The CAT Page supports the administration of rate and funding changes at the employee level for the upcoming fiscal year and allows the user to view and edit compensation and funding data on an employee basis. Mass updates to the CAT can be made through the Institutional Planning Spreadsheet Upload (Please reference: Running the IPS Upload to CAT (Append) and Additional Adjustments Page ) or manually on an employee-by-employee basis. The CAT interfaces to the current budget system and will transfer data to HRS HR and Commitment Accounting. The CAT page is divided into four sections, all of which will be covered in this KB Document:
You may click on the links below to navigate directly to a section:
Instructions for Search Page/Add a Value
1. Navigate to: Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Page
2. Search for records already present in the CAT or Add a new record
3. To search for records already present in the CAT make sure “Find an Existing Value” is selected. Enter desired search criteria.
- Leaving a field blank in the Search Criteria will return all possible values for that field in the search.
- A search using only one data field should show all records from the CAT that match the selected criterion. A search using a combination of these fields should return the relevant records from the CAT for those criteria.
- Select the Hourglass located at the end of each field selection tab to display all possible input values for the corresponding field.
- For example, the hourglass next to Business Unit will return a drop-down list of all 16 Business Units to choose from.
4. Select “Search” to return results.
- Search results will return one row for every funding string entered in the CAT.
5. To add a new record select “Add a New Value” found at the top of the page.
- You must enter Fiscal Year, Empl ID and Empl Rcd Nbr to create a new CAT record.
6. Select “Add” to create a new record.
7. Select the desired record from the Search Results section
Compensation Administration Tool Page- Employee Attributes
1. The topmost section on the Employee Data Page is the Employee Attributes section.
- Displays basic job related attributes about the selected Employee Record/Job.
- Fields included in this section are Fiscal Year, Business Unit, Empl Class, Name, HRS Home Dept, Pay Basis, Empl ID, Rcd #, Job Code, Expected Job End Dt, Position, Annual-Min, Max and Other Active Jobs?
- Contains links to the HRS Job Data Page (KB 18648), HRS Workforce Summary, and HRS Multiple Jobs Summary (KB 29424).
2. The HRS Live Feed syncs the values for the fields in this section nightly, to ensure that they are constantly updated to reflect the most recent values from Job Data.
- The exception to this is the Position Number, which cannot be changed for an employee record.
Recent and Future HR/Compensation Transactions
1. This section displays recently entered transactions which have occurred in HRS to the selected employee’s job record and are relevant to the compensation process.
- Changes to FTE, Job Code, Title, Pay Rate, Pay Basis, EJED and Position Number will result in the job row with the corresponding change(s) to it appearing in this section as well as the job row immediately prior to the change(s) that occurred so that the change can be identified.
- Hires, Transfers, Terminations, Leave of Absence, Return from Leave and Short Work Break will appear as a single row in this section.
- The fields that are displayed for each transaction are Effective Date, Position Number, Job Code, Title, Action, Action Reason, FTE, Compensation Rate, Change Amount and Annual Comp Rate Adjusted for FTE.
- The default for this section is to display the three most future dated transactions with the most future dated transaction at the top.
- Selecting “View All” will display all transactions meeting the criteria for this section within the last 18 months.
Compensation and Funding Data
1. Confirm/select values for “Planned FTE”, “Planned Title” and “Add to Continuing Staff Basis” fields.
- “Planned FTE” is defaulted on each spreadsheet and in the CAT to the HRS FTE. It can be updated manually in the IPS or edited manually on the CAT Page.
- “Planned FTE” will alter the FTE and budgeted amount that is sent back to the Budget Summary. It will not alter the true HRS FTE.
- The sum of the individual budgeted FTEs on each funding string in the Funding Section but equal the Total Planned FTE.
- Total Planned FTE cannot be greater than 1.
- “Planned Title” defaults to the Job Code Description (otherwise known as HRS Title) attached to that position in HRS.
- Can be edited manually on the CAT Page.
- The hourglass can be used to display all available HRS values for title.
- “Add to Continuing Staff Basis” determines whether an employee’s salary is included in the Continuing Staff Base calculation and loads to the CAT Summary Page as part of the CSB.
- Any employee that is eligible for merit should have this box checked to be included in the CSB.
Compensation Change Section
1. Review the Compensation Change section to determine if all desired compensation changes are included and accurate.
- The Compensation Change section by default displays three rows.
- To view all previously entered increases select “View All”.
2. If all desired compensation changes are not included or accurate, edit/add a row.
- To add a new row select the “+” located at the far right of the table.
- A new row is added the “Action Reason”, “Change Amount” and “Change Percent” fields all default to blank. These fields can be edited.
- When a new row is added the “Action” field will be populated automatically with PayRate Change as the value. This field is not editable.
3. Enter the desired value into the “Action reason”, and “Change Amount” or “Change Percent” tabs.
- Compensation adjustments can be entered into either the “Change Amount” or “Change Percent” field. The other field will calculate accordingly.
- The Comprate Change Amount ($) field will ultimately be sent to HRS if OK to Load to HRS has been checked, and will affect an employee’s comprate.
4. Verify the rate increases have been applied in the correct order.
- The order that rate increases occur is determined by the Rate Calculation Type used or the preferences of each institution.
- Note that the CAT will continue to function correctly regardless of action reason order, and when using the “Off of Original Base” method, if included, merit should be applied first.
- When using "Cumulative method, merit should be applied last.
