Version 5.1
April 2004
Table of Contents
Introduction ..................................................................................................1
Providing General Budget-Related Base Data and Reports .....................................................1
Projecting and Reporting on Future Costs ................................................................................5
Providing Actual vs. Projected FIS Payroll Expenses Reports..................................................8
Information ..............................................................................................................................10
Data Refresh Cycle ....................................................................................11
HR Budget Base Reports...........................................................................12
B1 – Filled Positions ................................................................................................................12
B2 – Empty Positions ..............................................................................................................15
B3 – Filled Position Detail........................................................................................................17
B4 – Vacant/Pooled Position Detail.........................................................................................19
B5 – Pooled Positions .............................................................................................................20
B6 – Base Salary.....................................................................................................................21
B7 – Position LD FTE by Institution.........................................................................................22
B7 System-Wide – Position LD FTE........................................................................................23
B8 – Jobs FTE & Contract Pay Report....................................................................................24
B8 System-Wide – Jobs FTE & Contract Pay .........................................................................25
B9 – Vacancy Report ..............................................................................................................26
B9 System-Wide – Vacancy Report ........................................................................................28
B10 – State FTE Comparison..................................................................................................29
B10 System-Wide – State FTE Comparison ...........................................................................30
B11 – Positions & FTE by ORBITS Program ..........................................................................31
B12 – Non-Exempt/Exempt FTE by ORBITS ..........................................................................32
Diagnostic/Exception Reports ....................................................................33
C1 – Position FTE of Zero .......................................................................................................33
C2 – Salary Budget of Zero .....................................................................................................34
C3 – Position LD % of Zero .....................................................................................................35
C4 – Positions with LD % > 101 ..............................................................................................36
C5 – Positions with LD % < 99 ................................................................................................37
C6 – Classified, Non IT employees with Step = 0 ...................................................................38
C7 – Invalid Salary Grade .......................................................................................................39
C8 – Single Positions with Multiple Jobs .................................................................................40
C9 – Merit Date .......................................................................................................................41
C10 – Merit Date for All Employees ........................................................................................42
E1 – Position FTE Components ..............................................................................................43
i
E2 – Top Over/Under Filled.....................................................................................................44
E3 – All Over/Under Filled Positions .......................................................................................45
E4 – Employees with FTE > 1.0 ..............................................................................................46
E5 – Jobs w/Non-Std Annual Basis.........................................................................................47
E6 – Position and Jobs Eclass Differ.......................................................................................48
E7 – Reportable Job / Non-Reportable Position......................................................................49
Salary Projection Introduction ....................................................................50
HR Data Store .....................................................................................................................50
Human Resources Data Store.............................................................................................50
Budget Mart .........................................................................................................................50
Web .....................................................................................................................................51
Projection.............................................................................................................................51
Projection Process (Detail regarding #8) .............................................................................51
Salary Projection Reports ..........................................................................54
P1a – Projected FTE & Salary by Annual Basis, by Biennial Budget Program Group, Budget
Entity, & Eclass .......................................................................................................................54
P1a System-Wide – Projected FTE & Salary by Annual Basis, by Bienial Budget Program
Group and Eclass ....................................................................................................................56
P1b – Projected FTE & Salary by Annual Basis, by Fund Group, Biennial Budget Program
Group, Budget Entity, & Eclass ...............................................................................................57
P1b System-Wide – Projected FTE & Salary by Annual Basis, by Fund Group, Biennial
Budget Program Group, Budget Entity, & Eclass ....................................................................59
P2 – Projected FTE & Salary by Annual Basis, by Budget Entity, Fund Group & Eclass .......60
P2 System-Wide – Projected FTE & Salary by Annual Basis, by Fund Group & Eclass ........62
P3 – Projected FTE & Salary by Annual Basis, by Budget Entity, Fund Type/Group, Eclass.63
P3 System-Wide – Projected FTE & Salary by Annual Basis, by Fund Type/ Group, Eclass.65
P4 – Projected FTE & Salary by Year, by Biennial Budget Program Group, Budget Entity &
Eclass......................................................................................................................................66
P4 System-Wide – Projected FTE & Salary by Year, by Eclass .............................................68
P5 – Projected FTE & Salary by Year, by Budget Entity, Fund Group & Eclass.....................69
P5 System-Wide – Projected FTE & Salary by Year, by Fund Group & Eclass......................71
P6 – Projected FTE & Salary by Year, by Budget Entity, Fund Type/Group & Eclass............72
P6 System-Wide – Projected FTE & Salary by Year, by Fund Type/Group & Eclass.............74
P7 – Projected Salary, Merit & COLA Increases, by Budget Entity & Eclass..........................75
P7 System-Wide – Projected Salary, Merit & COLA Increases, by Eclass .............................77
P8 – Projected Salary, Merit & COLA Increases, by Budget Entity, Fund Group & Eclass.....78
P8a System-Wide – Projected Salary, Merit & COLA Increases, by Fund Group & Eclass....80
P8b System-Wide – Projected Salary, Merit & COLA Increases, by Biennial Budget Program
Group & Eclass .......................................................................................................................81
P9 – Projected Salary, Merit & COLA (Current Biennium Detail) ............................................83
P10 – Projected Salary, Merit & COLA (New Biennium Detail, Classified Only).....................85
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Active Web Parameters Reports................................................................87
A1 – Vacant Positions and Labor Distribution (From Budget Mart Web) ................................87
A2 – Future Positions and Labor distribution (From budget Mart Web) ..................................89
Finance Actual vs. Projected Reports Introduction ....................................91
Finance Data Source Details –................................................................................................91
Finance Data Summarized – ...................................................................................................91
Projection Data Summarized –................................................................................................91
FIS Actual vs. Projected Reports ...............................................................92
F-Family of Reports (F1 – F2) .................................................................................................92
F1 – Finance Actual vs. Projected Totals by Fund Type and Eclass ......................................94
F1 – System Wide – Finance Actual vs. Projected Totals by Fund Type and Eclass .............95
F2 – Finance Actual vs. Projected Totals by EClass and Fund Type......................................96
F2 – System Wide – Finance Actual vs. Projected Totals by EClass and Fund Type ............97
Reference ..................................................................................................99
Account Code ......................................................................................................................99
Annual Basis........................................................................................................................99
Biennial Budget Program Group..........................................................................................99
Biennial Budget Program Type..........................................................................................100
Budget Entity .....................................................................................................................100
COAS Code .......................................................................................................................101
Eclass Sub-Types..............................................................................................................101
Eclass Type .......................................................................................................................101
Fund Grouping...................................................................................................................101
Funding Type (Fund Type Title) ........................................................................................102
OUS Annual Basis .............................................................................................................102
OUS FTE ...........................................................................................................................102
Reportable Jobs.................................................................................................................102
Reportable Positions..........................................................................................................102
Salary Definitions...............................................................................................................103
Salary - Projection Salary Origin........................................................................................103
Salary - Future Projection Factors .....................................................................................104
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Budget Data Mart
Introduction
INTRODUCTION
The Budget Data Mart (Budget Mart) has four primary functions.
• Providing general budget related base data and reports
• Projecting and Reporting on Future Costs (based on a snapshot taken from the
base data)
• Providing Actual vs. Projected Payroll Expense Reporting (based on monthly
snapshots taken from the Financial Information System – FIS and the biannual
projections based on data from the Human Resources Information system –
HRIS)
• Making the projection parameters, from Budget Mart Web, available for basic
reporting and ad hoc query generation
The Budget Mart Web is intended as a supplemental application that allows for the setup and submission of projections. Although the application stands alone, the information
entered there can be viewed and reported on through the Budget Data Mart. See the
Budget Mart Web User Manual for instructions.
Additionally, an empty User Reports window has been provided as a place for you to
include customized, personal reports that can be run from a button. For instructions on
creating a custom button, refer to the Executive Buttons section of the BI Basics
manual.
To navigate between windows of the model, use the navigation buttons on the left. If
you would like a copy of the data dictionary, go to the Information window.
Providing General Budget-Related Base Data and Reports
This portion of the Budget Mart provides the Chancellor’s Office and campus staff with
the ability to generate general budget-related reports that illustrate the information often
used for presentations to the legislature. The data available is restricted to reportable
positions and their related labor distribution and job information. (For a description of
what makes a position reportable, see the reference section at the back of this manual.)
It is this data that is used as a base for the salary projection piece of the model. This
base data is made available in three ways:
• HR Budget Base Reports
• Diagnostic/Exception Reports
• HR Budget Model (for ad hoc queries)
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Budget Data Mart
Introduction
HR Budget Base Reports – these reports provide a complete set of the base data
used in the projection reports, including reports that will likely be used for presentations
to the legislature.
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Budget Data Mart
Introduction
Diagnostic/Exception Reports – these reports are designed to help campus staff
identify issues in their Banner data that may have adverse effects on the data used for
legislative or projection reports. The diagnostic reports marked Projection Critical
represent issues that could drastically affect the accuracy of the data used to project
costs for the current and/or future biennium.
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Budget Data Mart
Introduction
HR Budget Model – this model is provided to allow users to create ad hoc queries from
the base Budget Mart data. It is recommended that only individuals with experience
using BI and a clear understanding of the available data use this portion of the model.
This section of the model contains one snapshot of data for each month of history held
in the system (starting December 2001) and the most current snapshot (refreshed
weekly). Please note that the snapshot of the current period is refreshed weekly and is
not an end of month (historical) snapshot until the Sunday following the last day of the
month.
Any queries or reports written using this portion of the model should apply appropriate
qualifications on Fiscal Year and Fiscal Period.
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Budget Data Mart
Introduction
Projecting and Reporting on Future Costs
The second portion of the Budget Mart is used to report on biennial budget projections.
These projections are done based on one of the historical snapshots represented in the
HR Budget Model and span a four-year period starting the July before the snapshot and
ending June 30th four years later. Within the current biennium there is the possibility of
reporting on the official or unofficial projection. The Official projection holds the most
accurate and relied upon projection to date. The Unofficial projection should be viewed
as a draft projection. When using the model, you will only be able to view one
projection at a time. To discover which projection you are currently viewing, or to switch
to another projection, go to the Information window. Reports run from an unofficial
projection will have a green watermark behind the heading that reads "Unofficial".
Classified COLA and merit adjustments are applied according to the current
OPEU/GCIU contracts and the employee’s current merit date. Unclassified and
Graduate Assistant increases (i.e., pay adjustments, merit, equity, COLA) are included
according to information provided by each institution, and are applied by employee
class. The second biennium of the projection only includes the requested merit
adjustments for classified staff. A further description of the projection process is
provided in the Salary Projection Introduction section of this document. The model
provides two methods of retrieving the projection information:
Salary Projection Legislative Reports – these reports clearly represent the results of
a four-year salary projection. The larger, green buttons will generate reports
summarized by Budget Entity, while the smaller, dark blue buttons summarize across
the entire Oregon University System. If a campus user runs these system-wide reports,
only information related to their campus (COAS code) will be included in the summary.
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Budget Data Mart
Introduction
Salary Projection Model – this model is provided to allow users to create ad hoc
queries from the projection detail. It provides two views of the same detail through the
Projection Detail and Projection by Period objects. The primary difference between
these two objects is the latter’s ability to represent the monthly costs in columns. In
addition, this model includes access to the projection parameters that were used to
generate the projection being viewed. Note: Only the selected projection data will be
seen (e.g. Official-2003, Unofficial…). To switch your view, go to the Information
Window.
Be aware that some calculated columns exist in these objects that are used solely to
improve one or more of the existing automated reports (see the Data Dictionary for
details).
It is recommended that only individuals with experience using BI and a clear
understanding of the available data use this portion of the model.
If you would like a copy of the data dictionary mentioned above, go to the Information
window.
Note: Unclassified and Graduate Assistant pay adjustments are found in the COLA
Cost attribute of the Projection Detail object.
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Budget Data Mart
Introduction
Active Web Parameters – this window allows you to create ad hoc reports illustrating
the information that has been input using Budget Mart Web. This information is
immediately available after making a change on the web and is intended to help in the
process of preparing parameter data for projections.
There are three automated reports that are designed to help with the creation of vacant
and future positions. However, it is intended that users will create ad hoc queries and
reports.
For a clear description of each attribute, see the data dictionary.
If you would like a copy of the data dictionary mentioned above, go to the Information
window.
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Budget Data Mart
Introduction
Providing Actual vs. Projected FIS Payroll Expenses Reports
The third portion of the Budget Mart provides the Chancellor’s Office and campus staff
with the ability to generate reports that compare budgeted and actual payroll expenses
from the financial information system with Budget Mart projected payroll expenses. The
comparisons are made to the currently selected Projection (e.g. Official-2003,
Unofficial…). To determine or switch your BI view, go to the Information Window.
Actual vs. Projected Reports - these reports show the difference between the actual
payroll expenses as recorded in the financial information system (FIS) and those
projected by the Budget Mart. The larger, green buttons will generate reports
summarized by Budget Entity while the smaller dark blue buttons summarize across the
entire Oregon University System. If a campus user runs these system-wide reports,
only information related to their campus (Chart of Accounts or COAS code) will be
included in the summary.
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Budget Data Mart
Introduction
FIS Budget Model – this model is provided to allow users to create ad hoc queries from
the FIS budget, actual and encumbrance data and from summarized projection data. It
provides two views of the same data, separated by the bracket. The Summarized
Expenses object summarizes and merges the ‘Detail’ objects.
Note: Although the ‘Projection Expenses – Detail’ and ‘Summarized Expenses’ objects
provide detail down to Fund Type and Account Type, they do not show figures by
Organization, Program or Activity. On the other hand, the ‘FIS Expenses – Detail’
object does provide detail down to the Organization, Program, Location and Activity in
addition to Fund and Account.
Be aware that calculated columns may exist in some of these objects. (Their names
start with an asterisk). These columns are used solely to improve one or more of the
existing automated reports (see the Data Dictionary for details).
It is recommended that only individuals with experience using BI and a clear
understanding of the available data use this portion of the model.
If you would like a copy of the data dictionary mentioned above, go to the Information
window.
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Budget Data Mart
Introduction
Information
The last navigation button on the left side of the Budget Mart window is the Information
section. This button takes you to an Information window, which allows you to run the
data dictionary report or run a report that will show you the refresh cycle, used for the
FIS data load.
In addition, the Show BI View button will display your current projection view (e.g.
Official-2003, Unofficial…). Similarly, the Switch BI View button will allow you to toggle
between Official and Unofficial projections. The fiscal year you provide in the prompt is
only used in reference to Official projections. Unofficial projections always refer to the
current biennium.
