Overview
In the Oracle Planning and Budgeting Tool, also known as Enterprise Planning and Budgeting Cloud Service (EPBCS), budget preparers use Task List 1 and Task List 2 to budget salary and benefits for staff and faculty members in their Financial Unit. Planning for annual salary amounts at a Pooled level (vs individual employee level) can be done on Form 1.4 for Staff and Form 2.4 for Faculty.
Essential Information
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The following steps assume budget preparer has user access to Oracle Planning and Budgeting Tool and is logged in.
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Use Form 1.4 Enter Pooled Staffing and Student Items to plan pooled expenses for Students, Awards and Overtime.
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Use Form 2.4 Enter Pooled Faculty Items to plan pooled expenses for Academic Merits and Temporary Lecturers.
Next Steps
Enter Pooled Salary Amounts for Staff and Students (Form 1.4)
1. From the Oracle Planning and Budgeting Tool home page, click on Tasks.
2. Select Task List 1 Review and Manage Staff Planning, expand the triangle to display Task 1.4 Enter Pooled Staffing and Student Items, click to load the form.
3. In Form 1.4 Enter Pooled Staffing and Student Items, update the Point of View (POV), for the desired budget, by selecting the EFinUnit, Fund, Function and Project.
4. Once selections have been updated and highlighted in yellow, click the Arrow icon, to save and continue, otherwise your selections will not be saved.
5. In the white fields labeled Compensation Rate, add pooled annual salary amounts for both Recurring and One-Time for Staff Students, Academic Students, Awards, Overtime and/or Other Pooled, fields will turn yellow indicating a change has been made. The Total FTE rows on this form are for reference only and will not be incorporated in any calculations.
6. Click Save, a confirmation dialog box displays indicating the data was saved, click OK to close the message, fields will change to white indicating that the entries have been successfully updated.
7. On Form 1.4 Enter Pooled Staffing and Student Items, benefit amounts have been automatically calculated on all applicable salary amounts entered in the prior step.
8. To add an optional note to correspond with any of the updated pooled salary items, click into the white field labeled New Hire Notes in the desired section and a white text box will display.
9. Enter note and click Save.
10. The note field is highlighted in yellow indicating a change has been made.
11. Click Save, a confirmation dialog box displays indicating the data was saved, click OK to close the message, fields will change to white indicating that the entries have been successfully updated.
Enter Pooled Salary Amounts for Faculty Academic Merits and Temp Lecturers (Form 2.4)
1. From the Oracle Planning and Budgeting Tool home page, click on Tasks.
2. Select Task List 2 Review and Manage Faculty Planning, expand the triangle to display Task 2.4 Enter Pooled Faculty Items, click to load the form.
3. In Form 2.4 Enter Pooled Faculty Items, update the Point of View (POV) for the desired budget by selecting the EFinUnit, Fund, Function and Project.
4. Once selections have been updated and highlighted in yellow, click the Arrow icon, to save and continue, otherwise the selections will not be saved.
5. In the white fields labeled Compensation Rate, add pooled annual salary amounts for Recurring and One-Time, Academic Merit and/or IX Lecturers, fields will turn yellow indicating a change has been made.
6. Click Save, a confirmation dialog box displays, indicating the data was saved, click OK to close the message, fields will change to white indicating that the entries have been successfully updated.
7. You will return to Form 2.4 Enter Pooled Faculty Items, benefit amounts have been automatically calculated on all applicable salary amounts entered in the prior step.
A total dollar amount populates in the Total Pooled Items line at the bottom of the form.
8. To add an optional Total FTE amount for the XI Lecturers, click into the white field labeled Total FTE in the appropriate IX Lecturers section, Recurring or One-Time, fields will turn yellow indicating a change has been made. The Total FTE rows on this form are for reference only and will not be incorporated in any calculations.
9. Click Save, a confirmation dialog box displays indicating the data was saved, click OK to close the message, fields will change to white indicating that the entries have been successfully updated.
10. You will return to Form 2.4 Enter Pooled Faculty Items and the Total FTE is populated in the Total IX FTE line at the bottom of the form.
11. To add an optional note to correspond with any of the pooled salary items entered, click into the white field labeled New Hire Notes in the desired section and a white text box will display.
12. Enter a note and click Save.
13. The note field is highlighted in yellow indicating a change has been made.
14. Click Save, a confirmation dialog box displays indicating the data was saved, click OK to close the message, fields will change to white indicating that the entries have been successfully updated.
Pooled Item -> Budget Account Mapping