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BTA On the Web PowerPoint PPT Presentation

BTA On the Web C 2004 University of Delaware Agenda BTA on the Web Agenda BTA on the Web General Info Agenda BTA on the Web General Info Revenues Agenda BTA on the Web General Info Revenues Support funds Agenda BTA on the Web General Info Revenues Support funds Employees

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BTA On the Web

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Bta on the web l.jpg

BTA On the Web

C 2004 University of Delaware


Agenda l.jpg

Agenda

  • BTA on the Web


Agenda3 l.jpg

Agenda

  • BTA on the Web

  • General Info


Agenda4 l.jpg

Agenda

  • BTA on the Web

  • General Info

  • Revenues


Agenda5 l.jpg

Agenda

  • BTA on the Web

  • General Info

  • Revenues

  • Support funds


Agenda6 l.jpg

Agenda

  • BTA on the Web

  • General Info

  • Revenues

  • Support funds

  • Employees


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BTA on the Web

  • Process simplified

    • Utilizes familiar web forms for some processes


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BTA on the Web

  • Process simplified

    • Utilizes familiar web forms for some processes

  • Navigation simplified


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BTA on the Web

  • Process simplified

    • Utilizes familiar web forms for some processes

  • Navigation simplified

  • More intuitive


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Log in Info

  • Use Internet Explorer

  • Netscape will NOT work with this application

  • If logging in from email message about screens “sent” to you

    • Cut and paste the URL from mail message into Internet Explorer


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Log in Info

  • Log-in via UD Central Authentication Service


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Log On Info


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Main Menu

  • Provides Access to BTA Options

    • Revenues

    • Support

    • Employees


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Main Menu


Revenues l.jpg

Revenues


Revenues16 l.jpg

Revenues


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Revenues

TEST112111

REV TEST DESCRIPTION

X,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

TEST112112

REV TEST DESCRIPTION

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

REV TEST DESCRIPTION

TEST112113

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX


Revenues18 l.jpg

Revenues

Historical Information for reference

TEST112111

REV TEST DESCRIPTION

X,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

TEST112112

REV TEST DESCRIPTION

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

REV TEST DESCRIPTION

TEST112113

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX


Revenues19 l.jpg

Revenues

TEST112111

REV TEST DESCRIPTION

X,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

TEST112112

REV TEST DESCRIPTION

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

REV TEST DESCRIPTION

TEST112113

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

Select current holder’s name to send an email to them


Revenues20 l.jpg

Revenues

TEST112111

REV TEST DESCRIPTION

X,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

TEST112112

REV TEST DESCRIPTION

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

REV TEST DESCRIPTION

TEST112113

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

Select Purpose to see details and to change next year’s budget


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Revenues

REV TEST DESCRIPTION

Xxxxx

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx


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Revenues

Note Comments Box

REV TEST DESCRIPTION

Xxxxx

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx


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Revenues

Input New Perm Budget

REV TEST DESCRIPTION

Xxxxx

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx


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Revenues

Can input new PS Account

REV TEST DESCRIPTION

Xxxxx

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx


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Revenues

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx


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Revenues

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx

Totals calculated


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Revenues

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx

For overall comments

For overall comments

For overall comments

For overall comments


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Revenues

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx

For overall comments

For overall comments

For overall comments

For overall comments

Enter email to send


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Revenues

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx

For overall comments

For overall comments

For overall comments

For overall comments

Note Look up

Enter email to send


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Revenues


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Revenues

Select Next step


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Revenues

Highlight correct employee and select finish and submit


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Revenues

xx,xxx.xx xx,xxx.xx xx,xxx.xx xx,xxx

Select finish and submit

For overall comments

For overall comments

[email protected]


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Revenues

TEST112111

REV TEST DESCRIPTION

X,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

ABLOCH

TEST112112

REV TEST DESCRIPTION

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

REV TEST DESCRIPTION

TEST112113

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

XX,XXX.XX

XX,XXX.XX

XX,XXX.XX

XX,XXX

XX,XXX

Note change in current holder


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Support Funds


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Support Funds

  • Support increases will be pre-populated as directed by Purpose Owner


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Support Funds

  • Support increases will be pre-populated as directed by Purpose Owner

  • Changes to support funds (including distribution of increases) to be processed using Budget Revision web form


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Support Funds


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Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111


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Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

Pre populated changes


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Support Funds

Historical Information for reference

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111


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Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

Calculated Totals


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Support Funds

Select purpose for details

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111


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Support Funds

TEST DESCRIPTION

TEST DEPTID


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Support Funds

TEST DESCRIPTION

TEST DEPTID


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Support Funds

TEST DESCRIPTION

TEST DEPTID

Budget Revision changes will be reflected here


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Support Funds

TEST DESCRIPTION

TEST DEPTID

Budget Revision changes will be reflected here


Bta budget revision l.jpg

BTA Budget Revision


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BTA Budget Revision

** Select BTA ledger (default)


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BTA Budget Revision

** Select BTA ledger (default)

** Select 7/1/2006 (default)


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BTA Budget Revision


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BTA Budget Revision


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BTA Budget Revision

** Use only major accounts; i.e. 140000


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BTA Budget Revision

** Use only major accounts; i.e. 140000

** Entry must be balanced


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BTA Budget Revision


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BTA Budget Revision


Employees l.jpg

Employees


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Employees

  • Web BTA used for collecting:

    • Merit Increases


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Employees

  • Web BTA used for collecting:

    • Merit Increases

    • Structural Increases


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Employees

  • Web BTA used for collecting:

    • Merit Increases

    • Structural Increases

    • Across the Board Increases (Faculty Only)