The Metadata Table and Metadata Column objects contain definitions of the tables (and
their corresponding columns) used in the BudMart database, identifies the source
Banner data for each field, as well as any transformation that was done from Banner to
the BudMart.
The FIS Load History object contains information about when data was loaded into HR
BudMart from the FIS Data Warehouse. Please note that the FIS Refresh Report will
show you the last date the load occurred, as well as the most recent fiscal period that
was available at that time.
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Budget Data Mart
Introduction
DATA REFRESH CYCLE
HRIS Data portion of the Budget Mart - A 2-step process refreshes this portion of the Budget
Mart. This data is found on the "HR Budget Model", "HR Budget Reports", and "Diagnostic
Reports" windows of the model.
1. Every weekend, data is extracted from each campus’ Banner HRIS database and loaded
into the OUS Aggregate HR Data Store (HRDS). Note: the 5-Site HRDS is refreshed
daily, but the Aggregate HRDS, which includes the 3 larger institutions, is only refreshed
weekly.
2. The following weekend, data is extracted from the Aggregate HRDS. The data is filtered
and certain calculations are made, and the resulting data is loaded into the Budget Mart.
This one-week delay in loading HRDS data into the Budget Mart allows time to ensure
complete and accurate files from each campus have been loaded into HRDS.
The bottom line is, changes made in a campus Banner HRIS database will not be loaded into
the Budget Mart until 8 to 14 days after the change was made in Banner.
The following diagram shows the flow from Banner to the Budget Mart.
Banner HRIS
CO
EOU
OIT
OSU
PSU
UO
Weekly Load
Weekly Load
HRDS
SOU
Budget
Mart
WOU
Sunday
Monday - Saturday
Sunday
Monday - Saturday
FIS Data Portion of the Budget Mart – This portion of the model is refreshed monthly after
payroll is complete. This usually occurs around the 15th of the month. FIS data from all OUS
institutions for the period just closed is loaded into the FIS Aggregate Data Warehouse and into
the Budget Mart. This data affects results on the "FIS Budget Model" and "FIS Budget Reports"
windows.
Active Web Parameters Portion of the Budget Mart—This portion of the model is updated
immediately after you make a change using Budget Mart Web.
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Budget Data Mart
HR Budget Base Reports
HR BUDGET BASE REPORTS
B1 – Filled Positions
-
-
-
Lists all positions with one or more reportable jobs. Keep in mind that a position associated
with only non-reportable jobs (meaning the job has been terminated, has a non-reportable
eclass, or has a contract type of ‘O’) will not appear on this report.
Listed in last/first Name order
Provides values for all Employee, Job, Position, and Job Labor Distribution attributes. For
positions with multiple Job Labor Distributions and multiple Position Labor Distributions, the
data will repeat for each. This is a side effect of showing Job and Position LD together.
Prompts for fiscal year and period, then shows positions filled during the selected period.
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Budget Data Mart
Position Labor
Distribution Data
Business Entity
Fund
PLD %
Fund Type Title
OUS PLD FTE
Job Data
Contract Type
Eclass
Posn
Suffix
OUS Annual
Basis
Appt Basis
Appt %
Assigned Salary
Annualized Salary
Rate
Contract Pay
Job Labor
Distribution Data
Business Entity
Fund
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HR Budget Base Reports
Data about how a position is funded. May be repeated for each
Job LD.
Abbreviation of mutually exclusive organizations, determined by
the fund code being used. (See reference section for more
detail)
A code which identifies a fiscal and accounting entity (part of
FOAPAL)
Percent of total pay for this position that comes from the
associated fund code
Fund codes have been grouped under mutually exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e., fund is not known)
(See the reference section for more details)
FTE funded by the specified Fund for the specified Position.
= OUS Position FTE * Position Labor Distribution Percent
100
And, OUS Position FTE figures are calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
where OUS Annual Basis is either 9 or 12 (see dictionary for
logic).
P - Primary
S - Secondary
O - Overload (excluded from Budget Mart data)
Job Eclass as recorded in Banner HR. May or may not match
the position eclass.
Code that indicates an active employment position
A further delineation of the job.
Has been forced to be 9 or 12 based on Eclass (see the
reference section for more details)
Total number of months in a year the employee is intended to
work (appointment).
The percentage of each month the employee is expected to
work
The amount of pay each month this job is scheduled to be paid
The total annual salary based on an assumed 1.0 FTE.
The amount the employee is scheduled to be paid annually at their
current Jobs FTE.
Data about how a job is funded. May be repeated for each
Position LD.
Abbreviation of mutually exclusive organizations, determined by
the fund code being used. (See reference section for more
detail)
A code which identifies a fiscal and accounting entity (part of
FOAPAL)
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Budget Data Mart
JLD %
Fund Type Title
OUS JLD FTE
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HR Budget Base Reports
Percent of total pay for this job that comes from the associated
fund.
Fund codes have been grouped under mutually exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
FTE funded by the specified Fund for the specified Job.
= OUS Job FTE * Job Labor Distribution Percent
100
And, OUS Job FTE figures are calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Annual Basis
where OUS Annual Basis is either 9 or 12 (see dictionary for
logic).
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Budget Data Mart
HR Budget Base Reports
B2 – Empty Positions
-
-
Displays data for active, reportable positions that are not associated with any reportable
jobs. Keep in mind that a position associated with only non-reportable jobs (meaning it has
been terminated, has a non-reportable eclass, or has a contract type of ‘O’) will appear on
this report as an empty position.
Listed in Position order
Shows all available Position and Position Labor Distribution detail for empty positions.
Prompts for fiscal year and period, then shows positions empty during the selected period.
Report Column Title
Institution
Posn Eclass Type Title
Posn Status
Posn
Posn Title
OUS Posn Annual Basis
Budget Appt %
Budg Basis
OUS Posn FTE
Fund
PLD %
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Brief Description
Abbreviation of organization name
Reportable Eclasses have been grouped under 3 mutually
exclusive categories - Unclassified, Classified, and Graduate
Assistant
(See reference section for logic)
Budget Mart contains only 'Active' positions
Code that indicates an employment position
Position title associated with the specific position code.
Has been forced to be 9 or 12, based on Eclass (see
dictionary entry for OUS Annual Basis)
The percentage of each month the employee is expected to
work
Banner Budget Basis
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
A code which identifies a fiscal and accounting entity (part of
FOAPAL)
Percent of total pay for this position that comes from given
above fund code
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Budget Data Mart
Fund Type Title
OUS PLD FTE
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HR Budget Base Reports
Fund codes have been grouped under mutually exclusive
titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
FTE funded by the specified Fund for the specified Position.
= OUS Position FTE * Position Labor Distribution Percent
100
And, OUS Position FTE figures are calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
where OUS Annual Basis is either 9 or 12 (see dictionary for
logic).
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Budget Data Mart
HR Budget Base Reports
B3 – Filled Position Detail
-
Lists position and labor distribution information for filled positions, including pooled.
Listed by Eclass, Position and Last Name.
Prompts for fiscal year and period, then shows positions for the selected period.
Report Column Title
Institution
Eclass Type
Posn
OUS Calc Posn FTE
Full Name
ID
Suffix
Grade
Step
Merit Date
PLD Fund Type
PLD Fund Type Title
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Brief Description
Organization's chart of account
Signifies the Eclass this position would be assigned to by
default
Code that indicates an employment position
FTE is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
The last and first name of the employee
Employee's Banner ID
A further delineation of the job.
The salary grade associated with this job, used to define the
salary range.
The salary step associated with this job, defining the salary
for a given grade.
The earliest future merit increase date for a given employee,
based on the code provided by the institution for merit
increase appraisals.
The code used to identify different types of funding sources
Fund codes have been grouped under mutually exclusive
titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e., fund is not known)
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Budget Data Mart
PLD Fund FTE
PLD %
Fund Base Salary
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HR Budget Base Reports
The amount of FTE funded by the accompanying fund,
calculated as:
OUS Position FTE * (PLD Percent/100)
Percent of total pay for this position that comes from given
above fund code
The amount of the position’s base salary, funded by the
accompanying fund, calculated as:
Base Salary * (PLD Percent/100)
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Budget Data Mart
HR Budget Base Reports
B4 – Vacant/Pooled Position Detail
-
Lists position and labor distribution information for vacant, unclassified positions and
pooled positions (position type = ‘P’)
Listed by Eclass Type and Position
Prompts for fiscal year and period, then shows positions for the selected period.
Report Column Title
Institution
Eclass Type
Posn
Posn Type
OUS Calc Posn FTE
Salary Budget
PLD Fund Type
PLD Fund Type Title
PLD Fund FTE
PLD %
Fund Salary Budget
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Brief Description
Organization's chart of account
Signifies the default Eclass for the position
Code that indicates an employment position
Indicates whether a position is single (S) or pooled (P)
FTE is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
The amount budgeted for a given position. No relationship to
a job or employee.
The code used to identify different types of funding sources
Fund codes have been grouped under mutually exclusive
titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
The amount of FTE funded by the accompanying fund,
calculated as: OUS Position FTE * (PLD Percent/100)
Percent of total pay for this position that comes from given
above fund code
The amount of the position’s budgeted salary, funded by the
accompanying fund, calculated as:
Salary Budget * (PLD Percent/100)
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Budget Data Mart
HR Budget Base Reports
B5 – Pooled Positions
-
Lists Position and Job information for all pooled positions (Position Type = ‘P’)
Listed by Position, Eclass and Last Name
Shows FTE and Salary budget for the position as well as Job FTE and contract pay.
Prompts for fiscal year and period, then shows pooled positions for the selected period.
Report Column Title
Institution
Position
OUS Calc POSN FTE
Salary Budget
Filled FTE
Vacant FTE
POSN Eclass
Jobs Eclass
Full Name
ID
OUS Calc Jobs FTE
Annual Contract Pay
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Brief Description
Organization's chart of account
Code that indicates an employment position
FTE is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
The amount budgeted for a given position. No relationship to
a job or employee.
The SUM of all OUS Jobs FTE assigned to a position
OUS Position FTE - Filled FTE
Signifies the Eclass this position would be assigned to by
default
Signifies the Eclass this job would be assigned to by default
The last and first name of the employee
Employee's Banner ID
OUS FTE from Jobs calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Jobs Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
The amount the employee is scheduled to be paid annually at their
current Jobs FTE
Page 20 of 104
Budget Data Mart
HR Budget Base Reports
B6 – Base Salary
-
Lists Jobs and Position salary information for positions that are not pooled
Listed by Eclass Type Title and Last Name
Prompts for fiscal year and period, then shows positions for the selected period.
Report Column Title
Institution
Eclass Type Title
Full Name
ID
Posn
Posn Eclass
OUS Calc POSN FTE
Jobs Eclass
OUS Calc Jobs FTE
Brief Description
Organization's chart of account
The reportable Eclasses that have been grouped into 3
mutually exclusive categories - Unclassified, Classified and
Graduate
The last and first name of the employee
Employee's Banner ID
Code that indicates an employment position
Signifies the Eclass jobs attached to this position would be
assigned to by default
FTE is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
Signifies the Eclass this job would be assigned to by default
OUS FTE from Jobs calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Jobs Annual Basis
Annual Contract Pay
The amount the employee is scheduled to be paid annually at their
current Jobs FTE.
Base Salary
(Annual Contract Pay/OUS Job FTE)*OUS Position FTE
1/9/2006
Page 21 of 104
Budget Data Mart
HR Budget Base Reports
B7 – Position LD FTE by Institution
-
Summarizes FTE for all positions by Institution, Eclass, Fund Type and OUS Position
Annual Basis
Prompts for fiscal year and period, then shows pooled positions for the selected period.
Report Column Title
Institution
Eclass Type Title
Fund Type
Fund Type Title
9 Mo Annual Basis FTE
12 Mo Annual Basis FTE
Total FTE
1/9/2006
Brief Description
Organization's chart of account
Reportable Eclasses have been grouped into 3 mutually
exclusive categories - Unclassified, Classified and
Graduate
The code used to identify different types of funding sources
Fund codes have been grouped under mutually exclusive
titles such as - Education and General
- Restricted Funds
- Unknown Fund Group (i.e., fund is not known)
Positions with Annual Basis of 9 are represented.
Posn Appointment Basis * (Posn Appointment % / 100)
OUS Posn Annual Basis
Note: All position annual basis values that were not 9 or 12
in Banner, have been converted to 9 or 12 in the Budget
Mart based on logic described in the reference section for
OUS Annual Basis
Position with Annual Basis of 12 are represented.
Posn Appointment Basis * (Posn Appointment % / 100)
OUS Posn Annual Basis
Note: All position annual basis values that were not 9 or 12
in Banner, have been converted to 9 or 12 in the Budget
Mart based on logic described in the reference section for
OUS Annual Basis
The total FTE for the Fund Type.
Page 22 of 104
Budget Data Mart
HR Budget Base Reports
B7 System-Wide – Position LD FTE
-
Summarizes FTE for all positions by Eclass and Fund Type and OUS Position Annual
Basis for all OUS Institutions.
Prompts for fiscal year and period, then shows positions for the selected period.
For description of columns, see the POSITION LD FTE BY INSTITUTION report.
1/9/2006
Page 23 of 104
Budget Data Mart
HR Budget Base Reports
B8 – Jobs FTE & Contract Pay Report
-
Summarizes all Jobs with reportable Eclasses by Eclass type, funding source and OUS Job
Annual Basis, showing subtotals for FTE and Contract Pay
Prompts for fiscal year and period, then shows jobs for the selected period
Report Column Title
Institution
Eclass Type Title
Brief Description
Organization's chart of account
Reportable Eclasses have been grouped into 3 mutually
exclusive categories - Unclassified, Classified and Graduate
Fund Type Title
Fund codes have been grouped under mutually exclusive
titles such as - Education and General
- Restricted Funds
- Unknown Fund Group (i.e. fund is not known)
9 Month Annual Basis Jobs with Annual Basis of 9 are represented. Note: All job
annual basis values that were not 9 or 12 in Banner, have
been converted to 9 or 12 in the Budget Mart based on logic
described in the reference section for OUS Annual Basis
FTE
Job Appointment Basis * (Job Appointment % / 100)
OUS Jobs Annual Basis
Note: OUS Annual Basis is always 9 or 12.
