A1256673236RBUfH

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Budget Operation Statement Project Update
HRSG November 11, 2004
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Agenda of topics

• Background
• Scope
• Anticipated Access Process

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Background
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Background

• Salary Planner will be part of the budgeting
  process going forward
• Each year when the budget process has been
  approved and migrated into production, DS will
  load the Salary Planner and Finance Budget data
  into the EDW

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Expected Users

• Business Managers and Fiscal Officers
• Campus Budget Offices
• OBFS and Office of Planning Budgeting
• Institutional Researchers
• EEO Offices

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Requirements

• Identify differences between Finance budget and
  Finance actuals by college, department and
  C-FOAPAL
• Monitor Salary Planner budgeted salaries versus
  actual salaries paid
• Identify trends in salary changes across campus,
  college, department, employee class, tenured
  faculty, race and gender.
• Monitor Salary Planner FTEs versus actual FTEs

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Requirements contd

• Identify differences between budgeted dollars,
  FTEs and C-FOAPALs compared to actual dollars,
  FTEs and C-FOAPALs
• Identify differences between salary changes
  grouped by campus, college, department, employee
  class, and tenured faculty
• Identify salary change type, amount and
  percentages by biographic/demographic information

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Scope
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Data Availability

• Decision Support brought in initial and final
  data from HR Salary Planner
• Permanent and temporary finance changes to budget
  during year will be captured via the financial
  ledgers
• Decision Support intends to facilitate the
  reconciliation of HR Salary Planner data to
  Finance Budget data to the extent possible.

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Staged Delivery Plan

• HR Finance is planned to be delivered in 3
  Stages.
• Stage 1 Inclusion of Finance Budget and Salary
  Planner data in the EDW
• Delivered October 2004
• Stage 2 Ability to report on Finance
  Expenditures, with the ability to associate
  Payroll detail to State Funded expenditures.
• Delivery date being finalized (hopefully first
  half of 2005)
• Stage 3 Ability to report on Finance
  Expenditures, with the ability to associate
  Payroll detail to all fund type expenditures.
• Stage 3 has not been approved, budgeted or
  scheduled
• Break delivery of project into smaller stages
  with incremental functionality delivered.
• Provides value earlier on, and provides feedback
  into design for improvement with each release.

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Expected Data Format

• Initial Scope of Project
• Addition of new tables and sourcing of data
• Accessible via ODBC connection to the Data
  Warehouse
• ODBC delivery occurred October 6, 2004
• Stage 1 Enhancements
• New HR universe available through EDDIE
• Salary Planner Universe open to current HR\Pay
  users November 9, 2004
• Universe Data will only contain Final HR Salary
  Planner Scenario
• Current Finance Universes will not be modified

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Anticipated Access Process
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Access Training to Budget Data

• Current Finance EDW users will have access to
  Finance Budget table automatically.
• Current HR EDW users will have access to HR
  Budget data as appropriate by security role.
• New users should request access via USC Data
  Warehouse Access Request Form
• https//appserv3.admin.uillinois.edu/security/ind
  ex.htm
• Materials covering these new Budget tables will
  be included in general Finance and HR Data
  Education sessions. It will also be available via
  the DS Website

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Thank You!
Questions? Discussion?