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Description
Financial Planner Training document sample
Document Sample
Budget Development Training
Banner Human Resources
Salary Planner
Training Guide
Office of Financial Planning
March 2005
Banner Human Resources – Salary Planner 1
AGENDA
Agenda Item Page Number
Introducing Salary Planner 3
Accessing Salary Planner Tool 4
Navigating Within Salary Planner 6
Main Salary Planner Menu 8
Edit Scenario Menu 9
Position Filter Menu 10
Entering Personnel Salary Changes
Checklist 12
List by Position 15
List by Employee 17
Employee Detail 19
Job Comments 21
Labor Distribution
Checklist 22
Job Labor Distribution 23
Account Distribution 24
Labor Distributions for Grants & Contracts 25
Job Detail 27
Downloading Salary Scenarios to a Spreadsheet 31
Banner Human Resources – Salary Planner 2
Introduction to Salary Planner
The Salary Planner feature of the Employee Self-Service product is a Web
application that allows authorized administrative personnel to evaluate, plan, and
create position budgets for the following fiscal year. The Salary Planner product
is populated from an extract of live Banner Human Resources. The extract is
held in a budget phase, or planning instance, in Internet Native Banner. The
data from the budget phase is copied into to Salary Planner, creating a self-
service web personnel-planning environment.
In addition, the product provides the ability to evaluate and modify job salary
information for the following fiscal year. Other advantages of Salary Planner over
spreadsheet budgeting are listed below.
The Banner Human Resources security attributes will keep unauthorized
personnel from reviewing salary data.
The position labor distributions can easily be copied to the job labor
distribution,
Unlike spreadsheets, Salary Planner can be updated to reflect changes in
positions and jobs.
Banner Human Resources – Salary Planner 3
Accessing Salary Planner
As a web-based product Salary Planner is accessed via your web browser. You
can log into Salary Planner using your SLU Banner Self-Service User-ID and
PIN. The appropriate screens are shown below and on the following page.
Without your Banner User ID or PIN, you cannot access Salary Planner. Contact
ITS Computing and Telephone Support at 977- 4000 to resolve any issues with
your User ID or PIN.
Banner Human Resources – Salary Planner 4
The training instance of Salary Planner can be found on the SCT Banner
Educational System web site or http://fsbanforms.slu.edu/. From this site select the
MOCK database under the Self-Service Banner (SSB) heading.
The production or live instance of Salary Planner can be found on the SLU Self-
Service web site.
https://fsselfserv.slu.edu/pls/prod/twbkwbis.P_GenMenu?name=homepage
Once you have logged onto Self-Service choose the Employee Module
Navigation Link at the top of the page. From the Employee page, choose Salary
Planner from the list of options on the left hand side of the page.
Banner Human Resources – Salary Planner 5
Navigating Within Salary Planner
Once in HR-Salary Planner, you can navigate through the tool by clicking on the
provided buttons, drop down lists, and hyperlinks. Your personal browser
settings may vary, but in most cases the hyperlinks display as blue text. Once
you have clicked on a hyperlink, typically, the hyperlink text color changes to
purple.
It is important to note that you should NOT use the Forward and Back buttons of
your web browser. Many of the pages are calculated dynamically as a result of
your input. Using the Back button on your browser simply reloads old versions of
the page you wish to view, rather than displaying the newer, recalculated page.
Always click the hyperlinks displayed in blue text to navigate within HR-Salary
Planner.
From the Salary Planner menu, choose the Edit Scenario option. The Office of
Financial Planning and Budgeting utilizes the other options to manage the Salary
Planner tool. For the FY06 training process, please access the following options:
Extract ID: Fiscal Year 2006 Test
Scenario: FISCAL YEAR 2006 TEST
Filter Criteria: By Position Attributes
After selecting the scenario and filter criteria, you must select the population to
review within the scenario. From the Position Filter Screen, select the
organization, or department, and then complete the following criteria:
Employee Class: All
Include Subordinate Organizations: Check
Bargaining Unit: All
Banner Human Resources – Salary Planner 6
Faculty Rank: All
Included Pooled Positions: Check
Include Vacant Positions: Check
Number of Records: 25, 50, or 100
Choose the List by Position Option
The screens discussed above are pictured on the pages eight to eleven with
descriptions of each variable.
