1. Salary Planner
Self Service Banner

2. Login to Self Service Banner; select Employee.

3. Select Salary Planner.

4. Select Edit Scenario.

5. Choose appropriate Extract ID and Scenario; BAM will provide you with this criteria at later time. Choose your Filter Criteria. In most cases, you will select Position Attributes so that you can view full Org(s). However, if you want to search for a specific individual, you can choose By Employee Name.

6. The Position Filters screen is where you will select which Org and/or Employee Class you would like to access. You can also choose whether you want the Org listed By Employee or By Position.
*You have the ability to choose specific Employee Classes or view ALL
*Leave Bargaining Unit and Faculty Rank at ALL
*You can choose whether you want to Include Vacant and/or Pooled Positions
TIP: To select multiple Orgs:
SHIFT will allow you to select a consecutive group of Orgs; CTRL will allow you to select multiple, non-consecutive Orgs.

7. List by Employee will give you the FTE and salary overview for everyone in the selected Org and Employee Class. From this screen, you will select the individual you wish to view/change.
*You can click the Org hyperlink to get back to the all inclusive Org list above.

8. Job Changes: The Employee Detail screen is where you will make FTE and/or Salary changes for an employee. Salary change can be made by Percent or Amount. SAVE any changes.
Proposed Salary is the annual salary that will be rolling into FY 2019.

9. Job Changes: On hourly employees, you will enter the percent change or the full-year change amount. The system will calculate the new hourly rate and the new annual salary under Proposed Rate and Proposed Salary, respectively.
To UNDO a percent or amount change in these two fields, you will need to type a “0” and hit SAVE. It should revert back to how it rolled in.

10. Two Kinds of Funding Distributions
Job Distribution – The Fund(s) from which a person (JOB) will be paid as of July 1st. Future changes will be done via EPAF. This is what will populate NBAJOBS.
Position Distribution – The Fund(s)/Account(s) from which a person will be paid for the full year (includes future funding changes) as a percentage of total salary. This number will remain until the next budget cycle. This is what will populate NBAPBUD.

11. Funding Distribution Example
Pistol Pete makes $120,000. He will be equally split between two funds for half of the year. Then, he will be split funded on two different funds for the rest of the year.
Job Distribution – July 1st distribution
$60,000: % on
$60,000: % on
Position Distribution
$30,000: % on
$30,000: % on
$30, % on
$30, % on

12. Funding Distribution Example

13. Job Changes: After you have solidified any FTE/Salary Changes, you will review/edit the Job Distribution by clicking on the Distribution link.
Click on List By Employee to toggle back to full employee list for the Org.

14. Job Labor Distribution screen is where you will make funding changes for that Job. To edit current funds, click the Percent hyperlink in the Proposed section. To add an additional fund, click on Add A New Record.

15. To add a new funding distribution, you will need to enter: Fund, Account, Location and Percent ONLY. Then SAVE.

16. If you need to remove a fund from the Job Labor Distribution, click the Percent hyperlink in the Proposed section.

17. To remove the fund, click REMOVE. Do NOT just zero the Percent/Amount
To remove the fund, click REMOVE. *Do NOT just zero the Percent/Amount. A fund with no Percent/Amount must be removed through this process.

18. Review your changes. Make sure it adds up to 100%.
Compare your Proposed Job Distribution to the Proposed Position Distribution to decide if you need to make changes. You can use the bottom buttons to copy the Job Distribution to the Position or vice versa.
If they will be different, you will make changes to the Position Distribution on another screen.

19. Adjusting for Termination of Jobs
If you have an employee whose Job has a termination date ON OR AFTER June 30, the Proposed Salary in Salary Planner will be for the full year. DO NOT adjust the person’s salary on the Job; the correct amount will be paid based on the termination date.
The Position budget can be adjusted to reflect the amount you expect to pay the current (and new employee if refilling the Position) for the full year. This is the amount you will budget in Finance.

20. Position Changes: From the List by Position screen, you can change the Proposed Budget by either Percent or Amount, or drill down to view and/or change the Position Distribution. It will automatically adjust if there is a Job Rate Change. The Proposed Budget on this form should be greater than or equal to Estimated Fiscal Year Budget (except for Temps/Pooled Positions).
The amount encumbered from the Job is located under the Estimated Fiscal Year Budget.

21. The Position Distribution screen is where you will make any funding changes for that Position. To edit current funds, click the Percent hyperlink in the Proposed section, just like for the Job. You will remove a fund the same way. To add an additional fund, click Add A New Record.
* Remember your distribution needs to equal 100%.
* The Job Distribution for the current incumbent is listed at the bottom as a reference. You have the option to Copy the Distribution back to the Job here, if needed.

22. If you have vacant positions, the Position average salary amount will roll into the Proposed Budget, and the Estimated Fiscal Year Budget will be zero.

23. REPORT DOWNLOAD: To create an up-to-date list of Employees or Positions, use the Download Job Data or the Download Job and Distribution buttons on the bottom of the List By pages.

24. Reminders Labor Distributions:
Job Distribution is where you want a person paid when the FY 2019 Job begins.
Position Distribution is where you will account for any changes in funding that you expect during the year.
Click SAVE any time you leave a screen to ensure your changes will hold.
The minus “-” must be in front of the amount keyed if reducing a budget.
Change amounts do not require a decimal. A $100 increase can be keyed as either “100” or “100.00”.
To undo a rate increase entry on change amount/percentage fields, replace your initial change with a $0.
Do Not enter any values in the fields/columns labeled “Do Not Use”. All changes should be made in the “Fiscal Year Budget” fields.

25. Reminders
If a payrate change is made to the Job, make sure the Position budget is updated as well. The Proposed Budget on Position is what you will use to budget in Finance.
Any changes to FTE/Salary via EPAF will also need to be made in Salary Planner.
If you change a Salary or FTE that affects benefits, you need to give explanation in the Comments field.
On labor distributions for Job/Position, there should never be a value line. You should remove the line on the Account Distribution screen.
Biweekly students are not included as part of the Salary Planner roll process.

26. Questions?
Comments?