EMS Budgeting

1
EMS Budgeting FY 11

• Kim Harvey
• Winter Conference - 2009

2
EMS Budget Highlights

• Creates separate budget area
• Copies current pay/deduction information into
  budgeting area
• Position Control (HMS) vacancies can copy into
  EMS budget
• Allows changes to employee pay and deduction
  information to project budget

3
EMS Budget Highlights

• Budget salary and fringe benefits
• Wage Projection and Account Distribution reports
• Mass update pay tables
• Budget pay tables copy into live files
• Budget amounts copy to FMS proposed budget

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11/23/99 FY WEST VIRGINIA TEST CLIENT
165129 QPADEV0007 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PAY100 PAYROLL OPTIONS AND CODES


1. Payroll Options and Defaults . . . .
. .. . . . . . . . . . . . PAY.100
2. Absence/Leave Codes . . . . . . . . .
. . . . . . . . . .. . . . . PAY.121
3. Payroll Group Codes . . . . . . . .
. . . . . . . . . . . . . . . . PAI.122
4. Deduction/Contribution Codes .
. . . . . . . . .. . . . . . PAY.122
5. Pay Table Codes . . . . . . . . . .
. .. . . . . . . . . . . . . . . PAY.125
6. Addenda Codes . . . . . . . .
. . . .. . . . . . . . . . . . . . . . PAY.127
7. Job Codes . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . .
PAY.124 8. Termination
Codes . . . . . . . . .. . . . . . . . . . . . .
. . . PAY.130 9. Category
Codes . . . . . . . . . . .. . . . . . . . . . .
. . . . . EIS.121 10.
Payroll Calendar Definition . . .. . . . . . . .
. . . . . . . PAY.110 11.
Location and Job Code Restriction . . . . . . . .
.. . . PAY.120 12. Payroll
Check Header . . . . . . . . . . . . . . . . . .
. . . PAY.160 13. LOCATION
CODES AND CODE LISTINGS . PAY130 MENU
14. Tax Information Maintenance--States
Required . TAX.100 15.
Build EMS Client File Members . . . . . . . . . .
. . . EIS.000 More...

Option or Menu Item



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11/23/99 FY WEST VIRGINIA TEST CLIENT
164836 QPADEV0007 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PAY900 NEW YEAR/YEAR END PROCESSING


1. Build EMS Client File Members . . . .
. .. . . . . . . . . .. . EIS.000
2. Fiscal or Calendar Year-End Processing
. . . . . . . . . . PAY.810
3. Fiscal or Calendar Year Absence/Leave
Accrual . . . . . PAY.831
4. Employee Contracts Initialization . . . . . .
. . . . . . . . . . PAY.875
5. Recalculate Assignment Contract Amounts . .
. . . . . .. PAY.876 6.
Assignment Step Increment/Change Dates . . . . .
. . .. PAY.840 7. Copy
Assignments From Prior Year . . . . . . . . . .
. . .. PAY.881 8. Copy
Prior Year Setup . . . . . . . . . .. . . . . . .
. . . . . . . . PAY.880
9. Copy Voluntary Deductions from Prior Year .
. . . PAY.882 10. Absence
Posting - Non Payroll Run . . . . . . . .. . . .
. . PAI.885 11.
MISCELLANEOUS PAYROLL PROCEDURES .. PAY910
MENU 12. YEAR-END W-2 REPORTING . .
. . . . . . .. . . . . . FRS000 MENU
13. Absence Posting - Non Payroll Run . .
. . . . . . . . . . . PAI.980

89. Change
Assignment
More...

Option or Menu Item



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11/23/99 FY 00 WEST VIRGINIA TEST
CLIENT 165921 QPADEV0007 EMS
Copy Prior Year Setup
Ref PAY.880P.01 Selections



Leave and Absence Codes . . . . . . . . Y
Deduction Codes .
. . . . . . . . . . . . . . Y
Job Codes . . . . . . . . .
.. . . . . . . . . . . Y
Pay Table Codes . . . . .. . . . .
. . . . . . Y
Addenda Codes . . . . . . . . . .. . . . . . .
Y U.S.
Bond Codes . . . . . . . . . . . . . . . Y
U.S. Bond
Employee Information . . Y
Docks . . . . . . . . . . . . .
. . . . . . . . . . . N
Payroll Group Codes . . . . . . . .
. . . . Y
Calendar Codes. . . . . . . .. . . . . . . . . Y



Warning -
Running this program will replace all data for
files selected. This will also
update Account Code Format Changes if found in
FMS






F3Exit F5Reset F12Cancel
Cancel? N
9
11/23/99 FY WEST VIRGINIA TEST CLIENT
164836 QPADEV0007 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PAY900 NEW YEAR/YEAR END PROCESSING


