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1. qns 584 Japsddew Maley aonig suey eon owes saees uuo SIWEY sE OU2IN ydy uage uanpey 51394 essay uossewg aeruexzarzi 5 1 1200 Kec ossny oag Buaya ueag ydjey pagoy sBBng aoasug aue uuiassexuag ETaueg asia enpug euuenrg ausu FUNGI SHHAO Id INA TIV ASIVIAIAOQS 5 amp SNOLLId IOS IG LeOd MH WY 85 12 11 6007 90 Judy A
2. Jnjn 4 A39 6 6 9 uoneJedaug BuipunJ uonisog 9102 404 929911 uo pounjdeo ejeq sojnquyyy gt ejeq 5 011504 gt AA J 1 6 6 413 9 13912 S 9 uoneJedaug 5 Jo MalAJ9AQ OVERVIEW FY 2016 POSITION BUDGETING AND SALARY SETTING IN BPM FY 2016 SALARY SETTING e January 1 2015 Cost of Living Adjustment COLA At the time of the printing of this manual April 13 2015 it is unclear whether employees will retain the COLA they received January 1 2015 We will modify BPM WB salaries accordingly depending on the outcome of negotiations between the Legislature and the Governor We will let you know the final decisions as soon as possible Set Salary Amount IfCOLA is not restored the FY 2015 COLA added to the employee s salary on January 1 will appear as a negative amount in the COLA box in BPM WB and will be blocked from edit The amount will be prorated according to current funding As always you can adjust
3. 4 4 4 _ o oe 8 4 999999999 vacantFosition 196900 4838200 2720 EmployeesRetirement 4227 0 400 907 355599539 Vacant Position 190520 47 745 00 2772 orkers Compensation 11 500 1 soo ployee Estimated Total 136 077 3 000 201 472 125 980 1 672 11 500 479 701 Proposed Budget 136 077 3 000 201 472 125 981 1 674 11 500 479 704 Variance 0 0 0 1 2 0 3 Set Estimated Total as Proposed Budget jJ Audit Trail Print wy mw ACCOUNT AIN SELECT MENU EXI FRINGE BENEFITS SUBCODE S W BUDGET DETAILS SCREEN Sub Original Revised Proposed Perce Subcode Category code Actuals Budget Budget Budget 5 mE CATE 777 1 760 030 0 BONN a 14 3 2073 9 58000 00 2 3 2075 Student ome 147785 130000 2324 29785 Labor amp Assistants eae Payot E 3000 0 82444 mers n mne aa _ _ Itemized S W Total 0 1 874 320 1 874 320 1 874 320 0 00 Non Itemized S W Total 18 564 42 603 42 603 42 603 0 00 Labor amp Assistants Total 1 333 952 1 557
4. 5314 apes 120 ydag aig Aje ea 2 py joalqns yoafqna Aynaoe 10 E2neqqe s 10 aseg qng Ages 2528 5952942 papsnipy wnay uoneoso Esu pesodoug AIEJES WIN 80 3uaurajaqns WIN 10 5 4o03eoipug 2405 5 paiorgsaduf waung or soley uononajsu EL6ZEI LO2N ELGZ HE 90 WY 90 24 51 18 6002 90 Judy uo saweg Aq payuud poday syjuno22y Auejes yuanga sjuawysnipy 1 54 5 OL SLNAWLSACAV LHOd I WIN 80 3usurep 3qns 0070 Oo Fee LE 09 LE oo ono g 0070 0070 Fee OU L 128101 555 0 5 534 0070 Oo Pee LJ 0070 Oo FRG EL 0070008 0070 0070 09 ree 29 001 60261 1usunredar ugor mr aseg ejeg seg Kimejeg Lif ummy Ke e s spon Woy 3420 0 py pesodaig joalqns auey aseg maung qng GJ 03 25 sasealou pejsn py J E Kie e 5 AIEJES VIN 10 5 amp
5. A Maintenance amp Repair 281 320 320 nsurance 1 570 1250 quipment Maintenance amp Repair 7 830 10 000 10 000 ETE 1000 3000 5999 Operating Total 601 305 681 748 681 748 9000 9999 Transfers Total 3 432 681 3 323 898 3 323 898 Grand Total 4 033 986 4 005 646 4 005 646 Page 1 2 3 4 a e e E e NU 5 5 gt gt gt gt on Aw C Add Operating Subcode Budget Details 3360 Foreign Travel M Save Jf Cancel Add Line Audit Trail Print BACK 2 gt ostage amp Mail 210 7 2100 elephone Expense 680000 52000 3311 In State Travel 34 000 3315 Business Meals 3321 3360 Foreign Travel l 3612 amp Oi 3613 Maintenance amp 320 3716 Equipment Maintenance amp Repair 10 000 3000 5999 601 305 681 748 0 63 9000 9999 Transfers Total 3 432 681 3 323 898 3 323 898 0 00 Grand Total 4 033 986 4 005 646 4 005 646 4 001 347 0 11 Sub Original Revised Proposed code Description FY10 Actua Budget Budget Budget Percent Change Change 3210 3220 gt elo elo gt gt o o o gt ojo N A n o o gt gt o e e m 5 5 8 2 8 1 1 21 31 4 Delete Line Audit Trail Print
6. SH 9 206 86 39 06 818 26 FI 686 19 LEPE HH 087541 69 16 95 16 836 16 8 188 1651 8 DEZ GFE 26 FE MFG 50 183 Lo SEE 13 68209 00 986 011 WEES 0070 00700076 0070 0070 0070 0070 000 000 000 0070 0070 007006 2 000 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 SJUS 16101 80 188 007000 02 OO LS amp E 220021 6c CHE 2 ZVACE S FEE 14 BO BEG 00 Scc ZF 21 PPE 68 9 766 H8 FIGS 86 39 BE 06 19 08751069 95 16896 16 HEF FG oO res 161 ER OEE LE 50189 Lo Ser 13768 09 007986 011 Ares aseg 2301 VIN 000 000 000 0070 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 000 0070 000 000 000 000 000 000 000 000 000 000 000 1 000 80 Zr FOL 0070 00700072502 0070 OO L S EFL 0070 BE ZIO 021 000 0070 1V898 Gr 000 eg ce 000 Os Fae 1 0070 80 886 FZ 000 007966 zr 000 tL REGS 000 ALL 0070 000 9 ice he 0070 0070 99 18806 000 000 0070 r c0 69 000 LE LEZIS be 896 bE
7. Reallocation of Current Base 000 Ment Reclass after freeze and before 7 1 Retention Equity amp Other 98 812 65 Reallocation of Proposed Base Salary Total Salary Increases subject to 15 CAP Make New Budget Amount Comments View Make New Budget Amount ACCOUNT ACCOUNT MAIN Audit Trail j SELECT SUMMARY MENU 3 Note that the Total Proposed Salary and Proposed Base Salary are set to zero but the Proposed Budget amount remains unchanged Position 195724 Kelli E Barrera Next Position 195748 Jeanette M Barrett Select Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Increase to Minimum of Salary Range 0 00 Reallocation of Current Base 0 0 0 00 Reclass after freeze and before 7 1 0 00 COLA Merit Retention Equity amp Other Reallocation of Proposed Base Salary Total Salary Increases subject to 15 CAP Make New Budget Amount Increments Above Base View Comments Make New Budget Amount E ce ce j ACCOUNT j ACCOUNT UN Audit Trail RACK SELECT SUMMARY MENU EXIT 39 SET SALARY amp POSITION BUDGET EMPLOYEE TERMIN
8. 810986 0070 0070 0070 000 0070 81099 561 81 099 SEL 190 210 60761 1430 594 000fStt 0070005 007000 5 007000 5 000 0070 0070 58 lt 00 095 86 ECO ZLOL 007711 jojoou s wej5 ueeg YONI S9A 81000611 00 000 6 00 000 6 000005 000 0070 800021 81000 1 00 12301 0510 S9A 00000912 00 000 6 00 000 6 0070006 0070 0070 007000507 007000507 00 2000 60764 1430 S9A 219116 00700657 0070057 0070 0070 0070 68 95 229 85 820 2000 6026 1430 SEJOYSIN 2195 Sjuaulia12u juosuis3i2u jusurai2uJ juauia12u fejes aseg Aseyes 114 poy jusugiedaQ jes 12301 Dunoy PIO 4 14 aseg 405 34 12301 12301 juan 88 VIN 80 3usurs 3qns VIN 0 3usurs 3 uononisuj wesBoig 162H 1229V F6Z 3uno22y Wd 96 52 6 Ye 0102 60 Id Aepu uo 1 44 pajud sjuno2o2y eseg 923 pejyoujsaJuf soley uoddns 21215 10je2ipuj ddns SENQOOOV Ad S IIV LAIG 3SV8 SENHIAHSEONI LHOd 2I BD ues 3qns VIN 10 poddng a45 9975 uonuas 2 aung pr soley ureufoa4 SLNANWLS
9. wawr waaa aunsuy sapiy aseg aseg fuejeg aeg aseg 5 314 apo poy Ueda N Hepes pasodoig 12301 Amey UL 109 aseg MHd qns 543 2301 muy AURJES persn py sjueunsn pyg uogueisM 533 ppsa PAWN soley uonanagsu poddng ayejs 4416 WIN 80 5 WIN EO ELEZLE LIDY CLEELL Wy zc ar 6002 90 Udy Aepuogy uo Aq sjuno22y eaAo dur3 speje Are es 51 2 STIVIAG ASIV IVS SNOLLdDWMOSWHG LH Od Mel 167551 151 0070 ZEZLO ZE 00 515 85 00 0 00 0 66 291 521 9020 499 act 2301 pueJc 000 0070 0070 0070 000 0070 0070 000 000 210 7109925 60761 1430 S9A 08 00 000 9 00 000 9 00 0 0070 0070 LL rr Pl g 626 04 050 210 666211 1126 1430 S9A 1670798 0070 0070 007000 5 000 00 0 L6 c0 98 v9 199 78 050 210 616211 60761 1430 S9A 00 000 9 00 000 9 000005 000 0070 00 12301 ueug 55 S9A 68692901 ecc s 6 262196 00756 0070 00 0 107 41 56 107 51 46 00 ELGZEL 6026 1430
10. S34 00955 0070 0079552 0070 000 009552 0070 0070 0070 000 000 007955 000 0079552 2155 PRISE LS 000 PRISE 15 0070 QUO FrLSE LS 070 000 0070 0070 000 0070 0070 FRISE 15 JEYAN S34 Cl Pr 16 000057 cL PPE 68 0070 FOGL fire 69 0470 000002 000 000 000 0070 cl Pre 11 ge 87 96 88A 000 0L GFE LEL 0070 000 070 000 0070 0070 000 0070 OL SFE LEL 0070 01758611 680 1181 000 117801 000 000 9219 1 000 000 0070 000 000 dygg 000 P60 2101 udis uays lt 9 5614 000 881156 19 0070 000 915618 070 000 0070 0070 000 0070 c9 ZSE 18 0070 E956 18 LOL nezoue Pl BLO GE 0070 FI BLO 8 0070 000 161936 0470 2070 0070 000 000 FELIS 95 0070 P BUOY 99 7st Oc 000 98918606 0070 000 9929508 0470 000 0070 0070 000 0070 99 L860 0070 88186 06 OG CLE 000 t cic E 000 000 000 000 0070 000 000 26 000 t cic LLOL 2aruexzarzq Po BCE LS 000 0070 000 19 070 000 0070 0070 000 0070 PIECE 19 0070 19 OS0 2101 usexeJd JS CG LLL 0070 I8 PCG LLL 0070 000 000 0070 000 000 0070 JU PZE 111 0070 LLL zLOL ossmJ4 araq
11. LOG ON amp NAVIGATION ACCOUNT BUDGET SUMMARY SCREEN To set Itemized salaries and position budgets click on a blue Faculty Exempt or Non Exempt field name to access the related Position Employee Details screen Click on a brown Lecturers Faculty Contractual Contingent IL or Graduate Assistant field name to access the related worksheet for setting budget for Non Itemized S W To set budget amounts for Labor amp Assistants Fringe Benefits Overtime or Turnover amp Other click on the associated red field name or on Other S W in the right hand column To access subcode level budget detail and to set revenue and operating budgets click on the Revenue or Operating Expense field names in the right hand column Click on Vacant Positions to view and edit Vacant Position data for the account Note the account attribute information including Program Division Department and Support Indicator BPM BPM Budget Budget FTE FTE gt iue JUL ae wa 82 amp Professions 192090 19209 19209 01 0 19209 01 State Suppo Total Salaries Next Account Vacant Positions Pim SELECT EXIT 6 13 SET SALARY amp POSITION BUDGETS SET BY ACCOUNT SINGLE FUNDED NON EXEMPT ACCOUN
12. 000 000 0070 796 8 0070 1 800210 sugngdjojoousms uesm 0070 er 0070 0070 1182 091 000 0070 000 000 0070 11801 091 on 780 60281 15269 55 000 69661 000 000 269561 0070 0070 0070 000 000 000 551 0070 Fo 769 551 00 201 810518 000 9 256 18 0070 000 291558 wo 0070 wo 000 000 000 E9 S6 be 0070 9 206 H8 00 HOF 8066 wawr Yad 0070 0070 000 0070 0070 0070 000 000 000 000 FR GES BE 001 8086 wawr wq pjeuao saspe 9S5 BE DE 000 99188506 000 000 99185705 wo Q0 0 wo 000 000 000 29 8 0E 0070 99 IBE OE 00 8066 wawr Yad Uess 06165 061226 0070 0070 Of TLE 26 0070 0070 0070 000 000 000 06218 26 000 Of The ZE OO ELEZE 5086 qq Aey 900871 0070 OR GET Lr 0070 000 0070 0070 000 0070 Le 0070 SG dec Lr 020 210 3355982 Eleal SUR GO Croco 0070 cheers 0070 000 0070 0070 0070 000 0070 0070 210 2181 SUR 0070 0070 000 10 Doo 0070 000 0070 POLE LE 0070 PORE LS 210 0020 mul 59420 sel 28691691 000 0070 000 0070 0 0 wo 000 00
13. 00986011 000 007986 011 0070 000 0095604 070 000 0070 000 0070 0079 6 011 000 007986 011 001 210 aunsuy LIJ 60261 6026 66 UOISIAI 26 UOSAN 4 4 68 pe v HS 02 1 2135 AIRES aseg uonoulolg aseg UONBUEIUUA 5 AIRES 9529 Ames saseg 314 apo Wees pasodoid 10 pasodalg ojjoefgng 1o 1 201 9 190 WaN 109 93589 maung ap juam qns E10 ouy ARIES 3529 Aiojepuepy pejsn py sjueuinsnipy 14 3uno32y Ag 5 WY 92 95 6 12 6002 80 130 uo 84 CL PRL LG 01701027 ci 88 ESL 21268 Dao 000021 0170 000 000 SE BE pe 0 EOL TA RRL LG 1171027 ci 88 0070 ci rrr ee 117100721 0070 000 0070 pee 11 C29 BE SEH ARIES sjueuseJou eseg zeg sasEaJau 9 jurrouurg aseg 31 apop pesodolg eio pasodaoig Anoe ojiefqns Jeu WIOD sseEgiuaunj puan
14. Arkur Srivastava Lalzesux Bruce Kane Kristine M Alder Arianna Michael M Frakash Alexander Wu Brian Smith Ray Jeffers Ralph K Burraws Rikhard J Cheng Samuel Moore Sied Y Uindenvood A Solomon Bryan Roongy John F Hertert Galle Rersder Jessica A Harts sarah 3 Thorpe Laura Bed E Samers Michele Janickl Luda Lee Maryn Mihel J Harpald Denise A Aule REPORT DESCRIPTONS SALARY VARIANCE BY POSITION THIa Salary Variance by Position 82 DIvicsan Bz 9472509 581425110 31425110 3142510 3142510 9722509 3217502 3142510 3142510 3142510 31425110 3142510 58142103 3142510 3145511 8217502 9122201 3217502 3145511 9123509 38142101 3145511 3142510 3142510 3142510 9217502 9247502 31425110 9123509 9247502 3142510 3142510 3142510 3142510 97122509 3142103 9122509 97122509 9473509 3142510 9247502 9322020 4420507 3727003 5420507 9334401 9222020 9332020 9420507 9255005 4420507 5420507 Assoc Prof 1 00 1 00 1 00 1 00 1 00 Assoc Prof 1 00 Asst Prof 1 00 Sub 045 Prot 0 70 0 35 75 0 75 Fro A Assoc 1 75 0 75 0 75 Asst Prof 0 75 Assoc Prof 0 75 Asst Prof 0 38 2 38 Assoc Prof 0 75 Fro Chalr 1 00 1 55 O75 Pro 2 75 Asst
15. Account 390601 ACC T 390601 Sub Original Revised Proposed code Description FY10 Actuals Budget Budget Budget Percent Change S270 Postageawai 239 240 Ren 3 11 29 3 3316 47 Budget New Proposed Budget 125 000 Increase By Increase F Dollars sims ee en 4 3 ee 3000 5999 Operating Total 601 305 681 748 681 748 681 748 0 00 9000 9999 Transfers Total 3 432 681 3 323 898 3 323 898 3 323 898 0 00 Grand Total 4 033 986 4 005 646 4 005 646 4 005 646 0 00 0 3 1 2 3 4 Allocate Proposed o Print Allocate Undo 55 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING OPERATING EXPENSE BUDGET ADJUSTMENTS OPERATING SUBCODE BUDGET DETAILS SCREEN 1 Select a Subcode from the drop down box 2 Enter the Proposed Budget amount in the Budget field and click Save Original Revised Proposed Description FY10 Actuals Budget Budget Budget Percent Change ostage 8 elephone Expense 5 520 n State Travel usiness Meals d 9 Out of State Travel 134299 Gas amp Oi sex 40 1250 Change N gt 5 olojo
16. Second Drill down From Account Budget Summary to Itemized S amp W Summary Budget Summary Details Dept SubDept 19209 01 Sub Dept 19209 01 Program All Element All SubElement All Major Fund All Supp Ind Default in Itemized EE Other Total Total Account Name S amp W S amp W I amp W amp W 112864 ne o 112913 ACCT 132913 24 O DNE NEN NN GN 0 0 00 mU _ 2 0 293116 29316 ___ 0 0 4 04 0 __ Oo 26463 26463 0 26463 293144 0 0 4 __ 0 0 0 293462 28460 Account Total 49 36 59 06 5 163 931 80 000 140 734 5 103 197 982 926 6 086 123 1 2 Print Budget Summary Detail ACCOUNT j MAIN REPORT SELECT MENU Budget Summary Details for Itemized 5 amp VV ae All 3 imd Default Itemized Faculty 1011 1012 1015 Account Account 12864 ACCT 112864 12913 112913 12915 ACCT 112915 12916 112916 12943 ACCT 112943 293098 93099 293116 293133 293143 293144 293162 293099 ACCT 233133 293143 ACCT 293144 293162
17. 000 oou Dg rea LZ 007000 8 0G FBB EG 0071 0070 BE FOU LLL 0075 0070 Be PSO nao 0070 0070 oro 000 00 ge FSO LLL 0070 BE FSO LLL 001 sei OO OSS cr 0070 007999 arg 0070 007999 0070 0070 0070 000 0070 DO ass 0070 DO GSS EOL 2155 5 15 0070 0070 Fr LGE LG naa 0070 0070 ooo 000 000 15 0070 15 0071 ayay Ci Pr 6 011027 cl 88 ora 070 007000 1 0070 ooo 000 0070 11 cco sE BE 820 SECUN HEH LEBAP LER 0070 LEL ora 0070 noo 0070 0070 oro ooo LE OAL LEL 0070 802 LEL Jes FG 250 551 0070 FS 551 ora 0070 FS 551 Doa 0070 0070 000 0070 209 451 0070 551 29279818 0070 18818 oroa 0070 13818 naa 0070 0070 oro 000 0070 13818 0070 Eg 28 18 USILE H FL GLO 0070 FLGL8 0075 0070 8t Da o 0070 0070 oro 000 00 FL 810 8 0070 FL GLOBE sepad 9O BEDE 0070 Bo 282 De ora 0070 De naa 0070 0070 oro oou oa LBE 0070 90 OU L FEOL uasgsuu3 OF be 0070 aro 0070 t 0070 0070 0070 ooo 000 000 0070 Of Fle cB aeluexzorzq
18. 293098 293116 Account Total 3 610 490 1 186 324 367 117 1 2 Print 68 REPORT DESCRIPTIONS BUDGET SUMMARY DETAILS BY ACCOUNT Budget Summary Details by Account Report printed by Trainer on Monday April 06 2009 at 12 52 07 PM Division 92 Division 92 Program Element All SubElement All Major Fund All Itemized Man Itemized Total Operating FRS BPM Salaries amp Salaries amp Other Salaries Total Salaries Expenses 3xxx Account FRS Account Name FTE Wages Wages amp Wages amp Wages and above Division 32 Division 92 Department 19209 Department 19209 112864 112864 0 00 0 0 0 0 112913 112913 49 36 5 163 831 80 000 140 734 5 103 187 288 772 112814 112914 2 00 168 131 0 369 991 538 122 388 736 112815 ACCT 112915 0 00 0 0 0 0 112816 112916 0 00 0 0 0 0 0 112843 112943 0 00 0 0 0 0 293098 293098 0 00 0 0 0 0 293099 293099 0 00 0 0 0 0 293116 293116 0 00 0 0 0 0 283133 ACCT 293133 0 00 0 0 0 0 0 283143 293143 0 00 0 0 0 0 26 463 283144 293144 0 00 0 0 0 0 0 293162 ACCT 293162 0 00 0 0 0 0 293163 293163 0 00 0 0 0 0 0 283164 ACCT 293164 0 00 0 0 0 0 50 000 293168 293168 0 00 0 0 0 0 283180 293180 0 00 0 0 0 0 293196 ACCT 293196 0 00 0 0 0 0 24 529 283802 ACCT 293802 0 00 0 0 0 0 477 134 293816 2939
19. Proposed BPM Budget FTE Percent Change Increase Decrease Itemized Salary amp Wage Naon Itemized Salary amp Wage Other Salary amp Wage Sub Total Salary amp Wage Operating Expenses Total Expenditures Revenue DeptSubDept 19209 01 Total Itemized Salary amp Wage Non ltemized Salary amp Wage Other Salary amp Wage Sub Total Salary amp Wage Operating Expenses Total Expenditures Revenue DeptsubDept 19209 02 Total Itemized Salary amp Wage Non ltemized Salary amp Wage Other Salary amp Wage Sub Total Salary amp Wage Operating Expenses Total Expenditures Revenue Dept 19209 Total Print Detail of ACCOUNT SELECT 4 960 722 d d A r gg pF iF iF 5 Ll j J a i 362 953 140 734 5 182 941 982 926 6 165 867 0 6 165 867 i 136 162 0 369 991 506 153 388 736 894 889 894 889 0 5 096 884 362 953 229 257 5 689 094 1 371 662 7 060 756 894 889 6 165 867 MAIN MENU 71 5 163 931 80 000 140 734 5 103 197 982 926 6 086 123 0 6 086 123 168 131 0 369 991 538 122 388 736 926 858 894 889 31 969 5 332 062 80 000 229 257 5 641 319 1 371 662 7 012 981 894 889 6 118 092 49 36 49 36 49 36 2 00 2 00 2 00 51 36 51 36 51 36 203 209 282 953 0 79 744 0 79 744 0 79 744 31
20. TOOL SOL 0070 Zr Eor GOL 0070 0070 cr EBL 501 noo 0070 0070 oro ooo cP ESL GOL 0070 GOL 001 5 uon 591 000 591 ora 0070 0070 0070 027 ooo 00 oou Pe OLS ESL 0070 OLS ESL AGE assnaj oge OO PET 0070 521 0070 Fc OO rte Gel nao 007008 2 0070 oro omo ooo DU FEL 201 0070 cel 111 SGA JE LEE 85 0070 IB LEE OG arg 0070 IB LEE 99 noo 0070 0070 000 oou 8 0070 AR LEE OS FOL usag 48818121 0070 0070 nao 0010051 0070 oro gum 11 0070 80 ES Ler Po 0070 ES FB arg 0070 ES FB 0070 0070 0070 000 0070 EB LBF 0070 ES LB Po peqoy Sng GO REL GL 0070 GO FB 251 0070 0070 GO PEL 181 naa 0070 0070 ooo 000 0070 GO ree 0070 GO re GL 0071 BOOSIE ES OED 0070 ES ora 0070 ESEZ Doo 0070 0070 000 0070 EB OEE 0070 16 FOL 528A 0070 cr Sri ora 0070 cr Shi EB naa 0070 0070 ooo 0070 000 cr Bre ore EB LLOL Japuusp 1ussseEWusg 288 ES 0070 Eee ora 0070 Br ESS Doo 0070 0070 oro 000 0070 BPIBS 0070 BF TREES apausar 6071886 0070 607218786 ora 0070 607218786 naa 0070
21. 1 187428 187425 Yes 1012 196810 194656707 per 038 ____60613 6061 49 493614 Yes 1012 195680 939362755 044 oso 124750 18300 1983000 Yes 1012 195723 1971269795 asst Prot 078 400 ssa 89537 19938284 11938284 Yes 1012 195689 190700459fSprange 078 38 8 9285 95x04 Yes 1012 199247 196580512 Soiomon Asst Prot 038 044 46074 46572 624704 642704 Yes 1012 196832 1967171005 038 05 56 565 5769 87 667 sa 07 667 64 Variance 585 609 59 Grand Total 24 76 28 19 3 464 197 3 464 197 3 464 633 4 012 466 23 4 050 242 59 Itemized Fac 1011 6 00 6 00 558 849 558 849 558 849 558 848 80 558 848 80 Itemized Fac 1012 18 76 21 46 2 905 348 2 905 348 2 905 784 3 403 615 67 3 441 392 03 1 Itemized 1015 0 00 0 00 0 0 0 0 00 0 00 Itemized Fac 1016 0 00 0 73 0 0 0 50 001 76 50 001 76 Split Position Split Salary ACCOUNT MAIN 1 BACK SELECT MENU SPLIT EMPLOYEE DETAILS SCREEN 1 Increments must be set at the account level Click on an account number to select it and then Set Salary by Account or to distribute the base salary increases pro rata automatically between the accounts first click on Set Salary by Employee After setting salary return to Set Salary by Account to adjust the account on which the increment is budgete
