.

University of Wisconsin - System

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Initialization Report (IR)• The IR allows the user to create a run control,

specifying these particular fields:o Fiscal Yearo Effective Date (ex. 07/01/2016)o Business Unito Divisiono Employee Class

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Initialization Report (IR)• When the process is run, it will provide an Excel

spreadsheet output file, specifying fields including:o Business Unito Department IDo Employee IDo Employee Record Number

• There may be two Excel outputso One for employees with five or fewer funding splitso One for employees with more than five funding splits

o Nameo Employee Classo Etc.

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IR to IPS Transfer• This is a manual transfer process between the IR

Excel file and the IPS Excel template file. o This template file can be found on the CAT website.

www.wisconsin.edu/compensation-administration-tool o Each institution will choose between the IPS Base template

and the IPS Cumulative template depending on their institutional annual setup preferences.

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Institutional Planning Spreadsheet (IPS)• The input fields of the IPS are populated manually

by copying and pasting from the IR.• Compensation and funding changes can be made en

masse and automatically calculated on this sheet for employees with up to five funding splits.

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IPS Data Upload to CAT• The rate and funding data in the IPS is then loaded

into the Compensation Administration Tool through the IPS to CAT Upload Process.

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IPS Data Upload to CAT

University of Wisconsin - System

• The rate and funding data in the IPS is then loaded into the Compensation Administration Tool through the IPS to CAT Upload Process.

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Example Annual Budget Timeline

• Distribute IPS

• Collect IPS and Upload

• CAT Page Entry

• Lock Users