DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Budget Planning
FY 2016
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Agenda
Introduction
Process Overview and Timing
Budget Module Overview
HR – FY16 Salary Guidelines
Questions
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Who We Are
Kim Laird, Associate VP and Chief Budget Officer
Dalia Sanders, Administrative Support
Dave Gaarder, Assistant Budget Director
Barbara Manzi, Manager of Budget Systems
Financial Analysts
Web Pierce
Danielle Wilborn
Anita Zeiler
Stefanie Pan
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Who We Are
Business Process Analysts
Rohan Nilekani
Rangon Bhattarai
Kelly Linder
Budget Analysts
Jessie Jin
Sarvani Bharatam
Amber Andrews
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
New for FY 2016
The Budget Planning Module
A PeopleSoft-resident application
Combines the best of PS with workbook features
Developed in collaboration with
Finance Operations
The OIR EAS programming team
Members of the campus community
Thank you!!!!!
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Budget Process
Public Service
1%
Research, Gifts,
Inv. Inc.
17%
State
Appropriations
22%
Student
Services
3%
Operation &
Maintenance of
Plant
5%
Auxiliary
Enterprises
6%
Instruction
27%
Debt
Service
7%
Auxiliary
Revenue
10%
Institutional
Support
8%
Other
Designated
Revenue
12%
Tuition
26%
Mandatory
Fees
10%
Scholarships
and Fellowships
19%
Academic
Support
9%
Research
15%
Other E&G Rev.
3%
Effectively allocate available resources
to support the UT Dallas strategic mission
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Calendar
Preview: Early March
Phase 1: March
Phase 2: April
Due to UTS: July
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Phase Process
Phase 1:
Review Revenue / Expense budgets
Validate current budgeted positions
Phase 2:
Merit Allocations assigned
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Submission Process
Campus
Group User
/ Admin
Executive
Reviewer
Budget
Office
Users – Edit Access
Admins / Reviewers – Submit Access
Executive Reviewer – Final Approver
Process repeats for Phase 2
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
What’s the Same
Submission Workflow
Two Phase Process
Similar Style Workbook
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
What’s New & Improved
Attachments
Revenue Materiality
Training Videos
Custom Reports
Longevity
Submitting
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
BPM Overview
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Compensation Standards an Practices are posted at http://www.utdallas.edu/hr/compensation/standards
Salary Actions
•
•
•
•
•
•
•
•
To be eligible, employee must be in current job for at least six (6) continuous months AND have not received
salary increase in the last six (6) months.
Reference Classified Pay Plan and Salary Guides for guidance on salary increase amounts.
Provide justification to HR for increases <1% or >5%, prior to submitting to Budget.
Requests for market/equity reviews must be submitted to HR via PRR no later than April 1.
One-time merit payment should be given in lieu of a merit increase if the employee is at the max of the pay
grade.
One-time merit payments may not exceed 5% of the employee’s current base unless approved by the
President or Provost.
One-time merit payments may not exceed 5% for the fiscal year.
Any increase not given in September will be effective in March.
Salary Actions + Job Changes
•
•
To reclassify or promote an employee, a PRR must be submitted to and approved by HR prior to submitting
to the budget workbook.
Employees must meet the eligibility for a promotion and may be subject to review by Institutional Equity.
Increases above 5% will require justification; increases above 15% will require justification AND approval
from the President or Provost.
Compensation
Betty Burns – x4632 – bxb143030@utdallas.edu
Employment Specialist
Evelie Giddings – x3561 – eag130230@utdallas.edu
Nancy Joseph – x2219 – nkj140030@utdallas.edu
DIVISION
OF FINANCE
OFFICE
OF BUDGET
AND FINANCE
Officeand
of the
Vice President
Budget
Resource
Planningfor Finance
Questions?