22. 4415 papusa weung gp uononagsug po 1521 1 2 16 1 2t ES LE 6007 jid uo paquud 51109229 Auejes aseg yuana 01 sjueunsn py Dd IWAXA SINNOOOV 5 SLNAWLSACAY SNOLLdDWIOSWHG LHOd I 91 000 111580 1580 211581 965 000 000 000 000 81 888 001 10 od 881 000 2180 000 zy vag Or LE 966 000 000 000 000 81198 Gt 00 FM 6026 wawpedag WWEMSEA 2195 95858 6 2800 dya 5559 prag uomeurula 30420 5 3915 302 pay pasodolg 01081 6 yuaung 10029044 pue 7921 10 uoneqoid 2599 81 415 54 0 2U 10 688881 00 palsnlpy 0 uoms duo2 18 8885 294 uone2o psM 39040 0 3529124 YIN 80 119 08 uawa uoddng 81816 00068 984 0801488 soley HW UNOY WY 11 41 01 6007 80 Judy epseupaM 10 19 1009 51110290 y Aie es 9588 juan 01 syueunsnipy 51 5 5 OL SLNAWLSACFAY SNOLLdIOSH G 4 902 REPORT DESCRIPTIONS SALARY NOT SET BY ACCOUNT ALL POSITIONS amp SALARY NOT SET BY
23. Sub Total ltemized 5 amp VV Hon Itemized 5 amp W Lecturers 1018 Faculty Contractual 2069 Contingent I 2090 Graduate Assistants 1020 Sub Total Non ltemized 5 amp W Other 5 amp W Labor amp Assistants 2000 2080 Fringe Benefits 1000 27xx Overtime 21xx Turnover amp Other 29xx Sub Total Other 5 amp Total Salaries amp Wages Operating Expenses 3xxx and above Total Expenditures 1xxx and above Hevenue TOTAL 3 419 377 1 326 247 291 260 5 096 884 0 0 0 229 257 5 689 094 1 371 662 7 060 756 894 889 6 165 867 3 657 639 1 307 306 367 117 5 332 062 0 0 0 80 000 80 000 229 25 0 0 0 229 257 5 641 319 1 371 662 7 012 981 894 889 6 118 092 178 262 18 941 75 857 235 178 47 715 0 47 715 0 47 715 5 12 1 43 26 04 4 61 77 96 71 36 0 00 0 00 0 84 0 00 0 68 0 00 0 77 Go to Itemized Position Details Print Working Go to Detail of Go to Subcode Budget Changes Summary Working Budget Changes Summary E Sees 70 REPORT DESCIPTIONS WORKING BUDGET CHANGES DETAIL 1 To Print Go to Further Details Go to Subcode Summary or Go to Itemized Position Details first click on the hyper linked letters in the green unit header line 2 Then click on the Print or Go to action desired Working Budget Changes Detail
24. ay apiy 01 ay jesuspeeJds MOUS 6118112 91 91 1 2 00005 12 t609 976 amp 000 00700012 000 0070 86 091 6689 000 9798 167861 19815 o MN oc gt 8 199 PE oo te ber TT ae TIT 90481195 807881 191 00 oo 0 00 i 000 2886 6 00 62 929 12 0 6292512 6292712 62912 0070 82812 000 92 50 99 5 0 EET 1958209 00292612 WW 60856 670699161 sei 19 98 661 aseg pajsnipy 1j 99 JOD JUS Imo suugin oo SAOUISJ Uugn oo MOUS 99 uo C uornoo es 0j suumngo 9prH MOUS 1 1 54 45 AAV TVS LAS 1 54 45 AAV TVS DNIS O A2IV IVS LAS NOLLISOd 9 5 LHS 27 sw UTE EE LE Hoc vr 0 2 5 1 6 09 996 5 ceo 66 s 000 00 005 62 oro oro t6 08 668 8 924 ers 29 1 EP Ero ERs Z9 ers 29 L FO GZE LD 1 L9 Les sra L9 FOGLE L9 0 989 L 20988 LF 0 9
25. Adj Current Base Equity amp Faculty Reallocation of Proposed Proposed Make Internal ID Account Base mi 7 Merit Other Promotion T Base Base c a Totals 20 000 00 c 00 Unadjusted Totals 100 00 000 000 000 20 000 00 Variance must equal 0 0 00 000 ___000 ENT ____000 Add a Line Item ET KON MAIN B SET SALARY BY ACCOUNT SCREEN 3 Click Set Salary Account 1909530 ACC T 19095300 Position 195700 Nancy M Martinelli Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance 42 031 10 42 031 10 510 49 542 05 49 542 Adjustments to Current Base Salary FY 2016 Increases Percent Amount Return From Sabbatical or Leave Merit Other Adjustments explain below 000 0 00 Retention Equity amp Other Reallocation of Proposed Base Salary Faculty Promotion 2122 New Budget Amount eee E View E EA 06 Make New Budget Amount Set Salary Undo Reset to Current Base COUNT ACCOUNT MAIN Audit Trail BACK SELECT SUMMARY MENU 29 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH NON BUDGETABLE ACCOUNTS DIRECT ADJUSTMENT OF POSITION BUDGET AND BPM FTE C DIRECT BUDGET ADJUSTMENT SPLIT EMPLOYEE DETAILS SCREEN 4 Enter New BPM FTE if applicable 5 Enter Ne
26. and or change the position s Proposed Budget by percentage or dollars and click Save Proposed Budget 751000 New Proposed t ACCOUNT MAIN SELECT MENU Sub Title Original Revised Proposed code Position Code Budget Budget Budget Comments 44542 92175020 Prot 00 800001 Grand Total 80 000 ACCOUNT MAIN 4 i SELECT MENU EXIT 45 SETTING BUDGETS FOR POOLED POSITIONS LECTURERS FACULTY CONTRACTUAL CONTINGENT II AND GRADUATE ASSISTANTS POOLED POSITION WORKSHEETS Each pooled detail screen can be used as a worksheet to help set pooled salary budgets New employees may be added and deleted and projected salaries can be changed on the worksheets Worksheet functionality is the same for each pooled detail screen and is described below using the Graduate Assistant worksheet as the example ACCOUNT BUDGET SUMMARY SCREEN 1 Access the worksheet for Lecturers Faculty Contractual Contingent II or Graduate Assistants from the Account Budget Summary screen by clicking on the respective brown field name GRADUATE ASSISTANT DETAIL SCREEN 1 Note that the Proposed Budget amount matches the budget figure on the Account Budget Summary screen but that Projected Salary may reflect a different figure 2 To add a new line click Add Line Account 112913 ACCT 112913 sub PHR Current Projected Salary code Name Title FTE salary 102 02 92068359 2150000 1020 190714858 29 000 00 G
27. 510 BOTH waw 881289 0070 0070 000 0070 0070 0070 000 000 0070 000 02625 60281 usus 5 90102091 0070 GU 4279 0070 00 500 0070 omi 0070 000 000 000 20128 FG 000 80128 rs 980 80281 8218 0070 000 5921886 wo Q0 0 0070 000 000 000 53118386 0070 So Th 86 00 EO 0070 0070 0070 0070 0070 000 000 0070 Lo Str 000 LE SEF 00 8086 wawr waag asuag agn 02802412 0070 6c aco Lc 0070 000 0070 0070 0070 000 0070 Bc aco LC 0070 809212 010210 ODCHL waw uu 880412 0070 aco Lc 0070 000 0070 0070 000 0070 Bc eco 0070 010210 81 waw uu gritar 0070 rtoc oc 0070 000 01592 0070 0070 0070 000 0070 ai toc 000 a tar ar 810210 21281 10901 9095857 0070 509275 0070 000 900995 omi 0070 000 000 0070 202505 000 90922 51 210 21281 ug 1908208 0070 186809 0070 0070 3880 08 0070 0070 000 0070 97832 08 0070 CIOL amca NB uq 00288012 000 OO TIS Se 0070 000 0059255 wo Q0 0 wo 000 000 000 00792717 0070 00 Sz 660 201 EAJ 009601 0070 007986 011 0070 0070 00 SPS 011 0070 0070 0070 000 000 000 OO SPS Ob 000 00798601 OO
28. Cancel Print Search esca m 6 Enter a new Projected Salary or change by percentage or dollars and click Save 7 To delete a line click on the UID to highlight the row and then click Delete Line An employee line with Current Salary cannot be deleted but that employee s Projected Salary can be reduced to zero D Current ojected Salary Salary cede um 90714838 ResGradAsstl 29 000 00 New PHR FTE Projected Salary 212500700 New Projected 192068359 Salary 25 000 00 Moora Res Grad Asst Il eee Percent 16 28 Increase By Dollars 1020 999900542 Vacant 18 000 00 68 500 00 Grand a 500 00 FY08 Actuals Original Budget Revised Budget Proposed Budget Projected Salary Variance 362 953 Save Cancel Add Line Belete Line Print search Ea ACCOUNT MAIN SELECT ENU 47 SETTING BUDGETS FOR POOLED POSITIONS LECTURERS FACULTY CONTRACTUAL CONTINGENT II AND GRADUATE ASSISTANTS 8 To update the pool budget enter the new Proposed Budget amount and click Save 9 Click Back to return to the Account Budget Summary screen to review the updated budget Current Projected Salary Salary 050 code 1020 190714838 _ 1020 192068359 2150 0 7 25 000 00 1020 999900542 smith 727 77 18 000 00 Grand Total 1 50 50 500 00 72 000 00 Page FY08 Actu
29. or SubDept click on the desired unit To return to a display of all accounts that you may access click Show Accounts 190913 ACCT 190913 130314 ACCT 190314 190315 ACCT 190915 130316 ACCT 190316 190953 ACCT 190953 1290143 290143 Search for my Accounts By Dept SubDept de 17017 DEPT 17017 7017 10 1 10 11011210 pEPT 1 1017 10 Arts amp Professions 17730 DEPT 17730 11130 10 DEPT 17730 10 17740 DEPT 17740 17740 61 DEPT 17740 61 13203 19209 19209 01 DEPT 19209 01 Page 1 2 Page 1 2 By Last Name By University ID By Position Number To locate account information for a specific employee enter Last Name or University ID number in the associated field and click on Search To locate account information for an individual position enter the Position Number and click Search In the search results Click on Select in the Details column to go directly to the Position Employee Details screen for the selected employee and account or In the search results click on an Account number to access the Account Budget Summary screen for the selected account 1190913 ACCT 190913 190944 190944 190915 190915 ACCT 190916 353 190953 An ACCT 230143 Details by Last Name 190913 tomer 195900250 191941 Mtem d 1 12 1 2 3 4 5 6
30. 1013 16 70 1 186 324 1 352 872 39 166 548 Non Exempt 1014 6 90 367 117 367 116 61 0 Total Itemized 5 amp W 49 36 5 163 931 5 797 157 92 633 227 19209 02 Dept 19209 02 Itemized Faculty 1011 1012 1015 1016 0 00 0 10 47 149 45 056 28 0 10 2 093 Exempt 1013 2 00 1 00 120 982 77 976 78 1 00 43 005 Non Exempt 1074 0 00 0 00 0 0 00 0 00 0 Total Itemized 5 8 W 2 00 1 10 168 131 123 033 06 0 30 45 098 Dept 19209 Department 19209 Total Itemized Faculty 1011 1012 25 76 28 42 3 557 539 4 122225 20 2 66 464 536 Exempt 1013 18 70 20 35 1 307 306 1 430 843 17 1 65 123 543 Non Exempt 1014 6 90 9 00 367 117 367 116 61 2 10 0 19209 Total 51 36 5T TT 5 332 062 5 920 190 98 6 41 568 123 ACCOUNT MAIN SELECT MENU Rack Print Detail of Go to further detail Go to Salary an _ Salary Variance Summary of Salary Variance Summary Variance by Position 80 Report printed by Trainer on Monday April 06 2005 at 11 20 42 Report Salaction By Account 112313 ACCT 112513 code Forlian Univerclty Name Lavel 20 58 VP Agad Prow EVPAAFP Agcaount 112213 amp CCT 112813 1011 1011 1011 3111 1011 1011 1011 101 2 1072 1012 1012 109 2 1012 1012 1072 1012 1012 1021 2 1012 1012 1012 1072 1012 1012 1012 1012 101 2 1012 1012 1012 1012 1012 1012 1042 112 1012 1012 1072 1012 1012 1013 1013 1013 1015 1013 1013 101
31. 199266476 imbey MENS 570224 2705 MAA OptionalRetirement_ o 199295895 Katyn Chan 530000 2760 Employees Pension o 7 oO oS 199851596 5 50 000 00 2705 999999999 vacan Posion 180528 0 S SSS 999999999 vacan Position 180528 9090880 mmo fg ________ 999999999 VacntPeston 196900 488200 2720 _ 999009009 iex Other Benefits 9 New Other Benefits Increase By 2712 Percent Increase By Dollars Estimated Total Proposed Budget Variance 1112 3 et Estimated Total as Set Estimated Total as Proposed Budget Budget Audit Trail Audit Trail Print Search E COUNT MAIN j 5 After adjusting fringe benefits as necessary note that the revised fringe benefit cost estimate Estimated Total differs from the original Proposed Budget amount for fringe benefits To use the revised figure as the new Fringe Benefits budget amount for the account click Set Estimated Total as Proposed Budget Other Post Employee Employment Tuition Payout Health Health Benefits Waiver Supp Other Total 1000 2710 2711 2712 2776 Match Benefits Amount 188981418 2705 pekopamewemen axed 4 060 op 0 1 LE meenen zns mwecimsRanmer 198661686 ianaSomaley so anod 2705 fun 35
32. 6 Itemized S W Total 0 1 874 320 1 874 320 1 874 320 0 00 Non Itemized S W Total 18 564 42 603 42 603 42 603 0 00 Labor amp Assistants Total 1 333 952 1 557 225 1 557 225 1 557 225 0 00 Fringe Benefits Total 510 961 593 469 593 469 593 469 0 00 Overtime Total 20 027 23 000 23 000 23 000 0 00 Turnover amp Other Total 0 0 0 0 N A Grand Total 1 883 504 4 090 617 4 090 617 4 090 617 0 00 eoocoooc ACCOUNT BACK SELECT 49 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING OTHER SALARY amp WAGES BUDGET ADJUSTMENTS 2 Enter a New Proposed Budget or make changes by percentage or dollars and click Save CA areosas oof o ccu ME RR RR 2014 WS Suet ow T0 Budget New Proposed Budget Labor amp Assistants Increase By Student Other 1 280 622 1 497 825 1 497 825 Percent Increase By Dollars Subcode Catego code EBEN a Actuals Budget _ eae 2705 OpionalRetremen 0 Fringe Benefits I 2740 Health insurance 202 730 271 614 271 614 271614 000 2711 Retiree Health Insurance 44 006 48 058 48058 48058 00 Itemized S W Total 0 1 874 320 1 874 320 0 00 NonJtemized S W Total 18 564 42 603 42 603 0 00 Labor amp Assistants Total 1 333 952 1 557 225 1 557 225 0 00 Fringe Benefits Total 510 961 593 469 593 469 0 00 Overti
33. 95745 193432579 Stei SupportAssoc 1 00 1 00 50 002 50 002 50 002 50 002 26 50 002 26 Yes 014 199264457 5 Eng Tech l 1 00 1 00 44 020 44 020 44 020 44 019 73 44 019 73 Yes 1014 195744 191256030 Mgmt Spec 1 00 1 00 39 855 39 855 39 855 39 854 75 39 854 75 Yes Variance 74 860 24 Grand Total 6 90 9 00 291 260 291 260 291 260 366 120 24 366 120 24 Page 1 Split Position Split Salary MAIN BACK Pul MENU EXIT 14 SET SALARY amp POSITION BUDGET SET BY ACCOUNT SINGLE FUNDED NON EXEMPT SALARY SETTING SCREEN Please note that salary setting screen field definitions can be found in the Appendix 1 If COLA Merit and Mandatory Merit Adjustment are not applicable for the fiscal year then these fields are blocked from user edit If an employee has no other salary changes users do not need to take any further action on the employee s salary as BPM has by default set salaries as unchanged 2 Enter Adjustments to Current Base Salary if applicable 3 The BPM system will default to setting Proposed Budget equal to Total Proposed Salary Proposed Base Salary plus Increments Above Base on budgeted accounts To override the default remove click on the check mark from the Make New Budget Amount box next to Total Proposed Salary 4 Click Set Salary to update the record 5 After the update has saved Proposed Budget and Proposed Base Salary on t
34. EXEMPT amp NOMEXEMPT Increase to Minimum of Salary Enter the increase to employee salary required by User update Range changes to the Board of Regents salary range minimums Reclass after freeze and before July 1 Enter the dollar amount of the base salary increase User update in the current year for a promotion or reclass processed after the PHR freeze and effective before July 1 Completion of Original or Enter 2 590 increase to employee salary when User update Promotional Probation before July 1 probation is completed on schedule after freezing PHR data for BPM but before July 1 Early Completion of Original or Enter a 2 5 increase to current base for an User update Promotional Probation before July 1 employee who completes probation early and before July 1 Limited to non bargaining unit em ployees only 94 APPENDIX SALARY SETTING SCREEN DEFINITIONS PROPOSED SALARY INCREASES PURPOSE RESPONSIBILITY Proposed Salarv Increases Subject to Ca MEM COLA The Cost Of Living Adjustment is automatically calculated and System calculation loaded into BPM in years that COLA 15 applicable Merit Faculty amp Exempt In years merit is applicable enter either the percent or amount of User update merit increase for the employee or for the employee account if setting salary for a split funded employee at the account level Merit Non Exempt A merit increase calculated as 2 590 of Adjusted Curre
35. Faculty Contractual 2069 Contingent 11 2090 Graduate Assistants 1020 Sub Total Non ltemized 5 amp VV Other 5 amp W Labor amp Assistants 2000 2080 Fringe Benefits 1000 27 Overtime 21xx Turnover amp Other 29 Sub Total Other 5 amp W Total Salaries amp Wages Operating Expenses 3xxx and above Total Expenditures 1xxx and above Revenue TOTAL 3 657 639 1 307 306 367 117 5 332 062 0 0 0 90 000 229 257 0 0 0 229 257 5 641 319 1 371 662 7 012 981 894 889 6 118 092 25 76 28 42 18 70 20 35 6 90 9 00 51 36 PRUE Eee ACCOUNT MAIN REPORT SELECT MENU MENU EXIT 67 REPORT DESCRIPTIONS BUDGET SUMMARY DETAILS 1 Click on the hyper linked blue letters and numbers to drill down to further details First Drill down From Department Sub Department to Accounts Budget Summary Details Element All Supp Ind Default Non Dept Itemized Itemized Other Total Total SubDept Mu SubDept Name amp W amp W a amp W Revenue s Sub THE 19209 01 36 86 163 931 mum 000 5 103 197 926 6 086 6 086 123 Department Total 51 36 60 96 5 332 062 80 000 229 251 5 641 319 1 371 662 7 012 981 894 889 6 118 092 Print Budget Summary Detail OUNT MAIN REPOR cc mew
36. Trainer on Monday April 06 2009 at 12 48 12 PM Report Selection By Account 112913 112913 Sub BPM Revised Proposed Increase Percent code Position Mame Title FTE Budget Budget Decrease Change Exec Level 20 SR VP Acad amp Prov 8 Division 32 Division 32 Department 19209 Department 19209 Account 112913 112913 Itemized Positions Budget 1011 18570 Charles B Lee 8123500 Assoc Prof 1 00 77 078 77 078 0 0 00 1011 185713 Robert W Buggs 8148510 Prof 1 00 04 482 84 482 0 0 00 1011 108715 Victor D Malony 8148510 Prof 1 00 115 220 115 220 D 0 00 1011 105716 Kathy Oziczkaniec 8148510 Prof 1 00 92 212 92 212 D 0 00 1011 185728 Harry Zhao 8148510 Prof 1 00 85 900 85 900 0 0 00 1011 108720 Jennifer Benkassem 9123500 Assoc Prof 1 00 03 048 03 045 n 0 00 1011 440542 Vacant Vacant 0217502 Asst Prof 1 00 0 80 000 80 000 N A 1012 185820 Isaak Starkey 8148510 Prof 0 45 124 750 124 750 D D 00 1012 185883 Gregory Briscoe 8148510 Prof 0 70 110 440 110 448 0 00 1012 185884 Andre 5 Isaacs 8148510 Prof 0 38 01 736 01 736 D 0 00 Acct 112953 FTE 0 35 Budget 100 174 Acct 432201 0 00 Budget 0 1012 185888 Samir C Williamson 0148510 Prof 0 75 153 961 153 061 D 0 00 1012 185888 Dunya Sprangle 8148510 Prof 0 75 92 851 82 851 D 0 00 Acct 285143 0 00 Budget D 1012 104801 Gary L Dello Russe 8140103 Prof amp Assoc Chair 0 75 115 358 115 358 D 0 00 Acct 520813 0 00 Budget 0 1012 105802 Osada 814851
37. salary Details by Employee Breaks down an employee s total Research composition of an employee s total Accounts proposed salary by account proposed salary from all sources Provides an account level detail of the Salary Summary by Employee Accounts Increments Above Base Details Provides detail of current and Identify and verify employee administrative by Employee All Accounts proposed administrative and acting and acting increments that should be included salary increments in proposed salary budgets Please note that increments are not used for payroll conversion 65 REPORT DESCRIPTIONS Report Title Example Potential Use Salary Adjustments Provides changes to salaries made Identify persons for whom salary changes by users to total proposed salary all were made and verify salary changes inputted accounts paid on for all persons are accurate who have all or a portion of their salary within the organization select ed in Main Category Adjustments to Current Base Provides a detail of current base Verify adjustments to current base are salary All Accounts adjustments to faculty salaries 1 e appropriate Faculty moves reallocations and terminations return from sabbatical or leave and other faculty adjustments Adjustments to Current Base Provides a detail of current base Verify adjustments to current base are salary All Accounts adjustments to exempt salaries ie app