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Employees

  • Web BTA used for collecting:

    • Merit Increases

    • Structural Increases

    • Across the Board Increases (Faculty Only)

    • Equity Increases


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Employees

  • BTA JED will be used for collecting

    • Faculty Promotions


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Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases


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Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases

    • Funding changes


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Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases

    • Funding changes

    • Other changes


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Employees

  • Merit Increase Only

    • If no changes to an employee, only complete merit information


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Employees

  • Other Changes

    • If no changes to an employee, only complete merit information

    • No update to funding except by BTA JED


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Employees

  • Download of Information for Analysis

    • Can download to Excel

      • Must save as a file and then open in Excel


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Employees

Right mouse click


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Employees


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Employees

  • Download of Information for Analysis

    • Can download to Excel

      • Must save as a file and then open in Excel

      • Need to create formulas once in Excel


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Employees

  • Download of Information for Analysis

    • Can download to Excel

      • Must save as a file and then open in Excel

      • Need to create formulas once in Excel

      • Cannot upload info back to web form


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Employees

  • Navigation Aids

    • When entering merit by Merit Increase or BTA Annual Rate amounts, the percentage is calculated to four decimal’s (0.0000) but rounded to display only two decimals’s (0.00) in Merit %.

    • Before submitting any BTA JED, ‘Save Changes’ must be selected so as not to lose any work already submitted on the BTA screens.


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Employees


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Employees

BTA Group

Test info

Test Group

Test info

Test info

Test info

Test Group

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info


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Employees

Input Fields to change merit pools

BTA Group

BTA Group

Test info

Test Group

Test info

Test info

Test info

Test Group

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info


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Employees

Input Fields to change merit pools

BTA Group

Category

Test info

Test Group

Test info

Test info

Test info

Test Group

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info


Employees78 l.jpg

Employees

Input Fields to change merit pools

BTA Group

Category

Test info

Test Group

Test info

Test info

Test info

Test Group

Test info

Test info

Test info

Starting totals never change

Test info

Test info

Test info

Test info

Test info

Test info


Employees79 l.jpg

Employees

Input Fields to change merit pools

BTA Group

Category

Test info

Test Group

Test info

Test info

Test info

Test Group

Test info

Test info

Test info

Starting totals never change

Test info

Test info

Test info

Test info

Test info

Test info

Action Buttons


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Employees

Send entire group to next user

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info


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Employees

Input box now closed after send

Test info


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Employees

Current Holder displayed

Input box now closed


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Employees

Select a Department User Group to see details


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Employees

Each Category has a “make changes” button


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Employees

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Each Category has a “make changes” button

To make changes select the “make changes” button


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Employees

To return to Employee Merit Distribution select “Exit without saving”


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Employees

Can enter Merit %, Merit Increase or BTA Annual Rate

Test info


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Employees

Test info

Test info

* Indicates current salary adjustment

Test info

Test info

Test info

Test info

Test info

Add comments and send to the next person

Test info


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Employees

* Indicates current salary adjustment

New annual rate

Based on new annual rate


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Employees

‘T’ Indicates employee’s termination and $ removed from merit pool


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Employees

Use BTA JED if additional changes are required


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Employees

Must ‘Save Changes’ before selecting JED


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Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases

    • Funding changes

    • Other changes

      • Chair Faculty

      • Add Administrative Supplement

      • Add 1/9th


Employees94 l.jpg

Employees

JED for BTA

Use Appropriate Actions and Reasons


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Employees

JED for BTA

Use Appropriate Actions and Reasons

Effective Dates of 7/1 or 9/1


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Employees

JED for BTA

Use Appropriate Actions and Reasons

Effective Dates of 7/1 or 9/1

For further instructions on completing a JED please see

http://www.udel.edu/HRSystemsAdmin/processaids/webformsinfo.html


Employees97 l.jpg

Employees

Use BTA JED if additional changes are required

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Salary increase on BTA JED will appear here

Salary increase on BTA JED will appear here

Test info


Employees98 l.jpg

Employees

  • Navigation Aids

    • Originating a BTA JED will open a new browser window.


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Employees

  • Navigation Aids

    • Originating a BTA JED will open a new browser window.

    • When the ‘Finish and Submit’ button is selected on the BTA JED, the originator will be returned to their Web Forms inbasket. The originator should not “log out” if they will be doing additional BTA JED’s for other employees.


Employees100 l.jpg

Employees

  • Navigation Aids

    • Originating a BTA JED will open a new browser window.

    • When the ‘Finish and Submit’ button is selected on the BTA JED, the originator will be returned to their Web Forms inbasket. The originator should not “log out” if they will be doing additional BTA JED’s for other employees.

    • Once the BTA JED has been submitted, the originator must return to the BTA screens and select 'Save Changes' to properly record the BTA JED increase.


Employees101 l.jpg

Employees

Add comments


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Employees

Comments were added


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Employees

Delete merit, 1/9ths, Administrative Supplements


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Employees

Denotes removal


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Employees

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Display of current holder

Add comments and send to the next person

Test info

Current hold will be displayed


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Employees

Test info

Test info

Test info

Test info

Add comments, save changes, and send to the next person

Test info

Test info

Test info

Add comments and send to the next person

Test info


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Employees

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Select ‘Finish and Submit’ to approve and ….

Add comments and send to the next person

Test info


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Employees

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Select ‘Finish and Submit’ to approve and ….

Add comments and send to the next person

Test info

Send to the person indicated in ‘send to’ input box


Contacts l.jpg

Contacts

  • Payroll and Systems Administration

    • [email protected]

    • x8677

  • Budget Office

    • Email your budget analyst

    • x1234


  • Login