2007-08 budget process returning users. date: 3-19-07budget planning budget planning office...
DESCRIPTION
Date: Budget & Planning Budget Process Timeline March Colleges/divisions verify current salaries and permanent E&G budgets College/division budget process training Campus units practice Salary Planner input in ZTEMP Central administration finalizes new year budget allocations March – week 4 Snapshot of current salary data taken and setup of Salary Planner in ZPROD April – week 1 Budget materials are distributed to colleges/divisions Salary Planner is activated in ZPROD April – week 1-3 Campus units input into Salary Planner, finalize salary increases and reconcile state dollars April - week 3 Budget materials are due back to Budget & PlanningTRANSCRIPT
2007-08BUDGET PROCESS
RETURNING USERS
Date: 3-19-07 Budget & Planning
Budget & Planning Office Whitney Pugh, Executive Director
(x.7-1177) Joe Vande Merwe, Associate
Director (x.7-1176) Tracy Sorensen, Associate Director
(x.7-1174)
Date: 3-19-07 Budget & Planning
Budget Process Timeline March
Colleges/divisions verify current salaries and permanent E&G budgets
College/division budget process training Campus units practice Salary Planner input in ZTEMP Central administration finalizes new year budget allocations
March – week 4 Snapshot of current salary data taken and setup of Salary Planner in
ZPROD April – week 1
Budget materials are distributed to colleges/divisions Salary Planner is activated in ZPROD
April – week 1-3 Campus units input into Salary Planner, finalize salary increases and
reconcile state dollars April - week 3
Budget materials are due back to Budget & Planning
Date: 3-19-07 Budget & Planning
Budget Process Timeline April – week 4 and May
Budget & Planning reconciles and verifies campus units budget materials
Budget & Planning sends final salary increases to college/divisions for their verification
June – weeks 1-2 Budget & Planning does final adjustments
June – week 2 Campus units receive final new year budget salary reports
June – week 3 After June SA payroll deadlines, Budget & Planning does upload of
Salary Planner data in ZPROD June – week 4
Departments can begin submitting new year EPAF’s for salaried employees
Date: 3-19-07 Budget & Planning
Salary Planner:Navigation Hints SAVE OFTEN; always save any
changes before navigating to a new screen
Do not use the ENTER key; use the TAB key to navigate between cells
Do not use the browser BACK button; use the navigation links at the bottom of each page
Date: 3-19-07 Budget & Planning
Budget Process Steps:Department Budgets Review hard copy of salary data Make preliminary salary increase decisions Login to Salary Planner Enter salary increases for employees/jobs Copy employee/job increases to positions Update open positions Update position labor distribution and copy to
employees/jobs Download position labor distribution to Excel Reconcile/verify state $ Update budget worksheet, salary coordination and
unfunded plan in Excel Print and send completed budget worksheet, salary
coordination and unfunded plan to Dean/VP
Date: 3-19-07 Budget & Planning
Budget Process Steps:Dean/VP Verify departmental salary
increases Verify departmental state $ Lock departments (if needed) Send completed budget worksheets,
salary coordinations and unfunded plans to Budget & Planning
Date: 3-19-07 Budget & Planning
Address for Banner Development page
Click this link for access to test data
FOR ACCESS TO TEST DATA:
Date: 3-19-07 Budget & Planning
Central Unfunded Index The central unfunded index (A06728)
will still be available for department use
It should only be used as a temporary budgeting tool and should be replaced with an active index before expenditures are charged to it
A funding plan must be submitted for all amounts budgeted on the central unfunded index
Date: 3-19-07 Budget & Planning
Status Changes during Budget Process:Appointments / Terminations / Title Changes Adding new employees, removing
terminated employees or changing titles is not possible in Salary Planner by users (Apr-Jun)
If effective date is in the current year, notify Budget & Planning for central verification and update of new year data
If effective date is in the new year, these changes should be done after the Salary Planner upload through the EPAF process
Date: 3-19-07 Budget & Planning
Status Changes during Budget Process:Temporary Changes Temporary changes such LWOP, sabbatical
leave and short/long-term disabilities are not done during the budget process
Only full year salary bases should be budgeted
Continuation of current or implementation of new temporary changes should be done after the Salary Planner upload through the EPAF process
Date: 3-19-07 Budget & Planning
Status Changes during Budget Process:New Positions / Closing Positions Adding new positions or closing positions is
not possible in Salary Planner by users New positions must be requested through
the new position request form and will be entered in the new year by Budget & Planning upon receipt of the approved form
To close a position, it should be budgeted at $0 in Salary Planner and notification sent to Budget & Planning to close the position