Salary Planning Pages Quick Reference

Transcription

1 Salary Planning Pages Quick Reference August 2017 Accessing the Salary Planning Pages Navigate to the ecampus login page ( Log in to ecampus using your SCU User ID and Password. Depending on whether you are a faculty member or staff employee you will see a different drop-down menu title at the top of your screen. Within the drop-down menu, select Manager to access the Manager homepage. The Salary Planning tile will appear on the right of your screen. To navigate back to the Manager homepage during your session, click the Home icon in the top right of your screen, and then select Manager from the drop-down menu again. When you have finished your session, click the Actions List icon in the top right hand corner and select Sign Out. The Salary Planning page is the main page used by Salary Planning Managers to enter and submit proposed increases for their employees. In some cases, Department Managers may also propose raises for Salary Planning Managers to review and submit. Vice President/Provost approvals and final Human Resources approvals are also entered on this page. From this page, users can also access another page, which allows Salary Planning data to be downloaded to an Excel worksheet (with formulas and totals). The Salary Planning (All Depts) page is similar to the main Salary Planning page, except it shows employees in all the departments to which the user has access, and the totals are overall totals, across all of these departments. The Salary Planning Department Summary page allows users that have responsibility for more than one department to review a summary of all of their departments on one page. Salary Planning Quick Reference Page 1 of 9

2 Each of these pages is described in more detail on the next few pages followed by a section that contains general information about working with the grids that are common to the pages. Salary Planning Page The purpose of this page is to allow Salary Planning Managers to enter and submit proposed increases for their employees. In some cases, Department Managers may also propose raises for Salary Planning Managers to review and submit. Vice President/Provost approvals and final Human Resources approvals are also entered on this page. Before entering the page, you will be taken to Search page, where you can either enter a specific Department ID, or leave it blank to select all Departments (that you have access to) for the Salary Planning Fiscal Year (which defaults to the current year). Click the Search button to view the search results, then click on the Department ID that you want to work with. When you enter the Salary Planning page, you will see two grids displaying two types of Staff positions: Budgeted Positions, and Vacant Positions. The Budgeted Positions grid is where all of the increase information will be entered. The other grid is displayed for informational purposes only. Just below the Budgeted Positions grid, there are totals for Current (annual) Salaries and Merit Pool Amount (which is calculated by applying the Merit Pool Percent by the Total Current Salaries). There are also totals for Proposed Salaries for the new Fiscal Year, and (Over)/Under Amount. These amounts will be adjusted as you enter proposed increases for each employee in the grid. A negative value in the (Over)/Under Amount total means that you have entered increases in excess of the designated Merit Pool. You can enter proposed increases either as a percentage (in the Increase Percent column) or as an amount (in the Increase Amount column). The columns to the right of these fields will be automatically calculated based on your entries, along with the Totals just below the grid (as explained above). The Employee Name column is repeated as the rightmost column to assist with navigation. By default, the Budgeted Positions grid is sorted by Employee Name, then by Position Number, and the Vacant Positions grid is sorted by Position Number. You can sort the results by a different column by clicking on the column heading. If you want to sort on multiple columns, click the Personalize link at the Salary Planning Quick Reference Page 2 of 9

3 top of the grid (see the section below, titled "General Information about Working with Grids", for further information). As the Department Manager, after you have finished entering your proposed increases, click the "Proposed by Dept Mgr?" checkbox at the top of the page, and then click the "Save" button at the bottom of the page. After saving, you will no longer be able to make changes to the Increase Percent or Increase Amount values unless you uncheck the "Proposed by Dept Mgr?" checkbox (which you will be able to do until the Salary Planning Manager submits the increases for approval). As the Salary Planning Manager, when you are ready to submit your proposed increases for approval, click the "Submitted by Sal Planning Mgr?" checkbox at the top of the page, and then click the "Save" button at the bottom of the page. After submitting, you will no longer be able to make changes to the Increase Percent or Increase Amount values unless you uncheck the "Submitted by Sal Planning Mgr?" checkbox (which you will be able to do until the Vice President or Provost approves the increases). Similarly, as the Vice President or Provost, you can indicate your approval by clicking the "Approved by Vice Pres/Provost?" checkbox at the top of the page, and then click the "Save" button at the bottom of the page. After you save your approval, your Salary Planning Managers will no longer be able to make any changes, unless you uncheck the "Approved by Vice Pres/Provost?" checkbox (which you will be able to do until Human Resources approves the increases). If you have responsibility for more than one Department, and you didn't enter a specific Department ID as Search Criteria on the search page, you can navigate from one department to the next by clicking on the "Next in List" and "Previous in List" buttons at the bottom of the page. Salary Planning Quick Reference Page 3 of 9

