INTRO

1. INTRO education solutions development inc. Position Control ANUA 2011, Ft. Lauderdale

2. SLIDES Position Control • Reason for using Position Control • Monitoring • Template • Budgeting

3. SLIDES Position Control Data Maintained on Position Control

4. SLIDES Position Control Data Maintained on Position Control

5. SLIDES Position Control Data Maintained on Position Control

6. SLIDES Position Control Monitoring - Search features of Position Control

7. SLIDES Position Control Monitoring - Search with Summary

8. SLIDES Position Control Monitoring – Show Incumbents (All Fiscal Years)

9. SLIDES Position Control Template – Create Job and Payment Using Position Control

10. SLIDES Position Control Template – Pushing Changes to Job and Payment

11. SLIDES Position Control Template – Synchronization of fiscal years

12. SLIDES Position Control • Budgeting – Choose Year From Which to Budget • Current Year • Advantage – uses current employee records, do not need to run bring forward jobs • Disadvantage – less flexible as to what you can change on the job and payment record • Future Year • Advantage – flexibility in adding and changing employee data • Disadvantage – more record keeping (FY Synch option offsets this to some degree)

13. SLIDES Position Control • Budgeting – Using Current Year Employee Job and Payment Records to Budget • Job and Payment records exist in 2010 - Update the Salary Next field on the 2010 Job and Payment record • Bring the Salary Matrix Forward to 2011 • Run the job Calculate New Salary to update the Salary Next field on the 2010 Job and Payment Record – use the Salary Schedule created above or formula in the Calculate New Salary job • Minor program revisions will be made to: • - “normalize” late start records • - add option to not increment salary scheduled row when calculating the new salary

14. SLIDES Position Control • Budgeting – Using Future Year Employee Job and Payment Records to Budget • Job and Payment records exist in 2010, create Job and Payment records in 2011 • Bring the Salary Matrix Forward to 2011 • If using Calendars, create them in 2011 • Bring Forward Position Control to 2011 • Bring Forward Job and Payment Records to 2011 • Calculate New Salary for Job and Payment records that do not contain a salary schedule

15. SLIDES Position Control Budgeting – Report for Verification of Employee Job and Payment Information HR>Batch>Budget Report Key parameter: Source of projected Salary Salary Next or Current Salary Increased by ____ Specify 1. to use existing salary or Specify 1.05 to increase existing salary by 5%

16. SLIDES Position Control Budgeting – Transfer Salary Information to Budget System Finance>Batch>Budget HR/Salary Transfer Key parameters: Payroll/HR Source Fiscal Year _____ Amount-Annual Salary or Next Salary Finance>Batch>Budget HR/Salary Open Position Key parameter: Payroll/HR Source Fiscal Year ____

17. SLIDES Position Control Budgeting – Transfer Benefit Information to Budget System Finance>Batch>Budget HR/Benefits Transfer Key parameters: Incumbent or Position Control Payroll/HR Source Fiscal Year _____ Computed on Annual Salary or Next Salary Specify No of Distributions by Deduction Cycles Formula-needed if different than the Deduction and Benefit Code Table

18. SLIDES Position Control 2.0 Enhancements

19. SLIDES Position Control 2.0 Enhancements