Banner Human Resources – Salary Planner 7
Main Salary Planner Menu
Key Block
Field Name Input Data Usage
Create Scenario Click Process used to create new scenario. Only
available to employees with Master Salary
Planner access.
Copy Scenario Click Displays the Copy Scenario page. This
function is used to copy a subset of data from
one scenario to another.
Edit Scenario Click Displays the Edit Scenario page. The Edit
Scenario page is used to select the scenario
to be edited.
Organizational Lock Click Displays the Organization Lock page. The
Organization Lock page is used to lock a
scenario from editing.
Query Multiple Extracts Click Displays multiple extracts. The Query Multiple
Extracts link is used to view multiple extracts.
Banner Human Resources – Salary Planner 8
Edit Scenario Menu
Edit Scenario
Field Name Input Data Usage
Extract ID Drop Down list Scenario list updates. This is used to select
the Extract ID.
Scenario Drop Down list Select the scenario to be edited.
Filter Criteria: By Radio Button Select this radio button to utilize the Filter by
Position Attributes Position page.
Filter Criteria: By Radio Button Select this radio button to utilize the Filter by
Employee Name Employee page.
Banner Human Resources – Salary Planner 9
Position Filter Menu
Position Filters
Field Name Input Data Usage
Organizations Drop down list Click the organization for which you wish to
display/edit salaries. To select multiple items,
press and hold the CTRL key and click all
desired items.
Include Subordinate Check box Select this check box to include all
Organizations organizations subordinate to those selected in
the Organization list.
Employee Class Drop down list Click the employee class for which you wish to
display/edit salaries. To select multiple items,
press and hold the CTRL key and click all
desired items.
Bargaining Unit Drop down list Saint Louis University does not use this field.
Faculty Rank Drop down list Saint Louis University does not use this field.
Include Pooled Check box Select this check box to include pooled
Positions positions in the salary edit/display process.
Include Vacant Check box Select this check box to include vacant
Positions positions in the salary edit/display process.
Number of Records per Drop down list Select the number of records to be displayed
Banner Human Resources – Salary Planner 10
Field Name Input Data Usage
Page on each page. Options are 25, 50, or 100.
List by Employee Click Click this button to display the List by
Employee page.
Summary Totals Click Click this button to display the Summary
Totals page.
List by Position Click Click this button to display the List by
Position page.
Employee Filter Click Click this link to display the Employee Filter
page.
Banner Human Resources – Salary Planner 11
Updating Position Budgets & Job Records
This section outlines one process for utilizing Salary Planner to award both
position and job salary increases for the coming fiscal year. As you work with
Salary Planner other methods and processes will be developed. However, for
the present please follow the steps outlined below and on the following pages.
The checklist below enumerates the steps required to update the position budget
and job records for the following fiscal year. The table covers pages twelve to
page fourteen. Following the table, pages fifteen to twenty-one highlight the
screens discussed in the table.
Checklist
Step Action Results/Decision Screen
1. Review Position Ensure all position rolled into Salary Planner List By Position
2. Review Base Budget Ensure correct position budget rolled into Salary List By Position
Planner. Salary Planner will reflect the position
budget on NBAPBUD as of the latest feed from
Internet Native Banner Human Resources.
3. Click List By Employee Will list filled position within department List By Employee
4. Choose First Employee Will show employee detail screen. Employee Detail
5. Update Jobs Record Updating Employee Detail Screen will create new Employee Detail
jobs record for following fiscal year.
