2Agenda Course Overview Overview of the FY15 Process Overview of Steps ReappointmentPosition BudgetingBudget DevelopmentContacts & Lab Sessions
3Process Overview Salary Planner (Positions) List by Employee*Reappointment Side(NBAJOBS)List by Position*Budgeting Side(NBAPBUD)ReappointmentXPosition BudgetsX
4Process Overview Budget Development (Operations) Budget Development is separate from Salary Planner in Employee Self-Service (MyInfo)Budget Development is used to budget your operational dollars for each of your indexes (i.e. travel, supplies, etc.)While Salary Planner has been pre-populated and will be a review process, you must complete Budget Development.You need to budget ALL of the indexes you are responsible for except for Grants (4Wxxxx) and F&As (436xxx and 437xxx)
5Budget Development Timeline FY15 Salary Planner/Budget Development TimelineMay 12th-15th – Salary Planner/Budget Development TrainingMay 19th-May 30th – Salary Planner/Budget Development Help SessionsMay 30th – Salary Planner/Budget Development will be closed for budgeting
6Accessing Salary Planner From MSU homepage, click on MyInfo link
14Review of RecordsList by Employee will be used to review records and for reporting purposesAll changes to employee pay records should be processed using an EPAFPlease review the current records carefully for accuracy and correct any discrepancies
17Look for Exceptions and Inconsistent Data Position types and start dates4A positions - Academic Year (AY) Faculty - reappointed Aug 1st4B positions - Fiscal Year (FY) Faculty – reappointed July 1st4C positions - Professional positionsLook for PY employee class – reappointed Aug 1st or Aug 16th depending on the Contract or Letter of AppointmentOther 4C positions - reappointed July 1st4E positions - Executives - most are reappointed July 1st4M positions - Classified Salaried – Reappointed July 1st4N positions - Classified Hourly– Reappointed July 1st
18Look for exceptions and inconsistent data in FTE and Hrs Per Pay FTE should be consistent with hours per pay and number of pay4A 9 month positions at 1FTE = hrs4A 10 month positions at 1FTE = 156 hrs4B,4C,4E at 1FTE = hrs4M, 4N at 1FTE = 174 hrs% FTE x Hrs for 1FTE = hrs per payClassified hours are 2088 for FY15
19Look for exceptions and inconsistent data- FTE and Hrs Per Pay FTE should be consistent with hours per pay and number of pay EXAMPLES:4A position 9 month at .75 FTE.75 X = 130 hrs per pay4A Position- 10 month at .5 FTE.5 X 156 = 78 hrs per pay4M position at .8 FTE.8 X 174 = hrs per pay
20Frequently Asked Question What do I do if I do not plan on reappointing an employee for the fall, but the employee will be returning in the spring?The employee will be put on LWOP until they are hired back in the spring using an EPAF/LoAIf your employee is not to be reappointed and is not returning, please submit a terminating EPAF.
21Frequently Asked Questions What do I do if my employee has a stipend?Stipends are ONLY Budgeted they are NOT reappointedStipend information is provide to Human Resources from the Provost office and manually entered.Don’t make any changes to an employee’s base pay with an EPAF for stipends or the employee will be overpaid
22Frequently Asked Questions What do I do about my faculty who have received tenure and promotion?Tenured Promotions are ONLY Budgeted they are NOT reappointedPromotion budgets were included in your Salary Projections, so should already be loaded on the Budget Side of Salary PlannerPromotion information is provide to Human Resources from the Provost’s office and manually enteredDon’t make any changes to an employee’s base pay for a promotion via an EPAF or the employee will be overpaid.
23Frequently Asked Question What steps do I need to take to ensure that my employees are reappointed correctly for next fiscal year?
24Employees on a Letter of Appointment (LoA) Human Resources will need the LoA with the check box “New LoA as of July 1st no change” submittedAn EPAF will be needed with this LoANew EPAFs have been created to activate the employee from LWOP to Active StatusBZREAY - Reappointment for AY LoAsBZREFY - Reappointment of FY LoAs
26Employees on a Letter of Appointment (LoA) If employee is receiving an FTE or Salary change effective July/August 1, Human Resources will need both an EPAF (normal EPAFs used) and an LoA submittedEmployees on a MUS ContractHuman Resources will need nothing more. Human Resources will print the MUS contracts around mid-November once the contracts are approved by OCHEIf employee is receiving an FTE or Salary change effective July 1st or August 1st, Human Resources will need an EPAF and the new MOU
27Other Types of Contracted Employees USRA Contracted Employees must be reappointed by submitting a completed USRA Contract. If a labor distribution change is needed, please submit a Labor Distribution change EPAFPost-Retiree Contract Employees must be reappointed by submitting a completed EPAF and Post-Retiree LoA**Submit any Labor Distribution Change EPAFs necessary for payroll changesIf an EPAF is submitted to change employees funding prior to July 1st a new EPAF is NOT needed effective July 1st to carry that current funding forward into new fiscal yearFunding change EPAF is only needed if changing July 1st and future records.
