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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

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


BTA on the Web

  • Process simplified

    • Utilizes familiar web forms for some processes


BTA on the Web

  • Process simplified

    • Utilizes familiar web forms for some processes

  • Navigation simplified


BTA on the Web

  • Process simplified

    • Utilizes familiar web forms for some processes

  • Navigation simplified

  • More intuitive


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


Log in Info

  • Log-in via UD Central Authentication Service


Log On Info


Main Menu

  • Provides Access to BTA Options

    • Revenues

    • Support

    • Employees


Main Menu


Revenues


Revenues


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


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


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


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


Revenues

REV TEST DESCRIPTION

Xxxxx

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


Revenues

Note Comments Box

REV TEST DESCRIPTION

Xxxxx

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


Revenues

Input New Perm Budget

REV TEST DESCRIPTION

Xxxxx

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


Revenues

Can input new PS Account

REV TEST DESCRIPTION

Xxxxx

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


Revenues

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


Revenues

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

Totals calculated


Revenues

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

For overall comments

For overall comments

For overall comments

For overall comments


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


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


Revenues


Revenues

Select Next step


Revenues

Highlight correct employee and select finish and submit


Revenues

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

Select finish and submit

For overall comments

For overall comments

[email protected]


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


Support Funds


Support Funds

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


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


Support Funds


Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111


Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

Pre populated changes


Support Funds

Historical Information for reference

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111


Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

Calculated Totals


Support Funds

Select purpose for details

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111


Support Funds

TEST DESCRIPTION

TEST DEPTID


Support Funds

TEST DESCRIPTION

TEST DEPTID


Support Funds

TEST DESCRIPTION

TEST DEPTID

Budget Revision changes will be reflected here


Support Funds

TEST DESCRIPTION

TEST DEPTID

Budget Revision changes will be reflected here


BTA Budget Revision


BTA Budget Revision

** Select BTA ledger (default)


BTA Budget Revision

** Select BTA ledger (default)

** Select 7/1/2006 (default)


BTA Budget Revision


BTA Budget Revision


BTA Budget Revision

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


BTA Budget Revision

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

** Entry must be balanced


BTA Budget Revision


BTA Budget Revision


Employees


Employees

  • Web BTA used for collecting:

    • Merit Increases


Employees

  • Web BTA used for collecting:

    • Merit Increases

    • Structural Increases


Employees

  • Web BTA used for collecting:

    • Merit Increases

    • Structural Increases

    • Across the Board Increases (Faculty Only)


Employees

  • Web BTA used for collecting:

    • Merit Increases

    • Structural Increases

    • Across the Board Increases (Faculty Only)

    • Equity Increases


Employees

  • BTA JED will be used for collecting

    • Faculty Promotions


Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases


Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases

    • Funding changes


Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases

    • Funding changes

    • Other changes


Employees

  • Merit Increase Only

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


Employees

  • Other Changes

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

    • No update to funding except by BTA JED


Employees

  • Download of Information for Analysis

    • Can download to Excel

      • Must save as a file and then open in Excel


Employees

Right mouse click


Employees


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


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


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.


Employees


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


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


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


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


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


Employees

Send entire group to next user

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info


Employees

Input box now closed after send

Test info


Employees

Current Holder displayed

Input box now closed


Employees

Select a Department User Group to see details


Employees

Each Category has a “make changes” button


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


Employees

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


Employees

Can enter Merit %, Merit Increase or BTA Annual Rate

Test info


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


Employees

* Indicates current salary adjustment

New annual rate

Based on new annual rate


Employees

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


Employees

Use BTA JED if additional changes are required


Employees

Must ‘Save Changes’ before selecting JED


Employees

  • BTA JED will be used for collecting

    • Faculty Promotions

    • Special increases

    • Funding changes

    • Other changes

      • Chair Faculty

      • Add Administrative Supplement

      • Add 1/9th


Employees

JED for BTA

Use Appropriate Actions and Reasons


Employees

JED for BTA

Use Appropriate Actions and Reasons

Effective Dates of 7/1 or 9/1


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


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


Employees

  • Navigation Aids

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


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.


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.


Employees

Add comments


Employees

Comments were added


Employees

Delete merit, 1/9ths, Administrative Supplements


Employees

Denotes removal


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


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


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


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

  • Payroll and Systems Administration

    • [email protected]

    • x8677

  • Budget Office

    • Email your budget analyst

    • x1234


  • Login