6. Award Salary Change Use either the Salary Change Percent or Salary Employee Detail
Change Amount fields to input increase. Enter
the increase then right click or tab. Do not use
the Enter key.
7. Award Promotion Salary Use either the Promotion Change Percent or Employee Detail
Change Promotion Change Amount fields to input
increase. Enter the increase then right click or
tab. Do not use the Enter key.
8. Click Save Button Will update Salary Planner with new job record Employee Detail
for following fiscal year.
Banner Human Resources – Salary Planner 12
Step Action Results/Decision Screen
9. Review Proposed Salary Does Proposed Salary equate to intended salary Employee Detail
for the following fiscal year
10. Review Position Total Extract Totals at bottom of the screen will Employee Detail
Percent Increase compare Base Budget to job record for following
fiscal year.
11. Add Comments Choose Comments from the Link column. Employee Detail
12. Comments Add comments concerning the proposed salary Job Detail
increase for the employee. Comments
13. Performance Review The Position Comments must include a Job Detail
performance review code. The code is listed Comments
below.
1 – Unacceptable
2 – Needs Improvement
3 – Meets Expectations
4 – Exceeds Expectations
5 – Outstanding
N – New Employee
S – Separating Employee
14. Save Comments Save comments and add to the job record by Job Detail
clicking the Save button at the bottom of the Comments
screen. Will return to Employee Detail
15. Review Labor Distribution Click Distribution under the Links column Employee Detail
16. Review Job Labor Add FOPALs or change percent allocations as Job Distribution
Distribution required. See page XX for details regarding
changes.
17. Return to Employee Click Employee Detail link at the bottom of the Job Distribution
Detail Screen page.
18. Choose Next Button Will call up the next employee. Employee Detail
19. Repeat Steps 5. – 16 Repeat steps to award salary increases for all Employee Detail
employees and update job records.
20. Update Position Budgets Choose List By Position option at bottom of List By Position
screen
21. Compare Position Budget The Estimated Fiscal Year Budget column List By Position
to Job record reflects the new job record. You should compare
this field to the Proposed Budget column. The
Proposed Budget column reflects the position
budget for the following fiscal year.
Banner Human Resources – Salary Planner 13
Step Action Results/Decision Screen
22. Update Position Budget Click the Copy Estimated Budget to Budget List By Position
with Job record button. This will update the position budget with
the new job record.
23. Compare Proposed For filled positions, the Proposed Budget will List By Position
Budget to Estimated equal the Estimated Fiscal Year Budget column.
Fiscal Year Budget
column
24. Correct vacant & pooled The copy command has set the Proposed Budget List By Position
positions column to zero for vacant and pooled positions.
Correct this by setting the Change Amount
column for each position to zero and save. This
will restore the original Base Budget amount to
the Proposed Budget column.
25. Update Position Budgets If directed by your division management, update List By Position
for vacant & pooled the position budgets for the vacant and pooled
positions. positions by applying increases to the Change
Percent or Change Amount fields and save the
changes.
26. Review completed The Proposed Budget column should now reflect List By Position
Personnel Budget the position budget for the following fiscal year.
While the Estimated Fiscal Year Budget should
reflect the job records for the following fiscal year.
Banner Human Resources – Salary Planner 14
List By Position
Key Block – List By Position
Field Name Input Data Usage
Rounding Drop down list Use this field to set the Mass Change
Rounding field. Options are None, 1.00,
10.00, or 100.00
Banner Human Resources – Salary Planner 15
Field Name Input Data Usage
Percent 15-digit numeric Type the percent change to be mass applied to
the positions.
Amount 15-digit numeric Type the amount change to be mass applied to
the positions.
Mass Apply Click The Office of Financial Planning strongly urges
departments not to utilize the mass change
features of Salary Planner. Click this button to
apply the mass change defined in the above
fields.
Position and Title Display Displays the position and title.
Base FTE Display Displays the base FTE for the position.
Proposed FTE 8-digit numeric Type the proposed FTE for the position.