Contract Pay
The amount the employee is scheduled to be paid annually at
their current Jobs FTE
Jobs with Annual Basis of 12 are represented. Note: All job
12 Month Annual
annual basis values that were not 9 or 12 in Banner, have
Basis
been converted to 9 or 12 in the Budget Mart based on logic
described in the reference section for OUS Annual Basis
FTE
See FTE above
Contract Pay
See Contract Pay above
Note: Dictionary has more details and logic for many of these columns.
1/9/2006
Page 24 of 104
Budget Data Mart
HR Budget Base Reports
B8 System-Wide – Jobs FTE & Contract Pay
-
Summarizes all Jobs with reportable Eclasses by Eclass type, funding source and OUS
Job Annual Basis, showing subtotals for FTE and Contract Pay
Summarizes for all institutions.
Prompts for fiscal year and period, then shows jobs for the selected period.
For description of columns, see the JOBS FTE AND CONTRACT PAY report.
1/9/2006
Page 25 of 104
Budget Data Mart
HR Budget Base Reports
B9 – Vacancy Report
-
-
For positions associated with reportable Eclasses, this report shows total filled FTE, Vacant
FTE (budgeted Posn FTE minus filled Job FTE), Total FTE and the percentage of the
available, budgeted FTE left vacant
Listed by Eclass Subtype, Fund Type, and Fund Group
…
…
(Calc
1)
Calculation #
1
2
1/9/2006
Total OUS FTE
OUS Vacant %
(Calc
2)
Filled Job OUS FTE + Vacant Posn OUS FTE
Vacant Posn OUS FTE/Total OUS FTE
Page 26 of 104
Budget Data Mart
Report Column Title
Inst
Eclass subtype title
Fund Type Title
Fund Group
Filled Job OUS FTE
Vacant Posn OUS FTE
Total OUS FTE
OUS Vacant %
1/9/2006
HR Budget Base Reports
Brief Description
Abbreviation of organization name
The title for a grouping of Eclasses: Unclassified (split into
subtypes: Teaching Faculty and Other Unclassified),
Classified, Grad Assistant.
(See reference section for logic)
Fund codes have been grouped under mutually exclusive
titles such as - Education and General
- Restricted Funds
Unknown Fund Group (i.e., fund is not known)
(See reference section for logic)
A high level grouping of fund types: 01-Budgeted Operations;
02-Self Support Operations; 03-Restricted Funds.
(See reference section for logic)
All FTE filling this type of position where FTE calculated as:
OUS Job Appointment Basis * (Job Appointment % / 100)
OUS Job Annual Basis
Note: OUS Annual Basis is always 9 or 12
(see dictionary for more detail)
Position FTE minus Filled OUS FTE
When negative, it means that these positions, as a whole, are
being overfilled where Position FTE is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Position Annual Basis
Note: OUS Annual Basis is always 9 or 12
A sum of the filled FTE and the vacant FTE
100 * Vacant OUS FTE
(Vacant OUS FTE + Filled OUS FTE)
When negative, it means that these positions, as a whole, are
being overfilled.
Page 27 of 104
Budget Data Mart
HR Budget Base Reports
B9 System-Wide – Vacancy Report
-
-
For positions associated with reportable Eclasses, this report shows total filled FTE, Vacant
FTE (budgeted Posn FTE minus filled Job FTE), Total FTE and the percentage of the
available, budgeted FTE left vacant
Listed by Eclass Subtype, Fund Type, and Fund Group
Due to inconsistencies in the way vacancies are managed between the institutions, the
central budget group is not currently using this report.
…
For description of columns and calculations, see the B9 – VACANCY report.
1/9/2006
Page 28 of 104
Budget Data Mart
HR Budget Base Reports
B10 – State FTE Comparison
-
Compares OUS Position FTE (using default annual basis as the devisor) to a state
equivalent Position FTE (using 12 as the annual basis devisor)
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Institution
Position Eclass Type Title
Fund Type
Fund Type Title
OUS FTE
State FTE Equivalent
FTE Difference
1/9/2006
Brief Description
Organization's chart of account
Reportable Eclasses have been grouped into 3 mutually
exclusive categories (Classified, Unclassified, Grad Assist).
The code used to identify different types of funding sources
- Fund codes have been grouped under mutually
exclusive titles.
The total OUS FTE for the related Eclass and fund type.
((Posn Appointment Basis * (Posn Appointment % / 100))
/OUS Posn Annual Basis) * (LD Percent/100)
Note: All position annual basis values that were not 9 or 12
in Banner, have been converted to 9 or 12 in the Budget
Mart based on logic described in the reference section for
OUS Annual Basis
The total State equivalent FTE for the related eclass and
fund type. Calculated by using 12 as the only possible
annual basis.
Posn Appointment Basis * (Posn Appointment % / 100)
12
OUS FTE – State FTE equivalent (always shown as a
positive difference)
Page 29 of 104
Budget Data Mart
HR Budget Base Reports
B10 System-Wide – State FTE Comparison
-
Compares system-wide OUS Position FTE (using default annual basis as the devisor) to
a state equivalent Position FTE (using 12 as the annual basis devisor)
Prompts for fiscal year and period, then shows positions for the selected period.
For description of columns, see the STATE FTE COMPARISON report.
1/9/2006
Page 30 of 104
Budget Data Mart
HR Budget Base Reports
B11 – Positions & FTE by ORBITS Program
-
-
Provides system_Wide FTE and Position counts based on Position and Position Ld data,
according to the Biennial Budget Program Type (defined by ORBITS). Split between
limited and non-limited.
This report is designed for central use. If run by a campus user, the report will show
counts specific to the user's COAS and the total OUS represents a total for the COAS.
Positions are counted as:
o (1 * LD%) position per single position
o (2 * LD%) positions per 1.0 FTE for each pooled position with Eclass UC or UD
o (3 * LD%) positions per 1.0 FTE for each pooled position with Eclass XB
o (1 * LD%) position per 1.0 FTE for all other pooled positions
Report Column Title
Biennial Budget Program
Type
Position Count
OUS Position FTE
1/9/2006
Brief Description
The Biennial Budget Program Type is currently defined by
ORBITS. Used to identify the major decision-making budget
categories of OUS for the biennial budget process.
(See reference section for details)
A count of the number of actual positions. Single positions
count once. Pooled positions are counted according to their
eclass and related FTE. Position counts are prorated
according to the LD percent. This number is rounded up to
the nearest whole number.
- 1 position per single position
- 2 positions per 1.0 FTE for each pooled position with
eclass of UC or UD
- 3 positions per 1.0 FTE for each pooled position with
eclass of XB
- 1 position per 1.0 FTE for all other pooled positions
A sum of the position FTE for all the related positions
Page 31 of 104
Budget Data Mart
HR Budget Base Reports
B12 – Non-Exempt/Exempt FTE by ORBITS
-
Provides System-Wide FTE and Position counts according to the Biennial Budget
Program Type (defined by ORBITS). Split between Exempt and Non-Exempt
This report is designed for central use. If run by a campus user, the report will show
counts specific to the user's COAS and the total OUS represents a total for the COAS.
Positions are counted as:
o (1 * LD%) position per single position
o (2 * LD%) positions per 1.0 FTE for each pooled position with Eclass UC or UD
o (3 * LD%) positions per 1.0 FTE for each pooled position with Eclass XB
o (1 * LD%) position per 1.0 FTE for all other pooled positions
Report Column Title
Biennial Budget Program
Type
Position Count
OUS Position FTE
1/9/2006
Brief Description
The Biennial Budget Program Type is currently defined by
ORBITS. Used to identify the major decision-making budget
categories of OUS for the biennial budget process.
(See reference section for details)
A count of the number of actual positions. Single positions
count once. Pooled positions are counted according to their
eclass and related FTE. Position counts are prorated
according to the LD percent. This number is rounded up to
the nearest whole number.
- 1 position per single position
- 2 positions per 1.0 FTE for each pooled position with
eclass of UC or UD
- 3 positions per 1.0 FTE for each pooled position with
eclass of XB
- 1 position per 1.0 FTE for all other pooled positions
A sum of the position FTE for all the related positions
Page 32 of 104
Budget Data Mart
HR Budget Base Reports
DIAGNOSTIC/EXCEPTION REPORTS
C1 – Position FTE of Zero
-
-
Lists all positions that have an OUS Position FTE of 0
This report is considered projection critical because any position with zero OUS Position
FTE will be projected with zero salary across all four years of the projection, regardless of
the values in salary budget or base salary
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Position
Posn Type
Budget Appt %
OUS Position FTE
OUS Annual Basis
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Indicates whether a position is single (S) or pooled (P)
The percentage of each month the employee is expected to
work
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
Has been forced to be 9 or 12 based on Eclass (see
reference section for more detail)
Page 33 of 104
Budget Data Mart
HR Budget Base Reports
C2 – Salary Budget of Zero
−
−
−
Lists all pooled or vacant unclassified positions with a Position Salary Budget of zero
This report is considered projection critical because the Salary Budget is used as the
base for the projection salary for pooled and vacant unclassified positions. If the Salary
Budget value is zero, the position will be projected with a salary of zero across all four
years of projection
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Position
Pclass Eclass
Posn Type
Fund Code
OUS Position FTE
Salary Budget
LD Percent
Fund FTE
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Signifies the Eclass jobs attached to this position would be
assigned to by default
Indicates whether a position is single (S) or pooled (P)
A code which identifies a fiscal and accounting entity (part of
FOAPAL)
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
The amount budgeted for a given position. No relationship to
a job or employee
Percent of total pay for this position that comes from the
associated fund code
Same as OUS PLD FTE - FTE funded by the specified Fund
for the specified Position.
= OUS Position FTE * Position Labor Distribution Percent
100
And, OUS Position FTE figures are calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
where OUS Annual Basis is either 9 or 12 (see dictionary for
logic).
Page 34 of 104
Budget Data Mart
Diagnostic/Exception Reports
C3 – Position LD % of Zero
-
-
Lists all positions that have a labor distribution record with a fund FTE of 0.0
This report is considered projection critical because the Fund FTE is used as the base FTE
for projection by fund type. If the fund FTE is zero, no cost will be related to that fund in the
projection. If all of the LD records attached to a position are zero, the position will be
projected as though it has no FTE
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Position
Posn Type
Budgeted Appt Percent
OUS Position FTE
OUS Annual Basis
Fund Code
LD Percent
Fund FTE
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Indicates whether a position is single (S) or pooled (P)
The budgeted percentage of each month the employee is
expected to work
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
Has been forced to be 9 or 12 based on Eclass (see
reference section for more detail)
A code which identifies a fiscal and accounting entity (part of
FOAPAL)
Percent of total pay for this position that comes from the
associated fund code
FTE funded by the specified Fund for the specified Position.
= OUS Position FTE * Position Labor Distribution Percent
100
And, OUS Position FTE figures are calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
where OUS Annual Basis is either 9 or 12 (see dictionary for
logic).
Page 35 of 104
Budget Data Mart
Diagnostic/Exception Reports
C4 – Positions with LD % > 101
-
Lists all positions where, when summed, the total LD % is greater than 101.
This report is projection critical because any position being paid at greater than 100 percent
will be overstated in the projection.
The reason the cutoff is 101 and not 100 is due to rounding that is done in the HRDS (the
data’s source)
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Posn
Posn Type
Budgeted Appt %
OUS Position FTE
OUS Annual Basis
SUM LD Percent
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Indicates whether a position is single (S) or pooled (P)
The budgeted percentage of each month the employee is
expected to work
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
Has been forced to be 9 or 12 based on Eclass (see
reference section for more detail)
The total percentage of this position that is scheduled to be
paid by an existing fund (this should be 100)
Page 36 of 104
Budget Data Mart
Diagnostic/Exception Reports
C5 – Positions with LD % < 99
-
Lists all positions where, when summed, the total LD % is less than 99.
This report is projection critical because any position being paid at less than 100 percent will
be understated in the projection.
The reason the cutoff is 99 and not 100 is due to rounding that is done in the HRDS (the
data’s source)
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Posn
Posn Type
Budgeted Appt %
OUS Position FTE
OUS Annual Basis
SUM LD Percent
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Indicates whether a position is single (S) or pooled (P)
The budgeted percentage of each month the employee is
expected to work
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
Has been forced to be 9 or 12 based on Eclass (see
reference section for more detail)
The total percentage of this position that is scheduled to be
paid by an existing fund (this should be 100)
Page 37 of 104
Budget Data Mart
Diagnostic/Exception Reports
C6 – Classified, Non IT employees with Step = 0
-
-
Lists all classified non-technical positions that have been assigned a step of zero.
This is projection critical because any position with step 0 is projected without any increases
over the entire four years. This is because a valid step is required to look up a new salary in
the salary table (NTRSALA)
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Posn
Eclass
Salary Table
Salary Grade
Salary Step
ID
Last Name
First Name
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Job Eclass as recorded in Banner HR. May or may not match
the position eclass.
The code that is part of the identification of compensation
plans.
The salary grade associated with this job, used to define the
salary range.
The salary step associated with this job, defining the salary
for a given grade.
Employee's Banner ID
The last name of the employee
The first name of the employee
Page 38 of 104
Budget Data Mart
Diagnostic/Exception Reports
C7 – Invalid Salary Grade
-
-
Lists all classified positions that have been assigned an invalid grade (according to
NTRSALA and NTRSALB for the provided Fiscal Year, and Fiscal Period)
This is projection critical because any position without a valid grade is projected without any
increases over the entire four years. This is because a valid grade is required to look up a
new salary in the salary table (NTRSALA or NTRSALB)
Prompts for fiscal year and period, then shows positions for the selected period
This report can only be run for periods 2004/09 and after.
Report Column Title
Inst
Posn
Eclass
Pclass
Salary Table
Salary Grade
Last Name
First Name
ID
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Job Eclass as recorded in Banner HR. May or may not match
the position eclass.
Alphanumeric code identifying position class to which this
position is assigned.
The code that is part of the identification of compensation
plans.
The salary grade associated with this job, used to define the
salary range.
The last name of the employee
The first name of the employee
Employee's Banner ID
Page 39 of 104
Budget Data Mart
Diagnostic/Exception Reports
C8 – Single Positions with Multiple Jobs
-
-
Lists all positions with a Position Type of ‘S’ that have more than one active job record
attached.
In many cases these exceptions will be due to job share, and therefore will not need
correction.