38. to navigate to the Position Employee Details screen POSITION EMPLOYEE DETAILS SCREEN 1 Click on the Position or UID number of an employee and then click on Set Salary SALARY SETTING BY ACCOUNT SCREEN Enter Adjustments to Current Base Salary and related explanation 1f applicable 2 Enter Retention Equity amp Other or Faculty Promotion if applicable If the combination of these items exceeds 10 15 percentage will vary depending on the year s instructions of the adjusted current base salary the Total Proposed Salary Increases Subject to Cap fields will turn red to indicate that a salary requires approval of the President 3 Click on View Edit Increments Above Base if applicable Increments above base must be set at the account level and are only used for budgeting purposes 4 If applicable enter the new increment amount and click Update Budgeted Increments Above Base 5 Click Set Salary to update the record Note that by default the New Budget Amount box 15 checked and the increment amount will be included in the new budget figure If this 1s not desired de select the box before clicking Set Salary Account 112913 ACCT 112913 Position 195714 Nicholas Hale Next Position 193765 Cynthia C Harvey Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance nmn Adjustment
39. 031 1012 105708 Edward Weinekandt 01248510 Prof 1012 185710 Micheal Graham 6123509 Assoc 1 0 75 08 383 98 383 0 0 00 ite 2065143 FTE 0 00 Budgets 1012 185711 Matthew G Kapoor 6149101 Prof amp Chair 1 00 214 000 214 000 0 0 00 1012 195717 Ralph Giffen ym Te 108 985 0 a ee ee ee 1012 185718 Andrea Lopez 6148510 Prof 0 75 05 402 05 402 0 0 00 9 1012 105720 Edward Tsou 2148510 Prof D 75 101 207 101 807 0 0 00 1 of 4 74 REPORT DESCRIPTIONS TITLE CODE SUMMARY Account 112913 112913 Program 01 Instruction Element 01 SubElement 08 Major Fund 40 Current Unrestricted E amp G Supp Indicator 1 State Support Title Code Summary Title BPM Revised Proposed Increase Percent Code Title FTE Budget Budget Decrease Change 8123509 Assoc Prof 2 00 171 028 171 026 0 0 00 9128510 Prof 4 DD 387 823 387 823 D 0 00 8217502 Asst Prof 1 00 80 000 60 000 9123509 Assoc Prof 3 02 407 682 446 270 38 328 9 40 0123801 Assoc Prof 0 75 87 278 87 278 0 0 00 8148510 Prof BBE 1 654 837 1 880 337 14 500 0 88 8140101 Prof amp Chair 1 DD 214 000 214 000 0 0 00 8142103 Prof amp Assoc Chair 1 10 185 212 185 212 0 0 00 8217502 Asst Prof 3 D1 356 139 389 804 13 485 3 78 8148510 Prof 0 00 0 0 9219601 Hes Assoc 0 00 D D Itemized Faculty 1011 1012 1015 1016 25 76 3 464 197 3 610 490 146 293 4 22 9320505 Assoc Dir 1 00 T4 TDT 74 707 0 0 00 8332020 Director 5 4D
40. 16 amp 3e LE pro ETEL be Boe IE 0070 0070526 ago 000 000 0070 007950 51 Ia PLE ZF EITEL 19518 122 100 18818 181 ETEL 18548110 0070 on 000 51 Drt 000 000 0070 LU EU 1 reu eyo ydiey awong Go lire 92 E Lee s Du 92 0070 0070 10 000 00 org SE Lrae az Dd 0000 ELD yg So PT LRS 92 mig TZ Im par SE 0070 pru 000 0070 TZ DOE wo 0970 Sr 85 Pra es arg 0070 00 0 000 000 0070 00 0 EP ES oU Lr 1 01 Haea s ees sjuauelu Aes asg vonounij sesealouj jusurnrsn pg yunoung Aiejes aseg aset Ares 319 jueureda AUEN Weeg peasodolg 1 pasodosg Ame pwo oajjefqng Iun jua paungol aseg 405 5j pol px ARES aseg pue unb3 sjusugsnipyg waung EISELI L22 Junodang 89 ci Pez 62 ood ci 00 000 ZEPPE LL Doo BE Se 0070 820 2101 PUEIS 68 0070 68 0070001 PPE 11 0070 229 0070 gt zz9 820 2101 S076 13usuniedar SEH 2484 aseg uonouolg 2528 dua dua rejeg 5 sQjueunsn py
41. 225 1 557 225 1 359 400 12 70 197 825 Fringe Benefits Total 510 961 593 469 593 469 479 704 19 17 113 765 Overtime Total 20 027 23 000 23 000 23 000 0 00 0 Turnover amp Other Total 0 0 0 0 N A 0 Grand Total 1 883 504 4 090 617 4 090 617 3 779 027 1 62 311 590 1 2 3 4 _Add Line Fringe Benefits Calculator 1 Print Search COUNT MAIN E MENU SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING OPERATING EXPENSE BUDGET ADJUSTMENTS ACCOUNT BUDGET SUMMARY SCREEN 1 From the Account Budget Summary screen click on Operating Expense or Revenue to access the Operating Subcode Budget Details screen Account Budget Summary 390601 ACCT 390601 BPM PHR BPM PHR Budget Budget n em iem ons Faculty Contractual 0 Non Ktemized SAN ine ccc T Division 70 Overtime 23 000 17013 17013 1d 17013 04 DEPT 17013 04 Total Salaries 4 090 611 Wages Self Support ACCOUNT SELECT i MENU EXIT OPERATING SUBCODE BUDGET DETAILS SCREEN 2 To adjust a subcode budget click the Proposed Budget field to open an edit box Enter changes click Save or click Cancel to leave the field unchanged 3 To add an operating budget expense subcode not already listed click Add Line
42. 3 Enter an KFS Account number and 4 Click on the desired report Main Category Print View Report by Secondary Category Filter Report by Select FRS Account from the List Default Proposed Budget Reports Proposed Salary Reports Budget Summary Salary Certification Summary All Employees Budget Summary Details Salary Certification Summary Itemized Facu Budget Summary Details by Account Working Budget Changes Summary Working Budget Changes Detail Salary Certification by Account All Employees 4 subcode Summary Itemized Position Details Salary Summary by Employee All Inc gt 10 00 Title Code Summary Salary Summary by Employee All Accounts Position Vacancy Salary Details by Employee All Accounts Detail Budget Increments Above Base Details by Employee All Accounts Salary Certification Summary Exempt Salary Certification Summary Non Exempt BPM FTE gt 1 00 AOI USISEME 2012 Budget to Salary Comparison Reports Salary Variance Summary Adjustments to Current Base Salary All Accounts Facu Salary Variance Summary Details Adjustments to Current Base Salary All Accounts Exempt Sahara UU Adjustments to Current Base Salary All Accounts Non vataty Exempt Audit Trail Salary NOT Set by Account All Positions User Security Access Salary NOT Set by Employee All Positions 62 REPORT DESCRIPTIONS Propos
43. 569 0 31 969 0 31 569 235 178 282 953 0 47 775 0 47 775 0 47 775 4 10 77 96 0 00 1 54 0 00 1 29 N A 1 23 23 48 N A 0 00 5 32 0 00 3 57 0 00 N A 4 61 77 36 0 00 0 84 0 00 0 68 0 00 0 77 REPORT DESCRIPTIONS SUBCODE SUMMARY Program Element All SubElement All Supp Ind Default Department 19209 Department 13203 Major Fund All Subcode Summary Sub BPM Revised Proposed Increase Percent code Subcode Description FTE Budget Budget Decrease Change 1011 Faculty Academic Year 7 00 558 840 938 849 80 000 14 32 1012 12 Months 18 76 2 020 528 3 018 700 BB 282 3 38 10113 Exempt Staff 18 70 1 220 247 1 307 308 18 841 1 43 1014 Non Exempt Staff 6 00 201 280 387 117 15 857 28 04 1018 Faculty NT 12 Months 0 00 0 0 0 Sub Total Itemized S amp W 51 36 5 096 884 5 332 062 235 178 4 61 1020 Graduate Assistants 382 053 80 000 282 952 77 98 Sub Total Mon Itemized S amp W 362 953 80 000 282 953 TT 36 2000 L amp A Pool Clearing 140 734 140 734 0 00 2071 Faculty Sum Schi Other 331 588 311 5EB 0 0 00 2075 Student Other 38 403 38 403 0 0 00 Sub Total Other S amp W 229 257 229 257 0 0 00 Salaries amp Wages Total 51 36 5 689 094 5 641 319 47 775 40 84 3210 Postage amp Mail 23 126 23 128 D 0 00 3220 Telephone Expense 80 451 80 451 D 0 00 3311 In State Travel 17 091 17 081 D 0 00 3321 Out of State Travel 15 000 15 000 D 0 00 33
44. Adjustments to Current Base Salary All Accounts Non Exempt Salary NOT Set by Account All Positions Salary NOT Set by Employee All Positions ACCOUNT MAIN SELECT MENU EXIT 93 APPENDIX SALARY SETTING SCREEN FIELD DEFINITIONS ADJUSTMENTS TO CURRENT PURPOSE RESPONSIBILITY BASE SALARY ALL TYPES OF EMPLOYEES Reallocation of Current Base Amounts and transferred between accounts are System update calculated and automatically updated by the BPM system from a reallocation of adjusted current base salary in the Reallocate Salary screen Please see the example Reallocate Salary to Multiple Funding Sources on page 20 Adjusted current base salary 1s the base salary that 1s in effect at the close of business June 30th and 15 the starting point for any July 1st salary increases FACULTY Return From Sabbatical or Leave Enter the amount needed to restore the current year User update salary to the normal pay level for a faculty member returning from sabbatical leave or an extended leave without pay at the beginning of next year Other Faculty Adjustments Enter the dollar amount of User update a administrative increment that 15 being converted to base salary in the next fiscal year or b base salary increase in the current year for a promotion or reclass processed after the PHR freeze and effective before July 1 Enter comments to explain the reason for Other Fac ulty Adjustments
45. Prot oe Asst Prot 1 75 0 38 Assoc Prof 0 75 Asst Prof 0 00 0 35 0 38 2 38 0 38 Assoc Prof 2 38 Prot 4 Assoc Clair 0 35 Assoc Prof 2 38 Assoc Prof 0 38 Assoc Prot 2 38 0 38 Asst Prof 0 38 Sub 18 78 Director 0 00 Coordinator 1 00 ystems Analyst 1 00 ceaordlnater 0 00 Exec Or 1 00 Director 1 00 Director 0 50 Director 0 90 Coordinator 1 00 Business Manager 1 00 Coordinator 1 00 coordinator 1 00 Page 1 of 81 Fropored FTE Budget Department 18209 Department 18208 1 00 T Org 1 00 54 482 1 00 15 220 1 00 92 212 1 00 ez 305 1 00 0 00 80 000 8 00 aas 0 50 124 750 1 00 10 485 0 50 61 736 1 00 Ex 1 Sz 851 1 73 15 358 0 75 117 209 1 00 131 250 0 75 207 0 80 eT 278 0 34 5 378 0 25 0 89 56 383 1 00 214 000 28 91 745 1 54 105 385 0 75 sz 402 1 00 104 807 0 82 20 814 1 80 537 0 50 52 562 0 50 107 753 1 00 0 25 0 33 513 0 50 1 330 0 44 0 50 88 703 1 45 854 1 41 71 365 0 44 D 31 Si 327 0 30 53 009 0 43 45 572 21 48 2 871 841 1 00 0 1 00 71 385 1 00 42000 1 00 1 1 10 110 581 1 00 72 358 0 55 45 217 1 00 59 580 1 00 45 820 1 00 21 090 1 00 54 351 1 00 54 437 Total Prapors O77 33 94 8123 115 218 20 52 212 50822 84842 0 00 665 248 80 198 340 02 127 784 05 45 868 17 205 280 55 340
46. f Search Allocate Undo Back E 56 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATNG OPERATING EXPENSE BUDGET ADJUSTMENTS OPERATING SUBCODE BUDGET DETAILS SCREEN 1 In order to allocate Proposed Budget based on prior year actuals click Allocate Original Revised Proposed Description FY10 Actuals Budget Budget Budget Percent Change Change 3210 700 WA d 1250 50 gt o o 2 gt o o gt ce ce ce e e C 4 29 Maintenance amp Repair 2 510 3 200 3 200 quipment Maintenance amp Repair 10 000 10 000 3000 5999 Operating Total 681 748 681 748 677 449 0 63 9000 9999 Transfers Total 3 432 681 3 323 898 3 323 898 3 323 898 0 00 Grand Total 4 033 986 4 005 646 4 005 646 4 001 347 0 11 B C o 3612 3220 Tele 3315 pus zin aen 5716 Es gt Page 1 2 3 4 Allocate Proposed FY10 Actuals BACK cuu MENU EXIT 2 will spread the total proposed operating budget for subcodes 3000 5999 in the same proportion as prior year actuals were expended Click Yes to proceed with the allocation or No to cancel the action Account 390601 ACCT 390601 Sub Original Revised Prop
47. the funding source using the reallocate function 9 Merit is not included in the 2016 budget We have not received guidance yet from USM on other permitted salary increases such as retention o The set salary flag will be set at Yes when BPM is opened to users Users will then only need to change salaries for employees who have other types of salary adjustments or funding changes e Payroll Conversion Only the funding changes effective July 1 for employees will be sent from BPM WB to PHR If COLA is not restored Payroll will run a program mid June to back out the COLA from the employees who received it in January Users will need to input all other July Ist salary adjustments in manually FY 2016 BUDGETING e January 1 2015 Cost of Living Adjustment COLA we find out the Governor decided to restore and fund the COLA prior to opening of BPM WB we will annualize the FY 2015 COLA budget amendment and post it to the opening bal ances in BPM WB to minimize the need for users to update position budgets e Users Can Now Budget Education amp General Designated accounts accounts beginning with 294 and 295 REMINDER When setting salaries or budgets on a position that is funded by accounts that cross departments or colleges users MUST coordinate with the other department college BEFORE making any changes that impact the accounts of the other department college Monday Tues Thurs Tuesda
48. to put your password into an e mail message but scammers will Do not share your password with others To find your Directory ID or U ID go to the Find Directory ID or U ID page To find or change your Directory Password use the Password Management page you experience login problems you may contact the Help desk at 301 405 1500 NOTICE Unauthorized access to this computer is in violation of Annotated Code Criminal Law Article 55 8 006 and 7 302 and the Computer Fraud and Abuse Act 18 LI S C 58 1030 et seq The University may monitor use of its computing resources as permitted by state and federal law including the Electronic Communications Privacy Act 18 LU S C 88 2510 2521 and the Md Annotated Code Courts and Judicial Proceedings Article Section 10 Subtitle 4 Anyone using this system acknowledges that all use is subject ta University of Maryland Policy on the Acceptable Use of Information Technology Resources available at http www umd edu aup By logging in ta this these application s acknowledge and agree to all terms and conditions regarding my access and the information contained therein 2 Click on Continue to access Menu Options screen amp UNIVERSITY OF MARYLAND COMMON LOGIN LOGIN SUCCESSFUL NOTICE Unauthorized access ta this computer is in violation of Annotated Code Criminal Law Article 55 8 206 and 7 302 and the Computer Fraud and Abuse Act 18 LI S C 44 1030 et se
49. 0 00 2 e 3 Note the change to the increment amount 4 With the Make New Budget Amount checked click on Set Salary 5 Note that the Proposed Budget amount on the summary line has been updated to equal the new Total Proposed Salary inclusive of the increment Account 112953 ACCT 112953 Position 195832 Brian Smith Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance Adjustments to Current Base Salary FY 2010 Increases Amount Percent COLA Merit Retention Equity amp Other Reallocation of Current Base oo Return From Sabbatical or Leave 0 00 Other Adjustments explain below 70 979 38 Reallocation of Proposed Base Salary Faculty Promotion Make New Budget Amount Increments Above Base View Edit Make New Budget Amount ACCOUNT ACCOUNT MAIN Audit Trail BACK SELECT SUMMARY MENU Explanation of Other Adjustments to Current Base Other Comments y gt E lt gt de 417651 o gt w co SET SALARY amp POSITION BUDGET SET SALARY USING SALARY SPREADSHEET POSITION EMPLOYEE DETAILS SCREEN 1 Salaries may be set utilizing a spreadsheet format Click Set Salary by Spreadsheet from any Position Employee Details screen Itemized Faculty Exempt or Non Exempt Total Sub igina Revised Proposed Current Propose
50. 0 0070 Er ESL 591 0070 591 001 5 59 0070 107889 Le 0070 0070 07898 LP 0072 omg 000 000 0070 ARS Le LV GRE Lr 120 18659 80281 usu wan JS PDS LLL 0070 ZEFCB 111 0070 0070 LE PEG LEL 0 0 000 000 LE FEA LEL I8 PCS LLL ELU CHOL 0028 waw TOOL ESL FE OLS 0070 000 601861 0070 0070 0070 000 000 000 FE 018 61 0070 Fe OLE ESE 00 16301 Mec assmgJ o jaq areare 0070 08708 8 0070 000 098878 0070 0070 000 0070 00788 6 0070 08786 8 900210 99929 mca uu 000070 0070 007036 0070 000 01708698 0070 0070 0070 000 0070 omose 99 0070 OO OSE 080 2101 2120 9430 sa 02910760 0070 09 5 088 0070 05 009 00052 0070 000 000 0070 OF 5 80 0 81 007 000 00722561 0070 86 Fee SZH wo 007005 2 wo 000 000 000 OO FEL TEL 0070 OO FEL 001 16301 JETS 000 16162 35 000 0070 0070 000 0070 000 000 000 1612 000 fe bee s 00 8066 wawr Yaad ueag Po LOPETA 0070 0070 007006 1 0070 000 0070 95 ca cel 6 817083 50 050210 SUR 088881 0070 co gan LE 0070 2889015 007081 5 0070 000 0070 00810 8c 000 0171 2101 802
51. 0 Prof 0 75 117 208 117 208 D D 00 Acct 528704 FTE 0 00 Budget D Acct 530480 FTE 0 00 Budget D 1012 185803 Nancy O Hara 9148510 Prof 0 75 131 200 131 280 D 0 00 1012 185894 PeterD Phelps 8217502 Asst Prof 07 87 207 87 207 D 0 00 1012 105806 Steven Kappeler 0123801 Assoc Prof amp Dir O75 27 278 87 278 0 5 00 Acct 112014 FTE 0 00 Budget 15 180 Acct 203802 FTE 0 00 Budget D 1012 185700 Nancy M Martinelli 9217502 Asst Prof 0 38 41 208 55 374 13 485 32 13 Acct 112053 0 37 Budget 42 031 Acct 525425 FTE 0 00 Budget 0 1012 185708 Edward Weinekandt 8148510 Prof 0 38 50 068 50 008 0 0 00 Acct 112953 FTE 0 62 Budget 178 185 1012 108710 Micheal Graham 0123500 Assoc Prof 075 08 323 28 383 1 0 00 Acct 285143 0 00 Budget 0 1012 185711 Matthew G Kapoor 8140101 Prof amp Chair 1 00 214 000 214 000 0 0 00 1012 105714 Micholas Hale 8148510 Prof 0 55 77 245 81 745 14 500 18 77 1012 185717 Ralph D Giffen 8148510 Prof 0 70 108 985 108 985 0 0 00 Acct 433328 FTE 0 00 Budget D 1012 185718 Andrea Lopez 8148510 Prof 0 75 95 402 95 402 0 0 00 Acct 525318 FTE 0 00 Budget 0 1012 105720 Edward Tsou 0148510 Prof D 75 101 807 101 807 D 0 00 1 of 4 77 REPORT DESCRIPTIONS BPM gt 1 gt 1 00 by Position All Accounts Report printed by Trainer on Wednesday March 30 2011 at 3 46 57 PM Division 77 Division 77 Program All Major Fund Supp Ind Default Element All
52. 00 580 33532 372753 929744 Yes wx teorie A 104 195745 4325706 Suppor Assoc 100 1 090 50000 599224 veo wilde penas iE i ue 104 195744 191258030 Vaswan regMemtSpeci 100 10 3085 0 858 40285144 73085475 40 051 12 Yes Variance 74 860 61 Grand Total 6 90 9 00 291 260 291 260 292 256 366 120 24 367 116 61 Split Position Split Salary E n Ala I 1 ACCOUNT MAIN Ia SELECT j MENU 2 Total Sub Original Revised Proposed jm Proposed Salary code Peas Title Budget Budget Salary Salary set 3729 57208 3723083 Yes s penas 1044 190808 196318146 Account 100 00 3030 30388 30533760 30766 Yes a res ou lt 4 104 196705 196065286 Prog Mgmt Speci 090 1 00 37258 37575 92754 Yes wes 104 196745 1934326708 T Suppon Assoc 100 sooo 5004 50402 5000226 80224 Yes ma 96731 100 1 aao 44020 104 196744 191266030 vaswari Prog Mgmt Speci 100 1 00 35 9 4085 39 054 76 4085112 Yes Variance 0 39 Grand Total 6 90 9 00 291 260 291 260 367 117 366 120 24 367 116 61 Spli
53. 000 000 161 000 ce Oe 000 0070 LPG 92 0070 cU sears 0070 LE SEF 0070 09 0070 007996 051 aseg dYa Pro 5 aseg 095004 uoddng 2 4415 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 uoneulua j 10 000 000 000 0070 000 000 000 000 000 000 000 00700071 000 0070 000 000 000 000 000 000 00700627 000 oo oc 0070 000 000 000 000 000 000 0070 0070 pue u nusjau 0070 0070 0070 0070 0070 0070 0070 0070 000 000 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 0070 000 0070 junourg 0 0 DU 0 00 0 00 0 00 0 00 0 0 0 0070 0 0 00 0 0070 DU 0 00 0 00 0 00 0 DU 0 00 0 0070 00 0 00 0 000 DU 0 0 0 0070 0 0 0070 00 0 00 0 0 0 DU 0 000 DU 0 oo oo oro DIO pro oo DID DIO DIO pro DIO oro DUO DID DUO 0070 DIO 0070 DUO pro DIO oo DID DIO 0070 oo 0070 DUO DID nowy EST ggg Passau Juan oF puns solen 0070 070 0070 0070 070 0070 070 UO 070 Uo 070 0070 000 0070 070 0070 070 0070