Base Budget Display Displays the base budget for the position.
Change Percent 6-digit numeric Type the percent change for the position. This
field auto-populates with any change entered
in the percent mass change.
Change Amount 6-digit numeric Type the change amount for the position. This
field auto-populates with any change entered
in the mass change amount.
Proposed Budget Display Displays the proposed budget based on values
entered above.
Bargaining Unit Display The SLU does not use this field.
Estimated Fiscal Year Display Displays the estimated fiscal year budget for
Budget the position.
Links Click Click the links to view additional pages related
to this position. Options include:
Distribution
Comments
Employee
Extract Status Display Displays the extract status for the position.
Exclude from Totals Check box Select this check box if these values are to be
left out of the salary totals calculation.
Total Display Row header, displays the totals for each
column.
Banner Human Resources – Salary Planner 16
List By Employee
List by Employee
Field Name Input Data Usage
Rounding Drop down list Use this field to set the Mass Change
Rounding field. Options are None, 1.00,
10.00, or 100.00
Hourly or Salary Drop down list Saint Louis University does not use this field.
Salary Change Percent 10-digit numeric Type any desired merit percent mass increase
in this field.
Salary Change Amount 10-digit numeric Type any desired merit amount mass increase
in this field.
Promotion Percent 10-digit numeric Type any desired other percent mass increase
in this field.
Promotion Amount 10-digit numeric Type any desired other amount mass increase
in this field.
Include Change in Display This field indicates whether the change is
Totals included in the change totals calculation.
Mass Apply Click Click this button to apply the mass change
defined in the above fields.
Banner Human Resources – Salary Planner 17
Field Name Input Data Usage
ID and Name Display Row header, displays the employee’s SLU ID
and name.
Position, Suffix, and Display Displays the position, suffix, and title.
Title
Employee Totals Column Header
FTE Display Displays the total FTE for the employee. Do
not rely on the FTE column as this field may
display the total FTE for all jobs held by the
employee.
Salary Display Displays the total salary for the employee.
Department Totals Column Header
Base FTE Display The total base FTE for the department.
Proposed FTE Display The total proposed FTE for the department.
Base Salary Display The total base salary for the department.
Change Percent 6-digit numeric Enter the change percent for the employee’s
salary.
Change Amount 6-digit numeric Enter the change amount for the employee’s
salary.
Proposed Salary Display Displays the proposed salary for the
employee, including any changes you have
made.
Extract Status Display Displays the extract status. The values are:
New – is displayed if data is available as a
result of Add/Delete process (data was not
in the original extract).
Changed - is displayed if data in
production does not match what was
originally extracted.
Excluded from Totals Display Indicates data not included in summary totals.
Total Row header, displays the totals for each
column.
Banner Human Resources – Salary Planner 18
Employee Detail
Employee Detail
Field Name Valid Input Data Usage
Rounding Drop down list Use this field to set the Change Rounding
field. Options are None, 1.00, 10.00, or
100.00
Hourly or Salary Drop down list Saint Louis University does not use this field.
Salary Change Percent 10-digit numeric Type any desired merit percent increase in this
field.
Salary Change Amount 10-digit numeric Type any desired merit amount increase in this
field.
Promotion Percent 10-digit numeric Type any desired other percent increase in this
field.
Promotion Amount 10-digit numeric Type any desired other amount increase in this
field.
Include Change in Display This field indicates whether the change is
Totals included in the change totals calculation.
Mass Apply Click Click this button to apply the mass change
defined in the above fields.
ID and Name Display A row header displaying the employee’s SLU
ID and name.
Home Organization Display This field displays the home organization for
Banner Human Resources – Salary Planner 19
Field Name Valid Input Data Usage
the employee.
Position Suffix and Title Display This field displays the position, suffix, and title
for the employee.
Base FTE Display This field displays the base FTE for the
employee.