31Position BudgetingEach position number will be pre-populated with the budgets that were provided in your salary projections as explained on the following slides.
32For State, ES, FSTS, and MAES Funded Positions IndexFundOrgnPgmAcctPositionCurrent BudgetCurrent PBUD FTENEW Projected FY15 Budget (Base + Longevity)Increased Allocation over currentFY15 Budget Allocation41400341120101611254M056124,048.901.000024,876.93828.0024,876.904M062336,075.0137,162.751,087.744M08055,033.480.10005,152.79119.305,152.784M095613,167.030.250013,471.36304.3113,471.344M124224,265.500.6700251.25615.2324,880.73Total102,589.923.020080,915.082,954.58105,544.50The amount that is in the blue column for each specific position, is the amount that has been allocated by the Budget Office and the amount that was loaded for that position.
33For Restricted, Designated, and Auxiliary Funded Positions IndexFundOrgnPgmAcctPositionCurrent BudgetCurrent PBUD FTENEW Projected FY15 Budget (Base + Longevity)Increased Allocation over currentFY15 Budget Allocation43418242132004611254M004740,259.081.000043,539.671,105.6041,364.684M03920.0026,468.92849.364M119312,174.450.500012,606.79431.9412,606.394M139037,618.1739,966.681,547.6939,165.864M14450.00004M172240,652.1744,310.311,461.2242,113.394N015310,669.370.300011,126.29299.7810,969.15Total141,373.244.8000178,018.665,695.59147,068.83The amount that is in the ‘FY15 Projected Budget’ column for a specific position, is the amount that should be budgeted in that position and the amount that was loaded for that position.
34Some things to double-check Does the ‘Proposed Budget’ column match the position as was discussed in the 2 previous slides?Does this number match what the budget FTE is suppose to be?Is the distribution correct?Hit the “Save” button OFTEN
35Position Distribution Check You can check how the position distribution will be loaded here by clicking on the Distribution Link in the screen before. The “Current” record shows how it loaded into Salary Planner. The “Proposed” record shows how it will be uploaded into Banner for the final budget.
36What Should I Do if these things are not correct? In the past, Salary Planner has been available for each of you to update your positions as needed.Because the positions have been pre-loaded, Salary Planner is now a review-only process from the Department’s standpointIf you need to make changes to your position budgets, you will submit necessary changes to the Budget Office
37How Should I Submit Changes? For areas under Academic Affairs and VP for Research, send an to Megan BergstedtFor areas under the President, VP for Student Success, and VP for Admin & Finance, send an to Mackenzie SorensonPlease Include:Position NumberOld Budget, Index, and SplitNew Budget, Index, and SplitExplanation of how these funds will either be used elsewhere (if lowering the budget) or where they will be coming from (if increasing the budget)
39How do I Know Which Indexes to Budget? You can run a report!Log on the Banner SAIS Report Webhttps://sais.montana.edu/cgi-bin/msu_sb_v3.plGo to Report Type: “Finance Reports”Run the report named Index Listing (by Org)The only parameter you have to enter is your Org number (i.e , , etc.)
40Which Indexes to Budget? The answer is that you should budget all indexes in this list except the ones discussed earlier (4Wxxxx, 436xxx, 437xxx)For any index that is in Fund , you will receive a budget allocation and must budget to that.For all other indexes, use FY14 actuals as a basis to budget both your revenue and expenses in each index.
41Key Points Make sure to budget ALL necessary indexes Budget 6% admin fee on designated indexes in account code 62889A. This is 6% of budgeted expenses.A maximum budget of $5,000 is allowed inAll accounts that have $0 budgeted need to be deleted.Use A15GL1 as the Budget Phase and FY2015 as the Budget ID when entering your budget information (case sensitive)DO NOT budget IDC or Grant funds (436xxx, 437xxx, 4Wxxx, or 425xxx-429xxx)DO NOT budget in personnel account codes used in Salary Planner (i.e , 61124, 61125, 61126, 61127, 61128, 61224, 61225, 61226, 61227, 61228)
42Accessing Budget Development Select the Finance Services tab at the top of MyInfo and then click the Budget Development link in the menu below
43Accessing Budget Development From here there are 3 options. Choose “Create Budget Worksheet”
44Accessing Budget Development Click the “Create Query” button. Make sure that the “Saved Query” field says None.
45Accessing Budget Development Make sure that at least the top two boxes are checked when selecting columns to display amounts.