54. 000 000 0070 00 0 OF SLE 111 18101 00700068 ac moo soz on ano 502 0070 onu 000 000 0070 ac Gno enz tooto soz 50261 maw O59 FR LL 01970 OF Fes LZ 1170 os LL arg 0070 00 0 000 000 0070 OF FBG LA 20000 OS ree ELOL 1911 wq uuyor oo nos z zi fre 1170 arg on mood zr 000 000 0070 225 Se Sf fc de G20 Chol Wew BEIOUSIN S24 099626 0070 08 85 26 D 0 hat 0070 0070 10 000 00 08 85 6 dU D UJ 352 9070 148005 EITEL maw DOSE trI OO Dse sr ID OD RSE oF 0070 0070 100 000 wo OO 05 1070 00058 oF 050 ZILOL TUL yg 69 0070 07 510 89 E t 37D 0070 10 000 00 org 08515085 EITEL sel D0 Fee SEL 1170 OO FES SEL nu OO FEE StL 007005 2 00 0 000 on a FEL TEL ora OO rel ego Buea FRAG ES mu PEAS ES Iu oo moss amu mo 000 TE PPS 26 zzL a argos 050 210 21261 889 Dg 26296 LE Ze BIG le 0070 000526 00 0 000 000 ori EB BLZ BZ ZB ele gz 0070 ZLOL EIEL yg 159 trI
55. 0070 oro 000 oou 48218868 0070 9921888 883 LOGER PG 0070 La GEF FS ora 0070 LS 0070 0070 0070 oro 000 0070 0070 la Gcr LUL ary 0200517 0070 ora 0070 08280812 naa 0070 0070 oro 000 oou 0072925 0070 SLE 880 0070 011 0070 0070 00 998 011 0070 0070 0070 000 000 007986 0070 007998 LL euljsiry sJapie eseg zeg 73 sasEsJau yunou umowy aseg 414 apog pesodolg pio 4 ja WROD ssEg waung op 5 qng jgyo seg AIOE puey yuan pesodouy WIN 80 WM 10 9905 5993 aung gp soley uonanagsug 10 ELBZLL LO2O V ELazLL junosay 13 08 11 8002 Udy Aepuoy poday 5 01150 Iv ssAo dur3 SINQOOOV 4 ASIVIAIA YS ASIV IVSS SNOILdIXOSAA LHOd Mel 86 87 59 OS PRE 0070 0978
56. 05 348 3 403 615 61 3 440 427 30 Itemized Fac 1015 0 00 0 00 0 0 0 00 0 00 Itemized Fac 1016 0 00 0 73 0 0 50 001 76 50 001 76 016 b hoa 40 5 95 5 5 93840 e i e J E 197105776 c A a gt 4 c 2 c k gt 95727 JAA e bus 5 E S 1 2 c k j e 1 2 31 4 5plit Position Split Salary BASIC ACCOUNT MAIN SELECT MENU SPLIT EMPLOYEE DETAILS SCREEN 1 Note the current Proposed Budget The ledger 5 account is not budgetable in BPM as its Proposed Budget is black not blue 2 Salaries for employees split among multiple funding sources may be set Employee if the salary has no increment above base or Account If an employee s salary and budget distribution will remain the same click on Set Salary By Employee to access the employee level salary setting screen Total Sub BPM PHR Original Revised ee Current Proposed Salary Positio Name Title ccounticode ET FTE Budget Budget Budget Salary Salary set 412913 1012 034 4190 4190 41909 469
57. 070 0070 070 Uo 0070 UO 070 0070 070 0070 0070 0070 0070 junourg VIO 10 80 F FO 007000 502 007118 EFI 80270061 Zhe 1 11838 c9 ice Oo FRE 11 807885 FZ 007356 Zr EL FRE 11 OL SFE LH 9 206 18 99186 ThE 26 FETE 19 111 c c 99 IE EZ 95 Le BIZ BE LGL are Se cU A79 LE SEF 197682 09 007386 011 Heeg aseg paysnipy Uo DUO Uo tro Uo 070 Uo 00000 8 Uo 070 Uo Uo 00 0 Uo 070 Uo 070 Uo Pro UO Q0 860 61 070 Uo Pri Uo Gt FB SZ Uo 070 0070 070 g sjustuisn py ZTF F L 00700072502 007119 EFL GE 210 021 GC EHE LE 117898 eg cz 097786769 886 FZ 007965 ZF ECE SE 229 BE OL EFE LEE Lk BEL SP 3 166 18 86 99 18E 0 681226 Fo 626 19 851598 AG Le PLE LP EB Sr corel 161 eR OT cr 886 50189 FC IG Ser FC I3 687 09 007986 011 aseg juam 08 0 DU 050 0 oO 050 00 DU PrE oO fe 0 0 PIL 00 DU 0570 W 001 00 QU 00 DU 550 ec 0 DU 313 FEOL 9101
58. 085069 000 0 5 069 0070 _ 025 069 070 0200057 0070 0070 000 0070 087515 99 0070 0 515 99 2101 peyary JE 95 000 181162 95 000 000 15816085 000 000 0070 000 0070 1 amp 8 EC 95 000 46 95 UBSS rodue 18689616 000 187896 Le 0070 amp CtL 158996 070 QU 054 0070 0070 000 0070 187810 gz 00980 617 Le PLE LP LPO ydjey soung CO Lor 0070 ER 0070 000 ef ler F6 0470 000 0070 000 000 0070 Lor F6 0070 ES Lop LEOL pagoy sbbng SO rel 751 000 0070 00 5092 51 070 000 0070 0070 000 0070 SU rez 151 000 SU raz 751 001 Hoag 200519 EO DEE 000 OEC 0070 000 8 0 000 000 0070 000 000 t8 DEC 000 ep 06216 SUE 000 Tr ero 66 000 000 000 000 000 000 000 c6 110 Japuuap wasseyusg LPG 9 0070 FC 92 0070 000 Fe LPG 9 0070 2070 0070 000 0070 LPG 92 Sc HEB 299 007 594 SU cO PS 000 201285 0070 000 40 79 agu 000 0070 0070 000 0070 SQ 428 PS 0070 40129 PS 560 EJeueg S5 8EF PS 000 5 96 000 000 000 000 0070 000 000 0070 LS GET PS 0070 LEEF 0071 5101 asiuac 9682 09 000 37682 09 0070 000 5582 09 070 DoD 0070 0070 000 0070 147682 09 0070 09 620
59. 15 PAA Opona T UT RR RR RR RR RS d sod 7 4 Deborah M 43 56 2705 Retirement 3 182 0 3 358 0 ULUSM C UR d o E s a CE 34955155 95039202 shawn P Farre A Optional Retirement Cere e Save une mr meri a ae eT er Estimated Total 131 805 0 196 672 980 672 C 626 465 755 Proposed Budget 112 740 15 000 271 614 148 058 0 124 392 4 039 6 200 1 800 9 626 593 469 Variance 19 065 15 000 74 942 48 058 0 4 588 2 368 6 200 1 800 0 127 714 ge 1 2 3 Set Estimated Total as Proposed Audit Trail Print Search Back pori MENU exit Click on the UID of a Vacant Position to open the line for editing If the vacant position will be filled enter estimated fringe benefits for the anticipated employee For vacant positions no fields are system calculated so the user must enter all changes The Retirement Amount field Ret Amount has a drop down menu by which the user can estimate benefits using the selected retirement plan OtherPost ployee Proposed Ret Tuition Salary Ret RetPlan Ret pe Health Health Benefits Waiver Other Total Budg
60. 16 0 00 0 0 0 31 786 283818 293919 0 00 0 0 0 42 321 283822 ACCT 293922 0 00 0 0 0 0 41 921 Department Total 51 36 5 332 062 80 000 229 297 5 541 318 1 371 662 Department 19217 Department 19217 112853 112953 31 38 3 125 022 78 413 431 665 2 771 770 731 519 112955 ACCT 112955 0 00 0 0 0 0 283134 ACCT 293134 0 00 0 0 0 0 23 417 293869 293869 0 00 0 0 0 0 Department Total 31 38 3 125 077 78 413 431 665 754 936 Division Total 82 74 8 457 084 158 413 2112 408 8 413 088 2 125 598 Grand Total 82 74 8 457 084 158 413 A02 408 8 413 088 2 126 598 Page 1 of 1 Supp Ind Default 69 Total Expenses 0 5 391 969 926 858 24 529 477 134 31 786 42 324 41 921 7 012 981 3 503 289 0 23 417 0 3 526 706 10 539 687 10 539 657 Tota Revenue amp 894 88 O O O O 894 889 894 889 894 889 0 5 391 969 31 369 26 463 D 0 0 50 000 D D 24 529 477 134 31 786 42 321 41 921 6 116 092 3 503 288 0 23 417 0 3 526 706 8 644 798 3 544 788 REPORT DESCRIPTIONS WORKING BUDGET CHANGES SUMMARY Working Budget Changes Summary Revised Proposed Increase Percent Budget Budget FTE Decrease Change Itemized 5 amp W Itemized Faculty 1011 1012 1015 1016 Exempt 1013 Non Exempt 1014
61. 2 Click on Split Salary or Set Salary to access the Split Employee Details screen 9 c 5736 199346467 012 o e ho mE B 195809 Total BPM PHR Original Revised Proposed Current Proposed Salary sition UID Name Title FTE FTE Budget Budget Budget Salary Salary set k Co 2 5 ui e 191663029 3 Yes 95730 191389905 Assoc Prof 3 94 Yes 95683 91433042 scee 020 11049 15778405 1577840 Y 1 00 4 481 83 94 481 83 e R 5837 195622398 Burrows as 721453 471451 Yes 193601180cheng Assoc Prof 038 os 456 4568 Yes 112 195691 194356416 DeeRusso Prof amp Assoc Char 0 75 073 1153s 115368 115268 T9245 11152487 Y 112 195717 194567935 0 70 os 108 985 10899 10898 14672817 14672817 Yes Variance 584 391 59 Grand Total 24 76 28 19 3 464 197 3 464 197 3 478 697 4 012 466 23 4 063 088 59 ltemized 1011 6 00 6 00 558 849 558 849 558 849 558 848 80 558 848 80 ltemized Fac 1012 18 76 21 46 2 905 348 2 905 348 2 919 848 5 403 615 6 3 454 238 03 Itemized Fac 1015 0 00 0 00 0 0 0 0 00 0 00 ltemized Fac 1016 0 00 0 73 0 0 0 50 001 76 50 001 76 N co ane a c ue p 195049911 Buggs 1 00 1 00 94 482 94 4
62. 21 64 521 Grand Total 16 20 20 00 1 158 292 1 158 292 1 158 292 1 371 813 32 1 371 813 64 1 1 2 Split Position Split Salary ack ACCOUNT 1 2 SELECT SPLIT EMPLOYEE DETAILS SCREEN 1 Select Reallocate Salary to move an employee s entire salary to a new account or to split an employee s salary among two or more accounts Total Sub Original Revised Proposed Proposed Title Budget Budget Budget Salary 195748 Barrett Coordinaton90913 11013 1 00 100 53482 53882 53 882 5388249 5388249 Yes Grand Total 1 00 1 00 53 882 53 882 53 882 53 882 49 53 882 49 Page 1 Reallocate Reallocate Budget Reallocate Salary Set Salary By Account Set Salary By Employee ill Print Search 20 SET SALARY amp POSITION BUDGET REALLOCATE SALARY TO MULTIPLE FUNDING SOURCES REALLOCATE SALARY DETAILS SCREEN 1 Click on Add a Line Item to open a new row 2 Select the appropriate Internal ID from the drop down list enter the new Account number and tab out of the field 3 To move the entire salary enter 100 in the new account s Percent Base Salary field and 0 in the initial account s Percent Base Salary field If the employee 15 being split rather than completely moved enter appropriate percentages or amounts of base salary in the corresponding fields COLA merit and other increases when applicable cannot be added on this screen on
63. 25 Faculty Recruiting Travel 2 001 2 981 D 0 00 3718 Equipment Maintenance amp 3 024 3 024 D 0 00 3717 Equipment Rental 15 000 15 000 D 0 00 3712 Printing amp Reproduction 45 000 45 000 D 0 00 3724 Advertising General 40 871 40 871 D 0 00 3748 Food Services 42 000 42 000 D 0 00 3752 Other Contractual Service 44 384 44 384 0 0 00 3771 Summer Program Reimbursement 9 547 8 547 D 0 00 3772 Reimbursable Funds 25 888 25 888 D 0 00 3885 Academic Data Processing Cont 5 010 5 010 0 00 3914 Laboratory Supplies amp Materia 25 000 25 000 D 0 00 3018 Office Supplies 28 714 25 714 D 0 00 3924 Instructional Materials 1 355 1 355 D 0 00 3048 Duplication amp Printing Suppli 5 485 5 485 D 0 00 3052 Other amp Materials 1 000 1 000 D 0 00 3053 Equipment 5000 8 354 8 354 0 0 00 3090 Academic Data Processing Supp 9 890 2 200 0 0 00 4004 Administrative Data Processin 1 158 1 158 0 00 4070 Furniture 15 000 15 000 D 0 00 4381 Sensitive Equipment Compute 18 000 18 000 0 0 00 4800 Student Aid 105 400 105 400 0 00 Page 1 of 2 REPORT DESCRIPTIONS SUBCODE SUMMARY CONTINUED Subcode Summary Sub BPM Revised Proposed Increase Percent code Subcode Description FTE Budget Budget Decrease Change 4810 Tuition Scholarship Fellowsh E 205 5 285 0 00 4710 Staff Development 2 117 2 117 D 0 00 Other Grants Subsidies amp Cont 217 020 217 020 0 00 4830 Association Dues 1 794 1 784 0 0 00 4009 Other 42400 45
64. 2953 1012 027 05 _ ___57 544 1087954 mman Yes Grand Total 0 75 1 00 115 237 115 237 115 237 158 647 02 166 147 02 Page 1 ACCOUNT ACCOUNT SELECT SUMMARY SALARY SETTING BY ACCOUNT SCREEN 1 Click on View Edit to open the Salary Increments Above Base edit box 2 Enter a New Amount and click Update Budgeted Increments Above Base Account 112913 ACCT 112913 Position 195832 Brian Smith Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Reallocation of Current Base 000 COLA Return From Sabbatical Leave Merit Other Adjustments explain below Retention Equity amp Other 82 667 64 Reallocation of Proposed Base Salary Explanation of Other Adjustments to Current Base VJ Faculty Promotion 86 702 91 MIU cd for Payroll Conversion once Salary has been set Make New Budget Amount Other Comments ViewlEdit 91 702 91 Make New Budget Amount Salary Increments Above Base Old Amount New Amount Admin Increment 5 000 00 Total Salary Increments 5 000 00 00 ACCOUNT ACCOUNT MAIN Audit Trail BACK j SELECT j SUMMAR MENU EXIT j 33 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYE
65. 3 1013 1013 1012 1013 1073 135701 125713 135715 125716 135725 135730 448542 135680 135684 155684 155686 135685 155654 195692 195693 135684 135 195700 195705 195710 135711 135714 195717 135718 135720 195722 135723 185727 135735 195735 135205 195810 185815 195829 195832 195833 135237 198593 135075 199083 188247 181825 181841 132207 133182 195681 135712 135724 185734 135737 135732 135742 185743 1948312033 125085911 155075255 153562925 15117255 191389905 99999599995 1893836275 121433042 190722083 121365435 193700423 122356415 181315665 191004523 198221425 192832597 193728473 122385121 194527325 182501421 15475 242 1245679535 182552423 121620125 157126873 1947561630 154283353 1916630729 134656707 184874315 197695505 125717100 194551323 155522328 1835011220 195532320 1955312672 1565850512 124352622 15580252 195527712 129616551 1833155271 122272473 193586255 120865529 125309420 Charles Les Robern W Buggys Vicinr 2 Drkzkanier Hany Jennifer Berkassem Vacant Wacant Starkey Gregory Sros Andre 3 mamcs Samir C Williamson Dunya Sprangie Gary L Osada Nancy Pete D Phelps Steven A Kappeler Nancy M Marlinell Edward VWelnekarcdi Micheal Grasham 45 Kapoor NMkheoas Hak D Gen Andes Lopez Edward Tsou Terry E
66. 31 waw 9808 0070 LE gae LE 0070 Leese Le 007062 0070 000 0070 007960 61 LO FE Ar 210 apral waw 59 000 1978 0070 29578 12h wo 000 000 000 000 0070 150 1301 souumg 0070 EB Lor rs 0070 0070 EB LF PG 0070 amg 0070 oo 000 0070 EB 00 0 8 TE 80651 waw Wad shing 59 CUTE SL 0070 CU FBJ 161 0070 000 corey cL wo 000 wo 000 000 0070 0070 GU FB 151 60861 wawr 490 Hoag 3095188 59 ES OET LE 0070 ER oer 0070 0070 en ote 0070 000 0070 oo 000 000 EB ote 00 0 8 VEE 5 50851 waw SaL 000 ere 0070 000 0070 000 wo 000 000 0070 ZF ETETE 0070 60861 wawr wg Japuua wesseyueg 0070 Gc LB ac 0070 0070 bro 9 0070 010 000 0070 Gr 000 IOL wa PO La Or 0070 FC ac 0070 0070 LPO 92 0070 000 000 0070 SC dr TREES OOF 80281 waw Yaaa GF CERES 0070 0070 0070 GF 288 0070 0070 0070 000 000 0070 GF 288 tc 000 Gr ZEB ES 00 1 3usuEsr 997595682 0070 SO CS 0070 000 813660 0070 0070 000 0070 Ga tot Hc 000 g cac 62
67. 4 509 4 0 a NES o pen REA FEN 339999099 VacantPosition 190520 47 745 00 2772 orkers Compensation mployee Estimated Total 136 077 3 000 201 472 125 980 1 672 0 Proposed Budget 112 740 15 000 271 614 48 E 1 124 392 4 039 6 200 1 Variance 23 337 12 000 70 142 48 058 0 1 588 2 367 6 200 1 800 ah 1 S E g gt oO 2 Cc CQ A N Xx 1112 3 Set Estimated Total as ProposedBudget 7 SLEI Print Search lt r ao COUNT MAIN SELECT MENU EXIT 53 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING FRINGE BENEFITS CALCULATOR 6 Confirm that Proposed Budget is equal to the Estimated Total on the Fringe Benefit Calculator screen and that the amount carries over to the Fringe Benefits Subcode S W Budget Details screen RetPlan Budget Code Other Benefits 2770 2776 Match Benefits Amount 19886119 ism 320009 25 pwkowamewemen 3 4 ae i x SE DNA BICI GARE 199851596 ienssOmate 5000000 2705 rian OptonalRetrement 384 4 559 o 9 sed 9 o 12557 89998898 mmm 9 2
68. 48 111 324 87 117 208 33 175 053 55 87 206 85 104 447 55 373 81 25 805 02 117 345 70 214 000 02 81 744 72 145 728 17 85 316 50 135 742 55 58 834 01 118 382 88 82 561 14 143 871 00 112 546 02 60 285 64 43 361 12 1 328 64 55 544 64 26 702 91 71 884 43 38n 00 42 556 00 110 580 57 72 955 38 527 05 T 312 23 48 818 62 21 088 63 51 354 44 EA 51 varlaros 0 00 0 00 0 00 0 00 0 00 TAS 41 25 03 0 02 0 00 O25 0 05 0 04 0 13 0 00 27 4124 0 00 41 25 OF 41 25 212 41 12 403 212 1 11 005 cy 0 07 2 7 100 0 00 0 00 1 00 0 00 0 00 T 05 410 0 00 0 00 Budget Varlanos 0 07 0 17 0 50 20 300 0 18 1 42 50 000 00 73530 00 147 225 051 45 867 53 151 319 759 3 238 342 3 432 13 0 33 143 753 85 0 14 117 153 D2 0 09 23 261 00 112 352 70 0 00 O28 T 471 85 50 13 335 Er 7 320 04 22 245 85 0 56 35 918 01 170 546 00 14 737 35 11 251 53 0 36 0 36 0 09 150 218 33 0 09 20 800 1 105 60 Toes 12 255 D 478 081 40 105 263 29 0 40 1 580 00 42 556 00 0 03 0 32 5 220 05 7 732 28 0 38 0 37 1 44 045 REPORT DESCRIPTIONS AUDIT TRAIL Report printed by Trainer on Monday April 08 2009 a 11 24 43 Report Selection By Account 112813 ACCT 112213 User Name Trainer Trainer Trainer Trainer Trainer Trainer Tr
69. 480 083 480 063 0 0 00 8334401 Exec Dir 1 00 110 581 110 591 D 0 00 9352005 Business Manager 1 00 51 080 51 090 D 0 00 9430507 Coordinator 6 30 381 614 342 873 18 841 5 24 9757003 Systems Analyst 2 00 27 200 127 200 0 0 00 Exempt 1013 16 70 1 205 265 1 196 324 18 941 1 57 D8AC300 Account Clerk 111 1 00 30 388 30 388 D 0 00 094 4200 Admin Asst 0 00 0 32 516 32 518 DBACCDO Accounting Assoc 0 00 38 018 38 818 10PM100 Prog Mgmt Spec 2 80 110 618 115 340 4 722 4 27 145000 IT Support Assoc 1 00 50 002 50 002 D 0 00 15bEN300 Eng Tech 2 00 100 252 100 252 0 0 00 Non Exempt 1014 5 90 291 260 387 117 15 857 26 04 Grand Total 49 36 4 850 722 2 163 931 203 208 4 10 Page 1 of 1 75 REPORT DESCRIPTIONS POSITION VACANCY Position Vacancy Report printed by Trainer Monday April 06 2009 at 11 23 17 Report Selection By Account 112913 112913 Sub BPM Revised Proposed Increase code Position Title FTE Budget Budget Decrease Change Comments Exec Level 20 SR VP Acad amp Prov SVPAAP Division 32 Division 32 Department 19209 Department 19204 Account 112313 ACCT 112313 1011 448542 9217502 Asst Prof 1 00 80 580 000 20 000 Training Test Title Change Faculty 1011 Sub Total 1 00 50 580 000 580 000 Account Total 1 00 50 580 000 580 000 Grand Total 1 00 50 580 000 580 000 Page 1 of 1 76 REPORT DESCRIPTIONS DETAIL BUDGET Detail Budget Report Report printed by
70. 480 D 00 2926 Tri within DiviCollege 80 783 60 763 D 0 00 2828 NM Funds 477 134 477 134 D 00 0033 NM Tri Cosi Containment 45 880 45 880 D 0 00 Operating Expenses Total 1 371 662 1 371 662 0 00 0118 Special Grad Turton 804 889 1294 0 00 Revenue Total 894 889 824 883 0 0 00 Grand Total 31 36 6 165 857 6 118 092 47 715 0 77 Page 2 of 2 73 REPORT DESCRIPTIONS ITEMIZED POSITION DETAILS Report printed by Trainer on Monday April 06 2009 at 11 11 28 Report Selection By Department 19209 Department 19209 Sub jenen Proposed Increase Percent code Position Budget Decrease Change Account 112913 ACCT 112313 1011 195701 CharlesBLee 9123509 Assoc Prof 1 00 1 078 0 0 00 1011 195715 Victor D Malony 8148510 Prof 1 00 115 220 118 220 0 0 00 1011 195728 Harry A Zhao 8148510 Prof 1 00 85 809 85 808 0 0 00 1011 448542 Vacant Vacant 9217502 Asst Prof 1 00 n 80 000 80 000 1012 1905883 Gregory Briscoe 8148510 Prof 0 70 112 448 110 440 0 0 00 Acct 112954 FTE 0 35 Budget 100 174 1012 185688 Samir C Williamson 8148510 Prof 183 061 183 961 Acct 285143 FTE 0 00 Budget D Acci 528813 FTE 0 00 Budget 0 Acci 520704 FTE 0 00 Budget 0 1012 195693 Nancy O Hara 9142810 Prof 131 280 131 290 1012 105806 Steven Kappeler 9123801 Assoc Prof amp Dir 87 278 87 278 Acet 203802 0 00 Budget D Acci 112053 FTE 0 37 Budget 42
71. 7881 46 978 81 Yes 195700 Martinelli Asst Prof a ae 42 031 41 809 42 031 10 4 031 RE 825425 090 04 40 42 6 2508 22 98 Yes Grand Total 1 00 83 940 83 940 83 940 111 919 60 111 919 60 EE ACCOUNT E ACCOLMT MAIN BACK SELECT SUMMARY MENU 27 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH NON BUDGETABLE ACCOUNTS SET SALARY BY EMPLOYEE SCREEN Enter any appropriate salary increases noting that salary changes will be distributed pro rata based on the adjusted current base salary allocation When an employee s salary distribution includes a non budgetable account the Make New Budget Amount boxes will not be accessible and the budget must be manually updated via reallocation setting salary by account or direct budget adjustment 2 Click Set Salary and then Back to review the salary allocation and to adjust budget as needed Position 195700 Nancy M Martinelli Next Position 195701 Charles B Lee Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance Adjustments to Current Base Salary FY 2010 Increases Amount Reallocation of Current Base Return From Sabbatical or Leave Other Adjustments explain below Retention Equity amp Other 111 919 60 Reallocation of Proposed Base Salary Explanation of Other Adjustments to Current Base Total Salary