Proposed FTE 8-digit numeric Type the proposed FTE for the employee in
this field.
Base Salary Display This field displays the base salary for the
employee.
Salary Change Percent 7-digit numeric Type the merit increase percent in this field.
Salary Change Amount 12-digit numeric Type the merit increase amount in this field.
Promotion Percent 7-digit numeric Type any desired other percent increase in this
field.
Promotion Amount 12-digit numeric Type any desired amount increase in this field.
Proposed Salary Display Displays the proposed salary for the
employee, including any changes you have
created.
Links Click This column contains the links to additional
pages for this employee and job. Options
include:
Job Detail
Distribution
Comments
Position Detail
Banner Human Resources – Salary Planner 20
Job Comment Screen
Please ensure that you use the Job Comment Screen when adding an
employee’s performance appraisal code. Comments for vacant positions can be
added using the Position Comment Screen.
Job Comments
Field Usage
Comments Enter comments concerning job records
Save Save comments
Reset Delet e comments
Employee Detail Returns to Employee Detail Screen
Job Detail Returns to Job Detail Screen
Banner Human Resources – Salary Planner 21
Labor Distribution
This section outlines a process for changing a labor distribution for both the
position budget and job record. The process starts at the Employee Detail
Screen. A similar process could also be started at the List By Position Screen.
The checklist below enumerates the steps required to update the labor
distribution. The screens discussed in the checklist are shown on pages twenty-
three and twenty-four.
Checklist
Step Action Results/Actions Screen
1. Click Distribution from the Calls Job Distribution Screen. Employee Detail
Links column on the Employee
Detail Screen
2. Add a new record Under the Proposed FOPAL window Job Labor Distribution
click the Add a New Record button
3. Update FOPAL Enter the revised FOPAL in Fund, Org Account Distribution
and Account fields.
4. Update Percent The amount recalculates automatically Account Distribution
when this field is changed.
5. Update Amount The amount recalculates automatically Account Distribution
when this field is changed.
6. Save Changes Click save button to post the new Account Distribution
FOPAL and salary distribution. Will
automatically return to Job Labor
Distribution Screen.
8. Update Current Allocation If adding the new distribution has Job Labor Distribution
increased the total allocation over
100%, correct the allocation by clicking
on the link in the percent field of the
Proposed Distribution
9. Update Percent The amount recalculates automatically Account Distribution
when this field is changed.
10. Save Changes Click save button to post new FOPAL Account Distribution
and salary distribution
Banner Human Resources – Salary Planner 22
11. Copy from Job to Position When satisfied with Job labor Job Labor Distribution
distribution copy to Position distribution
using the Copy Distribution to Position
button.
Position Distribution
Banner Human Resources – Salary Planner 23
Account Distribution
Banner Human Resources – Salary Planner 24
Labor Distribution for Grants & Contracts
Salary Planner offers many advantages over our prior personnel budgeting
product; however, we have found one shortcoming concerning labor distributions
for grants and contracts. The prior budget screens enabled the user to insert
future effective dates for labor distribution changes as part of the budget process.
Since grants are managed on a project budget instead of a fiscal year budget,
this feature enabled users to automatically allocate faculty and staff to new
grants as current projects expire.
Salary Planner does not have the functionality to process future effective dates
for job labor distribution changes. Both the position and job labor distribution
must equal 100%, or display an annual distribution. As with many challenges in
Banner, we have developed a workaround. The workaround involves a creative
use of the Position Labor Distribution, the Job Labor Distribution and EPAFs.
The Position Distribution will reflect the total annual distribution for the position.
The total dollars allocated to each FOPAL for the next fiscal year will be shown
on this distribution. Establishing the Position Labor Distribution for the entire
fiscal year will enable us to accurately account for the hard dollar, soft dollar and
UMG personnel budgets for the upcoming fiscal year.