46Accessing Budget Development MUST HAVE: CHART OF ACCOUNTS = 1 BUDGET ID = FY2015 BUDGET PHASE = A15GL1BUDGET DURATION CODE = Permanent BudgetDISPLAY FIN MGR FROM = NoneCHECK TO INCLUDE: Check All
47Selecting and Adding Your Index CLICK ON INDEX BUTTONClick on the Index button to select the proper index. This process ensures the proper fund, org, and program components are pulled in with your index. If not you will end up with an invalid FOP combination and your budgets won’t load properly.
48Selecting and Adding Your Index In the Index Criteria box enter the index number you would like to budget and hit the “Execute Query” button.
49Selecting and Adding Your Index Your index will display on the screen with a link. Click on the link under the Index heading to populate the appropriate fields on the main page.
50Selecting and Adding Your Index FUND, ORG, AND PROGRAM WILL BE POPULATED, BUT NOT THE INDEX.Once you have clicked the link, the correct fund, org and program will pull into the screen. The index will not display at this point. That is okay. You will be budgeting the appropriate index if the other elements are correct. Click the “Submit” button to budget.
51Making Changes to Your Budgets 4 Options for Making Changes:Decreasing the current budget amountIncreasing the current budget amountCreating budgets for additional account codesDeleting budgets in certain account codesThe rounding is automatically set to 1.00, which indicates rounding to the whole dollar. Do not change the rounding amount.
52Making Changes to Your Budgets This does not include wage and salary account codes as those are budgeted in salary planner.To start, the program will automatically pull in the accounts that are currently budgeted within your index as well as the current base budgets associated with them.
53Decreasing Budget Amounts Enter the amount by which you would like to decrease each specific account code as a negative number in the “Change Value” column.
54Increasing Budget Amounts Enter the amount by which you would like to increase each specific account code as a positive number in the “Change Value” column.
55Adding Budget to New Account Code Once you calculate or post these new account codes, the status column on the left will say “NEW” indicating the addition of the account code.There is an area for adding new rows at the bottom of the screen. Enter the account code in which you wish to add budget as well as the proposed budget amount.
56Calculating ChangesOnce you have entered all of your information, you can click the “Calculate” button to see the proposed changes you have made to your budget before you post them.
57Although you have calculated the budgets to check for accuracy, you have not yet posted these budgets.You will now see the amounts that you entered in the “Cumulative Change” column and the calculated new budget in the “New Budget” column.
58Posting BudgetsOnce you hit post, the screen will refresh and at the top of the page, you will see a checkmark next to the words “The changes submitted have been processed and posted”Once you have verified that your budget amounts are correct, press the “Post” button. You should now see a change in the “Proposed Budget” column. This is what will load into Banner.
59Summary of Changes Posted Your cumulative change may not be zero if you are moving operations budgets over to positions (in that case a negative change) or vice versa.After posting, there will be a summary of changes by account type at the bottom of the screen. Base Budget is the starting point, Proposed Budget is what FY15 will be and Cumulative Change is the difference between the two.
60Deleting AccountsAfter posting, if you have any accounts codes with the New Budget column equal to zero, these need to be deleted. Check the “Delete Record” box and hit the “Post” button again.
61Deleting AccountsAlthough the account code still appears after posting the change, it now has a notation in the status column (DEL) that indicates it will be deleted.
63Report to Verify Operation and Position Budgets Combined Go to the Banner Report Web (https://sais.montana.edu)Click on the Banner Application Switchboard LinkLog In using your Banner ID and PasswordOn the left in the dropdown box, select Finance ReportsClick on the Budget Preliminary Summary report (2 below the box)
64Click Execute Report(s) to run. In the Org field, enter the Org you would like to view.In the Fiscal Year field enter FY2015In the OBPH Code field enter A15GL1When the report is done running, click the TXT link next to the report you would like to view.
65The top portion of this report will show you what you have budgeted, in the listed Index, on the “List by Position” or Budget side of Salary Planner for each position listed. PLEASE verify this is what you would like budgeted for that particular Index.The bottom portion will show you what you budgeted for each account code in your operations in Budget Development. Make sure that you have not budgeted amounts in the account codes listed in the top portion (this would double the budget in position account codes)The total listed for your Index is the total amount budgeted in positions and operations. This amount should NOT exceed the amount that was allocated to this Index by your executive.
66Help Session Schedule Tuesday, May 20th Thursday, May 22nd 9-10am and 2-3pmThursday, May 22ndWednesday, May 28th3-4pmThursday, May 29th2-3pmFriday, May 30th9-11amAll Help Sessions will take place in the Hamilton Training Lab (Hamilton 202)
67Contact InformationFor questions regarding Letters of Appointment, EPAFs, ReappointmentDawn Watkins,For questions regarding position budgets or Budget DevelopmentAcademic Affairs and VP ResearchMegan Bergstedt,VP Student Success, VP A&F, PresidentMackenzie Sorenson,