Position Budget Training
part 1
Understanding
Position Budget Forms
LOG INTO:
•VPN
•Banner HR:
•Development Instances
•Banner (BTRN)
Position Budget Forms
• NBAPOSN: Establishes the base position
assumptions. Shows the position salary range and
grade for a position. HR establishes the position.
• NBAPBUD: Establishes position parameters such as:
Position Status (Active/Inactive), FTE value, Position
ORG (PTOT), Position Budget distribution
FOAPAL(s). BSC’s have access to this form.
• NWAPBAD: Sets and Allows maintenance to Position
Salary budgets and Position Budget Distributions.
Position Budget Forms
• NWIPBHS & NWISPBH: Target (NWIPBHS) and Source
(NWISPBH) Position Budget Adjustment History. This form
will show you the effect of all NWAPBAD transactions for a
position.
• NBIJLST: This form will help if you know the “PERSON”
but not their “POSITION”. The Query date should be set to
the “earliest” date (7/1/03) to give you a full listing of all
positions (active or terminated) from this date forward.
• NBIPINC: This form will help if you know the
“POSITION” but not the “PERSON”. The Query date
should be set to the “latest” date (today) to give you a full
history of the people in this position up to this date.
Establish and Activate
a new Position & Budget
Follow the Cheat Sheets for:
NBAPOSN NBAPBUD NWAPBAD
• NBAPOSN – Verify the data.
• NBAPBUD – Establish the Position ORG, the
FTE value, and the Position Budget
Distribution lines (FOAPAL).
• NWAPBAD – Establish the Position Budget $
and the source of funding for this position.
Establish and Activate a new Position &
Budget – Understanding the Source Position
A New Cheat Sheet: Understanding Source Position
• What is the Source Position:
• This is where you are funding this position (the
Target Position)
• Options for Source Position:
• “Budget Only Position”
• An “Active” position that has available funds
• NOSOFP – No Source of Funds.
Establish and Activate
a new Position & Budget
• Your Position is now “Active”.
• There is a budget associated with this
position.
• The next step is to do an EPAF to hire a
person into this position. (this was covered
in the prior Banner HR trainings)
Changing a FOAPAL on a
Position Budget
A New Cheat Sheet: Change Position FOAPAL value
Need to Answer some questions first…
• Is the FOAPAL change within the same Fund?
• Changing the Fund / RC Unit will require additional steps. Appendix
document reviews this process.
• Do you have ORG security for the “new” FOAPAL?
• Coordination will need to be set up for cases where ORG security is
crossed.
• Are there expenses already posted to the FOAPAL that will
remain? Or will they be DCN’d to another FOAPAL?
• You will need to keep budget $ in the existing FOAPAL for any funds that will
remain there.
• You do not have to maintain budget $ if everything will be moved out of that
FOAPAL.
Vacancies
A New Cheat Sheet: Understanding Vacancies
• WEBI reports – HR30060 and HR30065 will report vacancies
by Position ORG (PTOT).
• Salary Budgets available for Vacant Positions can also be
viewed in NBAPBUD.
• Knowing where your available budgets are for vacant
positions will be useful if sourcing another position or
utilizing for non-salary support budgets.
Moving a Position Budget to/from
Non-Salary Budget lines
A New Cheat Sheet: Move Position Budget to
Non-Salary Budget
• Available budget dollars on positions may occur
because of vacancies, attrition, or work schedule
adjustments.
• The **PPB org within your fund is what is used for
BD04 budget moves in Banner Finance from
Salary/Wage account codes to Non-Salary related
budget lines.
Attributes to Remember
A New Cheat Sheet: Position Budget Fields vs.
JOBS Record Fields
• FTE values
• ORG’s and more ORG’s
ReportsPosition Budget & Vacancy Information
• HR30020 - Position Listing by PTOT ORG
• Prompts: Fiscal Year / Position Org / Position Status (“A” for Active).
• Has several report views, including –
• Position budget FOAPAL
• Position and Expense and Encumbrance information.
• HR30060 – List of Position Vacancies by PTOT ORG
• Prompts: Fiscal Year / Position ORG
• Lists Position / Position Budget / Expended and Encumbered amounts / Annual
Salary, as well as other useful data.
• HR60012 – Labor Distribution Summary (*New Report*)
• Prompts: Fiscal Year / Fund
• Sorts report by Fund / Org / Account
• Allows user to utilize report and reconcile to Banner HR (FGIBDST) by
account code.
• Has additional TABS on the report that increases the detail shown.
ReportsNWAPBAD & NBACOMP transactions
• HR 30400 – Position Budget History by PTOT ORG (position Org).
• Prompts: Fiscal Year / Position ORG. Report sorts by Position number.
• Lists Target and Source information for all NWAPBAD and NBACOMP
transactions.
• HR 30410 – Position Budget History by Position.
• Prompts: Position number.
• Lists Target and Source information for all NWAPBAD and NBACOMP
transactions.
• HR 30405 – Position Budget Adjustments by PTOT ORG (and activity date)
• Prompts: Fiscal Year / Position ORG / Activity Date. Report sorts by Activity
date and sub-totals by account code (tab 1) and Position distribution Org (tab 2).
• Lists Transaction information from NWAPBAD and NBACOMP.
• Good report to see a quick list of NOSOFP use.
QUESTIONS ???