4 If you want to download the Budgeted Positions grid to an Excel spreadsheet that is similar to the spreadsheet provided by Human Resources in previous years (i.e. with formulas and totals), you can click on the push button labeled "Salary Planning Grid for Excel Download (with formulas)" at the top of the page. This will take you to a page that contains a grid specifically designed for downloading to Excel. See next section for further details. If you want your entered increases to appear on the downloadable grid, please click the "Save" button at the bottom of the page before you click the push button. Salary Planning Grid for Excel Download page The purpose of this page is to allow Salary Planning Managers to download Salary Planning data to an Excel worksheet that is very similar to the spreadsheet provided by Human Resources in previous years (i.e. with formulas and totals). This may be useful if other managers are to be involved in the Salary Planning process, or for "offline" work that will later be entered into the main Salary Planning data capture page. You arrived at this page by clicking on the "Salary Planning Grid for Excel Download (with formulas)" push button on the main Salary Planning data capture page. The department that you were working with is displayed at the top of this page, along with the Merit Pool Percent. When you enter this page, you will see the same basic information as presented on the Budgeted Positions grid on the main Salary Planning page, except that the information is sorted first by Supervisor Name, then by Employee Name, and then by Position Number (to facilitate dividing the resulting spreadsheet by Supervisor if other managers are to be involved in the process). The grid also contains several Excel formulas, which look odd on the page, but will appear normal once the data is downloaded to Excel. To download the grid to Excel, click the Download Excel button at the top center of the grid. If you get a message that your browser has blocked a pop-up, make sure to allow pop-ups for this site. This setting should remain in effect indefinitely. The resulting Excel spreadsheet resolves the formulas, showing the same totals as on the main Salary Planning page. To return to the main Salary Planning page, click the "Return" button at the bottom of the page. Salary Planning Quick Reference Page 4 of 9

5 Salary Planning (All Depts) Page This page is similar to the main Salary Planning page, except it shows employees in all the departments to which you have access, and the totals are overall totals, across all of these departments. Like the main Salary Planning page, the purpose of this page is to allow Salary Planning Managers to enter and submit proposed increases for their employees. In some cases, Department Managers may also propose raises for Salary Planning Managers to review and submit. Vice President/Provost approvals and final Human Resources approvals may also be entered on this page. When you enter the Salary Planning (All Depts) page, you will see two grids displaying two types of Staff positions: Budgeted Positions, and Vacant Positions. The Budgeted Positions grid is where all of the increase information will be entered. The Vacant Positions grid is displayed for informational purposes only. The grids display information for all departments to which you have access. Just below the Budgeted Positions grid, there are totals for Current (annual) Salaries and Merit Pool Amount (which is calculated by applying the Merit Pool Percent by the Total Current Salaries). There are also totals for Proposed Salaries for the new Fiscal Year, and (Over)/Under Amount; these amounts will be adjusted as you enter proposed increases for each employee in the grid. A negative value in the (Over)/Under Amount total means that you have entered increases in excess of the designated Merit Pool. You can enter proposed increases either as a percentage (in the Increase Percent column) or as an amount (in the Increase Amount column). The columns to the right of these fields will be automatically calculated based on your entries, along with the Totals just below the grid (as explained above). Note that if any of the departments included on the page have already been "Submitted by Sal Planning Mgr" (as indicated by the checkbox at the top of the page), you will not be able to update the Increase Percent and Increase Amount fields on this page unless you unclick the "Submitted by Sal Planning Mgr" checkbox (assuming you have access to it). Alternatively, you can use the main Salary Planning page to enter increases for the remaining departments. By default, the Budgeted Positions grid is sorted by the Position's Department ID, then by Employee Name, then by Position Number, and the Vacant Positions grid is sorted by the Position's Department ID, then by Position Number. You can sort the results by a different column by clicking on the column heading. If you want to sort on multiple columns, click the Personalize link at the top of the grid (see the section below, titled "General Information about Working with Grids", for further information). As the Department Manager, after you have finished entering your proposed increases, click the "Proposed by Dept Mgr?" checkbox at the top of the page, and then click the "Save" button at the bottom of the page. After saving, you will no longer be able to make changes to the Increase Percent or Increase Salary Planning Quick Reference Page 5 of 9