The Job Labor Distribution will reflect the proposed labor distribution as of July
1st. The labor distribution must equal 100%. The manager responsible for
monitoring departmental labor budgets will know that the distribution shown on
the Job Labor Distribution Screen must be modified with an EPAF shortly after
the start of the fiscal year. The EPAF feature of Banner is capable of processing
labor distribution changes with future effective dates.
Banner Human Resources – Salary Planner 25
The Job Labor Distribution Screen below is one example of the proposed
workaround. The Job Labor Distribution reflects the proposed funding for the
employee as of July 1st. In this case, the employee will be paid from a grant for
the first three months of the fiscal year. The departmental manager responsible
for labor distribution must establish EPAFs to move the employee into the other
funds shown on the Position Labor Distribution at the appropriate times.
The Position Labor Distribution shown at the bottom screen reflects the total
salary distribution for the entire fiscal year regardless of timing issues. In this
example, each fund will be charged $17,550 or 25% of the total annual salary
sometime during the fiscal year.
Job Labor Distribution Screen for Grants & Contracts
Banner Human Resources – Salary Planner 26
Job Detail for Position
The Job Detail screen is pictured below. Please review the various items on the
screen.
Job Detail
Field Name Valid Input Data Usage
Name and ID Display This field displays the name and ID of the
employee.
Home Organization Display This field displays the home organization of
the employee.
Rounding Drop down list Use this field to set the Change Rounding
field. Options are None, 1.00, 10.00, or
100.00
Hourly or Salary Drop down list Saint Louis University does not use this field.
Salary Change Percent 10-digit numeric Type any desired merit percent increase in this
field.
Salary Change Amount 10-digit numeric Type any desired merit amount increase in this
field.
Promotion Percent 10-digit numeric Type any desired other percent increase in this
field.
Promotion Amount 10-digit numeric Type any desired other amount increase in this
Banner Human Resources – Salary Planner 27
Field Name Valid Input Data Usage
field.
Include Change in Display This field indicates whether the change is
Totals included in the change totals calculation.
Apply Click Click this button to apply the changes defined
in the above fields.
Model Display This column header indicates which model is
displayed. Options are Proposed, Base, and
Current.
The Proposed column displays what has
been proposed through the Salary
Planner
The Base column displays information
valid at the time the Extract occurred and
is taken from the job record. The base
values only change automatically when a
new extract is performed. The user must
manipulate them manually if a change is
made in Banner after the extract occurred.
The Current column displays any
information that has changed since the
initial extract was taken. This includes
any future dated changes set to take
effect. If no changes have been made in
Banner since the initial extract was taken,
the dates under Current and Base will be
identical.
Effective Date Display This field displays the effective date for the
model.
Title: Proposed 30-character alpha- Type any changes to the job title in this field
numeric (see above definition of “Model” for additional
information).
Title: Base Display This field displays the title for the employee
(see the Model field definition for additional
information).
Title: Current. Display This field displays the current title for the
employee (see the Model field definition for
additional information).
Hourly Rate: Proposed Display This field calculates based on any changes
entered in other fields (see the Model field
definition for additional information).
Hourly Rate: Base 11-digit numeric Type any changes to the hourly rate base in
this field. The annual salary recalculates if
changed (see the Model field definition for
additional information).
Hourly Rate: Current Display Displays the current hourly rate (see the
Model field definition for additional
information).
Annual Salary: Display Displays the proposed annual salary.
Proposed
Annual Salary: Base 18-digit numeric Type any changes to the annual base salary
(see the Model field definition for additional
information).
Annual Salary: Current Display Displays the current annual salary (see the
Banner Human Resources – Salary Planner 28
Field Name Valid Input Data Usage
Model field definition for additional
information).
Total Change Percent Display This displays total change percent for the
employee.
Total Change Amount Display This displays total change amount for the
employee. If a percent change has been
entered, the calculated amount will display in
this field.
Appointment Percent: 8-digit numeric Type the base appointment percent change
Proposed
Appointment Percent: 8-digit numeric Displays the base appointment percent
Base change (see the Model field definition for
additional information).
