1. Kuali Budget Construction Training Catherine Maddaford KBC Administrator Office of the Comptroller

2. SALARY AND WAGE ENTRY - BASICS

3. What goes into KBC? KBC salary and wage data is collected for two purposes: – To allocate wage and salary budgets by account and object code. – To complete the new pay rate and compensation information needed to set up payroll in Workday for the new fiscal year. KBC account budgets are updated automatically as salary and wage data is entered. Incumbent data is sent after KBC is closed to Workday to load new compensation plans and cost allocations.

4. Compensation Plan Compensation Plan – Workday See the Compensation tab for position/ employee and the specific Plan assignments KBC Position funding line – comp plan information selected from list mapped to object code

5. Cost Allocation Cost Allocation - KBC Costing Allocation - Workday Select Pay tab – see Costing allocations. Review distribution percent and Cost centers to assist in translating to KBC. Earning shows on the comp plan line and comes from the object code and comp plan combination you select Pay rate entered determines the Dist Pct together with comp plan and dates

6. Comp Data Entry Method One: Data Entry into the salary setting screen from one of the following – Org Salary Settings (preferred direct entry method) – Quick Salary Settings from within an Account edoc Method Two: Salary import using the salary worksheet – Use the salary export to download the worksheet from KBC – Enter changes in the worksheet – Use the salary import to upload it back into KBC – Requires careful attention to detail to avoid errors.

7. Org Salary Settings Using the org salary settings button is the most direct and comprehensive approach to updating positions and/or incumbents, one at a time.

8. Select Point of View First – Find and select the org code you want under “point of view” and then select it by clicking on the box -Organization sub tree tab.

9. Choose Pick List Second – Select which pick list you want, sorted by position number, which includes names, or sorted alphabetically by the incumbent’s name. Click on the View button for the one you have selected.

10. Proceed to data entry Once you have selected the appropriate pick list, you proceed to using either the position or the incumbent salary setting screen. Salary setting screens contains the funding lines where you enter accounts, the rate of pay, the appropriate comp plans and object codes, and the comp plan and cost allocation dates. See KBC online training for more detail about components of salary and wage data entry.

11. Salary Export/Import See Export Salary worksheet/report and other quick guides for more information. Use the salary export buttons to download reports and worksheets before and after the data entry. Use the salary import button to upload the worksheet back into KBC.

12. Combine Methods You can combine both methods to accomplish the data entry with the least amount of effort and error. Use the salary worksheet to upload very simple compensation setups, such as staff with only one cost allocation account and just a pay rate change. Use the salary setting screens to update more complicated compensation plan and cost allocation setups, such as those for faculty.