6 Amount values unless you uncheck the "Proposed by Dept Mgr?" checkbox (which you will be able to do until the Salary Planning Manager submits the increases for approval). As the Salary Planning Manager, when you are ready to submit your proposed increases for approval, click the "Submitted by Sal Planning Mgr?" checkbox at the top of the page, and then click the "Save" button at the bottom of the page. After submitting, you will no longer be able to make changes to the Increase Percent or Increase Amount values unless you uncheck the "Submitted by Sal Planning Mgr?" checkbox (which you will be able to do until the Vice President or Provost approves the increases). Similarly, as the Vice President or Provost, you can indicate your approval by clicking the "Approved by Vice Pres/Provost?" checkbox at the top of the page, and then click the "Save" button at the bottom of the page. After you save your approval, your Salary Planning Managers will no longer be able to make any changes, unless you uncheck the "Approved by Vice Pres/Provost?" checkbox (which you will be able to do until Human Resources approves the increases). NOTE: For checkboxes indicating "MIXED STATUS" (i.e. different values among the departments you have access to), the Checkbox Status, Date/Time, and User ID values will be synchronized when you click or unclick the checkbox. If you cannot access a checkbox that has mixed values (e.g. if you are a Salary Planning Manager and your Vice President or Provost has Approved one of your departments), you will need to use the main Salary Planning page to work with the remaining departments. If you want to download the Budgeted Positions grid to an Excel spreadsheet that is similar to the spreadsheet provided by Human Resources in previous years (i.e. with formulas and totals), you will need to access the Department that you want to download using the main Salary Planning page (after saving any changes made on this page), then click on the push button labeled "Salary Planning Grid for Excel Download (with formulas)". Salary Planning Quick Reference Page 6 of 9

7 Salary Planning Department Summary Page The purpose of this page is to allow users that have responsibility for more than one department to review a summary of all of their departments on one page. When you enter this page, a list of all the departments to which you have access will appear, along with summarized totals of Salary Planning increases entered to date, and the submission and approval status for each department. At the bottom of the grid, Overall Totals are displayed. A negative value in the (Over)/Under Amount total means that the entered increases are in excess of the designated Merit Pool. You can access the main Salary Planning data capture page for a department by clicking on the "Details" link on that department's row. This will open a new window to allow you to view that department, and make changes if necessary. When you re-access the Salary Planning Dept Summary, you may want to refresh the displayed information (if you made any changes) by clicking on "Salary Planning Dept Summary" label in the header area of the page. By default, the data is sorted by Department ID. You can sort the results by a different column by clicking on the column heading. If you want to sort on multiple columns, click the Personalize link at the top of the grid (see the section below, titled "General Information about Working with Grids", for further information). To download the grid to Excel, click the Download button at the top right corner of the grid. If you get a message that your browser has blocked a pop-up, make sure to allow pop-ups for this site. This setting should remain in effect indefinitely. Salary Planning Quick Reference Page 7 of 9

8 General Information about Working with Grids Each grid has a Help icon that allows you to view additional user information while working on the page. If you have more than 100 employees displayed, you will need to use the Previous and Next arrows at the top of the grid to navigate from the first 100 employees to the next 100, and so forth. Depending on your computer's screen resolution setting, you may need to use the horizontal scroll bar at the bottom of the page to see the rightmost columns of the grid. If you want to sort on multiple columns, click the Personalize link at the top of the grid, then select the field(s) you want included in the sort from the list on the left, and move them to the list of sort fields on the right. The Personalize function also allows you to hide fields, or present them in a different sequence. Note that the Personalize option is not available on the Salary Planning Grid for Excel Download because the formulas are defined based on fixed column placement. Salary Planning Quick Reference Page 8 of 9

9 If you want to download the grid to Excel, click the Download button at the top right corner of the grid. To include the Salary Planning formulas in the downloaded Excel worksheet, do this from the "Salary Planning Grid for Excel Download" page (see further instructions above). If you get a message that your browser has blocked a pop-up, make sure to allow pop-ups for this site. This setting should remain in effect indefinitely. Salary Planning Quick Reference Page 9 of 9