This is considered projection critical because only one of the associated job records can be
used for projection purposes. Therefore, in projection only the job record with the highest
base salary will be included (at the entire position FTE)
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Inst
Position
Posn Type
Pclass Eclass
OUS Position FTE
Last Name
First Name
ID
Eclass
OUS Jobs FTE
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an active employment position
Indicates whether a position is single (S) or pooled (P)
Signifies the Eclass jobs attached to this position would be
assigned to by default
BUDGET BASIS * (BUDGET POSN % / 100)
OUS POSN ANNUAL BASIS
The employees last name
The employees first name
Employee's Banner ID
Job Eclass as recorded in Banner HR. May or may not match
the position eclass.
OUS FTE from Jobs calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Jobs Annual Basis
Page 40 of 104
Budget Data Mart
Diagnostic/Exception Reports
C9 – Merit Date
-
-
Lists the review information for classified employees, excluding rows where the Salary
Step = 8.
The Merit date shown is the earliest date given for the current fiscal year
Listed by Merit Date, Salary Step and Last Name. Only the Month and Day are used for
projections, so the year is excluded.
This report is projection critical because only employees with a valid merit increase date
(according to the code provided by each campus) will receive merit increases over the
course of the projection
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Institution
Merit Date
Salary Step
Review Code
Full Name
ID
1/9/2006
Brief Description
Organization's chart of account
The earliest future merit increase date for a given employee,
based on the code provided by the institution for merit
increase appraisals. Shown only as Month and Day.
The salary step associated with this job, defining the salary
for a given grade.
The type of review to be associated with this employee.
The last and first name of the employee
Employee's Banner ID
Page 41 of 104
Budget Data Mart
Diagnostic/Exception Reports
C10 – Merit Date for All Employees
-
-
Lists the review information for classified employees, including all Review Codes.
Listed by Merit Date, Salary Step and Last Name
The merit date shown is the earliest one provided for the current fiscal year. Only the
Month and Day are used for projections, so the year is excluded.
This report is projection critical because only employees with a valid merit increase date
(according to the code provided by each campus) will receive merit increases over the
course of the projection
Prompts for fiscal year and period, then shows positions for the selected period
For description of columns, see the Merit Date report.
1/9/2006
Page 42 of 104
Budget Data Mart
Diagnostic/Exception Reports
E1 – Position FTE Components
-
-
Lists FTE values of all reportable positions along with the components that were
combined to obtain the OUS FTE value.
Annual Basis is highlighted in red when it is different than the OUS Annual Basis. In
addition, the Position Banner FTE is highlighted if different than OUS Position FTE.
Highlighted Banner fields should be altered to match the OUS values
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Institution
Posn
Posn Eclass
Budget Basis
Budget Appt %
Banner Posn Annual
Basis
OUS Posn Annual Basis
Banner Posn FTE
OUS Posn FTE
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an employment position
Position Eclass as recorded in HR Banner for this position
Budget Basis as recorded in HR Banner for this position.
(Corresponds to the Job record’s Appointment Basis)
The percentage of each month the employee is expected to
work
Annual Basis as recorded in HR Banner for this position
Has been forced to be 9 or 12 based on Eclass (see
dictionary entry for OUS Annual Basis)
FTE as recorded in HR Banner for this position
FTE is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
Page 43 of 104
Budget Data Mart
Diagnostic/Exception Reports
E2 – Top Over/Under Filled
-
-
Lists only the positions with the largest differences between position FTE and the total FTE
of the reportable jobs associated with the position.
Included Over/Under-Filled Positions are those that are both:
- Over-filled or under-filled by 10% or more
- Over-filled or under-filled by greater than 0.5 FTE
Shows those that are off by the largest amount first and is further sorted by Posn, Suff, Last
Name and First Name
Lists the total Job FTE for the position and the # of Positions over/under filled for the
Institution
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Institution
Over/Under
Posn Eclass
Posn
Job Suffix
Last, First Name
ID
Posn OUS FTE
Job OUS FTE
Job Eclass
Contract Type
1/9/2006
Brief Description
Abbreviation of organization name
Amount total Job OUS FTE differs from Position FTE
(unsigned)
Signifies the Eclass this position would be assigned to by
default
Code that indicates an employment position
A further delineation of the job.
Last name of the employee
Banner ID of the employee
BUDGET BASIS * (BUDGET APPT % / 100)
POSN ANNUAL BASIS
OUS FTE from Job calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Job Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
Signifies the employee classification of the job
P - Primary
S - Secondary
Page 44 of 104
Budget Data Mart
Diagnostic/Exception Reports
E3 – All Over/Under Filled Positions
-
Lists all positions that are over-filled or under-filled
Shows those off by the largest amount first and is further sorted by Posn, Suff, Last Name
and First Name
Lists the total Job FTE for the position and the # of Positions over/under filled for the
Institution
Prompts for fiscal year and period, then shows positions for the selected period
For description of columns, see Top Over/Under Filled
1/9/2006
Page 45 of 104
Budget Data Mart
Diagnostic/Exception Reports
E4 – Employees with FTE > 1.0
-
Lists employees with one or more jobs totaling more than 1.0 FTE
In last/first name order within EClass Type
Prompts for fiscal year and period, then shows employees for the selected period
Report Column Title
Institution
Last, First Name
ID
Total OUS Job FTE
Job Eclass Type Title
Job Posn
Job Suffix
Job Status
Job FTE
1/9/2006
Brief Description
Abbreviation of organization name
Last and first name of the employee
Banner ID of the employee
Total FTE of all the employee's jobs with contract type of ‘P’
or ‘S’. FTE for each of these jobs is calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
Reportable job Eclasses have been grouped under 3
mutually exclusive categories - Unclassified, Classified and
Graduate Assistant
(See dictionary for logic)
Code that indicates the position for this job
A further delineation of the job.
The status of the job for the employee
FTE as recorded in HR Banner for this job
Page 46 of 104
Budget Data Mart
Diagnostic/Exception Reports
E5 – Jobs w/Non-Std Annual Basis
-
-
Lists reportable Jobs where Banner Annual Basis differs from OUS Annual Basis
(OUS Annual Basis is either 9 or 12, determined by the Job’s Eclass – see dictionary at the
end of this document).
These Jobs are listed in Position order.
Prompts for fiscal year and period, then shows jobs for the selected period
Note: Job Annual Basis is the number of months for which the employee is scheduled to work.
-
For classified Eclasses, Job Annual Basis is virtually always 12
For faculty unclassified Eclasses, Job Annual Basis is virtually always 9
For non-faculty unclassified Eclasses, Job Annual Basis is generally 12. However, there
may be cases in which they will be 9, particularly in instructional departments.
When jobs are identified as full-time for 10 or 11 months, Job Annual Basis almost
always should be set to 12 (instead set Job Appointment Basis to 10 or 11).
Report Column Title
Institution
Eclass Type Title
Posn
Job Suffix
Last, First Name
ID
Job Annual Basis
OUS Annual Basis
Job Eclass
1/9/2006
Brief Description
Abbreviation of organization name
Reportable Eclasses have been grouped under 3 mutually
exclusive categories - Unclassified, Classified and Graduate
Assistant
(See dictionary for logic)
Code that indicates an employment position
A further delineation of the job.
Last and first name of the employee
Banner ID of the employee
Annual Basis as found in Banner
Has been forced to be 9 or 12 based on Eclass (see
dictionary entry for OUS Annual Basis)
Signifies the classification of the employee
Page 47 of 104
Budget Data Mart
Diagnostic/Exception Reports
E6 – Position and Jobs Eclass Differ
-
Lists all reportable jobs and their corresponding positions where their Eclasses are
different.
Listed by Position
Displays the total # of discrepancies for the Institution
Prompts for fiscal year and period, then shows positions for the selected period
Report Column Title
Institution
Posn
Job Suffix
Last, First Name
ID
Job Eclass
Job Appt %
Posn Eclass
Budget Appt %
1/9/2006
Brief Description
Abbreviation of organization name
Code that indicates an employment position
A further delineation of the job.
Employee to whom this job is assigned
Banner ID of the employee
Eclass as recorded in HR Banner for this job
The percentage of each month the employee is expected to
work
Eclass as recorded in HR Banner for this position
The percentage of each month the employee is expected to
work
Page 48 of 104
Budget Data Mart
Diagnostic/Exception Reports
E7 – Reportable Job / Non-Reportable Position
-
Lists Position and Jobs information for Jobs that are reportable when the Position is not
reportable (Eclass is 'TS', 'UV', 'UW', 'XA' or 'XX'))
Listed by Position Eclass, Position, ID
Prompts for fiscal year and period, then shows jobs for the selected period
Report Column Title
Institution
Position Eclass
Job Eclass
Posn
Position Title
Position Class
Name
ID
OUS Job FTE
1/9/2006
Brief Description
Organization's chart of account
Signifies the Eclass this position would be assigned to by
default
Signifies the Eclass this job would be assigned to by default
Code that indicates an employment position
Position title associated with the specific position code.
Alphanumeric code identifying position class to which this
position is assigned
The last and first name of the employee
Employee's Banner ID
OUS FTE from Jobs calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Jobs Annual Basis
Where OUS Annual Basis is either 9 or 12
(see dictionary for the logic that makes this so)
Page 49 of 104
Budget Data Mart
Salary Projection Introduction
SALARY PROJECTION INTRODUCTION
The primary objective of the projection component of the Budget Mart is to report the cost of
maintaining the current level of service in the snapshot biennium and through the next. The
data begins in Banner, is aggregated in HRDS, then filtered to include only reportable positions
in Budget Mart snapshot, is augmented by data input on the web and is finally used to project
current service level costs in the projection.
Data Sources
Budget Mart
1. Banner
(Vacant/Filled)
Web
Projection
5. Add
Vacant Posns
4. Autoload and
Mark Totally
Vacant Posns
2. HRDS
(Vacant/Filled)
3. Budget Mart
snapshot
8. Projection
(Filled Positions)
6. Add Future
Posns
Must be
Comparable
9. FIS
Budget
Should
Balance
10. BB-1
Form
7. Update
Parameters
HR Data Store
1. Banner (Vacant and Filled) – Changes made to filled and vacant positions in Banner
up to the last day of the snapshot period will be reflected in the snapshot in Budget Mart.
a. Pooled positions with any filled FTE will continue to use the position FTE and
Salary Budget from Banner. This includes both the filled and the vacant portions
of the position.
b. Single, filled positions will continue to use Base Salary and Position FTE.
c. Use the C reports in Budget Mart to identify positions that may need attention in
Banner.
Human Resources Data Store
2. Human Resources Data Store– The HRDS contains current information exactly as you
would see it in Banner. This data store is loaded weekly on Sunday afternoon, and is
used as the source to aggregate data and feed it to the Budget Mart.
Budget Mart
3. Budget Mart snapshot– The Budget Mart contains information regarding reportable
filled and vacant positions. However, All completely empty (vacant) positions in Budget
Mart will be ignored for projections. Each institution will then enter information about their
budgeted vacant positions (single and pooled) using a new web application. The
projection will use this information rather than Budget Mart vacancy information as a
basis for projections.
1/9/2006
Page 50 of 104
Budget Data Mart
Salary Projection Reports
Web
4. Autoload and Mark Totally Vacant Positions – Autoload all existing positions with
zero filled FTE from the Budget Mart for the snapshot period. Campus personnel will
then be asked to mark those positions that are truly vacant for budget purposes and
make any necessary modifications to the position information.
5. Add Vacant Positions – Create additional vacant positions to account for budgeted
FTE and Salary that are not represented in those positions autoloaded from Banner
data. This will create a way to reconcile projected FTE and Salary with the campus
budget.
a. These positions can group multiple logical positions into one but must be created
at the Eclass and Fund Type level so that projection reports can break the FTE
and Salary into appropriate categories.
6. Add Future Positions – Create additional positions with a future effective date. These
positions should be pre-approved budgeted positions that have not yet been created,
because they do not become effective until after the snapshot period.
7. Update Parameters – Add/Update other projection parameters. This includes:
unclassified increases, classified merit, classified cola, classified grade changes, and
projection notes.
Projection
8. Projection – The Eugene budget group will run the actual projection process. When the
projection is run or marked official, each campus representative will receive an email
notification. The projection process is as follows:
• Load base data from the Budget Mart into a projection area
• Calculate the original salary step, salary grade, salary group and base salary as it
most likely would have been the previous July
• Project forward across the current biennium and through the next biennium
9. FIS Budget – The resulting projection should be comparable to the FIS Budget.
However, due to the nature of FIS data, it is not expected to balance with projection
numbers
10. BB-1 Form – Campuses will fill out the BB-1 Form, including salary dollars and number
of FTE for Unclassified, Classified, and Grad Assistants (as well as non-salary
projections.) The salary dollars and FTE in Budget Mart should balance to the BB-1
form.
Projection Process (Detail regarding #8)
Load Base Data
End of month data is pulled from the Budget Mart into a temporary projection area.
Filled or partially filled Pooled positions (Position Type of P) are inserted with the
position salary budget and FTE without regard to associated jobs.
Single filled positions (Position Type of S) with multiple assigned jobs are given
employee/jobs information based on the associated job record with the highest Base
Salary
Vacant positions are added in from the web.
Salary is determined according to the employee class and position type. (See reference
section for details)
1/9/2006
Page 51 of 104
Budget Data Mart
Salary Projection Reports
Calculate Salary Information Backward to July
Reduce the salary, and salary group for classified positions according to any Cost of
Living Adjustments (COLA)
• In order for these changes to take effect, the appropriate Salary Group
information must be loaded into Banner before the end of the snapshot period.
• Classified IT positions may additionally receive percent increases that will be
backed out during this phase.
Note regarding the 2003-2005 projections: For the 2003 projection, IT salaries are
reduced by 2% in January of 2002 due to the salary grade change at the beginning
of January. Their salary group was not reduced. Because the new grades are of a
broader range than the old ones, any salaries may cross old high or low boundaries
as they are adjusted for dates before January 1, 2002
Reduce the salary for unclassified positions according to the Unclassified Adjustments
entered on the web.
Reduce the salary and step according to merit adjustments and classified merit years
entered on the web
• Positions at steps 1 or 8 are assumed not to have had an adjustment and are left
as is
• Positions that are vacant at the time of the snapshot are assumed not to have
received an adjustment
Reduce the Salary Grade and Step (and salary if appropriate) for positions that were
affected by a contracted grade change.
• The Step is changed to the lowest Step in the new scale where the salary is
equal to or less than the current salary
1/9/2006
Page 52 of 104
Budget Data Mart
Salary Projection Reports
Project Future Salary Costs (Includes the Current and Next Biennium)
Include future positions from the web starting on their Start Fiscal Year and Period and
continuing through the end of the projection.