72. 8 681 748 677 449 63 4 299 9000 9999 Transfers 3 432 681 3 323 898 3 323 898 3 323 898 0 00 0 Grand Total 4 033 986 4 005 646 4 005 646 4 001 347 0 11 4 299 Page 1 2 3 4 ln Allocate Proposed FY10 Actuals cent MENU EXIT 5 Click Yes to confirm or No to leave the operating budget allocation in place Account 390601 ACC T 390601 Sub Original Revised Proposed code Description FY10 Actuals Budget Budget Budget Percent Change Change sf 38 84 4 3 254 3 hme 77 28 i 3000 5999 Operating Total 601 305 681 748 681 748 677 449 0 63 4 299 9000 9999 Transfers Total 3 432 681 3 323 898 3 323 898 3 323 898 0 00 0 Grand Total 4 033 986 4 005 646 4 005 646 4 001 347 0 11 4 299 Page 1 2 3 4 Allocate Proposed 5 Line Delete Line Audit Trail Print Allocate FY10 Actuals ACCOUNT 58 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING OPERATING EXPENSE BUDGET ADJUSTMENTS ACCOUNT BUDGET SUMMARY SCREEN 1 Note that the Operating Expense budget figure has been updated on the Account Budget Summary screen Also note that budget totals on this screen should agree to final BPM budget reports run for the account Account Budget Summary 3
73. 82 L 20 982 Lr Ig 726 j 11 3 PZE LLL j Ig ZB Ig erezet FB OLS ESL 1 5018 ESL Fe OLB ESL ossny ajsgd SLPOGCEGL 09 86 6 1 09786 6 1 1 1 1 1 09 56 6 09862 6 6 08 FJ6 G ers 29 19 r 591 Ig LLL FE 0IS EGL 09 865 6 00 0GE OF 00 OSE 0 00 OSE oF 1 00056 SF 00 OSE SF 9 opun Geresias 5 0 gt 000 i 000 526 99 00 28 521 00 22 521 hoc 005 00921282 009212 1 PE 005 NIS AT 9 095 59 7 0 z 26 296 6 812 22 00 0 Aueyes aseg ase i 1 ejeg pesodoug pasodoig yuan Kiejes 185 5 pajsn py yua unz Te es oseq pojsn pe s junoooe UO poseq 61 014 oq SOINGIYSIP POOO sr 3 Joye sjuounsn pe pue UVM MOI Jo puo 16 296 UO pue 55 Aeres 6301 03 enbo jos png 195 xoq xoouo Surou sosueyo 5 9 SUIP 10 MOI uumn oo 20 ur JoquINU junoooe ue 10 uo unoo
74. 82 8 94 48 1 83 94 481 83 Yes ndi Page 1 2 3 4 5plit Position Split Salary Split List Set Salary Set Salary by SpreadsheetliChange Subcode Audit Trail Print MEE CIT sack m exit SPLIT EMPLOYEE DETAILS SCREEN 1 Note the current Proposed Budget A Proposed Budget that is blue indicates the account is budgetable 2 Salaries for employees split among multiple funding sources may be set Employee if the salary has no increment above base or Account If an employee s salary and budget distribution will remain the same click on Set Salary by Employee to access the employee level salary setting screen salary changes will then be pro rated among existing accounts in the same proportion as the account s adjusted current base salary Budget will be pro rated based on the proposed budget before the change If the salary allocation among accounts will change reallocate the base salary first by clicking on Salary Total Sub BPM Original Revised Proposed Current Proposed Salary Position Name Title code Budget Budget Budget Salary Salary set 1012 0 41 46 033 46 033 46 033 47 314 91 47 314 91 Yes 112953 0 37 05 4555 3 46969 65507 65 560 76 Yes _ Grand Total 0 75 0 91 32 002 92 002 32 002 112 875 67 112 875 67 Page 1 ACCOUNT ACCOLMT MAIN BATA j SELECT SUMMARY MENU 23 SET SALARY
75. 8611 0070 0070 03836 14 0070 000 DO 0 000 000 0070 OO F86 L4 007000 8 Oo 29 00 g zel waw wq 320900798 0070 82020898 0070 000 6899098 0070 0070 oo 000 0070 22290 000 Scoop 088 110 810 BOTH 80188582 0070 anetare non 000 8278 0070 0070 0070 000 0070 BU E96 000 80888 BIOL apral waw wa 0070 SE FSO EE 0070 000 0070 000 0070 000 000 000 SE FSO 0070 PSO a0 2301 0090 0070 007955 0070 0070 007956 cr 0070 000 DO 0 000 000 000 007955 00 0 00965 er OOF 60261 wawr 9140 21559 FRESE 10 000 TF ESE ES 0070 000 FRESE ES 0070 0070 000 000 000 FR SEES 0070 TF HE 15 OOF wawr 9430 piodaeg 007006 2 ai 68 0070 irre 68 0070 00100 0 QUO 000 000 0070 11 BE 92029 800 210 60261 wawr 9140 SEJOU2IN LL LEE EL 0070 0070 0070 0070 000 000 0070 000 LL LEFEL LEO BOTH waw wa OLGRE LLL 0070 0070 000 01259641 0070 0070 000 0070 111 000 OL SRE LLL ag BOTH waw 000 0070 0070 0070 0070 wo 000 000 0070 LEL wo 007 101 Jesus 0070 LE Poe 9 0070 0070 5
76. 90601 ACCT 390601 Budget FTE FTE Budget FTE FTE Duc i 2e _ 15722 TObivision 70 17013 01 DEPT 17013 01 2 Self Support Tumoveraotner 0 Total Salaries 3 976 85 3350 2800 Wages 59 SETTING BUDGETS EDUCATIONAL AND GENERAL E amp G DESIGNATED ACCOUNTS BEGIN WITH 294 OR 295 ACCOUNT BUDGET SUMMARY SCREEN E amp G Designated accounts are budgeted using the same BPM WB functionality that 1s available to other budgetable accounts 2 E amp G Designated accounts are non state supported therefore the source of support should be budgeted and the revenues and expenditures must net to zero at the account level 3 Ifsalaries will be charged to the account both the anticipated salary and the related fringes should be budgeted BPM PHR BPM PHR MEET RETE FTE FTE 12 45 4 ga ats 1 0 Total Salaries 1301 Wages Budget BENE cos Operating Expense 20 613 Account Total 0 Scholarship amp Fellowshi iDivision 92 18209 TRAIN Dept 19209 19209 01TRAIN 19209 01 dState Support mmt el nme De pk COUNT Next Account Vacant Positions B Print gu MENU 1 z EXIT 60 SETTING BUDGETS EDUCATIONAL AND GENE
77. ACAV SNOLLdDIMOS HG LH Od 19288601 BC ORR ZOLL 000092 482 000 00008482 000 000 0070 0070 BOOS 95197586 8 8 1 101 PUEIE 25011808 oo 21158 08 Pra 21158 0070 og LU ET goo 000 0070 21158 I ci Poe FLOL 2 1 934 S24 Ll rrr 0000019 Li FRR RL EL Pore BE B16 0070 0070 1070 000 wo org at ero 02 dU D ET BLE 05020 1520 99 mr Le 62 88 fe SEU T3 38 29 0070 0070 10 000 00 org qu D 199 29 050 GIEL waw sel 19 110002 007905 4 god EO LPS ESL on 00 0 000 0070 EO LFS SSL pr eyo uea sel Ef CSE 501 262155 10715156 11151455 arg og no 8 000 000 0070 14015156 LU EU Ly 15155 OL 11911 FIED zz E 55 537506 CZ 0070 0070 10 000 wo 0070 Bs Blecz 1070 506 22 arg ZILOL maw G0 fro oF 0070 59 015 2 OLED 0070 ro 10 000 000 org OL LEO qu D DL LED Zr 050 exact ALZEL Waw Sa m DL See 9 LE BIB Sp 0070 ro 10 000 00 org 6 qu I3 3 5 EITEL 0970 OF ELS 117000 02 oo OF ELE LLL arg o 00 0
78. ATING PRIOR TO JULY 1 RESET TO CURRENT BASE 4 To remove the Termination Flag checkmark click Employee Terminating Prior to July 1 again Click OK to confirm that you intend to set salary for the employee 5 After removing the Termination flag click Reset to Current Base to restore all values to the starting point of the working budget process Position 195724 Kelli E Barrera Next Position 195745 Jeanette M Barrett Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance 49 407 9881265 98 812 65 98 812 65 49 407 49 407 00 Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Increase to Minimum of Salary Range 0 00 Retention Equity amp Other Reallocation of Current Base Reclass after freeze and before 7 1 0 00 98 812 65 Reallocation of Proposed Base Salary Total Salary Increases subject to 15 CAP Used for Payroll Conversion once Salary has been set Make New Budget Amount Increments Above Base View Make New Budget Amount Comments LOK Set Salary Undo f Reset to Current Base ACCOUNT ACCOUNT MAIN Audit Trail BACK SELECT MENU EXIT 6 Click Yes to confirm the salary reset and proceed with salary setting for the employee as usual Positio
79. E MULTIPLE FUNDING SOURCES SET WITH INCREMENTS ABOVE BASE SALARY SETTING BY ACCOUNT SCREEN 1 Note the change to the increment amount 2 With the Make New Budget Amount checked click on Set Salary Account 112913 ACCT 112913 Position 195832 Brian Smith Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance ERU Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Reallocation of Current Base 0 0 Return From Sabbatical or Leave 0 0 Merit Other Adjustments explain below 0 0 0 00 Retention Equity amp Other 82 667 64 Reallocation of Proposed Base Salary 4 035 27 Faculty Promotion 86 702 91 MIU cc for Payroll Conversion once Salary has been set Make New Budget Amount Explanation of Other Adjustments to Current Base Other Comments View Edit 86 702 91 Make New Budget Amount ACCOUNT ACCOUNT MAIN Audit Trail j TEI SPLIT EMPLOYEE DETAILS SCREEN 1 Note that Proposed Budget has been updated to equal Total Proposed Salary including the increment in this example the increment was 0 2 If necessary click on the next account number and then Set Salary by Account to update that account budget and increment pme a Position Name Title Accou
80. EMPLOYEE ALL POSITIONS In years where COLA and Merit are not applicable salaries are loaded into BPM in the set condition so the salary Not Set reports should contain no data Users will receive the following message red the center of the Report Menu screen when trying to run a Salary Not Set report when all salaries have been set Main Category Print View Report by Proposed Budget Reports Budget Summary Budget Summary Details Budget Summary Details by Account Working B et Changes Summa Working B et Changes Detail Subcode Summary Itemized Position Details Title Code Summary Position Vacancy Detail Budget BPM FTE gt 1 00 Budget to Salary Comparison Reports Salary Variance Summary Salary Variance Summary Details Salary Variance by Position Audit Trail User Security Access Secondary Category Filter Report by Proposed Salary Reports Salary Certification Summary All Employees Salary Certification Summary Itemized Facu Salary Certification Summary Exempt Salary Certification Summary Non Exempt Salary Certification by Account All Employees Salary Summary by Employee All Inc gt 10 00 Salary Summary by Employee All Accounts Salary Details by Employee All Accounts increments Above Base Details by Employee All Accounts STAY muulustmentstY012 Adjustments to Current Base Salary All Accounts Facu Adjustments to Current Base Salary All Accounts Exempt
81. EN 1 To change the Title Code Title Name and Subcode of a Vacant Position click on the blue Title Code of a position to open an edit box Sub Title Original Revised Proposed code Position Code Title Budget Budget Budget Comments Name 11 445542 S Grand Total 75 000 Update Comments Delete Vacant Position 8 Link Employee Records Audit Trail Print Search ACCOUNT MAIN SELECT MENU 2 Select the appropriate Category Status and Title Code and enter any necessary Comments 3 Click Save to save changes or Cancel to reset the data Please note that a title code change in BPM will not feed to PHR ip aha Assoc Dir Faculty Academic Year Faculty 12 Month Faculty NT Acad Yr Faculty NT 12 Months Title Code 1011 9217502 Asst Prof Comments Training Test Title i NN 4 Review changes to the Vacant Position s attributes 5 To update the BPM FTE and or Proposed Budget for the position click on the blue Proposed Budget amount to open an edit box Sub Title Original Revised code Position Code Title Budget Budget penes Comments Name 449542 9217502 NN 75 000 Training Test Title Change Grand Total 75 000 ACCOUNT MAIN SELECT MENU X y 44 VACANT BUDGETED POSITION UPDATE TITLE CODE SUBCODE BUDGET AND COMMENTS VACANT BUDGETED POSITIONS SCREEN 1 Enter a New BPM
82. ET DETAILS SCREEN 1 Make changes to BPM FTE Proposed Budget and or Percent Budget as needed ensure that all variances equal zero on the bottom row and click Save 13 Internal ID Account Name Account Budget Budget i Set ss NN Reallocated Totals Unadjusted Totals EH EH Variance must equai 3 01 1 NEN TT COUNT cece UN MAN BACK B ea MEN EE SPLIT EMPLOYEES DETAILS SCREEN 1 Review reallocated and Proposed Budget figures for accuracy Total Sub BPMIPHR Original Revised Proposed Current Proposed Salary Position Title 190913 1013 zu E set Baret Cora 190913 10955 1024050 oo 4 0 Yes _ DUM otal 1 00 53 882 53 882 53 882 5 53 882 Page 1 I3 COUNT MAIN 22 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES REALLOCATE AND SET WITH BUDGETABLE ACCOUNTS POSITION EMPLOYEE DETAIL SCREEN 1 Click on a Position or UID number to select an employee for salary setting Note that UIDs in red indicates an employee s salary 1s split among multiple accounts Positions in blue indicate a position budget is split among multiple accounts
83. FTE for the proposed budget Provides revised and proposed budget details by ac count then subcode position number and title code along with BPM FTE dollar and percentage change summarizes revised and proposed budget dollars by title code with the dollar and percentage change Also presents BPM FTE for the proposed budget Provides revised and proposed budget for each vacant position sorted by account then by subcode Also provides BPM FTE dollar and percentage change and comments Provides details of budget by account then subcode of itemized positions non itemized positions and operating non salary and wages budget Example Potential Use Use to compute turnover and compare to budget guidelines Confirm expected subcode changes are accurate and research reconciliation differences Confirm budgets both dollar and FTE have been updated for each posi tion and assess the reasonableness of the budgets Assess overall reasonableness of proposed itemized personnel budget dollars and FTE Assess accuracy of vacant positions whether truly vacant and appropriateness of budget Research details of summarized budget For future reference purposes print or save an electronic version when the working budget is finalized BPM FTE gt 1 Provides positions whose BPM FTE total 15 greater Identify positions over budgeted that than 1 00 need to be fixed to not exceed FTE Budget to Sala
84. Increases subject to 15 Other Comments 20 000 00 Faculty Promotion 131 919 60 lll Make New Budget Amount Increments Above Base View Make New Budget Amount Pap UM Audit Trail oe SELECT SUMMARY MENU j 28 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH NON BUDGETABLE ACCOUNTS DIRECT ADJUSTMENT OF POSITION BUDGET AND BPM FTE SPLIT EMPLOYEE DETAILS SCREEN ADJUSTMENT OF POSITION BUDGET When position 15 funded on budgetable and non budgetable accounts there are three ways to update the budget on the budgetable accounts based on the new salary we just set A Use the Reallocate Salary Screen B Set Salary by Account or C Direct Budget Adjustment SPLIT EMPLOYEE DETAILS SCREEN 1 Click on A Reallocate Salary B Set Salary By Account C or a blue Proposed Budget amount to open an edit box Total Sub BPM PHR Original Revised Proposed Current Proposed Set Title code FTE FTE Budget Budget Budget Salary Salary Salary Lm 000559 195700 Marine E 08 sm CD CN Total 83 940 83 940 111 919 60 1 919 E Page 1 COUNT ACCOUNT MAIN BACK E SELECT za SUMMARY MENU a IER EXIT A REALLOCATE SALARY SCREEN 2 Click on SAVE with the Budget check mark on each budgetable account 195700 198728479 Nancy M Martinelli
85. July 1 39 o Reset to Current Base 40 VACANT BUDGETED POSITIONS e Create Delete Pending Budget Positions 4 e ink Employee Record to Vacant Budgeted Position 42 e Update Title Code Subcode Budget and Comments 44 SETTING BUDGETS FOR POOLED POSITIONS e Lecturers Faculty Contractual Contingent II and Graduate Assistants 46 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING Other Salaries amp Wages Budget Adjustments 49 e Fringe Benefits Calculator 51 e Operating Expense Budget Adjustments 55 SETTING BUDGETS FOR EDUCATIONAL AND GENERAL DESIGNATED ACCOUNTS BEGIN WITH 294 OR 295 60 REPORTING e BPM Reports Menu 62 e Report Descriptions 63 APPENDIX e Salary Setting Screen Field Definitions 94 OVERVIEW WHAT IS THE BPM WORKING BUDGET SYSTEM Designed to develop and record the detailed July 1st budget for the University Includes position level budgeting at the account and subcode level for itemized employees Develops itemized position budgets based on the salary of the individual who is in the position Serves as one mechanism to adjust the July Ist funding of itemized employee salaries in the Payroll and Human Resource System PHR and Provides in years that COLA and merit increases are effective July 15 a mechanism to update the itemized employees salaries in PHR for these increases OVERVIEW ANNUAL BUDGET PREPARATION amp SALARY SETTING PROCESS sesuedx3 Ndg
86. New Budget Amount j ACCOUNT ACCOUNT NM Audit Trail BACK SELECT SUMMARY MEN EXIT j 4 After the record is saved successfully Proposed Budget and Proposed Base Salary on the summary line will display the updated amounts 5 To move to another position choose a name from the Next Position drop down menu and click Select Account 112913 ACCT 112913 Position 191941 John F Herbert Next Position 192807 Gail B Render Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance Adjustments to Current Base Salary 2010 Increases Amount Percent Amount Increase to Minimum of Salary Range 00 Reallocation of Current Base 000 000 Merit after freeze and before 7 1 8 000 00 0 00 Retention Equity amp Other 71 984 60 Reallocation of Proposed Base Salary 000 Total Salary Increases subject to 15 CAP 71 984 60 Used for Payroll Conversion once Salary has been set New Budget Amount Comments to Asst Director Increments Above Base View Edit Make New Budget Amount ACCOUNT ACCOUNT MAIN SELECT SUMMARY MENU SET SALARY amp POSITION BUDGET SET BY ACCOUNT SINGLE FUNDED FACULTY ACCOUNT BUDGET SUMMARY SCREEN 1 Click on Faculty
87. Positio Name Title code FTE Budget S set 112013 038 2285 vel Grand Total 0 75 0 91 92 002 92 002 112 876 112 675 67 112 675 67 Page 1 EIS ACCOUNT MAIN il ases SELECT SUM 24 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES REALLOCATE AND SET WITH BUDGETABLE ACCOUNTS SALARY SETTING BY EMPLOYEE SCREEN 1 Enter any appropriate salary increases and click Set Salary The salary changes will be distributed pro rata based on the adjusted current base salary allocation established on the Reallocate Salary Details screen If all accounts are budgetable in BPM the budget will also be distributed pro rata based on the proposed budget allocation prior to the change when the New Budget Amount box 15 checked If non budgetable accounts are included in the allocation the New Budget Amount box will not be accessible See next example 2 Click Back to review salary and budget allocations after the salary increase has been set Position 195837 Ralph K Burrows Next Position 198993 Richard J Cheng Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Reallocation of Current Base 000 000 000 Re
