3 High-Level Business Process Check for employees who exist without funding in the IR/IPS Sort for blanks in “GL Business Unit 1” column (Column 77) of the funding section in the IR/IPS. Note that not all blanks indicate a new hire. N/A 4 Institutional Central CAT or Institutional Divisional CAT Admin New hire identified? If No, proceed to step #6 If Yes, proceed to step #5 N/A 5 Institutional Central CAT or Institutional Divisional CAT Admin Enter New Hire Job/Funding Information in the CAT or IPS If a new hire employee record was identified without funding, enter the employee’s funding information in the IPS or in the CAT. Institutional Planning Spreadsheet CAT Page 6 Business Process Add budgeted population to the CAT Upload the IPS to the CAT for all Madison divisions or manually enter budgeted population to the CAT. 7 High-Level Business Process Check for New Hires After loading or entering a population of employee records in the CAT, admins should check for new hires. 8 Institutional Central CAT Admin or Institutional Divisional CAT Admin Run Missing From CAT & Record Error reports To check for new hires, run the following reports: Missing from CAT Report – identifies employees who exist in HRS but not the CAT Record Errors Report – identifies employees who do not have funding in the CAT Missing from CAT Report Record Errors Report 9 Institutional Central CAT Admin or Institutional Divisional CAT Admin New hire identified? If No, proceed to step #12. If Yes, proceed to step #10. N/A 10 Institutional Central CAT Admin or Institutional Enter New Hire Job/Funding Information in the CAT Add Empl ID, Empl Record, compensation data, and funding data in the CAT.
Divisional CAT Admin 11 Institutional Central CAT Admin or Institutional Divisional CAT Admin Remove Vacant Position from the AAP (if applicable) If applicable, remove the Vacant Position in the AAP filled by the new hire entered into the CAT. 12 High-Level Business Process Enter Compensation Increases and Funding Changes in the CAT High-level business process – please refer to the 1.0 End-To-End Business Process Workbook for specific details of step. Continue to review CAT population and make changes as necessary. 13 Business Process Monitor, Edit, and Clean Up CAT Data High-level business process – please refer to the 1.0 End-To-End Business Process Workbook for specific details of step. Continue to review CAT population and make changes as necessary. 14 High-Level Business Process for New Hires Throughout the comp process, CAT admins should check for new hires. 15 Institutional Central CAT or Institutional Divisional CAT Admin Perform Rebalancing After a new hire is added and a vacant position is removed, perform rebalancing as needed. 16 Central CAT Admin Turn Off Automatic HRS Job Data Feed Turn off automatic feed between HRS and the CAT by institution or division. 17 High-Level Business Process Perform Final Reconciliation Confirm that planning allocations match budget request amounts for funds with allocated funding and/or FTE target amounts using BSUM, the CAT Position Report, and/or the Budget to Allocated Comparison Report. BSUM CAT Position Report 18 Central CAT Admin Lock Out All Institutional Users Switch all users/divisions to Read Only access.