University of Wisconsin - System1 Compensation Administration Tool Training – Day One

Overall Process Flow University of Wisconsin - System2

Roles and ResponsibilitiesCAT FunctionalityCAT ReportingAdditional FunctionalityTraining and Support University of Wisconsin - System3 Training Overview

Roles and ResponsibilitiesCAT FunctionalityCAT ReportingAdditional FunctionalityTraining and Support University of Wisconsin - System4 Training Overview

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 University of Wisconsin - System5 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

Update the IPS and Run the IPS Upload Process Adjust the Institutional Planning Spreadsheet Upload the IPS to CAT and AAP University of Wisconsin - System6 What Does an Update User Do? Update Tasks Compare to BSUM Query a CAT EPM View

University of Wisconsin - System7 What Does a Read-Only User Do? Read- Only Tasks Query a CAT EPM View

Roles and ResponsibilitiesCAT FunctionalityCAT ReportingAdditional FunctionalityTraining and Support University of Wisconsin - System8 Training Overview

CAT Functionality CAT SetupLocating the CAT & IPS FilesThe IR to IPS to CAT ProcessCAT and AAP University of Wisconsin - System9 Training Overview

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 - System10

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 - System11

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 - System12

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 - System13

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 - System14

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 - System15

University of Wisconsin - System16 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.

University of Wisconsin - System17 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.

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 - System18

CAT Functionality CAT SetupLocating the CAT & IPS FilesThe IR to IPS to CAT ProcessCAT and AAP University of Wisconsin - System19 Training Overview

University of Wisconsin - System20 Locating the CAT The CAT can be found by navigating in PeopleSoft to Workforce Administration  UW External HR Systems  Compensation Admin Tool

University of Wisconsin - System21 Locating the IPS The IPS template files can be found under the Resources and Training section on the homepage of the CAT website

CAT Functionality CAT SetupLocating the CAT & IPS FilesThe IR to IPS to CAT ProcessCAT and AAP University of Wisconsin - System22 Training Overview

Running one IR or multiple? Creating one IPS, duplicates, or unique files? Centralizing or distributing the IPS work? University of Wisconsin - System23 Business Process Considerations

Initialization Report (IR) and Institutional 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 - System24

University of Wisconsin - System25 Initialization Report (IR) The IR allows the user to create a run control, specifying these particular fields: o Fiscal Year o Effective Date (ex. 07/01/2016) o Business Unit o Division o Employee Class

University of Wisconsin - System26 Initialization Report (IR) When the process is run, it will provide an Excel spreadsheet output file, specifying fields including: o Business Unit o Department ID o Employee ID o Employee Record Number There may be two Excel outputs o One for employees with five or fewer funding splits o One for employees with more than five funding splits o Name o Employee Class o Etc.

University of Wisconsin - System27 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.  o Each institution will choose between the IPS Base template and the IPS Cumulative template depending on their institutional annual setup preferences.

University of Wisconsin - System28 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.

University of Wisconsin - System29 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.

IPS Data Upload to CAT University of Wisconsin - System30 The rate and funding data in the IPS is then loaded into the Compensation Administration Tool through the IPS to CAT Upload Process.

University of Wisconsin - System31 Example Annual Budget Timeline