bta on the web
Download
Skip this Video
Download Presentation
BTA On the Web

Loading in 2 Seconds...

play fullscreen
1 / 109

BTA Tutorial PowerPoint Presentation - PowerPoint PPT Presentation


  • 558 Views
  • Uploaded on

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

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'BTA Tutorial PowerPoint Presentation' - issac


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
bta on the web

BTA On the Web

C 2004 University of Delaware

agenda
Agenda
  • BTA on the Web
agenda3
Agenda
  • BTA on the Web
  • General Info
agenda4
Agenda
  • BTA on the Web
  • General Info
  • Revenues
agenda5
Agenda
  • BTA on the Web
  • General Info
  • Revenues
  • Support funds
agenda6
Agenda
  • BTA on the Web
  • General Info
  • Revenues
  • Support funds
  • Employees
bta on the web7
BTA on the Web
  • Process simplified
    • Utilizes familiar web forms for some processes
bta on the web8
BTA on the Web
  • Process simplified
    • Utilizes familiar web forms for some processes
  • Navigation simplified
bta on the web9
BTA on the Web
  • Process simplified
    • Utilizes familiar web forms for some processes
  • Navigation simplified
  • More intuitive
log in info
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 info11
Log in Info
  • Log-in via UD Central Authentication Service
main menu
Main Menu
  • Provides Access to BTA Options
    • Revenues
    • Support
    • Employees
revenues17
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
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
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
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

revenues21
Revenues

REV TEST DESCRIPTION

Xxxxx

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

revenues22
Revenues

Note Comments Box

REV TEST DESCRIPTION

Xxxxx

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

revenues23
Revenues

Input New Perm Budget

REV TEST DESCRIPTION

Xxxxx

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

revenues24
Revenues

Can input new PS Account

REV TEST DESCRIPTION

Xxxxx

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

revenues25
Revenues

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

revenues26
Revenues

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

Totals calculated

revenues27
Revenues

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

For overall comments

For overall comments

For overall comments

For overall comments

revenues28
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

revenues29
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

revenues31
Revenues

Select Next step

revenues32
Revenues

Highlight correct employee and select finish and submit

revenues33
Revenues

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

Select finish and submit

For overall comments

For overall comments

[email protected]

revenues34
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 funds36
Support Funds
  • Support increases will be pre-populated as directed by Purpose Owner
support funds37
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 funds39
Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

support funds40
Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

Pre populated changes

support funds41
Support Funds

Historical Information for reference

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

support funds42
Support Funds

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

Calculated Totals

support funds43
Support Funds

Select purpose for details

Test info

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

TEST112111

support funds44
Support Funds

TEST DESCRIPTION

TEST DEPTID

support funds45
Support Funds

TEST DESCRIPTION

TEST DEPTID

support funds46
Support Funds

TEST DESCRIPTION

TEST DEPTID

Budget Revision changes will be reflected here

support funds47
Support Funds

TEST DESCRIPTION

TEST DEPTID

Budget Revision changes will be reflected here

bta budget revision49
BTA Budget Revision

** Select BTA ledger (default)

bta budget revision50
BTA Budget Revision

** Select BTA ledger (default)

** Select 7/1/2006 (default)

bta budget revision53
BTA Budget Revision

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

bta budget revision54
BTA Budget Revision

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

** Entry must be balanced

employees58
Employees
  • Web BTA used for collecting:
    • Merit Increases
employees59
Employees
  • Web BTA used for collecting:
    • Merit Increases
    • Structural Increases
employees60
Employees
  • Web BTA used for collecting:
    • Merit Increases
    • Structural Increases
    • Across the Board Increases (Faculty Only)
employees61
Employees
  • Web BTA used for collecting:
    • Merit Increases
    • Structural Increases
    • Across the Board Increases (Faculty Only)
    • Equity Increases
employees62
Employees
  • BTA JED will be used for collecting
    • Faculty Promotions
employees63
Employees
  • BTA JED will be used for collecting
    • Faculty Promotions
    • Special increases
employees64
Employees
  • BTA JED will be used for collecting
    • Faculty Promotions
    • Special increases
    • Funding changes
employees65
Employees
  • BTA JED will be used for collecting
    • Faculty Promotions
    • Special increases
    • Funding changes
    • Other changes
employees66
Employees
  • Merit Increase Only
    • If no changes to an employee, only complete merit information
employees67
Employees
  • Other Changes
    • If no changes to an employee, only complete merit information
    • No update to funding except by BTA JED
employees68
Employees
  • Download of Information for Analysis
    • Can download to Excel
      • Must save as a file and then open in Excel
employees69
Employees

Right mouse click

employees71
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
employees72
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
employees73
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.
employees75
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

employees76
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

employees77
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
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
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

employees80
Employees

Send entire group to next user

Test info

Test info

Test info

Test info

Test info

Test info

Test info

Test info

employees81
Employees

Input box now closed after send

Test info

employees82
Employees

Current Holder displayed

Input box now closed

employees83
Employees

Select a Department User Group to see details

employees84
Employees

Each Category has a “make changes” button

employees85
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

employees86
Employees

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

employees87
Employees

Can enter Merit %, Merit Increase or BTA Annual Rate

Test info

employees88
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

employees89
Employees

* Indicates current salary adjustment

New annual rate

Based on new annual rate

employees90
Employees

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

employees91
Employees

Use BTA JED if additional changes are required

employees92
Employees

Must ‘Save Changes’ before selecting JED

employees93
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
Employees

JED for BTA

Use Appropriate Actions and Reasons

employees95
Employees

JED for BTA

Use Appropriate Actions and Reasons

Effective Dates of 7/1 or 9/1

employees96
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
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
Employees
  • Navigation Aids
    • Originating a BTA JED will open a new browser window.
employees99
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
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
Employees

Add comments

employees102
Employees

Comments were added

employees103
Employees

Delete merit, 1/9ths, Administrative Supplements

employees104
Employees

Denotes removal

employees105
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

employees106
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

employees107
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

employees108
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
Contacts
  • Payroll and Systems Administration
  • Budget Office
    • Email your budget analyst
    • x1234
ad