1. Build EMS Client File Members . . . .
. .. . . . . . . . . .. . EIS.000
2. Fiscal or Calendar Year-End Processing
. . . . . . . . . . PAY.810
3. Fiscal or Calendar Year Absence/Leave
Accrual . . . . . PAY.831
4. Employee Contracts Initialization . . . . . .
. . . . . . . . . . PAY.875
5. Recalculate Assignment Contract Amounts . .
. . . . . .. PAY.876 6.
Assignment Step Increment/Change Dates . . . . .
. . .. PAY.840 7. Copy
Assignments From Prior Year . . . . . . . . . .
. . .. PAY.881 8. Copy
Prior Year Setup . . . . . . . . . .. . . . . . .
. . . . . . . . PAY.880
9. Copy Voluntary Deductions from Prior Year .
. . . PAY.882 10. Absence
Posting - Non Payroll Run . . . . . . . .. . . .
. . PAI.885 11.
MISCELLANEOUS PAYROLL PROCEDURES .. PAY910
MENU 12. YEAR-END W-2 REPORTING . .
. . . . . . .. . . . . . FRS000 MENU
13. Absence Posting - Non Payroll Run . .
. . . . . . . . . . . PAI.980

89. Change
Assignment
More...

Option or Menu Item



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11
11/23/99 FY WEST VIRGINIA TEST CLIENT
164836 QPADEV0007 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PAY900 NEW YEAR/YEAR END PROCESSING


1. Build EMS Client File Members . . . .
. .. . . . . . . . . .. . EIS.000
2. Fiscal or Calendar Year-End Processing
. . . . . . . . . . PAY.810
3. Fiscal or Calendar Year Absence/Leave
Accrual . . . . . PAY.831
4. Employee Contracts Initialization . . . . . .
. . . . . . . . . . PAY.875
5. Recalculate Assignment Contract Amounts . .
. . . . . .. PAY.876 6.
Assignment Step Increment/Change Dates . . . . .
. . .. PAY.840 7. Copy
Assignments From Prior Year . . . . . . . . . .
. . .. PAY.881 8. Copy
Prior Year Setup . . . . . . . . . .. . . . . . .
. . . . . . . . PAY.880
9. Copy Voluntary Deductions from Prior Year .
. . . PAY.882 10. Absence
Posting - Non Payroll Run . . . . . . . .. . . .
. . PAI.885 11.
MISCELLANEOUS PAYROLL PROCEDURES .. PAY910
MENU 12. YEAR-END W-2 REPORTING . .
. . . . . . .. . . . . . FRS000 MENU
13. Absence Posting - Non Payroll Run . .
. . . . . . . . . . . PAI.980

89. Change
Assignment
More...

Option or Menu Item



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9/28/99 FY WEST VIRGINIA TEST CLIENT
155449 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU EMS000 EMPLOYEE MANAGEMENT SYSTEM


1. PAYROLL OPTIONS AND CODES . . . . . .
. . . ... PAY100 MENU 2.
EMPLOYEE OPTIONS AND CODES . . . . . . . . .
.. EIS100 MENU 3. DIRECT
DEPOSIT OPTIONS AND CODES . . . . . . .PAY110
MENU 4. EMPLOYEE BONDS SYSTEM .
. . . . . . . . . . . ...PAY120 MENU
5. EMPLOYEE RECORDS SYSTEM . . . . . . .
. . . . ... PAY300 MENU 6.
EMPLOYEE BALANCES . . . . . . . . . . . . .
. PAY360 MENU 7. EMPLOYEE
ATTENDANCE SYSTEM . . . . . . . . .. PAY400
MENU 8. CAFETERIA BENEFITS SYSTEM
. . . . . . . . . . .CBS000 MENU
9. PAYROLL PROCESSING SYSTEM . . . . . . . .
. .. .PAY600 MENU 10. PAYROLL
ENCUMBRANCE SYSTEM . . . . . . . . . ... PRE600
MENU 11. BUDGET FORECASTING
SYSTEM . . . . . . . . . .... . PBF000 MENU
12. NEW YEAR/YEAR END PROCESSING .
. . . . . . . ....PAY900 MENU
13. YEAR-END W-2 REPORTING . . . . . . . . . .
... FRS000 MENU

89. Change Assignment

More...

