Drake University. Budget Development. Salary Planner Guidelines

Transcription

1 Drake University Budget Development February 2013 Page 1

2 Table of Contents Introduction to HR Salary Planner Page 3 Salary Planner Basics Page 3 How to Download Scenarios to Spreadsheet Page 3 Accessing Salary Planner Page 4-6 Updating Salary Planner Page 7-8 How to Enter Merit Increases-Hourly Rounding Page 8 February 2013 Page 2

3 Introduction to HR Salary Planner These instructions are provided to assist departments in budgeting and entering data for merit increases for eligible staff and faculty. Salary Planner allows departments to view, edit and update individual positions. Salary Planner provides a consistent, systematic method for entering merit increases in a secured environment. The Budget Office and Human Resources are responsible for the base load of data into Salary Planner. While these guidelines do not detail every available function, it will take you through the process that we believe will assist you in the merit salary increase process. Salary Planner Basics Internet Explorer is the preferred browser for use with Salary Planner. DO NOT use the FORWARD or BACK Buttons on the browser as this may result in errors. DO NOT use special characters such as $ or % when entering data as these special characters can result in error messages. Prior fiscal year permanent transaction data is extracted into a new fiscal year scenario. The extract id and scenario naming conventions will be provided to you. How to Download Scenarios to Spreadsheet The Salary Planner Tool has the capability to download a salary scenario to an Excel spread sheet. You may edit and analyze salary data, in a spreadsheet format according to your needs. It is important to note that while you can make changes in the spreadsheet application, your final merit increases will need to be completed in Salary Planner. February 2013 Page 3

4 Accessing Salary Planner: Go to the Drake University home page: ( and click on Information For and select Faculty & Staff link. Select Faculty and Staff link from Information For menu. From the blueview Quick Links, click on the blueview login. February 2013 Page 4

5 Blue View Secure Login: Enter your Banner user name and password. Click on the login box. Enter Banner ID and password Select MyDUSIS icon: Select MyDUSIS link to access Main Menu Click on the Employee Tab to access the Employee services menu. February 2013 Page 5

6 Salary Planner Link Select Salary Planner Link from Menu Once you are on the Salary Planner menu page select Edit Scenario link Select Extract ID and applicable Scenario here Select Position Attribute for org code and e-class. Do not use Employee Name. February 2013 Page 6

7 Updating Salary Planner It is important that you follow the steps outlined below when updating salary planner. This will ensure that you have accurate data and that both employee and position data have been updated correctly. STEP 1 SELECT THE ORGANIZATION CODE STEP 2 UPDATE EMPLOYEE RECORDS STEP 1: SELECT THE ORGANIZATION CODE Position Filter Screen From this next screen you will select the organization code to update. Position Filter Organization: Filter and select either one or multiple organizations. Subordinate Organizations: click the box Employee Class: Select all or individually Bargaining Unit: Select all Faculty Rank: Select all Include Pooled Positions: Click the box Include Vacant Positions: Click the box Number of records per page: Default is 25, recommended 100 records per page. Select Summary Totals-: It is recommended that summary totals be noted for each organization before any merit increases are entered. List by Employee-Click February 2013 Page 7

8 STEP 2: UPDATE EMPLOYEE RECORDS Salary Planner has both the employee and position records. The employee record should be updated first. Select the appropriate rounding level-use $1.00 for exempt employees and for non-exempt staff round upwards to the next whole cent. (See separate instructions) Enter merit increase as either dollar amount or as percentage. For hourly employees, their hourly rate is shown on drill down through hyperlink. Review proposed salary fields. Click Save LIST BY EMPLOYEE The List by Employee screen is a list of all employees who are appointed to positions in the organization chosen. It is a quick way to see all the employees in your department and their current and proposed salary. From this screen you can click on any employee name to drill down to detailed information about that employee. How to Enter Merit Increases-Hourly Rounding 1. Click on List by Employee Button. 2. Select the appropriate rounding level-use $ Enter the merit increase as either dollar amount or percentage. 4. Click mass apply button. 5. Click on employee name in the blue hyperlink at left hand side of screen. Scroll over to right and click on job detail link. 6. The proposed salary will display as both annual and hourly amounts. 7. Determine difference between amount displayed and the hourly amount to the next cent. For example, staff member A is currently at $16.50 per hour. A 3% increase would compute at new rate of $ Rate to enter for FYxx salary is $ The increase to enter in the amount field would be $ ($0.50 x 2080 hrs) 8. In upper left hand corner of screen under merit increase, tab over to amount field and enter $ to complete rounding. 9. Click on Apply radio button. February 2013 Page 8