88. RAL E amp G DESIGNATED ACCOUNTS BEGIN WITH 294 OR 295 SUBCODE SUMMARY REPORT 1 Below is a Subcode Summary report excerpt for the example account showing the details of how this ac count was budgeted Sub BPM Revised Proposed Increase Percent code Subcode Description FTE Budget Budget Decrease Change 1012 Faculty 12 months 0 37 46 350 48 350 D 0 00 1013 Exempt Staff 1 00 49 350 40 350 0 0 00 Sub Total Itemized S amp W 137 95 700 95 700 0 0 00 2705 Optional Poms 0 6 938 6 038 2710 Health Insurance 18 400 18 400 2711 Retirees Hlth Insur 0 4 218 4 218 2725 Social Security 7 091 7 091 2770 Unemply Ins Comp Emp 288 288 Sub Total Other amp W 0 34 913 34 913 NIA Salaries amp Wages Total 137 95 700 130 613 34 913 36 48 DP Contractual i 20 387 20 387 N A 9920 Trf Provost Supp 0 50 000 50 000 Operating Expenses Total 0 20 613 20 613 0650 Acad Compt Usage 0 110 000 110 000 Revenue Total 0 110 000 110 000 Grand Total 1 37 95 700 0 85 700 100 00 BPM REPORTS MENU BPM MAIN MENU 1 Click on Report Menu to access the BPM Report Menu screen BPM REPORTS MENU SCREEN 1 Select from Executive Level Division Department Sub Department or FRS Account from the Main Category drop down lists and 2 Select from Program Element Sub Element Major Fund Source or Support Indicator in the Secondary Category column or
89. SCREEN 3 Select from the list of Available BPM Positions to link Click on a Position number 4 Click on Link to Vacant BPM Position The selected BPM position will be removed from the Vacant Budgeted Positions list and its budget will be moved to the selected available PHR position EM Current Proposed me 192807 196627712 Gail B Render Systems Analyst 100 49 980 00 49 980 00 Sub Original Revised Proposed code Position Title Title Name Budget Budget Comments 449487 o757003 systoms anaya 100 48000 1013 449641 pozososjssecD of rw Grand Total 2 00 48 000 48 000 123 000 raining Test Link to Vacant BPM Position to Vacant BPM Position Search E COUNT cor aay 42 VACANT BUDGETED POSITION LINK EMPLOYEE RECORD TO VACANT BUDGETED POSITION ACCOUNT SUMMARY SCREEN 1 To view the linked budgeted position on the Position Employee Details Screen click on Faculty Exempt or Non Exempt from the Account Summary Screen depending on the employment category of the linked employee POSITION EMPLOYEE DETAILS SCREEN 1 Note that the PHR position number Category Status Title and subcode have superseded those of the vacant BPM position The vacant BPM position has been deleted 2 This can be verified by selecting Audit Trail from the Position Employee Details screen for the origi
90. SubElement All Total Total FRS Sub BPM Proposed Proposed Salary Name Div Department Acct Code Position FTE Budget FTE Salary Set Cynthia F Kendall Kuppe Total 1 37 96 544 1 08 122 812 04 Yes DEPT 17740 190332 1012 194652 1 00 48 272 0 50 48 272 08 Yes DEPT 19217 190953 1012 3194652 037 48 272 0 50 4827208 Yes NA Unknown Department 590463 1012 194652 000 0 0 08 26 267 88 Yes Grand Total 1 37 96 544 00 1 08 122 812 04 78 REPORT DESCRIPTIONS SALARY VARIANCE SUMMARY Salary Variance Summary Total PHR Proposed Proposed FTE Budget Itemized 5 amp W FTE Budget Salan Variance Variance m 28 42 3 657 639 4 122 225 20 2 66 464 586 Exempt 1013 20 35 1 307 306 1 430 849 17 1 65 123 543 Non Exempt 1014 9 00 367 147 367 116 61 2 10 0 Total Itemized 5 amp W 5 332 062 5 920 190 98 6 41 588 123 Print Salary Go to Detail of Go to Salary Variance Summary M Variance Summary Variance by Position ACCOUNT MAIN REPORT SELECT MENU MENU 79 REPORT DESCRIPTIONS SALARY VARIANCE SUMMARY DETAILS 1 To Print Go to Further Details of Salary Variance Summary or Go to Salary Variance by Position first click on the hyper linked letters in the green unit header line 2 Then click on the Print or Go to action desired Salary Variance Summary Detail Budget Variance Variance Itemized Faculty 1011 1012 1015 1016 25 76 3 610 490 4 077 168 92 466 679 Exempt
91. T BUDGET SUMMARY SCREEN 1 From the Account Budget Summary screen click on Non Exempt to access the Non Exempt Position Employee Details screen POSITION EMPLOYEE DETAILS SCREEN 1 Employees are listed in position number order but can be sorted by any column heading Click on the Name column heading to sort the data by name 2 To select an employee for salary setting click on the associated Position or UID number The selected row will be highlighted 3 Click on Set Salary to access the Salary Setting screen for the employee 4 In years where COLA and Merit are not applicable Salary Set has been set to Yes automatically Users will then only need to change salaries for employees who have other types of salary adjustments or funding changes Sub Original Revised Proposed code Postion UD Title Budget Budget Budget 1014 195740 196010088Braves Prog MgmtSpec 1 00 1 00 37 231 37 231 37 231 37 230 83 37 230 83 Yes 1014 195741 193326205 Campoli Eng Tech l 1 00 100 56 232 56 232 56 232 56 231 97 56 231 97 Yes 1014 190808 196318146 EmersonAccountClerk l 1 00 1 00 30 388 30 388 30 388 30 387 66 30 387 60 Yes 98372 195408664 38 619 14 38 619 14 Yes 95749 198057197 Fetters 0 00 95705 196065286 2 __ Mgmt Spec 0 90 1 00 33 532 33 532 33 532 37 257 62 37 257 62 Yes Kilpatrick 9 00 Admin Asst I 10 0 0 03251628 3251628 Yes
92. UNIVERSITY OF BUDGEI PREPARATION amp MAINTENANCE SYSTEM WORKING BUDGET BPM WB TRAINING AND USER MANUAL FY 2016 UNIVERSITY OF MARYLAND OFFICE OF THE VICE PRESIDENT ADMINSTRATION amp FINANCE BUDGET AND FISCAL ANALYSIS 2132 MAIN ADMINISTRATION Theresa Beck Assistant Director Budget and Fiscal Analysis Telephone 301 405 5636 Email tbeck umd edu Susan Boblitz Analyst Budget and Fiscal Analysis Telephone 301 405 5638 Email sboblitz umd edu Many colleges and divisions have designated super users whose role is to assist others within their college or division with working budget questions including those related to BPM Please contact your college or divisional business officer for your designated super user BUDGET PREPARATION amp MAINTENANCE SYSTEM BPM TRAINING MANUAL CONTENTS Page OVERVIEW 4 FY 2016 WORKING BUDGET SCHEDULE 7 LOG ON amp NAVIGATION 6 SET SALARY amp POSITION BUDGET Set by Account Single Funded Non Exempt 14 Exempt 17 Faculty 18 Reallocate Salary to Multiple Funding Sources 20 Reallocate Budget Details 22 e Set Salary by Employee Multiple Funding Sources Reallocate and Set with Budgetable Accounts 23 Set with Non Budgetable Accounts 27 Set Salary by Employee 28 Direct Adjustment of Position Budget and BPM FTE 29 Set with Increments Above Base 3l e Set Salary Using Salary Spreadsheet 36 Employee Terminating Prior to
93. a seg qns eyo AUEIES saseg pue Aynb3 JOYE puey paisnipy syuawsnipy 2850004 WIN BO 3usus 3qns WM LO 34845 Haapu 93 pejaurseudu pp Joleyy uananagsug Lp 2 8 014 ELBZLL LOO V ELBzLL 00701 lt AMAAO IdIAH ASIVIAIA OYS ASIV IVS SNOLLdDIWIOSWHG LH Od 2I 85 00600881 0070 007660 0070 0070 DO ece noo 0070 0070 ooo 000 00 OO aca 61 0070 On 0000022 00000 6 007000 902 0075 0070 007000 902 Do o 0070 0070 oro 000 00 41 000 502 0070 Da on 802 Meugeyw oodey QUL DEFL 0070 OO LAS EFL oroa 0070 OO LAS EFL naa 0070 0070 oro 000 oou OO LAS EFL 0070 001118 EFL 0970 583 851 0070 LP Pos 851 0070 LF FOS 851 0070 0070 0070 000 000 Le Poe s 0070 Le Foo 881 9870 Ag ayar GO CLES 0070 ac CLE Le 0070 0070 ac CLE Le nao 0070 0070 oro omo ooo 62401541 0070 Ge cre Ls niue 0070 11881 Fiz arg 0070 11 88 0070 0070 0070 000 0070 117881 0070 LOG 52285 COSTE 0070 co gc fe oroa 0070 co Sc nao 0070 0070 oro omo aou ca sc 0070 O Sc OO PERL 0070 D ree 17 arg 0070 17 0070 0070 0070
94. ainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Trainer Date amp Time A 3z2p3 12 44 30 Set Salary By Account Number 195744 1014 Comments Name Richard C Vaswani Salary has been set 12 45 38 Set Salaries and Budget comments Name Camie Braves Set Salary and Budget 12 45 28 Set Salaries and Budget Comments Name Sean Campoll Sat Salary and Budget 12 45 28 Set Salaries and Budget comments Melissa Emerson Set Salary and Budget 42009 12 45 35 Sel Salaries and Budget Comments Name Ronald Fetters Set Salary and Budget HFAA 12 45 37 Set Salaries and Budget Comments Name Angela L Holz Set Salary and Budget A200 12 45 37 Sel Salaries and Comments Name Joseph Strauch Set Salary and Budget 12 45 37 Set Salaries and Budget comments Richard C Set Salary and Budget 41372009 12 45 37 Set Salaries and Auge Comments Name Palia T Stein Set Salary and Budget 12 45 37 PM Sat Salaries and Budget Comments Name Allce M Kilpatrick Set Salary and Budget AVION 12 43 25 Set Salary By Account Number 191941 1013 Comments Name John F Herbert Salary has been set A a20p9 1200 56 Set Salary By Account Mumber 185714 1012 Comments Nicholas Hale Salary
95. allocation of iuri E ID Base e d Cazes 250 esp sew i T 10 500 4 000 750000 Oo Reallocated Totals Unadjusted Totals Variance must equal 0 Add a Line tem Save ACCOUNT E ACCC OLNT MAIN BACK SELECT SUMI ARY MENU EXIT j 26 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH NON BUDGETABLE ACCOUNTS POSITION EMPLOYEE DETAILS SCREEN 1 Click on a Position or UID number to select an employee for salary setting 2 Click on Split Salary or Set Salary to access the Split Employee Details screen Total BPM Original Revised Proposed Current Proposed Salary n Name FTE omy set 19580447 COMM MEE 198223486 191315966 196532320 32728478 het Prot 1250752861 Por nsa 118220 118220 veze nezes Ye 192552483 18476130 038 92 562 25474 zaera Yes a rum mum 77074 774773 Yes 95696 193832997 076 628 87 218 Tot MT oo 10444708 Yes Variance 555 534 86 Grand Total 24 76 28 19 3 464 197 3 464 197 493 4 012 466 23 4 049 277 86 Itemized 1011 6 00 6 00 950 649 550 049 58 849 550 640 90 550 648 00 Itemized 1012 18 76 21 46 2 905 348 2 9
96. als Original Budget Revised Budget Proposed Budget Projected Salary Variance Save Cancel M 8 Add Line Audit Trail ACCOUNT M 9 BACK SELECT ME 48 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING OTHER SALARY amp WAGES BUDGET ADJUSTMENTS ACCOUNT BUDGET SUMMARY SCREEN 1 Click on the red Other S W field name to access the Other S W Subcode Budget Details screen Account Budget Summary 390601 ACCT 390601 BPM PHR BPM Budget Budget FTE FTE i a oo unes Fringe Benefits 593 469 OSAuxilian T Division 70 Overtime 23 000 17043 17013 17013 0H DEPT 170413 01 2 Self Support ACCOUNT MAIN SILT SELECT ENU EXI T Total Salaries 4 090 61 Wages OTHER S W SUBCODE BUDGET DETAILS 1 Click on a blue Proposed Budget amount to open an edit box Subcode Category code Description 08 Actuals Budget Budget Budget Change Change ere 1 760 638 oo 5 Itemized S W 1014 4 135 113682 2073 Contine 1 580 8800 o 2075 Student Othe 16 1498 1497425 4 10 2705 Optional Retiement 83 89344 9 2164 2716M o 2711 Re eeHeathinsuance 440 48058 6
97. amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES REALLOCATE AND SET WITH BUDGETABLE ACCOUNTS REALLOCATE SALARY DETAILS SCREEN 1 Click Add a Line Item if a new KFS Account is needed for salary reallocation 2 Select an appropriate Internal ID from the drop down list enter the Account number and reallocate Adjusted Current Base Salary dollars or percentages to reflect the new fiscal year distribution 3 The Make Budget box is checked by default Uncheck the Make Budget box to leave budget unchanged Ensure that salary variances equal zero on the bottom row Click Save to return to the Split Employee Details screen to review the new salary and budget allocations Enron Retention Adj Current rmi amp Faculty Reallocation of Proposed Proposed Make Internal ID Accou Base ELM pM mung Base Base E E Bum Hus 2821091 Co Loss m eon wl fused mI Totals Unadjusted Totals Variance must equal 0 O Im 4 Confirm the distribution of salary and budget have been updated appropriately 5 Click Set Salary By Employee to add any necessary salary increases that should pro rate according to the new distribution Total Sub BPM Original Revised Proposed Current Proposed Salary
98. are installed on your computer Adobe Acrobat Reader MS Excel Word or Word Pad that can read the corresponding format Logout of BPM by clicking on BPM s Exit button located at the bottom of the screen Otherwise BPM will not properly log you out of the system e f you receive a message Application Not Registered it is because the common log in timed out Re log into the common log in at the top left of the ARES home page and then click on the link to FY 2016 BPM WB on BFA s webpage Or use another browser or re boot your computer WEB LOCATION Production System http ares umd edu ARES web site select Budget and Fiscal Analysis Click on System link Choose FY 2016 Working Budget to be directed to the COMMON LOGIN screen e Training System Available until Friday April 17 http otcbgt umd edu bpms2016 training bpms aspx BPM LOG ON amp NAVIGATION WEB BROWSER LOCATION AND LOG ON LOG ON select BPMS Main Menu to be directed to the Common Login Screen if you have not already logged in and been authenticated by the Common Login System BPM LOG ON amp NAVIGATION WEB BROWSER LOCATION AND LOG ON 1 Log in using your LDAP directory ID and password amp UNIVERSITY OF MARYLAND COMMON LOGIN Directory ID OR Directory Password U ID The Common Login allows the entry of EITHER your Directory ID or U ID The same password is used for both OIT will never ask you
99. ary By Account Number 198998 1012 Comments Name Richard J Cheng Salary nas been 41372009 2721717 Set Termination Flag Comments Name E Barrera Termination Flag has been set HFA 2721742 Remove Termination Flag 195724 1013 Comments Kell Barrera Termination Flag nas been remowed dya 2721 56 Reset Curent Salary 195724 1013 Comments Name E Barrera at tne Employee Level Aa opa 22327 Crease vacant 442542 1013 comments Added Vacant Budgeted Line Item 41372009 2 2E 36 2asltlan eliminated by Comments Position Eilminated Ey 5997110 Acton Taren 195740 1014 132741 1214 190806 1014 193372 1214 185705 1014 192731 1214 195744 1014 195745 1014 185748 1014 1957 24 1013 442487 1013 Audit Trail Report Posltlon Sutcode 191256030 195010088 193526205 195318146 1892406564 195065266 192254457 191256030 193432579 138057197 195900250 184755240 192213155 193873525 125522358 18958622358 184755240 195717100 195717100 198735479 198726478 183873525 193609 180 193501180 193586206 193596206 193536206 099990909 Employee Name Vaswani Richard Braves Carrie Campall Sean Emeron Melissa Fetters Holz Angela Strauch Joseph stein Patrica Kilpatrick Alce Harbert Johri N
100. d Sub Original Revised Proposed Current Salary Position Title code suger _ Salary Salary set Smh en 00303 102 134 eeu fie 5 Tosrsd Grand Total 0 75 1 00 115 231 115 231 231 158 647 02 158 647 02 kakal ACCOUNT OUNT MAIN j BACK SELECT SL mm MENU 3l SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH INCREMENTS ABOVE BASE SALARY SETTING BY EMPLOYEE SCREEN 1 2 3 4 Enter any applicable salary increases Changes to base salary will be distributed to each account pro rata based on its respective share of the Adjusted Current Base Salary Increments above base may be viewed at the employee level but must be set at the account level Click on View to open the Salary Increments Above Base edit box The New Amount field is blocked from edit A mouse over tool tip will remind users that Increments must be set at the account level Click Close The Make New Budget Amount box next to Total Proposed Salary is unchecked and not accessible for split employees with salary increments The Make New Budget Amount box next to Proposed Base Salary may be checked to make the budget equal to the proposed base salary Click Set Salary Position 195832 Brian Smith Next Position 193540 Abigail M Reddy Revised Budget C
101. d Salary coce Budget Budget E set 4 4 5 Ye wr pumps amol Ye 112 195683 191433042 aro 110 449 eris 8 ve _ 1012 196684 190722003 saacs Prot 035 oso 9 94 91738 488881 Yes 1012 195689 90700459 swande Por 07 92851 96 40 40 96 340 40 Yes 1012 95692 1915169660 4 pur O8 0 01728 147209 11720934 147834 Yes 10 2 195696 193832997Kappeler assoc Prof Dr 078 2 87278 104 447 06 104 447 06 Yes Variance 530 564 96 Grand Total 24 76 28 19 3 464 197 3 464 197 3 907 106 4 012 466 23 4 057 672 96 ltemized 1011 6 00 6 00 558 849 558 849 558 649 999 643 60 996 643 60 Itemized Fac 1012 18 76 21 46 2 905 348 2 905 348 2 948 259 3 403 015 67 3 448 822 40 Itemized Fac 1015 0 00 0 00 0 0 0 0 00 0 00 itemized 1016 0 00 0 73 50 001 76 50 001 76 Page 1 2 3 4 Split Position Split Salary COUNT j MAIN BACK SELECT MENU 36 2 81727135 m ANAN LAE 3 menm HOVE suuunjo jusuisJ2u Aynae4 jueunsn py Ajn3eJ 19430 10 22929925 aseg usum jo 1 woy
102. ed Budget Reports Budget Summary Budget Summary Details Budget Summary Details by Account Working Budget Changes Summary Working Budget Changes Detail Provides high level summary of proposed budget BPM FTE and PHR FTE for the organization selected in Main Category Allows drill down to Budget summary Details which shows details at the next lower organizational level than the one selected Main Category 1 e departments within the division if division was selected in the Main Category Provides a break out of summarized proposed budget BPM FTE and PHR FTE by the next organizational level down for the one selected the Main Category For example if the organization selected in Main Category is Division the Budget Summary details would show information for the departments that make up that division Provides further drill down to the next lower organizational level Presents Budget FTE Salary and Operating Budgets at the account level subtotaled by Division Department and Sub Department depending on Main Category selections summarizes revised and proposed budget including total dollar percent changes and BPM FTE Also presents BPM FTE for the proposed budget Allows drill down to Detail of Working Budget Changes which shows information at lower organizational levels than the organization in Main Category 1 departments within the division if div
103. emized S W Total 18 564 42 603 42 603 0 00 Labor amp Assistants Total 1 333 952 1 557 225 1 557 225 359 12 70 Fringe Benefits Total 510 961 593 469 593 469 0 00 Overtime Total 20 027 23 000 23 000 0 00 Turnover amp Other Total 0 0 0 N A Grand Total 1 883 504 4 090 617 4 090 617 892 4 84 ACCOUNT SELECT 5 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING FRINGE BENEFITS CALCULATOR FRINGE BENEFITS CALCULATOR SCREEN 1 2 3 Click on an employee s UID to open a line for editing Most fringe benefit amounts for itemized employees are system calculated except for Accrued Leave Payout and Tuition Remission Due to a lack of budget allocations for the new fiscal year Other Post Employee Benefits and Supplemental Match have been pre populated with zero dollars and blocked from user edit Enter any changes to fringe benefits estimates and click Save Note the change to the Estimated Total and its difference from the initial Proposed Budget figure Accrued Other Post mployee Proposed Leave Ret Employment Tuition Salary Ret Ret Plan Ret Payout Health Health Benefits FICA Waiver Supp Other Total n Name E Code Sonofiis Amount 1000 em 2711 2712 2725 2770 2776 Match Amount 12050112 exte isses 2