Option or Menu Item



14
9/28/99 FY WEST VIRGINIA TEST CLIENT
160011 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF000 BUDGET FORECASTING SYSTEM


1. BUDGET FORECASTING SETUP AND REMOVAL
. . . . PBF900 MENU 2. BUDGET
FORECASTING CODES . . . . . . . . . ...
PBF100 MENU 3. BUDGET
FORECASTING EMPLOYEE INFORMATION . PBF300
MENU 4. BUDGET FORECASTING LISTINGS
AND REPORTS . . . PBF500 MENU

89. Change
Assignment
90. Exit ACS















Option or Menu Item



15
9/28/99 FY WEST VIRGINIA TEST CLIENT
160520 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF900 BUDGET FORECASTING SETUP AND REMOVAL


1. Copy Current Client Member to Budget
Member .... PBF.910
2. Copy Vacant/Open Positions to Budget Member
. PBF.930 3. Remove
All Budget Members for Current Client ..
PBF.920 4. Budget
Forecasting--Assignment Step Increment ..
PBF.840 5. Pay Table
Amounts--Mass Update/Listing . . ..
PBF.925 6. Copy Budget
Forecasting Pay Tables . . . . ..
PAY.855 7. Budget
Forecasting--Reset Table Amounts . . ..
PBF.876

89. Change Assignment
90.
Exit ACS










Option or Menu Item



16
9/28/99 WEST VIRGINIA TEST CLIENT
163711 QPADEV0009 EMS
Copy Current Client Member to Budget Member Ref
PBF.910P.01














Press ENTER to continue with the
copying
of current client members..........
















Cancel? N
17
9/28/99 FY WEST VIRGINIA TEST CLIENT
163805 QPADEV0009 ACS PRODUCTION
WORK AREA FOR PUTNAM COUNTY DATA Ref ACS.002
.01
MENU
PBF900 BUDGET FORECASTING SETUP AND REMOVAL


1. Copy Current Client Member to Budget
Member . PBF.910 2.
Copy Vacant/Open Positions to Budget Member
.. PBF.930 3. Remove
All Budget Members for Current Client ..
PBF.920 4. Budget
Forecasting--Assignment Step Increment ..
PBF.840 5. Pay Table
Amounts--Mass Update/Listing . . . .
PBF.925 6. Copy Budget
Forecasting Pay Tables . . . . . . PAY.855
7. Budget
Forecasting--Reset Table Amounts . . . ..
PBF.876

89. Change Assignment
90.
Exit ACS










Option or Menu Item



18
9/29/99 FY 00 WEST VIRGINIA TEST CLIENT
162436 QPADEV0009 EMS
Copy Vacant/Open Positions to Budget Member
Ref PBF.930P.01











Copy Vacant Positions Only ?
Y

Copy Open Positions Only ?
N

Copy both
Vacant and Open Positions ? N














Cancel? N
19
9/28/99 FY WEST VIRGINIA TEST CLIENT
163805 QPADEV0009 ACS PRODUCTION
WORK AREA FOR PUTNAM COUNTY DATA Ref ACS.002
.01
MENU
PBF900 BUDGET FORECASTING SETUP AND REMOVAL


1. Copy Current Client Member to Budget
Member . PBF.910 2.
Copy Vacant/Open Positions to Budget Member
.. PBF.930 3. Remove
All Budget Members for Current Client ..
PBF.920 4. Budget
Forecasting--Assignment Step Increment ..
PBF.840 5. Pay Table
Amounts--Mass Update/Listing . . . .
PBF.925 6. Copy Budget
Forecasting Pay Tables . . . . . . PAY.855
7. Budget
Forecasting--Reset Table Amounts . . . ..
PBF.876

89. Change Assignment
90.
Exit ACS










Option or Menu Item



20
9/29/99 FY 00 WEST VIRGINIA TEST CLIENT
163634 QPADEV0009 EMS
Pay Table Amounts--Mass Update/Listing Ref
PBF.925P.01


Selections



Increase pay table values by .00 and/or
.00

Include/Exclude (I,E)

Pay Tables







Update Pay Tables N







Index

1 - Pay Tables


F3Exit F12Cancel
Cancel? N
21
9/28/99 FY WEST VIRGINIA TEST CLIENT
163805 QPADEV0009 ACS PRODUCTION
WORK AREA FOR PUTNAM COUNTY DATA Ref ACS.002
.01
MENU
PBF900 BUDGET FORECASTING SETUP AND REMOVAL


1. Copy Current Client Member to Budget
Member . PBF.910 2.
Copy Vacant/Open Positions to Budget Member
.. PBF.930 3. Remove
All Budget Members for Current Client ..
PBF.920 4. Budget
Forecasting--Assignment Step Increment ..
PBF.840 5. Pay Table
Amounts--Mass Update/Listing . . . .
PBF.925 6. Copy Budget
Forecasting Pay Tables . . . . . . PAY.855
7. Budget
Forecasting--Reset Table Amounts . . . ..
PBF.876

