, save often· Copy/Paste in Grids - to copy to other rows, use Ctrl+C and Ctrl+V and allow the web application to access your clipboard.
· Casual employees - best to use Work Time % rather than FTE info on Casuals below.
· % in Key Planning - For ease of use with copying to the What-if Scenario, it is best to edit old assignments rather than deleting them, which can mean changing end dates as necessary and leaving old assignments in the planning grid.
· Remember to set the Year to 2014 and save the new filters for grids that use Fiscal Year.
Items you may need for reference when planning employee salaries
· List of all account keys with Proposal #, Acct Manager, Contract ID, Fund Source, Acct Description
· Internal list of all pending proposals with Status, Fund Source, PI, Planned Start Date
· List of all accounts with current funds available and forecast funds available
· List of all contracts and end dates (ART Report under Contracts - Direct Awards With Associated Account Keys By Div.rpt)
· Any other materials you use in planning where folks may be allocated over the next fiscal year
Summary of Steps
Step 1 - Unassigned Employee Report Grid
Scan to Verify Unassigned Employees from Your Group - make note of people who are not assigned to any account key and need to be added to the Planning Grid below. (See note in Casual Section.)
Step 2 - Examine and Edit Plan Employee Salaries Grid
Scan to see if there are Term Dates you plan to extend Next Fiscal Year or planned Promotions or Reclassifications, or FTE changes. Use “Add Row Copy” to create Next Records to reflect these planned changes and allow the changes in $ to flow through your fiscal year plan.
Step 3 - Examine and Edit Employee Assumptions Grid – Change CSC and Work Time
Scan to see if any CSC assignments need to be updated in your plan and make any planned Work Time adjustments that may vary from the default 85%. (For Hourly Planning, updating Work Time Assumptions impacts calculations in the Workable Hours Grid.)
Step 4 - Create a Generic Placeholder Account Key
If you have not already created one, this generic TBD placeholder key can be used for planning assignments where the funding or project is really unknown at this point and there is not a proposal placeholder key. (This allows you to fully plan employees while identifying high potential risk.)
Step 5 - % in Key - View Employee Account Allocation Data Entry Grid AND Employee Projection Annual Report Grid via Tile Horizontal
With all other grids closed, these two allow you to create and edit assignments and verify a person is fully planned. Start Planning with Dimension Filters that allow you to see ANY employee on YOUR keys with 2014 for the year. Save the new Dimension Filters.
Step 6 - % in Key - Enter / Edit Account Key Assignments in the Employee Account Allocation Grid – Filtering by Employee
Edit existing assignments and create new assignments as necessary. It’s much easier to do this Selecting one specific Employee at a time in both the Allocation and Projection Grids via “Filter Row” and then begin making changes.
Step 6.1 - % in Key - Verify in the Employee Projection Annual Report Grid – Filtering by Employee
Refresh the Projection Grid and check Person Year to verify the employee is fully planned.
Step 6.2 - % in Key - Verify in the Employee Projection Annual Report Grid – All Employees
After planning/verifying individual employees, view ALL employees, grouping by employee, in this grid to easily scan to identify possible issues where someone is not fully planned. This Report grid is a summary of all the information you entered or altered in ALL the Plan Employee Salary Grids and great for verifying entry.
Step 5 - Hourly - View Employee Account Allocation Data Entry Grid for Hours for Quarters OR Months and Open the Workable Hours Report Grid via Tile Horizontal.
With all other Grids closed, these two allow you to create and edit assignments and verify if a person is fully planned according to calculated Workable Hours. Start Planning with Dimension Filters that allow you to see ANY employee on YOUR keys with 2014 for the year. Save the new Dimension Filters.
Step 6 - Hourly - Enter / Edit Hourly Account Key Assignments in the Employee Account Allocation Grid – Filtering by Employee
Edit existing assignments and create new assignments as necessary. It’s much easier to do this Selecting one specific Employee at a in both the Allocation and Workable Hours Grids via “Filter Row” and then begin making changes.
Step 6.1 - Hourly - Verify in the Employee’s TOTALS in the Employee Account Allocation Data Entry Grid
Use Workable Hours as a starting point and compare with TOTAL Hours planned in Allocation Grid for the employee to see if the employee is fully planned. (Workable Hours may vary by employee based on FTE, Work Time Assumption as well as when pay periods fall.)
Step 6.2 - Hourly - Verify in the Employee Projection Annual Report Grid – All Employees
After planning/verifying individual employees, use this Report Grid to view ALL employees, grouping by employee, to scan and easily identify possible issues where someone is may not be fully planned. This Report grid is a summary of all the information you entered or altered in ALL the Plan Employee Salary Grids and great for verifying entry.