104. epuoy uo 83 22 Aq uoneo2umne SHHAO TdING TIV LNQOOOV NOLLVOLILLSELAO ASIV IVS SNOLLdDWIOSWHG LHOd Mel 09577 0070 0070 000 09577 070 2070 0070 000 000 09 0070 09522 020 LOL 000 80 0070 000 Fl 000 000 000 000 000 00 0 80 Ler 000 gU 080 201 Jajaddey 00000812 007000 5 097000 502 000 000 07000 502 000 000 0070 000 000 00 0 007000 502 000 00 000 502 DO L 2101 wage OD LS Cr 000 001178 EFI 0070 000 070 000 0070 0070 000 0070 001149 EFI 0070 QU Lo EFI 050 2101 aang SUEY 051 0070 BE 210 051 000 000 6 0021 2070 0070 000 000 BE 08 000 52210 051 SFO Ae sapar 334 62016 000 621641 0070 000 0470 000 0070 000 000 00 0 621641 000 821614 LOL apeua puer 1898 SP 000 117898 SF 000 000 118986 000 000 0070 000 000 1898 SF 000 l 899 050 210 ajpuv SJEES 838A 844246 000 0070 000 070 000 0070 0070 000 0070 29140416 0070 29150156 euy OO FSG LL 0070 087986 L4 0070 000 09 86 040 000 0070 0070 000 0070 087886 L4 0070008 0905 59 007 90006 000 807886 0070 000 80226 rz 000 000 0070 0000 000 00 0 807886 vc 000 807886 9101 engu
105. et Code OtherBenefits NECI CHE MEE c E tss eras lt oe Coo 199851696 50 500004 2705 OptionalRetrement 00 soe of c sed sol of 00 12557 eee 4 4 _ 999999999 scamoston sos 9 9 9 9 OOOO A a HA T CD I CL Da Workers Compensation 9 626 9 626 Estimated Total 136 077 3 000 201 472 125 980 1 672 9 626 477 827 Proposed Budget 112 740 15 000 271 614 48 E 124 392 4 039 6 1 9 626 593 469 23 337 12 000 70 142 48 058 1 588 2 367 6 200 1 800 0 115 642 1 2 Page 3 Set Estimated Total as Proposed Budget Audit Trail Print Search ARI ACCOUNT MAIN BACK MENU EXIT 52 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING FRINGE BENEFITS CALCULATOR 4 Certain benefits are charged at a pooled level rather than by employee For example Workers Compensation is charged in a lump sum and 15 not broken out by person To budget a pooled fringe benefit subcode click on the blue Other Benefits field to open an edit box Enter an amount in the New Other Benefits field or change by percentage or dollars and click Save Ret Plan Name Other Benefits 198951419 AlexSmith 435000 216 TAAOptonalRetvement __ _
106. f Salary Range 0 00 0 00 COLA 5 Completion of Probation before 7 1 0 00 50 0 00 Merit Reallocation of Current Base 0 00 000 Mandatory Merit Adjustment Reclass after freeze and before 7 1 Reallocation of Proposed Base Salary Early Completion of Probation before 7 1 996 3 0 00 Total Salary Increases 40 851 12 for Payroll Conversion once Salary has been Make New Budget Amount Comments Increments Above Base 40 851 12 New Budget Amount ACCOUNT ACCOUNT MAIN 15 SET SALARY amp POSITION BUDGET SET BY ACCOUNT SINGLE FUNDED NON EXEMPT POSITION EMPLOYEE DETAIL SCREEN 1 Confirm that the employee s Proposed Budget and Total Proposed Salary have been updated 2 Clicking the Set Salaries and Budget button will set Proposed Budget equal to Total Proposed Salary for all Non Exempt employees listed Total Sub Original Revised Proposed Current Proposed Salary code Position Title Budget Budget Budget Salary Salary set 1014 1957 96010088 Braves rog Mgmt Spec 1 00 37231 231 37 231 37 231 37 230 83 37 230 83 Yes M A MEINE aza 37 231 37231 272598 372308 Yes dica Hi dicun Rum Hoa 90808 1963181 merson ccount Clerk Ill 1 0 30 38 30 38 30 388 30 387 66 30 387 66 Yes Ee oe etters counting Assoc 38 619 1 38 619 1 104 196705 96065288 o 090 1
107. has been set 4 2009 1712 34 Set Salary By Account Humber 195742 1013 Comment Name Michelle J Harold Salary been set HFAA 122112 Reallocation Details 195748 1013 Comments Name Jeanette Realiocation Detalls tor this Line saved 42009 172612 PM Reallocatian Detalls 195837 1012 Comment Name E Burrows Reallacation Detalls for teils Line Item saved 13 2009 1 27 01 PM Set Salary By Employee 195837 1012 Comments Name Ralph K Burrows has been set at the Employee Level 42009 1 31 06 Set Salary Account Humber 132714 1012 Comments Name Nicholas Hale Salary nas been set 4372009 1 35 36 PM Set Salary By Employee 195832 1012 Comments Name Ban Smith been set at Employee Level 42009 1 37 42 Sel Salary Account Number 195832 1012 Comments Name Brian Smith Salary has been set 41372009 1 42 03 Salary By 195700 1012 Comments Name Nancy M nas been set at the Employee Level 4 2009 153350 D update BPM and Budget 195700 1012 comments Nancy M Mardnelll Updated BPM andior Budget 156 32 Reallocaiion Detalls 195746 1013 Comments Jeanette Barrett Reallocation Detale for this Line saved a ams 2712 26 Set Salary Account Number 198923 1012 comments Richard J Cheng Salary has been set 41372009 2 16 30 Set Sal
108. he summary line will display the updated amounts 6 Click Back to return to the Position Employee Details screen Account 112913 ACCT 112913 Position 195744 Richard C Vaswani Next Position 195745 Patricia T Stein v Select Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Increase to Minimum of Salary Range 0 00 COLA Completion of Probation before 7 1 000 Merit Reallocation of Current Base 0 00 Mandatory Merit Adjustment Reclass after freeze and before 7 1 Reallocation of Proposed Base Salary Early Completion of Probation before 7 1 i 000 Total Salary Increases for Payroll Conversion once Salary has been set Make New Budget Amount Comments Increments Above Base View Edit 40 851 12 Make New Budget Amount ACCOUNT ACCOUNT MAIN Audit Trail SELECT SUMMARY MENU EXIT Account 112913 ACCT 112913 Position 195744 Richard C Vaswani Next Position 195745 Patricia T Stein v Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance 39 855 39 854 75 40 851 12 0 00 40 851 12 40 851 000 NENNEN Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Increase to Minimum o
109. icholas Michele Burrows Ralph Burrows Ralph Nicholas smith Brian amit Brian Nancy Matinal Nancy Cheng Richard Cheng Richard Barrera Barrera Barrera Vacant Vacant Vacant Vacant Page lof 2 82 Account 112213 112913 112913 112913 112313 112913 112913 112913 112213 112213 112913 112913 112213 112913 112213 112413 112313 112413 112313 112913 112913 112913 112213 112213 112913 112213 112213 112913 112213 2 58 Mew SPH 0 38 ok 1 00 New 0 50 New PHA FTE 1 00 Budget Old Budget 29 655 New 40 651 Old Budget 37 231 Hew 37 231 Old Budget 55 232 Hew 55 232 Budget 20 338 Hew 30 38 Old Budget D New 35 613 Old Budget 33 532 Hew oF 256 Old Budget 42 020 New 424 020 Old Budget 40 651 Hew 40 651 Old Budget 50 002 New 50 002 Old Budget D New 32 516 Dg Budget 3 535 New 71 885 Budget 77 245 New 51 745 Old Budget 52 378 Hew 51 381 Old Budget 53 682 Hew 26 041 Old Budget 45 033 New 28 218 Budget 23 218 Hew 31 369 Old Budget 81 7425 New 51 745 Budget 27 633 Hew 57 693 Old Budget 27 633 New 703 Budget 41 909 New Budget 35 374 Old Budget 25 641 Hew 20 547 Old Budget 45 633 New 69 075 Old Budget 69 075 Ne
110. ision was the organizational level selected in Main Category Provides a break out of summarized revised and proposed budget including total dollar percent changes and BPM FTE by the next organizational level down from the one selected in Main Category 1 departments within the division if division was the organizational level selected in Main Category Provides further drill down to the next lower organizational level Also displays BPM FTE for the proposed budget 63 Serves as an at a glance overall proposed budget reference for internal budget discussions Research differences between proposed budget entered into BPM Working Budget and BFA s or college s Budget Tracking Sheet Reconcile budget entered into BPM Working Budget to BFA or college s budget tracking sheet Reconcile proposed budget entered into BPM Working Budget to BFA or college s Budget Tracking Sheet Research reconciliation differences between the proposed budget and the BFA or college s Budget Tracking Sheet Research reconciliation differences between the proposed budget and the BFA or college s Budget Tracking Sheet Report Title Subcode Summary Itemized Position Details Title Code summary Position Vacancy Detail Budget REPORT DESCRIPTIONS Description summarizes revised and proposed budget dollars by subcode with the percentage and dollar change Also presents
111. isions may choose to open BPM to departments prior to April 29 and keep the system open beyond May 8 at their discretion Requests for alternate dates should be made to Susan Boblitz sboblitz umd edu Ext 5 5638 BPM LOG ON amp NAVIGATION WEB BROWSER LOCATION AND LOG ON Below 15 a list of technical requirements that will help to optimize BPM performance Attempts to use unsupported browsers or a lack of enabled Javascript will result in an error message containing instructions for installing minimally acceptable software Please contact your System Administrator 1f you need assistance updating your software or settings e Use of the latest version of Internet Explorer 15 strongly recommended Other allowed browsers include the latest versions of Firefox Safari and Google Chrome Javascript must be enabled and the browser s cache should be set to check for new versions of web pages automatically e Screen resolution should be set to 1280 x 1024 Do not use the browser s Back or Forward buttons to navigate through BPM as this could result in error messages or incorrect data being displayed Instead use linked buttons on BPM screens and the Back button located at the bottom of the BPM screen e BPM provides reports in the following formats Portable Document Format PDF MS Excel Rich Text Format RTF and Hyper Text Mark up Language HTML To view the report in the format you choose you must have softw
112. lator 9 Eu COUNT 3 MAIN j 1 50 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING FRINGE BENEFITS CALCULATOR ACCOUNT BUDGET SUMMARY SCREEN 1 Click on the red Fringe Benefits field name to access the Fringe Benefits Subcode S W Budget Details screen Account Budget Summary 390601 ACCT 390601 Budget 000 n _ Unos 1 Fringe Benefits 54746 eB Aula T Division 70 25 000 AT013DEPT 17013 170134 DEPT 17012 04 Salaries 4 090 64 Wages 28elf Support ACCOUNT MAN SELECT MENU FRINGE BENEFITS SUBCODE S W BUDGET DETAILS SCREEN 1 To review and update fringe benefits at the employee level click on Fringe Benefits Calculator access employee level fringe benefit detail Sub Original Revised Proposed Percent Subcode Category code Description FY08 Actuals Budget Budget Budget Change Change uos 1014 11388 000 Nonitemized SW 2090 Contractual Employees 8 425 4260 o 15 000 09 000 00 Fringe Benefits 2710 Health Insurance 202 730 271 614 271 614 271 61 2711 Health Insurance 44 006 48 058 48 058 48 0 Itemized S W Total 0 1 874 320 1 874 320 814 0 00 Non It
113. location to increase your budget FTE or dollars 4 Click Create to save the position and return to Vacant Budgeted Positions screen Sub Original Revised Proposed code Position Title Name Budget Budget Budget Comments Cds 449487 9767003 Systems Anaya 100 4800 48000 Grand Total 48 000 m 000 m 000 Page 1 Exempt Regular 1013 9320505 Assoc Dir v Update Comments Comments Delete Vacant Position Vacant Position WL Link Link Employee Records Records I Print Search ACCOUNT MAIN ee SELECT a m j EXIT 75 000 1 5 The pending position has been assigned a temporary number Pending positions exist only in BPM If a permanent position 15 later created in the department can process an electronic budget amendment ELF BA to move the budget to the permanent position Sub Title Original Revised code Un Code Title Name Budget Budget Eo Comments 1013 449487 9757003 Anas 100 _ 45000 48000 48000 5 Di Assoc Dir __ 100 Grand Total 48 000 48 000 123 000 ACCOUNT MAIN SELECT MENU EXIT DELETE PENDING BUDGETED POSITION 1 Click on a pending Position number Only pending positions assigned numbers beginning with 4 or 9 may be deleted as long as the position has BPM FTE Original Budget and Revised Budget all equal
114. ly reallocated Increases to salary must be added on a salary setting screen 4 The Make Budget box is checked by default Uncheck the Budget box to leave budget unchanged 5 Ensure that salary variances equal zero on the bottom row and click Save When Save is clicked the salary is set on the accounts as well HMAS Adj Current Equity amp Reallocation Proposed Proposed Set Make Internal ID Base Salary d Other Proposed Base Base Salary Salary Salary Budget gj wd eg 540006 rms v 30869 mcm xu m RN NU m Y Totals Variance must M _ am COUNT OUNT MAIN BACK CON E T MENU EXIT SPLIT EMPLOYEE DETAILS SCREEN 6 Review the revised salary and budget figures on the Split Employee Details screen Note that the Proposed Budget was updated to equal the reallocated salary on the account 7 Click Reallocate Budget to make any other necessary adjustments to BPM FTE and or Proposed Budget Total Position Title zA FTE Budget Budget Budget Salary i 1 100 53882 53882 26 041 5388 26941 300 ond OL 26 041 Grand Total 1 00 1 00 53 882 53 882 53 882 53 882 49 53 882 CNN OUNT p JNT MAIN cr AMAR MENU 21 SET SALARY amp POSITION BUDGET REALLOCATE BUDGET DETAILS REALLOCATE BUDG
115. me Total 20 027 23 000 23 000 0 00 Turnover amp Other Total 0 0 0 N A Grand Total 1 883 504 4 090 617 4 090 617 0 00 LLL E i B E B E Add Line Delete Line Fringe Benents Calculator _ Audit Tran Print search ACCOUNT ca E MAIN m BACK SELECT MENU 7 EXIT 3 Note the resulting Proposed Budget figure as well as the Percent Change and Change Sub Original Revised Proposed Percent Subcode Category num e e MN Actuals Budget Budget Budget Change 1760 638 176063 1 760 638 a 4 nue 08 Nonstemized SW 90 ContactualEmployess 89 424 4269 9000000 2073 Non ExContngent 1 90 8 1 fora wsswn i 2075 Student ome 1 14955 1300004 125 n TEN 3 2710 2854 2 al 271 5 0 BIN ICI _ Itemized S W Total 1 874 320 1 77 320 1 874 320 0 00 Non Itemized S W Total 18 3 42 603 42 603 42 603 0 00 Labor amp Assistants Total 1 333 952 1 557 225 1 557 225 1 359 400 12 70 197 825 Fringe Benefits Total 510 961 593 469 593 469 593 469 0 00 Overtime Total 20 027 23 000 23 000 23 000 0 00 Turnover amp Other Total 0 0 0 0 N A Grand Total 1 883 504 4 090 617 4 090 617 3 892 792 4 84 _AddLine Line Fringe Benefits Calculator Benefits Calcu
116. n 195724 Kelli E Barrera Next Position 195748 Jeanette M Barrett Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance 98 812 65 98 812 65 98 812 65 0 00 49 407 00 Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Increase to Minimum of Salary Range 0 00 COLA Reclass after freeze and before 7 1 0 00 0 Retention Equity amp Other 98 812 65 98 812 Reallocation of Proposed Base Salary 0 00 98 Total Salary Increases subject to 15 CAP Used for Payroll Conversion once Salary has been set New Budget Amount Comments T View lll Make New Budget Amount You are about to reset salary details to current base Please click on Yes to continue or No to cancel resetting salary ACCOUNT ACCOUNT MAIN Audit Trail zest SELECT SUMMARY MENU 40 VACANT BUDGETED POSITIONS CREATE DELETE PENDING BUDGET POSITIONS ACCOUNT BUDGET SUMMARY SCREEN 1 Click Vacant Positions to access a list of vacant budgeted positions VACANT BUDGETED POSITIONS SCREEN 1 Click on Create Vacant Position 2 Select appropriate Category Status and Title Code from the drop down boxes 3 Enter the BPM FTE and Budgeted Amount Note Any BPM FTE or Amount entered here must be reduced elsewhere in your budget unless you have been given an al
117. nal BPM position Category Status Total Sub Original Revised Proposed Current Proposed Salary code Poston mmm I Salary Salary set a mu tes i Ud AM Ye Coordinator DEED 090 LEEREN 100 1 400 1299 17299 728693 729934 Yes 96724 193586255 Sur 1900659291 mc incr 0 500 1013 196737 1957747904 coordinar 100 482 48 820 ____4681964 48995 Yes Ws BST Rams 1 195742 192213456 coordinator 100 1o sa 5135 53844 Yes iona 196743 195300480 ute gt saam 5485 etaassi Variance 91 548 39 Grand Total 17 70 19 35 1 205 265 1 205 265 1 261 324 1 371 813 32 1 352 872 39 Dane Split Position Split Salary COUNT MAIN AUDIT TRAIL SCREEN Sub Action Taken cove Budget 1 Linked PHR Employee to Vacant BPM 898 4 3 2009 11 24 52 AM Position Linked 196627712 F TE Old 0 00 Budget Old 0 New Past sdb Paulum 469087 New 1 00 48 000 on wi Name Gail B Render ACCOUNT ACCOLNT MAIN j j SELECT SUMMAR Y MENU EXIT 43 VACANT BUDGETED POSITION UPDATE TITLE CODE SUBCODE BUDGET AND COMMENTS VACANT BUDGETED POSITIONS SCRE
118. nt Base System calculation salary COLA will be loaded into BPM in years merit is applicable Mandatory Merit Adjust In years merit is applicable reduce employee salary by amount User update ment Non Exempt that exceeds the maximum of the pay range BFA will notify unit of appropriate amount eliminate Merit for any employee who does not meet expectations on his or her performance review or eliminate merit for employees who will be on initial or promotion probation as of July Ist Enter comments to explain the adjustment Retention Equity amp Other Enter the amount of any other proposed base salary increase User update Increases Faculty amp except faculty promotion Enter comments to provide the reason Exempt only for the increase Reallocation of Proposed Amounts and transferred between accounts are calculated System update Base and automatically updated by the BPM system for a reallocation between accounts processed on a split funded salary AFTER the new fiscal year salaries are set or for termination prior to July 1 Other Proposed Salary Increase NOT subject to CAP Faculty Only Faculty Promotion Enter the dollar amount for faculty promotion This amount User update will be included in Proposed Base Salary but excluded in identifying increases exceeding the increase cap Increments Above Base Administrative amp Acting Current year administrative and or acting increment
119. nticode Budget Budget sa 112913 412 038 050 Seg Y 2 Grand Total 0 75 1 00 115 237 115 237 144241 158 647 02 161 147 02 1 teallocate Salary Set Salary By ACCOUNT ACCOUNT SELECT SOMMAR Y 34 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH INCREMENTS ABOVE BASE SALARY SETTING BY ACCOUNT SCREEN 1 Click on View Edit to open the Salary Increments Above Base edit box 2 Enter a New Amount and click Update Budgeted Increments Above Base Account 112953 ACCT 112953 Position 195832 Brian Smith Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget 70579 38 Adjustments to Current Base Salary FY 2010 Increases Amount Percent Reallocation of Current Base 000 Return From Sabbatical or Leave 0 00 Other Adjustments explain below 0 00 9 00 0 00 Retention Equity amp Other 70 979 38 Reallocation of Proposed Base Salary 3 464 73 Faculty Promotion Make New Budget Amount Increments Above Base View Edit Make New Budget Amount Explanation of Other Adjustments to Current Base Other Comments EE BM IEEE Salary Increments Above Base Old Amount New Amount Admin Increment Total Salary Increments 00 5 0 0
120. oe Aq 10 T TV 4 16 195 Arees uondrosop uuin oo y 5222295 uum oo Surjoo es IIL uo SUPHO Surpeou Aue uo Sup oro Aq gyp 1105 ose 51951 urege YIABIS pue oureu uo JOO 15 Aq oo Ko duro OF 3oouspeoudgs Suis uo suonoung 6 pue 1105 5092125 s re3oq oAo durg uonisog 99 uo sy p 1 54 45 ASIV IVS DNISO A2IV IVS LAS LA G 18 NOLLISOd 9 5 LAS SET SALARY amp POSITION BUDGET EMPLOYEE TERMINATING PRIOR TO JULY 1 SALARY SETTING BY EMPLOYEE SCREEN 1 To zero out the salary of an employee who will be terminating before the new fiscal year click Employee Terminating Prior to July 1 on the Salary Setting by Employee screen Note Terminations are an employee level function and are not available on the Salary Setting by Account screens The termination must also be processed in PHR to be effective 2 Click OK to confirm or Undo to cancel Position 195724 Kelli E Barrera Next Position 195748 Jeanette M Barrett Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance Adjustments to Current Base Salary FY 2010 Increases Amount Percent Increase to Minimum of Salary Range COLA
