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Beginning EPM User Training

This training provides an overview of the budget process timeline, EPM budget input, and how to calculate personnel expenses using data tools. Access the EPM website and Citrix portal, learn about navigation and input templates, generate reports, and utilize the Salary Justification Report. If you need a refresher, consult the EPM User Guide on the website. For any questions, reach out to Sandy Hughes.

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Beginning EPM User Training

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  1. Beginning EPM User Training Ethan Hacker BUDGET CYCLE FY19-20 Sandy Hughes Sharayne Farnsworth

  2. Why am I Budgeting?

  3. Budget Process Timeline

  4. EPM Budget Input OverviewGenerally Summarized in 3 Steps

  5. Training Overview • EPM Website & Citrix Portal • Logging into EPM • Main Menu & Navigation • Input Templates • Required Reports, Printing to PDF & Locking Org’s • Optional Reports • Variance Reporting Workbook

  6. Salary Justification Report [$125,000 Bud CR ( - ) $110,000 Act CR] [ 19 -20 Bud CR Minus ( - ) 7/1/18 Act CR] 13.64% = $110,000 Act CR 7/1/18 Act CR CR = Comp Rate Bud = Budget Act = Actuals Rule for Salary Justification Report: If an employees percent increase is beyond the approved salary guidelines as issued by the President, then they will need to be included on the Salary Justification report. • *Therefore…don’t forget to include employees who: • Were reclassified or promoted • Received a mid-year/cycle increase • Other (Check with Sandy Hughes)

  7. Calculating Personnel Expense Insert Personnel Exp into Input Template Pick a Data Tool Calculate • Three important data tools to calculate personnel expense for EPM • D-Jobs • U Information Library • Management Reports Dump Info to Excel

  8. Need a refresher? Review the EPM User Guide on the EPM Website Questions?

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