Increase the COLA Cost, and Salary Group according to any Cost of Living Adjustments
(COLA) (All classified staff, current biennium)
• In order for these changes to take effect, the appropriate Salary Group
information must be loaded into Banner before the end of the snapshot period.
• Classified IT positions may additionally receive percent increases that will be
applied during this phase.
Note regarding the 2003-2005 projections: For the 2002 projections, IT salaries are
increased by 2% in January due to the salary grade change at the beginning of
January. Their salary group was not changed.
Increase the salary for unclassified positions according to the Unclassified Adjustments
entered on the web.
Increase the Merit Cost and Salary Step according to merit adjustments and classified
merit years entered on the web. (Only classified staff)
• Positions already at Step 1 during the snapshot period, do not receive an
increase on their first merit date.
• Positions at Step 8 do not receive merit increases
• Positions that are vacant at the time of the snapshot do not receive increases
Increase the Salary Grade and Step (and Salary if appropriate) for positions that were
affected by a contracted grade change. (Only classified staff, current biennium)
• The Step is changed to the highest Step in the new scale where the salary is
equal to or greater than the current salary.
Each position is projected forward from July of the first year in the current biennium to July of
the second year of the future biennium (e.g.: July 1, 2001-June 30, 2005). In a small percentage
of cases, the snapshot period information resulting from this projection will differ from that of the
original snapshot period data. These differences are caused by:
•
•
An employee hitting their lower salary bound during the backwards projection,
causing the forward projection to be off by the amount the person was adjusted
to fit inside the bounds.
Rounding during projection calculations
Note: Any position missing key salary information (such as Group, Grade, Step or Table) will
not receive any increases over of the course of the projection. These employees can be
identified through the exception reports provided on the Exception/Diagnostic Reports Window.
(See the reference section for more details on future projection factors)
1/9/2006
Page 53 of 104
Budget Data Mart
Salary Projection Reports
SALARY PROJECTION REPORTS
P1a – Projected FTE & Salary by Annual Basis, by Biennial Budget
Program Group, Budget Entity, & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE and Salary data by Annual Basis for a given Fiscal Year
Groups and subtotals by Biennial Budget Program Group, Budget Entity and Eclass
Prompts the user to enter or select from a list of values:
Fiscal Year
(the ending year of the Fiscal Year)
…
Calculation #
1
2
3
4
1/9/2006
(Calc
1)
9 Mo FTE
9 Mo Salary
12 Mo FTE
12 Mo Salary
(Calc
2)
(Calc
3)
(Calc
4)
If ANNUAL BASIS =9, include Position LD FTE
If ANNUAL BASIS =9, then include Salary plus Increases
If ANNUAL BASIS =12, then include Position LD FTE
If ANNUAL BASIS =12, then include Salary plus Increases
Page 54 of 104
Budget Data Mart
Report Column Title
Biennial Budget
Program Group
Budget Entity
Eclass
9 Mo Annual Basis
FTE
Salary
12 Mo Annual Basis
FTE
Salary
Total
FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A code assigned based on Budget Entity. Used to identify the
two major OUS budget categories for the biennial budget
process [the institutions and the Boards Office; and Statewide
Public Services]
The mutually exclusive organization responsible for funding the
position. Mostly this is the same as institution. However there
may be other entities within an institution, such as the Cascades
campus within OSU or the OCECS within the Chancellor's
Office.
The title for a grouping of Eclasses: Unclassified (split into
subtypes: Teaching Faculty and Other Unclassified), Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions assigned a 9 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 9 month annual basis.
The amount of FTE funded by an accompanying fund for
positions assigned a 12 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 12 month annual basis.
The amount of FTE funded by an accompanying fund for all
positions.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees.
Page 55 of 104
Budget Data Mart
Salary Projection Reports
P1a System-Wide – Projected FTE & Salary by Annual Basis, by Bienial
Budget Program Group and Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Includes two presentations of the data, one that breaks down by Biennial Budget Program
group and the other that summarizes across the entire system.
Displays projected FTE and Salary data by Annual Basis for a given Fiscal Year
Groups and subtotals by Biennial Budget Program Group, and Eclass
Prompts the user to enter or select from a list of values:
Fiscal Year
(the ending year of the Fiscal Year)
For description of columns see the P1a – PROJECTED FTE & SALARY BY ANNUAL BASIS,
BY BIENNIAL BUDGET PROGRAM GROUP, BUDGET ENTITY, & ECLASS report.
1/9/2006
Page 56 of 104
Budget Data Mart
Salary Projection Reports
P1b – Projected FTE & Salary by Annual Basis, by Fund Group, Biennial
Budget Program Group, Budget Entity, & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
…
…
(Calc
1)
Calculation #
1
2
3
4
1/9/2006
9 Mo FTE
9 Mo Salary
12 Mo FTE
12 Mo Salary
(Calc
2)
(Calc
3)
(Calc
4)
If ANNUAL BASIS =9, include Position LD FTE
If ANNUAL BASIS =9, then include Salary plus Increases
If ANNUAL BASIS =12, then include Position LD FTE
If ANNUAL BASIS =12, then include Salary plus Increases
Page 57 of 104
Budget Data Mart
Report Column Title
Fund Group
Biennial Budget
Program Group
Budget Entity
Eclass
9 Mo Annual Basis
FTE
Salary
12 Mo Annual Basis
FTE
Salary
Total
FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A high level grouping of fund types: 01-Budgeted Operations; 02Self Support Operations; 03-Restricted Funds.
A code assigned based on Budget Entity. Used to identify the
two major OUS budget categories for the biennial budget
process [the institutions and the Boards Office; and Statewide
Public Services]
The mutually exclusive organization responsible for funding the
position. Mostly this is the same as institution. However there
may be other entities within an institution, such as the Cascades
campus within OSU or the OCECS within the Chancellor's
Office.
The title for a grouping of Eclasses: Unclassified (split into
subtypes: Teaching Faculty and Other Unclassified), Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions assigned a 9 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 9 month annual basis.
The amount of FTE funded by an accompanying fund for
positions assigned a 12 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 12 month annual basis.
The amount of FTE funded by an accompanying fund for all
positions.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees.
Page 58 of 104
Budget Data Mart
Salary Projection Reports
P1b System-Wide – Projected FTE & Salary by Annual Basis, by Fund
Group, Biennial Budget Program Group, Budget Entity, & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
…
For description of columns see the P1b – Projected FTE & Salary by Annual Basis, by Fund
Group, Biennial Budget Program Group, Budget Entity, & Eclass
1/9/2006
Page 59 of 104
Budget Data Mart
Salary Projection Reports
P2 – Projected FTE & Salary by Annual Basis, by Budget Entity, Fund
Group & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE and Salary data by Annual Basis for a given Fiscal Year
Groups and subtotals by Budget Entity, Fund Group and Eclass
Prompts the user to enter or select from a list of values:
Budget Entity
(or % for all Budget Entities if they have clearance to see all
institutions)
Fiscal Year
(the ending year of the Fiscal Year)
…
(Calc
1)
Calculation #
1
2
3
4
1/9/2006
9 Mo FTE
9 Mo Salary
12 Mo FTE
12 Mo Salary
(Calc
2)
(Calc
3)
(Calc
4)
If ANNUAL BASIS =9, then display POSN_LD_FTE
If ANNUAL BASIS =9, then display *Salary with Increases
If ANNUAL BASIS =12, then display POSN_LD_FTE
If ANNUAL BASIS =12, then display *Salary with Increases
Page 60 of 104
Budget Data Mart
Report Column Title
Fund Group
Eclass
9 Mo Annual Basis
FTE
Salary
12 Mo Annual Basis
FTE
Salary
Total
FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A high level grouping of fund types: 01-Budgeted Operations; 02Self Support Operations; 03-Restricted Funds.
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions assigned a 9 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 9 month annual basis.
The amount of FTE funded by an accompanying fund for
positions assigned a 12 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 12 month annual basis.
The amount of FTE funded by an accompanying fund for all
positions.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees.
Page 61 of 104
Budget Data Mart
Salary Projection Reports
P2 System-Wide – Projected FTE & Salary by Annual Basis, by Fund
Group & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
For description of columns see the P2 - PROJECTED FTE & SALARY BY ANNUAL BASIS, BY
BUDGET ENTITY, FUND GROUP & ECLASS report.
1/9/2006
Page 62 of 104
Budget Data Mart
Salary Projection Reports
P3 – Projected FTE & Salary by Annual Basis, by Budget Entity, Fund
Type/Group, Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE and Salary data by Annual Basis for a given Fiscal Year
Groups and subtotals by Budget Entity, Fund Group, Fund Type and Eclass
Prompts the user to enter or select from a list of values:
Budget Entity
(or % for all Budget Entities if they have clearance to see all
institutions)
Fiscal Year
(the ending year of the Fiscal Year)
…
(Calc
1)
Calculation #
1
2
3
4
1/9/2006
9 Mo FTE
9 Mo Salary
12 Mo FTE
12 Mo Salary
(Calc
2)
(Calc
3)
(Calc
4)
If ANNUAL BASIS =9, then display POSN_LD_FTE
If ANNUAL BASIS =9, then display *Salary with Increases
If ANNUAL BASIS =12, then display POSN_LD_FTE
If ANNUAL BASIS =12, then display *Salary with Increases
Page 63 of 104
Budget Data Mart
Report Column Title
Fund Group
Fund Type
Eclass
9 Mo Annual Basis
FTE
Salary
12 Mo Annual Basis
FTE
Salary
Total
FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A high level grouping of fund types: 01-Budgeted Operations; 02Self Support Operations; 03-Restricted Funds.
Used to identify different types of funding sources: 11-Continuing
Ed, Ed & General, Summer Session; 12-Designated Operations;
13-Service Departments; 14-Clearing Funds; 20-Auxiliary Funds;
30-Restricted Funds; 81-Unknown Funds.
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions assigned a 9 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 9 month annual basis.
The amount of FTE funded by an accompanying fund for
positions assigned a 12 month annual basis.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees with a 12 month annual basis.
The amount of FTE funded by an accompanying fund for all
positions.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees.
Page 64 of 104
Budget Data Mart
Salary Projection Reports
P3 System-Wide – Projected FTE & Salary by Annual Basis, by Fund Type/
Group, Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
…
For description of columns see the P3 - PROJECTED FTE & SALARY BY ANNUAL BASIS, BY
BUDGET ENTITY, FUND TYPE/GROUP, ECLASS report.
1/9/2006
Page 65 of 104
Budget Data Mart
Salary Projection Reports
P4 – Projected FTE & Salary by Year, by Biennial Budget Program Group,
Budget Entity & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE and Salary data by Fiscal Year for a given Biennium
Groups and subtotals by Biennial Budget Program Group, Budget Entity and Eclass
Prompts the user to enter or select from a list of values:
Biennium
(the ending year of the Biennium)
(Calc
1)
…
…
Calculation #
1
2
3
4
5
6
1/9/2006
(Calc
2)
Year
Yr 1 FTE
Yr 1 Salary
Yr 2 FTE
Yr 2 Salary
2 Yr Avg FTE
(Calc
3)
(Calc
4)
(Calc
5)
(Calc
6)
If BIENNIUM = FISCAL YEAR then year = 2, else year = 1
If Year = 1, then display POSN_LD_FTE
If Year = 1, then display *Salary with Increases
If Year = 2, then display POSN_LD_FTE
If Year = 2, then display *Salary with Increases
(Yr 1 FTE + Yr 2 FTE) / 2
Page 66 of 104
Budget Data Mart
Report Column Title
Biennial Budget
Program Group
Budget Entity
Eclass
Year 1
FTE
Salary
Year 2
FTE
Salary
Total
2-Yr Avg FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A code assigned based on Budget Entity. Used to identify the
two major OUS budget categories for the biennial budget
process [the institutions and the Boards Office; and Statewide
Public Services]
The mutually exclusive organization responsible for funding the
position. Mostly this is the same as institution. However there
may be other entities within an institution, such as the Cascades
campus within OSU or the OCECS within the Chancellor's
Office.
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions during the 1st year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 1st year of the biennium.
The amount of FTE funded by an accompanying fund for
positions during the 2nd year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 2nd year of the biennium.
The average number of FTE for all positions for the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees for the biennium.
Page 67 of 104
Budget Data Mart
Salary Projection Reports
P4 System-Wide – Projected FTE & Salary by Year, by Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Includes two presentations of the data, one that breaks down by Biennial Budget Program
group and the other that summarizes across the entire system.
Displays projected FTE and Salary data by Fiscal Year for a given Biennium
Groups and subtotals by Biennial Budget Program Group, and Eclass
Prompts the user to enter or select from a list of values:
Biennium
(the ending year of the Biennium)
For description of columns see the P4 – PROJECTED FTE & SALARY BY YEAR, BY
BIENNIAL BUDGET PROGRAM GROUP, BUDGET ENTITY & ECLASS report.
1/9/2006
Page 68 of 104
Budget Data Mart
Salary Projection Reports
P5 – Projected FTE & Salary by Year, by Budget Entity, Fund Group &
Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE and Salary data by Fiscal Year for a given Biennium
Groups and subtotals by Budget Entity, Fund Group and Eclass
Prompts the user to enter or select from a list of values:
Budget Entity
(or % for all Budget Entities if they have clearance to see all
institutions)
Biennium
(the ending year of the Biennium)
(Calc
1)
…
(Calc
2)
Calculation #
1
2
3
4
5
6
1/9/2006
Year
Yr 1 FTE
Yr 1 Salary
Yr 2 FTE
Yr 2 Salary
2 Yr Avg FTE
(Calc
3)
(Calc
4)
If BIENNIUM = FISCAL YEAR then year = 2, else year = 1
If Year = 1, then display POSN_LD_FTE
If Year = 1, then display *Salary with Increases
If Year = 2, then display POSN_LD_FTE
If Year = 2, then display *Salary with Increases
(Yr 1 FTE + Yr 2 FTE) / 2
Page 69 of 104
Budget Data Mart
Report Column Title
Fund Group
Eclass
Year 1
FTE
Salary
Year 2
FTE
Salary
Total
2-Yr Avg FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A high level grouping of fund types: 01-Budgeted Operations; 02Self Support Operations; 03-Restricted Funds.
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions during the 1st year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 1st year of the biennium.
The amount of FTE funded by an accompanying fund for
positions during the 2nd year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 2nd year of the biennium.
The average number of FTE for all positions for the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees for the biennium.