89. Change Assignment
90.
Exit ACS










Option or Menu Item



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24
9/28/99 FY WEST VIRGINIA TEST CLIENT
160011 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF000 BUDGET FORECASTING SYSTEM


1. BUDGET FORECASTING SETUP AND REMOVAL
. . . . PBF900 MENU 2. BUDGET
FORECASTING CODES . . . . . . . . . ...
PBF100 MENU 3. BUDGET
FORECASTING EMPLOYEE INFORMATION . PBF300
MENU 4. BUDGET FORECASTING LISTINGS
AND REPORTS . . . PBF500 MENU

89. Change
Assignment
90. Exit ACS















Option or Menu Item



25
9/29/99 FY WEST VIRGINIA TEST CLIENT
164030 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF100 BUDGET FORECASTING CODES


1. Budget Forecasting--Deduction Codes .
. . . . PBF.122 2. Budget
Forecasting--Pay Table Codes . . . . . PBF.125
3. Budget Forecasting--Addend
a Codes . . . . . . PBF.127
4. Budget Forecasting--Job Codes . . . .. . .
. . PBF.124

89. Change Assignment

90. Exit ACS















Option or Menu Item



26
9/28/99 FY WEST VIRGINIA TEST CLIENT
160011 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF000 BUDGET FORECASTING SYSTEM


1. BUDGET FORECASTING SETUP AND REMOVAL
. . . . PBF900 MENU 2. BUDGET
FORECASTING CODES . . . . . . . . . ...
PBF100 MENU 3. BUDGET
FORECASTING EMPLOYEE INFORMATION . PBF300
MENU 4. BUDGET FORECASTING LISTINGS
AND REPORTS . . . PBF500 MENU

89. Change
Assignment
90. Exit ACS















Option or Menu Item



27
9/30/99 FY WEST VIRGINIA TEST CLIENT
110441 QPADEV0008 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF300 BUDGET FORECASTING EMPLOYEE
INFORMATION

1. Budget Forecasting--Employee
Basic Info . . .. PBF.301
2. Budget Forecasting--Employee Payroll Info . ..
PBF.302 3. Budget
Forecasting--Employee Assignments . PBF.345
4. Budget Forecasting--Volunta
ry Deductions . . . PBF.350

89. Change
Assignment
90. Exit ACS















Option or Menu Item



28
9/28/99 FY WEST VIRGINIA TEST CLIENT
160011 QPADEV0009 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF000 BUDGET FORECASTING SYSTEM


1. BUDGET FORECASTING SETUP AND REMOVAL
. . . . PBF900 MENU 2. BUDGET
FORECASTING CODES . . . . . . . . . ...
PBF100 MENU 3. BUDGET
FORECASTING EMPLOYEE INFORMATION . PBF300
MENU 4. BUDGET FORECASTING LISTINGS
AND REPORTS . . . PBF500 MENU

89. Change
Assignment
90. Exit ACS















Option or Menu Item



29
9/30/99 FY WEST VIRGINIA TEST CLIENT
110649 QPADEV0008 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF500 BUDGET FORECASTING LISTINGS AND
REPORTS

1. Budget Forecasting--Job Codes
Listing . . .. . PBF.224
2. Budget Forecasting--Pay Table Codes Listing .
PBF.225 3. Budget
Forecasting--Addenda Codes Listing . . PBF.227
4. Budget Forecasting--Wage
Projection Report . PBF.510
5. Budget Forecasting--Distribution Report .
. . . PBF.601

89. Change Assignment

90. Exit ACS













Option or Menu Item



30
9/30/99 WEST VIRGINIA TEST CLIENT
110736 QPADEV0008 EMS
Wage Projection Report Ref
PBF.510P.01 Selections

Employee group
or Employee
number


Employee Detail? Y
Move
employee(s) up 1 step? N
Increase pay table
values by .00 and/or .00


Restrict to these job codes





Restrict to these pay
tables

Index

1 - Employee Groups

2 - Employees by Name


3 - Job Codes

4 - Pay Tables

Cancel? N

31
9/30/99 FY WEST VIRGINIA TEST CLIENT
110649 QPADEV0008 ACS
PRODUCTION WORK AREA FOR PUTNAM COUNTY DATA Ref
ACS.002 .01

MENU PBF500 BUDGET FORECASTING LISTINGS AND
REPORTS

1. Budget Forecasting--Job Codes
Listing . . .. . PBF.224
2. Budget Forecasting--Pay Table Codes Listing .
PBF.225 3. Budget
Forecasting--Addenda Codes Listing . . PBF.227
4. Budget Forecasting--Wage
Projection Report . PBF.510
5. Budget Forecasting--Distribution Report .
. . . PBF.601

89. Change Assignment

90. Exit ACS













Option or Menu Item



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