This document illustrates the relationship between the Compensation Administration Tool and BSUM pages in the Legacy 3270 system.
a. GL Business Unit on the CAT Page is the same as the letter indicator for Summary For on BSUM. This is entered into the UDDS Field in BSUM.2. BSUM will not populate Distribution Percentage or Full Time Rate reflected in the CAT Page.
b. Fund on the CAT Page is the same as Fund in BSUM.
c. Department on the CAT Page is the same as the number indicator for Summary For in BSUM. This is entered into the UDDS field in BSUM.
d. Project on the CAT Page is the same as Project in BSUM.
e. Budgeted FTE and Budgeted Amount from the CAT Page are pulled into the totals in BSUM.
Page 2 of BSUM is used for Record Totals and Total Salary and Wages information.
Page 3 of BSUM is used for budgeting information for Supplies and Expense, Sales Credit, Capital, Aids to Individuals, Fringe Benefits, and Special Purposes.
Page 5 of BSUM is used for Graduate Assistants and Classified Totals.
Page 6 of BSUM is used for Student Help and LTE data.
Page 26 of BSUM is used for Allocated Amounts, Salaries, Non-Salary, and Fringes.
Page 27 of BSUM is used for Activity Totals for Allocations and Requests.
a. Please refer to the following document for instructions on how to run this report: HR - CAT - Position Report2. Once the Position Report has processed and has been downloaded into Excel:
a. Apply a filter to row 13.BSUM
b. Convert columns AL (Budgeted Amt $) & AM (Budgeted FTE) to number
c. Add a subtotal to columns AL (Budgeted Amt $) & AM (Budgeted FTE)i. i.e. cells AL11 and AM11d. NOTE: The CAT Position Report pulls a complete picture of a position across institutions. If an institution shares employees with another institution, filter columns AF (GL Busienss Unit) to the user's institution. ("Blanks" should also be included in the filter as these represent the AAP transactions.) Likewise, if a Department or Division share employees, filter column AH (Dept) for the Department or Division the user is reconciling.
ii. the formula for sum subtotal is: =subtotal(9, beginning cell:end cell)
iii. Example: =subtotal(9,AL14:AL1332)
a. Enter the Page # on BSUM (recommend starting with page 2).
b. Enter UDDS to match what was entered in the Position Report Run Control for Business Unit, Division, and/or Department.
c. Enter Fund and/or Activity if reconciling to that level.i. Note that if reconciling to Fund and/or Activity, the Position Report should be filtered to that fund and activity as well.d. Compare "Total Salary & Wages" request total to Position Report column AL (Budgeted Amt $) subtotal. These totals should match.
e. Compare "Record Totals, FTE (Inc Asst)" request total to Position Report column AM (Budgeted FTE) subtotal. These totals should match.