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Position Budget Training part 1

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A New Cheat Sheet: Understanding Vacancies ... Banner Finance from Salary/Wage account codes to Non-Salary related budget lines. ... – PowerPoint PPT presentation

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Title: Position Budget Training part 1


1
Position Budget Trainingpart 1
  • Understanding
  • Position Budget Forms
  • LOG INTO
  • VPN
  • Banner HR
  • Development Instances
  • Banner (BTRN)

2
Position Budget Forms
  • NBAPOSN Establishes the base position
    assumptions. Shows the position salary range and
    grade for a position. HR establishes the
    position.
  • NBAPBUD Establishes position parameters such as
    Position Status (Active/Inactive), FTE value,
    Position ORG (PTOT), Position Budget distribution
    FOAPAL(s). BSCs have access to this form.
  • NWAPBAD Sets and Allows maintenance to Position
    Salary budgets and Position Budget Distributions.

3
Position Budget Forms
  • NWIPBHS NWISPBH Target (NWIPBHS) and Source
    (NWISPBH) Position Budget Adjustment History.
    This form will show you the effect of all NWAPBAD
    transactions for a position.
  • NBIJLST This form will help if you know the
    PERSON but not their POSITION. The Query
    date should be set to the earliest date
    (7/1/03) to give you a full listing of all
    positions (active or terminated) from this date
    forward.
  • NBIPINC This form will help if you know the
    POSITION but not the PERSON. The Query date
    should be set to the latest date (today) to
    give you a full history of the people in this
    position up to this date.

4
Establish and Activatea new Position Budget
  • Follow the Cheat Sheets for
  • NBAPOSN NBAPBUD NWAPBAD
  • NBAPOSN Verify the data.
  • NBAPBUD Establish the Position ORG, the FTE
    value, and the Position Budget Distribution lines
    (FOAPAL).
  • NWAPBAD Establish the Position Budget and the
    source of funding for this position.

5
Establish and Activate a new Position Budget
Understanding the Source Position
  • A New Cheat Sheet Understanding Source Position
  • What is the Source Position
  • This is where you are funding this position (the
    Target Position)
  • Options for Source Position
  • Budget Only Position
  • An Active position that has available funds
  • NOSOFP No Source of Funds.

6
Establish and Activatea new Position Budget
  • Your Position is now Active.
  • There is a budget associated with this position.

  • The next step is to do an EPAF to hire a person
    into this position. (this was covered in the
    prior Banner HR trainings)

7
Changing a FOAPAL on a Position Budget
  • A New Cheat Sheet Change Position FOAPAL value
  • Need to Answer some questions first
  • Is the FOAPAL change within the same Fund?
  • Changing the Fund / RC Unit will require
    additional steps. Appendix document reviews this
    process.
  • Do you have ORG security for the new FOAPAL?
  • Coordination will need to be set up for cases
    where ORG security is crossed.
  • Are there expenses already posted to the FOAPAL
    that will remain? Or will they be DCNd to
    another FOAPAL?
  • You will need to keep budget in the existing
    FOAPAL for any funds that will remain there.
  • You do not have to maintain budget if
    everything will be moved out of that FOAPAL.

8
Vacancies
  • A New Cheat Sheet Understanding Vacancies
  • WEBI reports HR30060 and HR30065 will report
    vacancies by Position ORG (PTOT).
  • Salary Budgets available for Vacant Positions can
    also be viewed in NBAPBUD.
  • Knowing where your available budgets are for
    vacant positions will be useful if sourcing
    another position or utilizing for non-salary
    support budgets.

9
Moving a Position Budget to/from Non-Salary
Budget lines
  • A New Cheat Sheet Move Position Budget to
  • Non-Salary Budget
  • Available budget dollars on positions may occur
    because of vacancies, attrition, or work schedule
    adjustments.
  • The PPB org within your fund is what is used
    for BD04 budget moves in Banner Finance from
    Salary/Wage account codes to Non-Salary related
    budget lines.

10
Attributes to Remember
  • A New Cheat Sheet Position Budget Fields vs.
  • JOBS Record Fields
  • FTE values
  • ORGs and more ORGs

11
Reports- Position Budget Vacancy Information
  • HR30020 - Position Listing by PTOT ORG
  • Prompts Fiscal Year / Position Org / Position
    Status (A for Active).
  • Has several report views, including
  • Position budget FOAPAL
  • Position and Expense and Encumbrance
    information.
  • HR30060 List of Position Vacancies by PTOT ORG
  • Prompts Fiscal Year / Position ORG
  • Lists Position / Position Budget / Expended and
    Encumbered amounts / Annual Salary, as well as
    other useful data.
  • HR60012 Labor Distribution Summary (New
    Report)
  • Prompts Fiscal Year / Fund
  • Sorts report by Fund / Org / Account
  • Allows user to utilize report and reconcile to
    Banner HR (FGIBDST) by account code.
  • Has additional TABS on the report that increases
    the detail shown.

12
Reports- NWAPBAD NBACOMP transactions
  • HR 30400 Position Budget History by PTOT ORG
    (position Org).
  • Prompts Fiscal Year / Position ORG. Report
    sorts by Position number.
  • Lists Target and Source information for all
    NWAPBAD and NBACOMP transactions.
  • HR 30410 Position Budget History by Position.
  • Prompts Position number.
  • Lists Target and Source information for all
    NWAPBAD and NBACOMP transactions.
  • HR 30405 Position Budget Adjustments by PTOT
    ORG (and activity date)
  • Prompts Fiscal Year / Position ORG / Activity
    Date. Report sorts by Activity date and
    sub-totals by account code (tab 1) and Position
    distribution Org (tab 2).
  • Lists Transaction information from NWAPBAD and
    NBACOMP.
  • Good report to see a quick list of NOSOFP use.

13
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