Appointment Percent: Display Displays the current appointment percent
Current change (see the Model field definition for
additional information).
FTE: Proposed 8-digit numeric Type the proposed FTE here.
FTE: Base 8-digit numeric Type the base FTE here (see the Model field
definition for additional information).
FTE: Current Display Displays the current FTE (see the Model field
definition for additional information).
Hours per Day: 6-digit numeric Type the proposed hours per day here.
Proposed
Hours per Day: Base Display The base hours per day (see the Model field
definition for additional information).
Hours per Day: Current Display The current hours per day (see the Model field
definition for additional information).
Hours per Pay: 6-digit numeric Type the proposed hours per pay here.
Proposed
Hours per Pay: Base Display The base hours per pay (see the Model field
definition for additional information).
Hours per Pay: Current Display The current hours per pay (see the Model field
definition for additional information).
Salary Group: Display The proposed salary group.
Proposed
Salary Group: Base Display The base salary group (see the Model field
definition for additional information).
Salary Group: Current Display The current salary group (see the Model field
definition for additional information).
Table: Proposed Drop down list Select the proposed salary table for the job, if
any change is necessary.
Table: Base Display The base salary table (see the Model field
definition for additional information).
Table: Current Display The current salary table (see the Model field
definition for additional information).
Grade: Proposed Drop down list Select the proposed salary grade for the job, if
any change is necessary.
Grade: Base Display The base salary grade (see the Model field
definition for additional information).
Banner Human Resources – Salary Planner 29
Field Name Valid Input Data Usage
Grade: Current Display The current salary grade (see the Model field
definition for additional information).
Step: Proposed Drop down list Select the proposed salary step for the job, if
any change is necessary.
Step: Base Display The base salary step (see the Model field
definition for additional information).
Step: Current Display The current salary step (see the Model field
definition for additional information).
Budget Factor Display If budgeting by fiscal year, this factor will
determine portion of budgeted salary from
current dollars and portion from new dollars
Estimated Fiscal Year 16-digit numeric The estimated fiscal year budget calculated
Budget from data entered. This value may be
overtyped.
Begin Date Display The begin date for the job.
End Date Display The end date for the job.
Job Status Display The job status for the job.
Salary Type Display The salary type for the job.
Rank Display The rank for the job.
Tenure Status Display The tenure status for the job.
EPAF Transaction # Display This field displays the EPAF transaction
number assigned during the upload and mass
EPAF apply process
Banner Human Resources – Salary Planner 30
Downloading Personnel Salary Scenarios to a
Spreadsheet
The Salary Planner Tool has the capability to download a salary scenario to an
Excel spreadsheet. This provides you the opportunity to edit and analyze the
salary, in spreadsheet format, according to your needs. It is important to note
that while one can adjust the scenario within the spreadsheet, the adjustments
on the spreadsheet can be uploaded into Salary Planner. Any adjustments
developed within the spreadsheet, must be applied to Salary Planner using the
previously discussed methods.
The table below outlines the steps required to download a scenario.
Step-by-Step Procedures Downloading Personnel Salary Scenarios to a
Spreadsheet
Step Action Results/Deci sions
1. To download a proposed salary to an The File Download window displays.
Excel spreadsheet, follow one of the
below paths:
From the List by Position page, click
the Download Position Data or
Download Position and
Distribution button.
From the List by Employee page,
click the Download Job Data or
Download Job and Distribution
Data button.
2. Click the Save button. The Save As window displays.
3. Select the desired save location from the
drop down list for the Save In: field.
4. If desired, overtype the name in the File
name: field. Leave the .csv e xtension.
5. Confirm that the Save as Type field value
is Microsoft Excel Comma Separated
Values File.
6. Click the Save button. The salary has now been saved as an
Excel spreadsheet.
Banner Human Resources – Salary Planner 31
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