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 Gurus: S haron Vieira, UMS O Budget: Michael Glynn, UMB HR:
October 6, 2017
HR: Bob Budget: Brian IR: Christ ine IT: S ue
The Budget Wonks:
O
zymanski, UMMS The HR Guru’s:
haron Vieira, UMS O
The Techie:
ue Cerrat o, UMS O
The IR Wizard:
Our Fearless Leader:
est ramski, UML
HR: Michael HR: S haron Budget: Lynn Budget: LeeAnn
Began in FY17; initially as a budget report to the President and eventually shared with the Board
Data gathered manually by pushing and pulling spreadsheets
Includes:
Revenue & Expenses – budget,
YTD Actuals, Y ear-End Proj ection
S
tudent FTEs – budget to actuals
Employee FTEs – budget to
actuals
Employee FTE section:
Not clearly, consistently defined Not updated regularly Not sourced from the same place
(Employee FTEs) Faculty & Staff Budget Q3 FY2017 FY2017 # % Restricted 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% Total Restricted 1,614.8 1,817.8 203.0 12.6% Unrestricted Faculty 3,908.7 3,830.0 (78.8)
Professional 5,415.0 5,397.3 (17.6)
Classified 3,839.3 3,754.3 (85.0)
Total Unrestricted 13,163.0 12,981.6 (181.4)
Total Faculty & Staff 14,777.8 14,799.3 21.5 0.1% Variance UNIVERSITY
Goals & Requirements:
Consistent terminology agreed upon by all campuses
Documented workflow / S ample report
Agree on usage of PeopleS
as tools
Integration plan with larger quarterly and year end reports Deliverables:
Identify inconsistencies as to how data is entered into People S
(account code, employee types) and develop standard definitions to move toward consistency
Identify necessary changes in PeopleS
consistency
A process plan for transparent, consistent, timely Employee FTE reporting run from PeopleS
Establish the foundation plan for the 3 other components of the Quarterly Report
S elect implementation team Draft detailed work plan & timeline Implement and test Quarterly Report
Then What …
BPR Team Presentation Identify PeopleS
Draft recommendation S hare with “ testers” Finalize report mock-up
Oct ober
S takeholder Feedback Categories Developed Finalize definitions, categories Joint BPR Team Meeting
S ept ember
S takeholder Interviews Initial Research Draft Definitions Define “ What it is, What it isn’ t”
August
Proj ect Kick-Off Draft Charter Identify S takeholders
July