Better Together: Quarterly Employee FTE Reporting October 6, 2017 - PowerPoint PPT Presentation

Better Together: Quarterly Employee FTE Reporting October 6, 2017

Proj ect Team Budget: HR: Our Fearless Leader: Brian Michael Joanne Y est ramski, UML • The HR Guru’s: S haron Vieira, UMS O • Budget: Michael Glynn, UMB HR: • IT: Lynn Bob Budget: Bob Oelfke, UMMS S ue • HR: LeeAnn S haron The Budget Wonks: IR: LeeAnn Pasquini, UMS O • Christ ine Lynn McKenna, UMA • Brian S zymanski, UMMS • The IR Wizard: Christine Lewis – Horton, UML • The Techie: S ue Cerrat o, UMS O •

What is the Quarterly Report  Began in FY17; initially as a budget report to the President and eventually shared with the Board (Employee FTEs) UNIVERSITY Faculty & Staff Budget Q3 Variance FY2017 FY2017 # %  Data gathered manually by pushing Restricted and pulling spreadsheets Faculty 297.3 338.6 41.3 13.9% Professional 1,095.5 1,234.7 139.1 12.7% Classified 222.0 244.5 22.5 10.1%  Includes: Total Restricted 1,614.8 1,817.8 203.0 12.6%  Revenue & Expenses – budget, YTD Actuals, Y ear-End Proj ection Unrestricted Faculty 3,908.7 3,830.0 (78.8) -2.0%  S tudent FTEs – budget to actuals Professional 5,415.0 5,397.3 (17.6) -0.3%  Employee FTEs – budget to Classified 3,839.3 3,754.3 (85.0) -2.2% actuals Total Unrestricted 13,163.0 12,981.6 (181.4) -1.4% Total Faculty & Staff 14,777.8 14,799.3 21.5 0.1%  Employee FTE section:  Not clearly, consistently defined  Not updated regularly  Not sourced from the same place

Goals, Requirements & Deliverables Deliverables: Goals & Requirements:  Identify inconsistencies as to how  Consistent terminology agreed upon data is entered into People S oft by all campuses (account code, employee types) and develop standard definitions  Documented workflow / S ample to move toward consistency report  Identify necessary changes in  Agree on usage of PeopleS oft fields PeopleS oft for campus as tools consistency  Integration plan with larger  A process plan for transparent, quarterly and year end reports consistent, timely Employee FTE reporting run from PeopleS oft  Establish the foundation plan for the 3 other components of the Quarterly Report

Timeline Then What … Oct ober S ept ember August July Proj ect Kick-Off S takeholder S takeholder BPR Team S elect implementation Interviews Feedback Presentation team Draft Charter Initial Research Categories Identify Draft detailed work plan Developed PeopleS oft Fields & timeline Identify S takeholders Draft Definitions Finalize Draft Implement and test definitions, recommendation Define “ What it categories is, What it isn’ t” Quarterly Report S hare with Joint BPR Team “ testers” Meeting Finalize report mock-up