121. organiza employees appropriately 1 e Total salary is tional level selected in Main equal to base salary and increments in PHR Category Ifthe employee s PLUS approved COLA merit retention and funding spans multiple organiza promotion tions the report only shows the portion of the salary within the organization selected The first four summarize by employee and then provide the details for the accounts within the organization The last report Account 15 ordered by the accounts within the organization and then by the employees within that account All Employees Itemized Faculty Exempt Non exempt By Account salary Summary by Identifies persons whose proposed Identify persons whose proposed salaries may Employee All Incr gt 10 00 salary increase the combination of need the President s approval as the increase COLA merit retention equity exceeds 10 of the person s adjusted current other on all accounts paid exceeds base Note the percent increase that re 1095 of the person s adjusted cur quires the President s approval may change rent base Refer to your working budget instructions Salary Summary by Employee Provides total proposed salary all Verify total proposed salary for the employee Accounts accounts paid on for all persons is reasonable who have all or a portion of their salary within the organization selected in Main Category
122. osed code Description FY10 Actuals Budget Budget Budget Percent Change Mirum 1 c m 2311 T WA 000 2 4 peers 4 3 32 3833 0 3614 1250 0 3716 Equipment Maintenance amp Repair 7 830 10 000 10 000 10000 3000 5999 Operating Total 601 305 681 748 681 748 677 449 0 63 4 299 9000 9999 Transfers Total 3 432 681 3 323 898 3 323 898 3 323 898 0 00 0 Grand Total 4 033 986 4 005 646 4 005 646 4 001 347 0 11 4 299 Page 1 2 3 4 o Allocate Proposed FY10 Actuals ACCOUNT 57 SETTING BUDGETS FOR OTHER SALARIES amp WAGES REVENUE amp OPERATING OPERATING EXPENSE BUDGET ADJUSTMENTS OPERATING SUBCODE BUDGET DETAILS SCREEN 3 Review the allocated subcode Proposed Budget amounts by subcode as well as the percent and dollar changes 4 The Allocation can be undone by clicking Undo This will restore the operating subcode budgets to their original amounts Account 390601 ACCT 390601 Sub Original Revised Proposed code Description FY10 Actuals Budget Budget Budget Percent Change Bi 4 34 3 hr 3 3000 5999 Operating Total 601 305 681 74
123. q The University may monitor use of its computing resources as permitted by state and federal law including the Electronic Communications Privacy Act 18 LJ S C 54 2510 2521 and the Annotated Code Courts and Judicial Proceedings Article Section 10 Subtitle 4 Anyone using this system acknowledges that all use is subject University of Maryland Policy on the Acceptable Use of Information Technology Resources available at http www umd edu aup By logging ta this these application s acknowledge and agree to all terms and conditions regarding my access and the information contained therein 10 BPM LOG ON amp NAVIGATION MENU OPTIONS SCREEN From the BPM Main Menu click on 1 Account Select or Account Select Edit to access the Account Select screen to set salaries and revenue operating and salary budgets 2 Report Menu or Reporting Options Query to view and or print reports or 3 Exit or Logout to log out of BPM Menu Options DEDE ACCOUNT 1 SELECT REPORT MENU Account Select Edit Reporting Options Query Logout 3 EXIT bfa umd edu 11 5 6 7 BPM LOG ON amp NAVIGATION ACCOUNT SELECT SCREEN To access an Account Budget Summary screen type an account number in the Account field and click on Select Using the scroll bar highlight an account and click on Select To display accounts within a Division Department
124. rand Total 1 00 90 500 00 50 500 00 Page 1 2007 Actuals Original Budget Revised Budget Proposed Budget Projected Salary Variance 741 217 436 844 362 953 362 953 50 500 00 31245300 Delete Line __ Print Search ACCOUNT MAIN 3 Enter Name FTE and Projected Salary for the employee and click Save Account 112913 ACCT 112913 Sub Current Projected Salary code Title Salary 1020 192068359 Moora Res Grad Asst 21 500 00 21 500 00 1020 190714838 Sampras 29 000 00 29 000 00 Grand Total 1 00 50 500 00 50 500 00 Page 1 18000 00 39 save Cancel 2007 Actuals Original Budget Revised Budget Proposed Budget Projected Salary Variance ACCOUNT BACK oon 46 SETTING BUDGETS FOR POOLED POSITIONS LECTURERS FACULTY CONTRACTUAL CONTINGENT II AND GRADUATE ASSISTANTS 4 Confirm that the employee has been added 5 To update the or Projected Salary for an employee click on the blue Projected Salary amount to open an edit box Sub Current Projected Salary code Salary 100 190714838 amps __ 05 2900000 25 000 00 1020 192068359 _ 050 102 999900522 gt mim gt 21 500 00 18 000 00 5 Grand Total 1 50 50 500 00 68 500 00 2007 5 Original Budget Revised Budget Proposed Budget Projected Salary Variance 362 953 Save
125. ropriate Exempt increases to salary range minimum moves reallocation or termination and reclasses after freeze and before 11 Adjustments to Current Base Provides a detail of current base Verify adjustments to current base are salary All Accounts adjustments to non exempt salaries appropriate Non Exempt 1 increase to salary range mini mum complete probation before 7 1 move reallocation or termina tion and early completion of probation before July 1 Salary Not Set by Account Identifies persons whose salaries Verify all salaries have been set in the Positions 1 have not been set in the accounts accounts for which you are responsible belonging in the organization selected in Main Category salary Not Set by Employee Identifies persons whose salaries Verify all salaries have been set in total for Positions 7 have not been set in the entirety all employees 1 years where COLA and Merit are not applicable salaries are loaded as set so these reports should not show any data The report example shows the message you will receive when trying to run this report when all salaries have been set 66 REPORT DESCRIPTIONS BUDGET SUMMARY Budget Summary Proposed PHR Budget Itemized 5 8 W Itemized Faculty 1011 1012 1015 1016 Exempt 1013 Non Exempt 1014 Sub Total ltemized 5 amp VV Hon Itemized 5 amp W Lecturers 1018
126. ry Comparison Reports Salary Variance Summary Salary Variance Summary Details Compares summarized proposed budget to proposed salary and BPM FTE to PHR FTE Provides drill down to the Salary Variance Summary Details as well as the Salary Variance by Position report at the next lower organizational level Provides a break out of the comparison of summarized proposed budget to proposed salary and BPM FTE to PHR FTE by the next organizational level down for the one selected the Main Category Provides further drill down to the next organizational level or to the Salary Variance by Position report 64 Verify proposed salaries have been adequately budgeted both dollars and FTE Research salary to budget comparison variances REPORT DESCRIPTIONS Report Title Example Potential Use Compares position level proposed Research salary to budget comparison budget to proposed salary and BPM variances FTE to PHR FTE summarized at the next organizational level down Verify proposed salaries have been adequate for the one selected in the Main ly budgeted both dollars and FTE Category salary Variance by Position Audit Audit Trail Report Details changes made to the Research adjustments made to the working working budget budget Proposed Salary Reports salary Certification Summary Provides proposed salary details Verify proposed salaries have been set for COLA merit etc 1n the
127. s to Current Base Salary FY 2010 Increases Percent Amount Reallocation of Current Base 000 Return From Sabbatical or Leave 38 622 36 0 00 1 Other Adjustments explain below 15 12 000 00 Retention Equity amp Other Reallocation of Proposed Base Salary Increases subject to 15 Explanation of Other Adjustments to Current Base 0 Faculty Promotion n a Make New Budget Amount Other Comments 5 View Edi Make New Budget Amount Salary Increments Above Base 5 Old Amount New Amount Admin Increment 000 2 500 00 Total Salary Increments 000 2 500 00 MAIN Audit Trail phased SELECT SUMMARY MEN j EXIT 18 SET SALARY amp POSITION BUDGET SET BY ACCOUNT SINGLE FUNDED FACULTY 6 Review updated Proposed Base Salary and Proposed Budget figures on the summary line tion 193765 Cynthia C Harvey 4 Amount Amount Reallocation of Current Base Return From Sabbatical or Leave 38 622 36 l l Merit Other Adjustments explain below 12 000 00 Retention Equity amp Other Reallocation of Proposed Base Salary Total Salary Increases subject to 15 CAP Faculty Promotion sed for Payroll Conversion once Salary has been set E Increments Above Base View Edit Explanation of Other Adjustments to Current Base 1 Other Comments ployee Terminating prior to Jul
128. t Position Split Salary 000 ee Io ACCOUNT MAIN SELECT MENU 16 SET SALARY amp POSITION BUDGET SET BY ACCOUNT SINGLE FUNDED EXEMPT ACCOUNT BUDGET SUMMARY SCREEN 1 Click on Exempt to navigate to the Position Employee Details screen POSITION EMPLOYEE DETAILS SCREEN 1 Click on the Position or UID number of an employee and then click Set Salary SALARY SETTING BY ACCOUNT SCREEN 1 Enter Adjustments to Current Base Salary and related Comments if applicable Adjustments should reflect activity in PHR from the BPM freeze date through June 30th 2 Enter applicable salary increases 3 Click Set Salary to update the record Account 112913 ACCT 112913 Position 191941 John F Herbert Next Position 122807 Gail B Render Revised Budget Current Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Variance Adjustments to Current Base Salary FY 2010 Increases Amount Percent Amount Increase to Minimum of Salary Range 0 00 0 00 2 Reallocation of Current Base o0 000 Reclass after freeze and before 7 1 8 000 00 000 Retention Equity amp Other 71 984 60 Reallocation of Proposed Base Salary 000 Total Salary Increases subject to 15 CAP Make New Budget Amount Comments jreclass to Asst Director Increments Above Base View Edit 3 Make
129. to zero 2 Click Delete Vacant Position Click Delete to confirm the deletion or Cancel to leave the Vacant Budgeted Positions data unchanged 4 VACANT BUDGETED POSITION LINK EMPLOYEE RECORD TO VACANT BUDGETED POSITION ACCOUNT BUDGET SUMMARY SCREEN 1 Click Vacant Positions to access a list of vacant budgeted positions VACANT BUDGETED POSITIONS SCREEN 1 To view PHR employee records available to link to a vacant budgeted position click on Link Employ ee Records Only employees with zero budget FTE and dollars are available to link Sub riginal Revised Proposed code Title Name deus Budget Budget Comments Denne H X Z io 49541 0320506 1 r Total H 000 000 000 z AVAILABLE PHR POSITIONS TO LINK SCREEN 1 Select an employee record to link by clicking the Position number 2 Click on Link to Vacant Position in BPM Current Proposed Salary Salary ___100 11054600 7 14 7 10526307 199046467 194362622 1013 192807 196627712 Gail B Render Systems Analyst 49 980 00 49 980 00 42 556 00 42 556 00 193765 191329307 Cynthia C Harvey 24 988 08 24 988 08 193840 sets auis Grand Total 4 73 358 747 358 747 Page 1 ink to Vacant Position in BP BACK SELECT EXIT LINK AVAILABLE POSITION IN TO VACANT POSITION IN BPM
130. total System load Increments amounts will be loaded into BPM for budget and reporting purposes only The user can update the proposed year New User update amount that 15 displayed in the employee s total salary and choose to include it in the position budget These amounts are NOT included in payroll conversion A PHR action must be completed in order for the employee to receive an administrative or acting increment
131. turn From Sabbatical or Leave 0 00 000 Other Adjustments explain below Retention Equity amp Other 000 Reallocation of Proposed Base Salary Explanation of Other Adjustments to Current Base Total Salary Increases subject to 15 CAP Other Comments Faculty Promotion 127 875 67 for Payroll Conversion once Salary has been set Make New Budget Amount 000 Increments Above Base View 127 875 67 12787567 Make New Budget Amount ACCOUNT ACCOUNT MAIN HACK SELECT SUMMARY MENU j SPLIT EMPLOYEE DETAILS SCREEN 1 Click on Reallocate Salary to see further detail of the pro rata distribution of the increase and Proposed Base Salary Total Position Title code Budget Budget Budget Salary Salary set Grand Total 0 75 0 91 92 002 92 002 127 876 112 875 67 127 875 67 _Reallocate Budget ACCOUNT ACCOLNT MAIN SELECT 217777 MENU 25 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES REALLOCATE AND SET WITH BUDGETABLE ACCOUNTS REALLOCATE SALARY DETAILS SCREEN 1 Note that the Retention Equity and Other increase 15 split pro rata among the accounts and that the percentage of proposed salary has remained the same as when reallocated at the beginning of the example poi Retention Adj Current 8 Faculty Re
132. urrent Base Salary Adjusted Current Base Salary Increase Proposed Base Salary Proposed Budget Vanance 115 237 153 647 02 153 647 02 7 500 00 153 647 02 115 237 38 410 02 Adjustments to Current Base Salary FY 2010 Increases Amount Amount Reallocation of Current Base 000 Return From Sabbatical or Leave 00 Other Adjustments explain below i 0 Retention Equity amp Other 153 647 02 Reallocation of Proposed Base Salary Explanation of Other Adjustments to Current Base Total Salary Increases subject to 15 CAP Other Comments 7 500 00 Faculty Promotion 161 147 02 Make New Budget Amount 5 000 00 Increments Above Base View 166 147 02 Make New Budget Amount Salary Increments Above Base Old Amount New Amount Admin Increment 5 000 00 5 000 00 Acting Increment B Total Salary Increments 5 000 00 5 000 00 j ACCOUNT j ACCOUNT NM Audit Trail BACK SELECT SUMMARY MENU 32 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH INCREMENTS ABOVE BASE SPLIT EMPLOYEE DETAILS SCREEN 1 To adjust an increment above base click an account number and then click Set Salary by Account Total Sub BPM Original Revised Proposed Current Proposed Salary Position Name Title Accounticode FTE Budget Budget Budget Salary Salary set 11
133. w 69 075 New Budget 75 000 Salary Old Salary 39 854 75 New 40 851 12 Old Salary 0 00 New 37 23D 33 Old Salary 0 00 New 55 2317 Old Salary 0 00 New 50 38 7 56 Old Salary 0 00 New 33 618 14 Old Salary 0 00 New 37 257 52 Old Salary 0 00 New 42 019 72 Old Salary 0 00 New 40 057 12 Old Salary 0 00 New 50 002 26 Old Salary 0 00 New a2 57625 Old Salary 63 964 60 New 71 834 50 Old Salary 38 522 36 ga 22d 72 Old Salary 52 378 47 21 351 54 Old Salary 53 382 18 25 921 24 Old Salary 27 314 81 28 215 81 Old Salary 28 218 81 31 95BE 91 Old Salary 88 244 72 Mew ga 224 72 Old Salary 82 867 Mew 702 91 Old Salary 26 702 91 Mew 55 702 91 Old Salary 26 378 61 Mew 55 37391 Old Salary 26 341 24 Mew 25 941 24 Old Salary 66 575 40 Mew 69 075 40 Old Salary 69 075 40 New 63 075 20 Old Salary 54 627 05 New 0 00 584 60261 yuaun apog ai tag p asodalg WIN 80 302213975 00 DOO FL 007119 EFI amp E 0 081 gc che ld 14816 09 FRE LZ 80 BRE 00 Scc EF 21 VEL MG
134. w Proposed Budget amount or change by percent or dollars 6 Click Save to create the new budget figure or Cancel to leave the budget amount unchanged and close the edit box Total PHR Original Revised Proposed Current Proposed MT End EE FTE Budget Budget Budget Salary 6 osition New ji eren 1909130 1012 41 909 41 909 B 195700 Martinelli 5 nerease By gs um ance L me eil WWE 5904250 1012 14 000 015 a ee s 2200069 27 003 64Yes Total 83 940 83 940 104 916 111 919 60 131 919 60 Reallocate Budget Reallocate Salary Set Salary By Account Set Salary By Employee Audit Trail Print Search Su ed Y MAIN MENU EXI 30 SET SALARY amp POSITION BUDGET SET SALARY BY EMPLOYEE MULTIPLE FUNDING SOURCES SET WITH INCREMENTS ABOVE BASE POSITION EMPLOYEE DETAILS SCREEN 1 Select an employee s UID and click Set Salary Sub Original Revised Proposed Current PE bed Salary Budget Budget Salary set 101 196728 191170886 0 1012 95686 91365438 er 075 1 ven 18296 252074 mecs 1012 196706 194399161 Weinekanct rer 038 025 5 50 6008 26 08 00 2660 Yes 1012 199083 196532672 Underaod 038 osf saoo 63 009 522094 522094 Yes 1012 196720 191640136
135. y Thursday Friday Thursday Wednesday Friday Friday Tuesday Tuesday FY 2016 WORKING BUDGET SCHEDULE April 13 April 14 16 April 14 April 16 April 17 April 23 April 29 May 8 May 15 June 16 July 7 3 00 p m 5 00 p m 9 00 a m 9 00 a m 5 00 p m 5 00 p m 11 00 p m State of Maryland Legislative Session closes BPM System Training Last day to request new accounts or account modifications in order to be processed for the freeze data for BPM WB Last day to process ELF Budget Adjustments prior to freeze of BPM data for working budget Last day for approved updates to PHR prior to freeze of data for BPM working budget Future dated appointment changes effective on or before June 30 for 12 month employees and effective on or before Pay Period 04 beginning August 9 for academic year faculty will be included in the FY 16 working budget system BFA distributes working budget instructions to divisions and colleges for salary setting and budget allocations BPM open to divisions and colleges BPM system opened to departmental users BPM system closed to departmental users BPM system closed to divisions and colleges Tracking control sheets due to BFA Payroll will make available payroll conversion reports to units for verification and correction in PHR Last day for units to make payroll corrections in PHR for July 1 salaries and funding accounts Colleges Div
136. y 1 Salary intentionally not set Set Salary Undo Reset to Current Base Audit Trail exit 19 SET SALARY amp POSITION BUDGET REALLOCATE SALARY TO MULTIPLE FUNDING SOURCES POSITION EMPLOYEE DETAILS SCREEN 1 To reallocate a single funded employee to or more accounts select an employee on the Position Employee Details screen by clicking on a Position or UID number 2 Click on Reallocate to access the Split Employee Details screen Split Position and Split Salary will also navigate to the Split Employee Details screen Split Position means that a position s budget 18 split among multiple accounts Split Salary means an employee s salary is split among multiple accounts Total Sub Revised Proposed Proposed Salary oa Title Er EET set GR mesas 18 613528 108 REUS 50882 Sign 5 Suma ve for 95752 sen 45284 45228 4922500 Yes 195753 191267135Makedon Systems Analyst 1 00 100 79200 79200 79 200 7900000 7900000 Yes _ 195754 08241534 D Director 1 00 100 125486 125486 125 486 12548578 12548578 Yes 198353 192758427 100 100 81958 81058 81058 815576 519575 Yes 199836 t90675870 Mucsmy Assoc 100 100 amp ror 74707 74707 74 707 7470687 7470687 Yes _ 213 5

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