Page 70 of 104
Budget Data Mart
Salary Projection Reports
P5 System-Wide – Projected FTE & Salary by Year, by Fund Group &
Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
For description of columns see the P5 – PROJECTED FTE & SALARY BY YEAR, BY BUDGET
ENTITY, FUND GROUP & ECLASS report.
1/9/2006
Page 71 of 104
Budget Data Mart
Salary Projection Reports
P6 – Projected FTE & Salary by Year, by Budget Entity, Fund Type/Group
& Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE and Salary data by year for a given Biennium
Groups and subtotals by Budget Entity, Fund Group, Fund Type and Eclass
Prompts the user to enter or select from a list of values:
Budget Entity
(or % for all Budget Entities if they have clearance to see all
institutions)
Biennium
(the ending year of the Biennium)
(Calc
1)
…
Calculation #
1
2
3
4
5
6
1/9/2006
(Calc
2)
Year
Yr 1 FTE
Yr 1 Salary
Yr 2 FTE
Yr 2 Salary
2 Yr Avg FTE
(Calc
3)
(Calc
4)
(Calc
5)
(Calc
6)
If BIENNIUM = FISCAL YEAR then year = 2, else year = 1
If Year = 1, then display POSN_LD_FTE
If Year = 1, then display *Salary with Increases
If Year = 2, then display POSN_LD_FTE
If Year = 2, then display *Salary with Increases
(Yr 1 FTE + Yr 2 FTE) / 2
Page 72 of 104
Budget Data Mart
Report Column Title
Fund Group
Fund Type
Eclass
Year 1
FTE
Salary
Year 2
FTE
Salary
Total
2-Yr Avg FTE
Salary
1/9/2006
Salary Projection Reports
Brief Description
A high level grouping of fund types: 01-Budgeted Operations; 02Self Support Operations; 03-Restricted Funds.
Used to identify different types of funding sources: 11-Continuing
Ed, Ed & General, Summer Session; 12-Designated Operations;
13-Service Departments; 14-Clearing Funds; 20-Auxiliary Funds;
30-Restricted Funds; 81-Unknown Funds.
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The amount of FTE funded by an accompanying fund for
positions during the 1st year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 1st year of the biennium.
The amount of FTE funded by an accompanying fund for
positions during the 2nd year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 2nd year of the biennium.
The average number of FTE for all positions for the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees for the biennium.
Page 73 of 104
Budget Data Mart
Salary Projection Reports
P6 System-Wide – Projected FTE & Salary by Year, by Fund Type/Group &
Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
…
For description of columns see the P6 – PROJECTED FTE & SALARY BY YEAR, BY BUDGET
ENTITY, FUND TYPE/GROUP & ECLASS report.
1/9/2006
Page 74 of 104
Budget Data Mart
Salary Projection Reports
P7 – Projected Salary, Merit & COLA Increases, by Budget Entity & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE, Salary, yearly increase and roll-up data by year for a given
Biennium
Groups and subtotals by Budget Entity, Fund Group, Fund Type and Eclass
Prompts the user to enter or select from a list of values:
Budget Entity
(or % for all Budget Entities if they have clearance to see all)
Biennium
(the ending year of the Biennium)
Calc 1
…
…
Calc
2
Calc
3
Calc
4
Calculation #
1
2
3
4
1/9/2006
Calc
5
Calc
6
Calc
7
Year
Yr 1 FTE
Yr 1 Salary
Yr1 Increase Annualized
5
Yr 1 Rollup
6
7
8
9
Yr 1 Actual Cost
Yr 2 FTE
Yr 2 Salary
Yr2 Increase Biennialized
10
Yr2 Rollup
11
12
13
14
Yr2 Actual Cost
Biennial Avg FTE
Total Rollup
Total Actual Cost
Calc
8
Calc
9
Calc
10
C alc 11
Calc
12
Calc
13
Calc
14
If BIENNIUM = FISCAL YEAR then year = 2, else year = 1
If Year = 1 Then = POSN_LD_FTE
If Year = 1 Then = *Salary with Increases
If SALARY TYPE = "Salary", Then = Blank
Else
If Year = 1, Then = JUN * ANNUAL BASIS
Else = Blank
If SALARY TYPE <> "Salary"
Then = Calc 4 - Calc 3 (Yr1 Increase - Yr1 Salary)
If SALARY TYPE <> "Salary", then = *Salary with Increases
If Year = 2 Then = POSN_LD_FTE
If Year = 2 Then = *Salary with Increases
If SALARY TYPE = "Salary", Then = Blank
Else
If Year =2, Then = JUN * ANNUAL BASIS *2
Else = Blank
If SALARY TYPE <> "Salary"
Then = Calc 9 - Calc 8 (Yr2 Increase - Yr2 Salary)
Yr1 Increase Annualized + Yr2 Salary (Salary Type = “Salary”)
(Yr 1 FTE + Yr 2 FTE) / 2
Calc 5 + Calc 10 (Yr 1 Rollup + Yr 2 Rollup)
Calc 6 + Calc 11 (Yr 1 Actual Cost + Yr 2 Actual Cost)
Page 75 of 104
Budget Data Mart
Report Column Title
Eclass
Salary Type
Year 1
FTE
Salary
Year 1 Increase
Annualized
Year 1 Roll-Up
Year 1 Actual
Cost
Year 2
FTE
Salary
Year 2 Increase
Biennialized
Year 2 Roll-Up
Year 2 Actual
Cost
Total
Biennial Avg FTE
Biennial Total
Salary
Total Roll-Up
Total Actual Cost
1/9/2006
Salary Projection Reports
Brief Description
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The type of compensation or projected salary: Salary, Merit
Increase, COLA Increase or Pay Adjustment.
The amount of FTE funded by an accompanying fund for
positions during the 1st year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 1st year of the biennium.
The amount of increase, for the given salary type, that would be
projected for the entire year. Formula used is the amount for
June * the annual basis.
The first year roll-up amount, calculated as the 1 Year Increase
amount minus the Salary, for the given salary type.
The actual increase amounts for the 1st year of the biennium.
The amount of FTE funded by an accompanying fund for
positions during the 2nd year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 2nd year of the biennium.
The amount of increase, for the given salary type, that would be
projected for the entire 2-year period. Formula used is the
amount for June * the annual basis * 2.
The second year roll-up amount, calculated as the 2 Year
Increase amount minus the Salary, for the given salary type.
The actual increase amounts for the 2nd year of the biennium,
which includes the 1st year annualized increase amount.
The average number of FTE for all positions for the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees for the biennium.
The total of the Year 1 Roll-Up and Year 2 Roll-Up.
The total of the Year 1 Actual Cost and Year 2 Actual Cost.
Page 76 of 104
Budget Data Mart
Salary Projection Reports
P7 System-Wide – Projected Salary, Merit & COLA Increases, by Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
…
For description of columns see the P7 – PROJECTED SALARY, MERIT & COLA INCREASES,
BY BUDGET ENTITY & ECLASS report.
1/9/2006
Page 77 of 104
Budget Data Mart
Salary Projection Reports
P8 – Projected Salary, Merit & COLA Increases, by Budget Entity, Fund
Group & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE, Salary, yearly increase and roll-up data by year for a given
Biennium
Groups and subtotals by Budget Entity, Fund Group, Eclass and Salary Type
Prompts the user to enter or select from a list of values:
Budget Entity
(Note: this must be a single Budget Entity only - no wildcards are
allowed here, due to the complexity of the report.)
Biennium
(the ending year of the Biennium)
-
Calc 1
…
…
Calc
2
1/9/2006
Calc
3
Calc
4
Calculation #
1
2
3
4
Calc
5
Calc
6
Year
Yr 1 FTE
Yr 1 Salary
Yr1 Increase Annualized
5
Yr 1 Rollup
6
7
Yr 1 Actual Cost
Yr 2 FTE
Calc
7
Calc
8
Calc
9
Calc
10
C alc 11 Calc
12
Calc
13
If BIENNIUM = FISCAL YEAR then year = 2, else year = 1
If Year = 1 Then = POSN_LD_FTE
If Year = 1 Then = *Salary with Increases
If SALARY TYPE = "Salary", Then = Blank
Else
If Year = 1, Then = JUN * ANNUAL BASIS
Else = Blank
If SALARY TYPE <> "Salary"
Then = Calc 4 - Calc 3 (Yr1 Increase - Yr1 Salary)
If SALARY TYPE <> "Salary", then = *Salary with Increases
If Year = 2 Then = POSN_LD_FTE
Page 78 of 104
Calc
14
Budget Data Mart
8
9
Yr 2 Salary
Yr2 Increase Biennialized
10
Yr2 Rollup
11
12
13
14
Yr2 Actual Cost
Biennial Avg FTE
Total Rollup
Total Actual Cost
Report Column Title
Fund Group
Eclass
Salary Type
Year 1
FTE
Salary
Year 1 Increase
Annualized
Year 1 Roll-Up
Year 1 Actual
Cost
Year 2
FTE
Salary
Year 2 Increase
Biennialized
Year 2 Roll-Up
Year 2 Actual
Cost
Total
Biennial Avg FTE
Biennial Total
Salary
Total Roll-Up
Total Actual Cost
1/9/2006
Salary Projection Reports
If Year = 2 Then = *Salary with Increases
If SALARY TYPE = "Salary", Then = Blank
Else
If Year =2, Then = JUN * ANNUAL BASIS *2
Else = Blank
If SALARY TYPE <> "Salary"
Then = Calc 9 - Calc 8 (Yr2 Increase - Yr2 Salary)
Yr1 Increase Annualized + Yr2 Salary (Salary Type = “Salary”)
(Yr 1 FTE + Yr 2 FTE ) / 2
Calc 5 + Calc 10 (Yr 1 Rollup + Yr 2 Rollup)
Calc 6 + Calc 11 (Yr 1 Actual Cost + Yr 2 Actual Cost)
Brief Description
A high level grouping of fund types: 01-Budgeted Operations; 02Self Support Operations; 03-Restricted Funds.
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The type of compensation or projected salary: Salary, Merit
Increase, COLA Increase or Pay Adjustment.
The amount of FTE funded by an accompanying fund for
positions during the 1st year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 1st year of the biennium.
The amount of increase, for the given salary type, that would be
projected for the entire year. Formula used is the amount for
June * the annual basis.
The first year roll-up amount, calculated as the 1 Year Increase
amount minus the Salary, for the given salary type.
The actual increase amounts for the 1st year of the biennium.
The amount of FTE funded by an accompanying fund for
positions during the 2nd year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 2nd year of the biennium.
The amount of increase, for the given salary type, that would be
projected for the entire 2-year period. Formula used is the
amount for June * the annual basis * 2.
The second year roll-up amount, calculated as the 2 Year
Increase amount minus the Salary, for the given salary type.
The actual increase amounts for the 2nd year of the biennium,
which includes the 1st year annualized increase amount.
The average number of FTE for all positions for the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees for the biennium.
The total of the Year 1 Roll-Up and Year 2 Roll-Up.
The total of the Year 1 Actual Cost and Year 2 Actual Cost.
Page 79 of 104
Budget Data Mart
Salary Projection Reports
P8a System-Wide – Projected Salary, Merit & COLA Increases, by Fund
Group & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
…
For description of columns see the P8 – PROJECTED SALARY, MERIT & COLA INCREASES,
BY BUDGET ENTITY, FUND GROUP & ECLASS report.
1/9/2006
Page 80 of 104
Budget Data Mart
Salary Projection Reports
P8b System-Wide – Projected Salary, Merit & COLA Increases, by Biennial
Budget Program Group & Eclass
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays projected FTE, Salary, yearly increase and roll-up data by year for a given
Biennium
Groups and subtotals by Biennial Budget Program Group, Eclass and Salary Type
Prompts the user to enter or select from a list of values:
Biennium
(the ending year of the Biennium)
…
1/9/2006
Page 81 of 104
Budget Data Mart
Report Column Title
Biennial Budget
Program Group
Eclass
Salary Type
Year 1
FTE
Salary
Year 1 Increase
Annualized
Year 1 Roll-Up
Year 1 Actual
Cost
Year 2
FTE
Salary
Year 2 Increase
Biennialized
Year 2 Roll-Up
Year 2 Actual
Cost
Total
Biennial Avg FTE
Biennial Total
Salary
Total Roll-Up
Total Actual Cost
1/9/2006
Salary Projection Reports
Brief Description
A code assigned based on Budget Entity. Used to identify the
two major OUS budget categories for the biennial budget
process [the institutions and the Boards Office; and Statewide
Public Services]
The title for a grouping of Eclasses: Unclassified, Classified,
Grad Assistant.
The type of compensation or projected salary: Salary, Merit
Increase, COLA Increase or Pay Adjustment.
The amount of FTE funded by an accompanying fund for
positions during the 1st year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 1st year of the biennium.
The amount of increase, for the given salary type, that would be
projected for the entire year. Formula used is the amount for
June * the annual basis.
The first year roll-up amount, calculated as the 1 Year Increase
amount minus the Salary, for the given salary type.
The actual increase amounts for the 1st year of the biennium.
The amount of FTE funded by an accompanying fund for
positions during the 2nd year of the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees during the 2nd year of the biennium.
The amount of increase, for the given salary type, that would be
projected for the entire 2-year period. Formula used is the
amount for June * the annual basis * 2.
The second year roll-up amount, calculated as the 2 Year
Increase amount minus the Salary, for the given salary type.
The actual increase amounts for the 2nd year of the biennium,
which includes the 1st year annualized increase amount.
The average number of FTE for all positions for the biennium.
The total LD projection salary (see reference section for
definitions) plus any increases that have been projected for
employees for the biennium.
The total of the Year 1 Roll-Up and Year 2 Roll-Up.
The total of the Year 1 Actual Cost and Year 2 Actual Cost.
Page 82 of 104
Budget Data Mart
Salary Projection Reports
P9 – Projected Salary, Merit & COLA (Current Biennium Detail)
-
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays the employee or position (for pooled or vacant positions) information on the first
line, including the ending salary grade and salary step for the biennium, and the starting
annual salary. Also displays the Eclass and FTE in the first column under the name.
(Refer to the online Data Dictionary for detailed definitions of these fields.)
Displays detailed projected Salary, Pay Adjustment, Merit and COLA increase amounts,
as well as yearly increases and roll-up amounts by fiscal year for a given Biennium
Groups by Budget Entity, Eclass and Employee
Prompts the user to enter or select from a list of values:
Budget Entity
(Note: this must be a single Budget Entity only – no wildcards are
allowed here, due to the detail in this report.)
