1. Position Control Brief Introduction to Position Control and how districts are using it Talk about the Goals and Challenges Hear from Seven Oaks and their longtime use of Position Control Discuss future enhancement/goals 2nd Topic: Overview/Reminder of Budget Forecasting options in CIMS - where can they help

2. Position Control Define Positions - assign G/L account#, budgeted FTE and adjustments In PRO.300 input position# or have system automatically assign it (based on position, location, subtype details) In Pay assignment - links Job code to position to position# for that employee and defaults appropriate account#(s) … huge immediate gains to charging to the right accounts! RESULTS: Reporting to the Superintendent on Budgeted FTE versus allocated AND sensitive to staff at any given date! Reconciliation to payroll Staff, position, FTE, and now account! POS.997 not EIS.997 Clearer categorization/understanding of staff in groupings that make sense at upper management

3. Position Control Reporting is dependent on DATES and on PRO.300 entries Budget Reporting Position Location Skill (EIS.132 - program) *allows for auto fill Consider: POS.998 to confirm that all of your PRO.300 lines align with Programs!

4. Position Control Reporting is dependent on DATES and on PRO.300 entries Position Location Skill (EIS.132 - program) *allows for auto fill

5. Position Control Positions and Programs reflect your G/L and accounting

6. Position Control Consolidated reporting (Teacher) and breakdown reporting (Type of Teacher) GRADE/ ACTUAL ORIGINAL ADJUSTED TOTAL POSITION# AUTH PROGRAM POSITION SUBJECT STATUS FTE FTE FTE FTE VARIANCE ---------------------------------------------------------------------------------------------------------------------------- 2110034 CLERK BUDSUP SECRETARIAL 034 911242 VISCIOUS, PETER M. SECRETARY-CLERK CL10 1.000000.500 1.000 1.000.500 2820034 CUST BUDSUP CUSTODIAL SCHOOLS 034 991883 NONAME, GINAS CUSTODIAN GCBAW.500000 034 910956 STEPHENS, ED CUSTODIAN GCBAW 1.000000 1.500 1.250 1.250.250- 1120034 TEACHER BUDGET REGULAR ENGLISH 034 2090270 ABBOTSFORD, JIMMIE TEACHER GR4 TERM 1.000000 034 900909 BOSTON, ROB TEACHER GR4 1.000000 034 966567 CASHING, IN TEACHER PED.500000 034 2445345 LISTER, TINA TEACHER MUSIC PERMANENT.500000 034 910667 MINCEMEAT, DONNA TEACHER KIND.500000 034 2033435 NIXON, GARRY TEACHER GR1 1.000000 034 2054561 NUTSTOYOU, NICK TEACHER GR1 TRANSFER 1.000000 034 2094447 SIGNITNOW, DEBRA TEACHER GR1 TERM 1.000000 6.500 6.500 6.500 -------- -------- -------- -------- -------- GRAND TOTALS 13.325 13.320 13.320.005-

7. Position Control Consolidated reporting (Teacher) and breakdown reporting (Type of Teacher) TOTAL TEACHER SEC SCHL ADMIN ----------------------------------------------------------------------- LEAVE 13.000- 13.000- OTHER 1.500- 1.500- SUPT. DEPARTMENT.600-.600- BOARD OFFICE STAFF.414- 1.500- 1.5000.414- MAINTENANCE 1.250- 1.000-.250- TRANSPORTATION 17.6878 17.6878 ADULT EDUCATION CENT 11.350- 8.750- 2.600- RESOURCE CENTRE.500-.5000 1.000- EDUCATIONAL & CLINIC.400-.400-

8. Position Control Brandon - Not for budgeting, just for accounting.. Define 830 position codes (100 unique positions) Seven Oaks – All groups, use for budgeting and reconciliation.. Define 375 position codes (75 unique positions) WSD – 1st year in, using for budgeting and reconciliation.. Define 2200 position codes (208 unique positions)

9. Position Control INTRODUCE: Gaylene Schroeder-Nishimura and Mary Jans from Seven Oaks School Division … doing this since 2006! Talk about how and why they started What employee groups are marked? Who manages the positions and answers HR questions How important is the reporting? Who looks at it? Do Supts see/understand the reporting? Does it help with budgeting? Accounting Accuracy? Does it point out hiring issues? If you lost this feature, what would that mean? Challenges and future goals for 7OAKS and Position Control

10. Position Control Take Two used to caution: Don’t invest unless you have someone in the district serious about it. We were also concerned with the amount of work and effort (maintaining the definitions, ensuring that PRO.300 and PAY.345 users were religious about their efforts). Any breakdown for any length of time meant inaccurate reporting and distrust in the numbers … Not so much anymore Yes, someone to define the positions Yes, someone to run the reports, manage & watch for breakdowns and provide timely and useful information to superintendents..

11. Goals/Updates Goals: Districts all implement position control Latest Enhancements: Secondary Sort Ability to one report to use FTE even though some positions may be hourly (converts) Enhancement on Unit/Factor Reporting enhancements to show more of the PRO.300 details and help to explain replacements Control of A? lines only appearing so you can have your L? line details not be included.

12. Salary Forecasting Opportunity: Clear Past File (else you will be appending info!) Build a detailed file forecasting salary and Benefits assumes current ‘A’ctive staff and does not factor in end date x amount of pays same salary or increase by y% Can factor in increments Can build separately by Job Code(s) to separate Teach & support or whatever groupings make sense Emp Last First Job LOCN Pay Pay Pay FTE ACCOUNT SALARY INCR Name Name Code Table Grade Step ADJUST MNTH 1191 AFINOGENOV CHERYL TEACH 007 TEACH 5 10 1.0000 01135100330007 40,932.90 0 1482 AFINOGENOV EVANS TEACH 002 TEACH 4 9 1.0000 01136100330002 42,900.03 2 1351 AFINOGENOV KAREN TEACH 005 TEACH 4 9 1.0000 01260100331005 38,671.20 2 $4548.10 * 9 payments Benefit Employee Job Last First FTE Gross Deduc Amount Account Code Name Name Salary Code 01000000115000 1191 TEACH AFINOGENOV CHERYL 1.0000 550.90 CPP 8.02- 01000000116000 TEACH AFINOGENOV CHERYL 1.0000 550.90 UIC 12.43-