HR - CAT - Compensation Admin Tool and Additional Adjustments Pages

The CAT Page supports the administration of rate and funding changes at the employee level for the upcoming fiscal year and allows the user to view and edit compensation and funding data on an employee basis. This document provides an overview of the CAT and AAP pages.

The CAT Page supports the administration of rate and funding changes at the employee level for the upcoming fiscal year and allows the user to view and edit compensation and funding data on an employee basis. Mass updates to the CAT can be made through the Institutional Planning Spreadsheet Upload (Please reference: HR - CAT - IPS Upload to CAT (Append) and Additional Adjustments Page ) or manually on an employee-by-employee basis. The CAT interfaces to the current budget system and will transfer data to HRS HR and Commitment Accounting. The CAT page is divided into four sections, all of which will be covered in this KB Document:  


PROCESS CONSIDERATIONS:

You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:

Search Page/Add a Value

1.  Navigate to:  Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Page 

2. Search for records already present in the CAT or Add a new record

3. To search for records already present in the CAT make sure “Find an Existing Value” is selected. Enter desired search criteria.

921.png

922.jpg

4.  Select “Search” to return results.

923.jpg

924.jpg

5.  To add a new record select “Add a New Value” found at the top of the page.

925.jpg

6.  Select “Add” to create a new record.

7.  Select the desired record from the Search Results section


Compensation Administration Tool Page- Employee Attributes

1.    The topmost section on the Employee Data Page is the Employee Attributes section.

2.    The HRS Live Feed syncs the values for the fields in this section nightly, to ensure that they are constantly updated to reflect the most recent values from Job Data. 

92a.jpg


Recent and Future HR/Compensation Transactions

1.    This section displays recently entered transactions which have occurred in HRS to the selected employee’s job record and are relevant to the compensation process.

92c.jpg

92d.jpg


Compensation and Funding Data

1.    Confirm/select values for “Planned FTE”, “Planned Title” and “Add to Continuing Staff Basis” fields.

92b.jpg



Compensation Change Section

1.    Review the Compensation Change section to determine if all desired compensation changes are included and accurate.

92e.jpg

2.     If all desired compensation changes are not included or accurate, edit/add a row.

92f.jpg

3.    Enter the desired value into the “Action reason”, and “Change Amount” or “Change Percent” tabs.

92g.jpg

4.    Verify the rate increases have been applied in the correct order.

92h.jpg

92i.jpg

 

92j.jpg

 

92k.jpg

92l.jpg

5.    At the bottom of the Compensation Change section the Comprate (Annual Rate for A, C basis and Hourly Rate for H basis) and Annual Rate Adjusted for FTE will automatically calculate.

92m.jpg

6.    Check or Uncheck “Ok to Load to HRS”.

92n.jpg

7.    An audit stamp will appear underneath the Compensation Change Table displaying the Empl ID and Name of the last person to apply changes to it as well as the date and time that the changes occurred.

92o.jpg


To the top

Funding Change Section

1.    The rows in the Funding Change section can either be populated from the IPS Upload process or entered manually.
  • To enter rows manually select “+” to add a new row.

92p.jpg

2.    Select the desired “GL Business Unit”, “Fund”, “Department”, “Program”, “Project” and “Distribution %” for the funding row in the Funding Change table.

92q.jpg

3.    The bottom of the Funding Change section will display the totals for Distribution %, Budgeted Amount and Budgeted FTE.

92s.jpg

4.    The Funding Change section defaults to display 3 funding splits.

92t1.jpg

92t2.jpg

5.  Select “Save” to apply changes made to CAT Page.

92u.jpg
92v.jpg
92w.jpg
92x.jpg



Funding Edits

1.  The "Funding Edits Status" indicates whether a funding row has passed SFS edits.  On a nightly basis, a process will run that checks all funding rows with a status of "U" for validity
      against SFS Chartfield and combination edits.  The three Funding Edits Statuses are:
2.  When "Save" is selected on the CAT Page, funding rows that have been added will be tested against SFS Chartfield and combination edits.  In addition, rows that already exist on the page
      with a status of "U" or "E" will be tested as well in case the error has been corrected.


Complex Scenarios

1.  Budgeted Leave of Absence in the CAT

92y.jpg


To the top

CAT Page Field Descriptions

CATNew6.png

CATNew7

CATnew8

CATNew9


To the top

CAT Page Error Descriptions and Messages

The chart below outlines errors that can occur on the CAT Page. ‘Hard’ errors must be fixed before the page can be saved, while ‘soft’ errors can be saved on the CAT.   An error message will populate the CAT Errors Box for these ‘soft’ errors.

CATNew10


Additional Adjustments Page

General Description

The Additional Adjustment Page (AAP) supports UW institutions and divisions in the planning and budgeting of Group, Lump, Vacant, and Negative positions throughout the compensation administration process. It contains two sections for users to enter positions in: Vacant Positions and Other Budget Adjustments (formerly Group, Lump, and Negative positions). Each Funding Department has a unique page in the AAP. The AAP interfaces to the current budget system, but does not transfer data to HRS.

This page is to be used as a reconciling tool.  The data on this page will pass back to the Budget Summary Report, the CAT summary report and BSUM <KB(XXXX)>.  It will not interface with HRS.

Procedure Steps:

The AAP can be used strictly as an online tool or can be used after the Additional Adjustments Tab of the IPS has been uploaded to the AAP.  For more information on this process, please reference: HR - CAT - IPS Upload to CAT (Append) and Additional Adjustments Page .

1.  Navigate to: Workforce Administration > UW External HR Systems > Compensation Admin Tool > UW CAT Additional Adjustments

2.  Look up a Funding Department already present in the AAP, or add a new Funding Department.

92z1.jpg

3.  If desired, add information to the Vacant Position section.

92z2.jpg

CATPage3

4.  If desired, add information to the Other Budget Adjustments section (formerly Group, Lump, and Negative Positions).

92z3.jpg
  • Enter the Other Budget Adjustments information.  The table below outlines the different fields.
    • Fields with a magnifying glass icon Magnifying Glass Icon indicate that it is possible to search for values.  Click the icon to bring up the search window.
  • If an existing FTE or Budgeted Amount needs to be changed to a negative value, the row with the old value must be deleted, and a new row with the negative value must be added.
    • Rows can be deleted by clicking the "-" sign next to the row.
Table2.png

To the top

ADDITIONAL RESOURCES:

Related KBs:

Related Links:

To the top