Eclass Type Title (Classified, Unclassified, Graduate Assistant – or % for all)
Biennium
(the ending year of the Biennium)
(Calc 2)
(Calc
3)
(Calc
4)
Calculation #
1
Yr
2
CalculatedName
1/9/2006
3
Ann Salary
4
Fiscal Yr Increase
5
Increase Calc
6
7
8
9
Roll Up
Actual Cost
Total Roll-up
Total Actual Cost
(Calc
1)
(Calc
5)
(Calc
6)
(Calc
8)
(Calc
7)
(Calc
9)
If BIENNIUM = FISCAL YEAR, Then Yr = 2, Else = 1
If FULL NAME is blank
Then
If POSITION_TYPE = "P
Then = "POOLED POSITION",
Else = "VACANT POSITION"
Else = FULL NAME
Jun1stYrSalary * (APPOINTMENT PERCENT /100) * ANNUAL
BASIS
If SALARY TYPE = "Salary"
Then = Blank, Else =
JUL+AUG+SEP+OCT+NOV+DEC+JAN+FEB+MAR+APR+MAY+JUN
If FISCAL YEAR is not equal to BIENNIUM
st
Then (1 year) If SALARY TYPE = "Salary"
Then = Blank, Else = JUN * ANNUAL BASIS
nd
Else (2 year) If SALARY TYPE = "Salary"
Then = Blank, Else = JUN * (ANNUAL BASIS *2)
'Calc 5’ - 'Calc 4’ (Increase Calc - Fiscal Yr Increase)
Yr1 = FY Increase; Yr2, Yr1 Annualized + FY Increase (Yr 2)
‘Calc 7’ for Year 1 + ‘Calc 7’ for Year 2
‘Calc 8’ for Year 1 + ‘Calc 8’ for Year 2
Page 83 of 104
Budget Data Mart
Report Column Title
Jul – Jun
Year 1
Fiscal Yr Increase
Year 1 Increase
Annualized
Year 1 Roll-Up
Year 1 Actual
Cost
Year 2
Fiscal Yr Increase
Year 2 Increase
Biennialized
Year 2 Roll-Up
Year 2 Actual
Cost
Total
Yr1 + Yr2 Roll-up
Yr1 + Yr2 Actual
Cost
1/9/2006
Salary Projection Reports
Brief Description
The dollar amount for each salary type or type of compensation
(Salary, Pay Adjustment, Merit Increase or COLA Increase) for a
given month of the fiscal year, with totals given for each month.
The total actual increase for the year, calculated by adding up
the individual months for each type of increase.
The amount of increase, for the given salary type, that would be
projected for the entire year. Formula used is the amount for
June * the annual basis.
The first year roll-up amount, calculated as the 1 Year Increase
amount minus the Fiscal Yr Increase, for the given Pay
Adjustment, Merit and COLA salary types.
The actual increase amounts for the 1st year of the biennium.
The total actual increase for the year, calculated by adding up
the individual months for each salary type.
The amount of increase, for the given salary type, that would be
projected for the entire 2-year period. Formula used is the
amount for June * the annual basis * 2.
The second year roll-up amount, calculated as the 2 Year
Increase amount minus the Fiscal Yr Increase, for the given Pay
Adjustment, Merit and COLA salary types.
The actual increase amounts for the 2nd year of the biennium,
which includes the 1st year annualized increase amount.
The total of the Year 1 Roll-Up and Year 2 Roll-Up for the
individual or position.
The total of the Year 1 Actual Cost and Year 2 Actual Cost for
the individual or position.
Page 84 of 104
Budget Data Mart
Salary Projection Reports
P10 – Projected Salary, Merit & COLA (New Biennium Detail, Classified
Only)
-
-
-
Has an "Unofficial" watermark behind the heading for reports done on unofficial data
Displays the employee or position (for pooled or vacant positions) information on the first
line, including the ending salary grade and salary step for the fiscal year, the starting
annual salary. Also displays the Eclass and FTE in the first column under the name.
(Refer to the online Data Dictionary for detailed definitions of these fields.)
Displays detailed projected Salary and Merit increase amounts (not COLA), as well as
yearly increases and roll-up amounts by fiscal year for the first year of a given Biennium
for Classified employees only
Groups by Budget Entity and Employee
Prompts the user to enter or select from a list of values:
Budget Entity
(Note: this must be a single Budget Entity only – no wildcards are
allowed here, due to the detail in this report.)
Biennium
(the ending year of the Biennium)
(Calc 1)
(Calc 2)
(Calc
3)
Calculation #
1
CalculatedName
1/9/2006
2
Ann Salary
3
Fiscal Yr Increase
4
Increase Calc
5
Roll Up
(Calc
4)
(Calc
5)
If FULL NAME is blank
Then
If POSITION_TYPE = "P
Then = "POOLED POSITION"
Else = "VACANT POSITION"
Else = FULL NAME
Jun1stYrSalary * (APPOINTMENT PERCENT /100) *
ANNUAL BASIS
If SALARY TYPE = "Salary"
Then = Blank
Else = JUL + AUG +SEP + OCT +NOV +DEC +JAN +FEB
+MAR +APR +MAY +JUN
If FISCAL YEAR is not equal to BIENNIUM
st
Then (1 year)
If SALARY TYPE = "Salary"
Then = Blank,
Else = JUN * ANNUAL BASIS
Else (2nd year)
If SALARY TYPE = "Salary"
Then = Blank
Else = JUN * (ANNUAL BASIS *2)
'Calc 5’ - 'Calc 4’ (Fiscal Yr Increase - Increase Calc)
Page 85 of 104
Budget Data Mart
Report Column Title
Jul – Jun
Fiscal Yr Increase
1 Year Increase
Year 1 Roll-Up
1/9/2006
Salary Projection Reports
Brief Description
The dollar amount for each salary type or type of compensation
(Salary, Pay Adjustment, Merit Increase or COLA Increase) for a
given month of the fiscal year, with totals given for each month.
The total actual increase for the fiscal year, calculated by adding
up the individual months for each type of increase.
The amount of increase, for the given salary type, that would be
projected for the entire year. Formula used is the amount for
June * the annual basis.
The first year roll-up amount, calculated as the 1 Year Increase
amount minus the Fiscal Yr Increase, for the given Pay
Adjustment, Merit and COLA salary types.
Page 86 of 104
Budget Data Mart
Active Web Parameters Reports
ACTIVE WEB PARAMETERS REPORTS
A1 – Vacant Positions and Labor Distribution (From Budget Mart Web)
-
A complete listing of vacant positions as they have been entered on the web
Prompts for a position status: V – Vacant positions that will be included in the projection,
I – Ignored positions that will not be included in the projection, or % for both.
Groups by position status and institution.
…
Report Column Title
Brief Description
Base Fiscal Year &
Period
Posn
The fiscal year and period in which the position was vacant. Always
defaults to the projection snapshot fiscal year.
The position number. This number begins with the COAS code the
position is tied to and ends with an X. The remaining three characters
are any combination of numbers and letters that are meaningful to the
campus. Note: For positions loaded from Budmart, the position code
matches the one in BANNER unless it was edited on the Web.
The title of the position.
The employee class that related to the assigned position class. For
Classified positions this value will automatically be changed to match
the default employee class based on the position class from NTRPCLS.
S - Single or P – Pooled. Any position assigned with > 1.0 FTE should
be marked pooled, even if the position is not a true pool.
The number of months this position is budgeted to work in a given year.
FTE is calculated based on this field as:
Budget Basis * (Appointment % / 100)
Annual Basis
The contract basis, or the number of months that qualify as full time.
This value is always 9 or 12. FTE is calculated based on this field as:
Budget Basis * (Appointment % / 100)
Annual Basis
The percentage of each month budgeted for an employee to work. .
FTE is calculated based on this field as:
Budget Basis * (Appointment % / 100)
Annual Basis
Posn Title
Position Eclass
Position Type
Budget Basis
Annual Basis
Appointment %
1/9/2006
Page 87 of 104
Budget Data Mart
Fund Type Title
LD %
LD Annual Salary
LD FTE
Autofilled?
1/9/2006
Active Web Parameters Reports
Fund codes have been grouped under mutually exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
(See the reference section for more details)
The percentage of the position that will be paid by the associated fund.
The amount budgeted as an annual salary for this position at the
assigned FTE and Labor Distribution.
The FTE directly tied to the associated Fund Type Title. Calculated as:
Budget Basis * (Appointment % / 100)
Annual Basis
If the position was originally loaded from Budget Mart snapshot data the
auto-filled column will be marked "yes". Otherwise, if the position was
originally created using the web application, it will be "no"
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Budget Data Mart
Active Web Parameters Reports
A2 – Future Positions and Labor distribution (From budget Mart Web)
-
A complete listing of future positions as they have been entered on the web
Groups by institution.
Report Column Title
Brief Description
Posn
The position number. This number begins with an X, followed by the
COAS code the position it's tied to. The remaining three characters can
be any combination of numbers and letters.
The title of the position.
The employee class that related to the assigned position class. For
Classified positions this value will automatically be changed to match
the default employee class based on the position class from NTRPCLS.
S - Single or P – Pooled. Any position assigned with > 1.0 FTE should
be marked pooled, even if the position is not a true pool.
The number of months this position is budgeted to work in a given year.
FTE is calculated based on this field as:
Budget Basis * (Appointment % / 100)
Annual Basis
The contract basis, or the number of months that qualify as full time.
This value is always 9 or 12. FTE is calculated based on this field as:
Budget Basis * (Appointment % / 100)
Annual Basis
The percentage of each month budgeted for an employee to work. .
FTE is calculated based on this field as:
Budget Basis * (Appointment % / 100)
Annual Basis
Posn Title
Position Eclass
Position Type
Budget Basis
Annual Basis
Appointment %
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Budget Data Mart
Fund Type Title
LD %
LD Annual Salary
LD FTE
Start FY/FP
1/9/2006
Active Web Parameters Reports
Fund codes have been grouped under mutually exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
(See the reference section for more details)
The percentage of the position that will be paid by the associated fund.
The amount budgeted as an annual salary for this position at the
assigned FTE and Labor Distribution.
The FTE directly tied to the associated Fund Type Title. Calculated as:
Budget Basis * (Appointment % / 100)
Annual Basis
The fiscal year and period that the position is scheduled to begin.
Page 90 of 104
Budget Data Mart
Finance Actual Vs Projected Reports
FINANCE ACTUAL VS. PROJECTED REPORTS INTRODUCTION
Finance data is derived from the Payroll and Operating Ledgers as recorded in the Aggregate
Financial Information System (FIS) Data Warehouse. This warehouse contains FIS data from
all OUS campuses and from the Chancellor’s Office. Since this data comes from the FIS, it
reflects not only HR payroll amounts but also any adjustments made by accounting.
Finance Data Source Details –
Annual Budget figures come from the FIS Warehouse Operating Ledger:
- Payroll annual budgeted expense figures for a period are sums of the annual budget
adjustments that were entered as of that period’s close (These adjustments are from
Banner FIS table FGBOPAL).
YTD Expenses and Encumbrances come from the FIS Warehouse Payroll Ledger:
- Actual year-to-date payroll expense figures are sums of the payroll distribution
amounts for all benefits and earning expenses. (From the NHRDIST Banner FIS
table).
- Encumbrance remaining figures are based on payroll distribution amounts for all
benefits and earnings expenses. It starts with the beginning of the year budget and
successively reduces the amount by the actual payroll expenses incurred (From the
NHRDIST Banner FIS table).
Note: Encumbrances and Annual FIS expenditures may appear to be drastically
different than both the FIS budget and Budget Mart projections for Unclassified
Teaching Faculty and Graduate Assistants for two reasons:
• The process in Banner used to calculate encumbrances is an optional process,
thus some institutions may choose to skip this process during summer term.
• Encumbrance calculations are done based on active jobs, thus any faculty jobs
not active during the term being reported will not be accounted for in the
encumbrance totals. This is especially meaningful during summer term and the
month of August when few faculty positions are filled.
Finance Data Summarized –
Finance Actual vs. Projected reports use a summarization of the above-described details.
Summarized figures at the “Fund Type” and “EClass Type” level of detail include all actuals
and budgets. (Expenses are represented in this summarized data, even when there are no
corresponding budgets. Budgets are represented in this summarized data, even when
there are no corresponding expenses).
Projection Data Summarized –
The summarized projection data is based on the selected projection for viewing (e.g.,
Official—2003, Official—2005, Unofficial)
1/9/2006
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Budget Data Mart
Finance Actual Vs Projected Reports
FIS ACTUAL VS. PROJECTED REPORTS
F-Family of Reports (F1 – F2)
The F1 and F2 reports have the following common characteristics:
- Display comparisons of actual and budgeted expenditures using Banner Finance Budget
Mart projected figures.
- May be requested for periods in the projected biennium.
- For meaningful comparisons, FIS data for requested periods should be in the HR BudMart.
To determine which periods have been loaded, query FIS Load History data object in the
‘FIS Budget Model’.
(Calc
1)
Calculation #
1
Budgeted % Diff
(Calc
2)
(Calc
3)
(Calc
4)
(FIS Ann Budget – BudMart Projected) * 100/
BudMart Projected
When BudMart Projected = 0, 100 is displayed.
2
YTD % Diff
(YTD FIS Actual – YTD BudMart Projected) * 100/
YTD BudMart Projected
When YTD BudMart Projected = 0, 100 is displayed.
3
FIS (YTD + Encumb)
FIS Encumbrances + YTD FIS Actual
4
Ann % Diff
(Ann FIS Actual – Ann BudMart Projected) * 100/
Ann BudMart Projected
When Ann BudMart Projected = 0, 100 is displayed.
With the following meanings:
1/9/2006
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Budget Data Mart
Report Column Title
FIS Encumbrances
Budgeted
Expenditures
FIS Annual Budget
BudMart Projected
% Diff
YTD Expenditures
FIS Actual
BudMart Projected
% Diff
Annual Expenditures
FIS (Includes
Encumb)
BudMart Projected
% Diff
1/9/2006
Finance Actual Vs Projected Reports
Brief Description
Budgeted dollars remaining to be used during the rest of the
year. From Banner FIS via FIS Data Warehouse.
These columns compare budgeted and projected expenditures
for the fiscal year that is displayed in the report title. If a report
is prepared for a year whose FIS budget data is not in the HR
BudMart, FIS data will appear as dashes - -.
Annual budget figures from the FIS Data Warehouse.
Projected annual expenditure figures as determined by the HR
BudMart biennial budget projection. (Includes Merit and COLA)
Calculated as (Budgeted – Projected)*100/Projected. When
Projected is zero, the result displayed is 100.
These columns compare actual and projected YTD
expenditures through the fiscal period that is displayed in the
report title. If a report is prepared for a period whose FIS
expenditure data is not in the HR BudMart, FIS data will appear
as dashes - -.
Actual YTD expenditure figures as recorded in Banner FIS, via
the FIS Data Warehouse.
Projected YTD expenditure figures as determined by the HR
BudMart biennial budget projection. (Includes Merit and COLA)
Calculated as (Actual – Projected)*100/Projected. When
Projected is zero, the result displayed is 100.
These columns compare actual and projected annual
expenditures through the fiscal year that is displayed in the
report title. If a report is prepared for a period whose FIS
expenditure data is not in the HR BudMart, FIS data will appear
as dashes - -.
The sum of the YTD ‘FIS Actual’ and ‘’FIS Encumbrances’
columns.
Annual expenditure figures as projected by the HR BudMart
biennial budget projection.
Calculated as (Actual – Projected)*100/Projected. When
Projected is zero, the result displayed is 100.
Page 93 of 104
Budget Data Mart
Finance Actual Vs Projected Reports
F1 – Finance Actual vs. Projected Totals by Fund Type and Eclass
…
Report Column Title
Fund Type Title
Eclass (Acct Code)
For other columns
1/9/2006
Brief Description
Fund codes have been grouped under mutually exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
(See the reference section for more details)
The title for a grouping of Eclasses: ‘UN’ for Unclassified, ‘CL’
for Classified, ‘UN’ for Unclassified, ‘UT’ for Unclassified
Teaching, ‘GR’ for Grad Assistant.
The parenthesized Account Code ranges indicate the correlating
Account Code source for data from the Banner FIS system.
See definitions at beginning of F-family of reports
Page 94 of 104
Budget Data Mart
Finance Actual Vs Projected Reports
F1 – System Wide – Finance Actual vs. Projected Totals by Fund Type and
Eclass
…
Report Column Title
Biennial Budget Program Group
Fund Type Title
Eclass (Acct Code)
For other columns
1/9/2006
Brief Description
A code assigned based on Budget Entity. Used to
identify the two major OUS budget categories for the
biennial budget process [the institutions and the
Boards Office; and Statewide Public Services]
Fund codes have been grouped under mutually
exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
(See the reference section for more details)
The title for a grouping of Eclasses: ‘UN’ for
Unclassified, ‘CL’ for Classified, ‘UN’ for Unclassified,
‘UT’ for Unclassified Teaching, ‘GR’ for Grad Assistant.
The parenthesized Account Code ranges indicate the
correlating Account Code source for data from the
Banner FIS system.
See definitions at beginning of F-family of reports
Page 95 of 104
Budget Data Mart
Finance Actual Vs Projected Reports
F2 – Finance Actual vs. Projected Totals by EClass and Fund Type
…
Report Column Title
Eclass (Acct Code)
Fund Type Title
For other columns
1/9/2006
Brief Description
The title for a grouping of Eclasses: ‘UN’ for Unclassified, ‘CL’
for Classified, ‘UN’ for Unclassified, ‘UT’ for Unclassified
Teaching, ‘GR’ for Grad Assistant.
The parenthesized Account Code ranges indicate the correlating
Account Code source for data from the Banner FIS system.
Fund codes have been grouped under mutually exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
(See the reference section for more details)
See definitions at beginning of F-family of reports
Page 96 of 104
Budget Data Mart
Finance Actual Vs Projected Reports
F2 – System Wide – Finance Actual vs. Projected Totals by EClass and
Fund Type
…
…
1/9/2006
Page 97 of 104
Budget Data Mart
Report Column Title
Biennial Budget Program Group
Eclass (Acct Code)
Fund Type Title
For other columns
1/9/2006
Finance Actual Vs Projected Reports
Brief Description
A code assigned based on Budget Entity. Used to
identify the two major OUS budget categories for the
biennial budget process [the institutions and the
Boards Office; and Statewide Public Services]
The title for a grouping of Eclasses: ‘UN’ for
Unclassified, ‘CL’ for Classified, ‘UN’ for Unclassified,
‘UT’ for Unclassified Teaching, ‘GR’ for Grad Assistant.
The parenthesized Account Code ranges indicate the
correlating Account Code source for data from the
Banner FIS system.
Fund codes have been grouped under mutually
exclusive titles:
'Education and General'
'Continuing Education'
'Designated Operations'
'Service Departments'
'Clearing Funds'
'Auxiliary Enterprises'
'Restricted Funds'
'Unknown Fund Group' (i.e. fund is not known)
(See the reference section for more details)
See definitions at beginning of F-family of reports
Page 98 of 104
Budget Data Mart
Reference
REFERENCE
Account Code
Payroll charges in the Banner Financial Information System (FIS) are recorded by Account
Code, among other codes. The EClass Type of the employee being paid is determined
based on Account Code as follows:
Account Code(s)
10300 - 10399
10103
10100 – 10199 (except 10103)
10600 – 10699
EClass
Type
CL
UN
UT
GR
EClass Type
Description
Classified
UnClassified
UnClassified Teaching
Graduate Assistant
Shown in F-Family
Reports as CL (103xx)
UN (10103)
UT (101xx)
GR (106xx)
Annual Basis
See OUS Annual Basis.
Biennial Budget Program Group
Four groups are defined to allow for the separation of the statewide public services that are
often reported as part of OSU. Used to identify the major OUS budget categories for the
biennial budget process.
Biennial Budget Program Group
Institutions & Boards Office
Statewide Public Services
Agricultural Experiment Station
Extension Service
Forest Research Laboratory
1/9/2006
Included Budget Entities
OSU, UO, PSU, WOU, SOU, EOU, OIT, CAS,
CO, CEC
AES
ES
FRL
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Budget Data Mart
Reference
Biennial Budget Program Type
The Biennial Budget Program Type is currently defined by ORBITS. Used to identify the major
decision-making budget categories of OUS for the biennial budget process. These program
types are broken into 2 overlapping groups to allow for reporting on dollars and FTE.
Biennial Budget Program Type
Education & General – Limited
Fund Type
11
Education & General + SWPS – Non-Limited
Agricultural Experiment Station – Limited
Extension Service – Limited
Forest Research Laboratory – Limited
Other Services – Non-Limited
Clearing – Non-Limited
Service Departments – Non-Limited
12, 30, 81
11
11
11
20
14
13
Biennial Budget Program Type
Education & General – Non-Exempt
Fund Type
11,12
Education & General + SWPS – Exempt
Agricultural Experiment Station – Non-Exempt
Extension Service – Non-exempt
Forest Research Laboratory – Non-Exempt
Other Services – Non-Exempt
Clearing – Non-Exempt
Service Departments – Non-Exempt
30, 81
11
11
11
20
14
13
Fund Code
All except 030xxx,
034xxx, 037xxx
All
030xxx
034xxx
037xxx
All
All
All
Fund Code
All except 030xxx,
034xxx, 037xxx
All
030xxx
034xxx
037xxx
All
All
All
Budget Entity
Abbreviations of mutually exclusive organizations, determined by the fund code being used.
All values are shown below with corresponding description:
AES
CO
CAS
CEC
EOU
ES
FRL
Agriculture Experiment Station
Chancellor’s Office
Cascades Campus (Bend)
OCECS (Oregon College of
Engineering and Computer Science)
Eastern Oregon University
Extension Services
Forest Research Labs
OIT
OSU
PSU
SOU
Oregon Institute of Technology
Oregon State University
Portland State University
Southern Oregon University
UO
WOU
University of Oregon
Western Oregon University
Note: The statewides (AES, ES and FRL) are funded separately from OSU and therefore
mutually exclusive, even though they are closely related to OSU
1/9/2006
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Budget Data Mart
Reference
COAS Code
An organization's one character chart of account value. All values are shown below with
corresponding abbreviation
B - UO
C - OSU
C - AES
C - CAS
C - ES
C - FRL
D - PSU
E - WOU
F - SOU
G - EOU
H - OIT
K - CO
K - CEC
Eclass Sub-Types
Eclass Sub-Type
Classified Staff
Teaching Faculty
Other Unclassified
Grad Assistant
Code Value
01
02
03
04
Included Eclasses
CA, CB, CD, CE, GG, GJ
UA, UB, UC, UD, UX
UE, UF, UG, UH, UY
XB
Eclass Type
Shows "Unclassified", "Classified" or "Graduate Assistant" based on the employee's Job
Eclass code as follows If Eclass begins with 'C' or 'G' then "Classified" is shown
If Eclass begins with 'U' then "Unclassified" is shown
If Eclass is 'XB' then "Graduate Assistant" is shown
If Eclass is something else then "?? Unknown Eclass_Type" is shown
Fund Grouping
The Fund Types are grouped (and often subtotaled) into fund groups based on the source
of the funds. The groups are defined as follows:
Fund Group
Budgeted Operations
Self Support Operations
Restricted Funds (Grants and Contracts)
1/9/2006
Fund Type
11
12, 13, 14, 20, 81
30
$
Limited
Unlimited
Unlimited
FTE
NonExempt
NonExempt
Exempt
Page 101 of 104
Budget Data Mart
Reference
Funding Type (Fund Type Title)
Fund code is looked up in the FIS FWRFDHC table (from the OWAG instance)
FWRFDHC Columns (Banner)
FTYP_Level_2
Fund_Level_2
FTYP_Level_1
11
11
11
12
13
14
Not 11, 12, 13
or 14
Not 11, 12, 13
or 14
Not 11, 12, 13
or 14
not '010000' or '016000'
'010000'
'016000'
N/A
N/A
N/A
N/A
Budget Mart Columns
N/A
N/A
N/A
N/A
N/A
N/A
20
Fund
Type
11
11
11
12
13
14
20
Fund Type Title
Education and General
Summer Session
Continuing Education
Designated Operations
Service Departments
Clearing Funds
Auxiliary Enterprises
N/A
30
30
Restricted Funds
N/A
Not 20 or 30
81
Unknown Fund Group
OUS Annual Basis
Employee Class
'UA','UC','UE','UG','XB'
'CA','CB','CD','CE','GG','UB','UD','UF','UH','UX','UY','GJ'
OUS Annual Basis
9
12
If the OUS Annual Basis is 9 but the assigned Banner Annual Basis is between 10 and 12,
then the OUS Annual Basis is assigned to 12.
OUS FTE
FTE for each Job is calculated as:
Job Appointment Basis * (Job Appointment % / 100)
OUS Job Annual Basis
FTE for each Position is calculated as:
Budget Basis * (Budget Appointment % / 100)
OUS Posn Annual Basis
Reportable Jobs
Reportable Eclass ('CA', 'CB', 'CD', 'CE', 'GG', 'UB', 'UD', 'UF', 'UH', 'UX', 'UY', 'GJ',
'UA', 'UC', 'UE', 'UG', 'XB')
Contract type not equal to 'O' (‘O’ jobs are not a 'real' job for budget purposes)
Reportable Positions
Any position with a reportable job attached to it (even if the Position Eclass is not
reportable)
Reportable Eclass ('CA', 'CB', 'CD', 'CE', 'GG', 'UB', 'UD', 'UF', 'UH', 'UX', 'UY', 'GJ',
'UA', 'UC', 'UE', 'UG', 'XB')
1/9/2006
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Budget Data Mart
Reference
Salary Definitions
Salary field
Formula
Annual Contract Pay From Banner
Definition
Banner location
The amount the employee is NBRJOBS_ANN_SALARY
scheduled to be paid annually
at their current Jobs FTE.
Assigned Salary
Annual Contract Pay /
Appointment Basis
The amount the employee is NBRJOBS_ASSGN_SALARY
scheduled to be paid monthly
at their current Jobs FTE.
Does not take deferred pay
into account.
Base Salary
(Annual Contract Pay / The amount the employee
Jobs FTE)*Positions
would be paid at the budged
FTE
Position FTE instead of the
actual Jobs FTE.
Salary Budget
From Banner
The amount budgeted for a
NBRPTOT_BUDGET
given position. No relationship
to a job or employee.
Annual Salary
Budget
From the Web
The amount budgeted for a
N/A
vacant or future position. No
relationship to a job or
employee and possibly no
relationship to a real position in
Banner.
(NBRJOBS_ANN_SALARY /
NBRJOBS_FTE) *
NBRPTOT_FTE
Salary - Projection Salary Origin
Classified non-IT
• Filled
− Base Salary
• Vacant
− Group, Grade and Table based on Position Class (NTRPCLS)
− Based on step 2 or the lowest available step above step 2.
− Actual salary acquired from NTRSALA and adjusted by FTE
− NTRSALA and NTRPCLS originate from the system-wide standard tables
• Pooled (both filled and completely vacant)
− Same as vacant
Classified IT
• Filled
− Base Salary
• Vacant
− Group, Grade and Table based on Position Class (NTRPCLS)
− Calculate step 2 equivalent salary based on low and high bounds in NTRSALB
• Pooled (both filled and completely vacant)
− Same as vacant
Unclassified & Graduate Assistants
• Filled
− Base Salary
• Vacant
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Budget Data Mart
•
•
Reference
− Annual Salary Budget (from web)
Pooled (partially or completely filled)
− Position Salary Budget (from Banner)
Pooled (completely empty)
− Annual Salary Budget (from web)
Salary - Future Projection Factors
Future projections will take into account the following factors:
Classified current biennium
• Merit increases – based on the earliest Merit Date assigned in Banner according to the
review code provided by your campus representative. Vacant positions are not given a
merit date and thus do not receive merit increases.
Non-IT increase
− Step increase, not to exceed step 8
IT increase
− 5.75%
− A position's salary will not be increased above the high salary for the position
• COLA increases – contracted pay table increases
Non-IT increase
− New salary table
IT increase
− Flat % increases according to Classified IT% Increase entry on the web
− Any increases based on a change in Salary Group are the difference
between the midpoints of the old salary range and the new one.
− A position's salary will not be increased above the high salary for the position,
or decreased below the low
Unclassified current biennium
• Unclassified % or flat dollar increases based on institution and eclass.
•
Based on campus specific dates provided by your campus representative.
Classified future biennium
• Merit increases (if selected in the Classified Merit Increases form on the web)
Unclassified future biennium
• Merit increases (if selected in the Classified Merit Increases form on the web)
1/9/2006
Page 104 of 104