- The order of compensation changes will not adjust automatically, and the “+” button only inserts rows below existing entries. As a result existing entries might need to be deleted and re-added to ensure the correct order.
- For example, if a merit increase is needed for this ‘Off of Original Base’ employee:
- Delete Pay Rate Change 1 by pressing the “-“ button
- Add the Merit increase by pressing the "+" button
- Re-add the original Pay Rate Change by pressing the “+” button
- A similar process will be used for ‘Cumulative’ employees to ensure that Merit is listed last.
5. At the bottom of the Compensation Change section the Comprate (Annual Rate for A, C basis and Hourly Rate for H basis) and Annual Rate Adjusted for FTE will automatically calculate.
- Budgeted Amount, or what the employee will actually get paid over the next fiscal year
6. Check or Uncheck “Ok to Load to HRS”.
- If the “Ok to Load to HRS” box is selected for the Compensation section, all entered rate increases will be loaded to HRS at the end of the Comp Admin cycle, and be effective as the first of the upcoming fiscal year.
7. An audit stamp will appear underneath the Compensation Change Table displaying the Empl ID and Name of the last person to apply changes to it as well as the date and time that the changes occurred.
To the top
Funding Change Section
1. The rows in the Funding Change section can either be populated from the IPS Upload process or entered manually.
- To enter rows manually select “+” to add a new row.
- When a new row is added in the Funding Change Table all fields populate as blank.
2. Select the desired “GL Business Unit”, “Fund”, “Department”, “Program”, “Project” and “Distribution %” for the funding row in the Funding Change table.
- Total Distribution % must equal 100%
- Budgeted FTE = distribution % on that split * Total Planned FTE
- Budgeted Amount is calculated by Budgeted FTE * Full Time Rate
- Distribution % = Budgeted FTE * Total Planned FTE
- If OK to Load to HRS is checked, each funding string and its Distribution % field will be passed from the CAT to HRS.
- Tabbing out of Budgeted FTE, Budgeted Amount or Distribution % should result in the other two fields populating.
- A funding string can be saved even if it does not pass standard SFS edits or SFS Budget edits.
3. The bottom of the Funding Change section will display the totals for Distribution %, Budgeted Amount and Budgeted FTE.
4. The Funding Change section defaults to display 3 funding splits.
- To display all previously entered funding splits select “View All”.
5. Select “Save” to apply changes made to CAT Page.
- A time stamp should appear underneath the Funding Change Table displaying the Empl ID and Name of the last person to apply changes to it as well as the date and time that the changes occurred.
- The Box labeled “CAT Errors” will be populated if errors are found on the page.
- Depending on the type of error found either Compensation Change Section Error or Funding Change Section Error will populate within the box.
- Information on the CAT error types can be found in the ‘CAT Page Error Descriptions and Messages Table’ at the end of this KB.
- There is a comments box at the bottom of the CAT Page that can be used to keep notes about the particular Employee Record. Comments made in the IPS will also be loaded into this box.
- It is best practice for users to enter their name, initials, or Empl_ID after their comment followed by “///”. This will be useful for separating and organizing comments.
- Two examples can be seen below:
1. The "Funding Edits Status" indicates whether a funding row has passed SFS edits. On a nightly basis, a process will run that checks all funding rows with a status of "U" for validity
against SFS Chartfield and combination edits. The three Funding Edits Statuses are:
- All funding rows added during the IPS Upload process will be set to the status of "U."
- Funding rows with a status of "U" will be tested nightly against SFS Chartfield and combination edits.
- Rows with status of "U" that fail the test against SFS Chartfield and combination edits will be set to the Funding Edits Status of "E."
- Rows with status of "U" that pass the test against SFS Chartfield and combination edits will be set to Funding Edits Status of "P."
2. When "Save" is selected on the CAT Page, funding rows that have been added will be tested against SFS Chartfield and combination edits. In addition, rows that already exist on the page
with a status of "U" or "E" will be tested as well in case the error has been corrected.
- The Funding Edits Status, for all funding rows tested when the page is saved, will be updated to reflect any changes that have occurred.
- The CAT Page shoudl be able to save with funding row errors, but the following fields should be highlighted in red for the funding row in error:
- GL Business Unit
1. Budgeted Leave of Absence in the CAT
- It is necessary for budgeting purposes to indicate if an employee is on leave. The salary of an employee on leave should not be charged to their department's budget.
- To budget for an employee on leave, enter "0.0" for the budgeted FTE Field.
- This will result in $0 transferring back to the budget system
- Use the comments field to indicate that the employee is on leave.
To the top
CAT Page Error Descriptions and Messages
The chart below outlines errors that can occur on the CAT Page. ‘Hard’ errors must be fixed before the page can be saved, while ‘soft’ errors can be saved on the CAT. An error message will populate the CAT Errors Box for these ‘soft’ errors.
Additional Adjustments Page
The Additional Adjustment Page (AAP) supports UW institutions and divisions in the planning and budgeting of Group, Lump, Vacant, and Negative positions throughout the compensation administration process. It contains two sections for users to enter positions in: Vacant Positions and Other Budget Adjustments (formerly Group, Lump, and Negative positions). Each Funding Department has a unique page in the AAP. The AAP interfaces to the current budget system, but does not transfer data to HRS.
This page is to be used as a reconciling tool. The data on this page will pass back to the Budget Summary Report, the CAT summary report and BSUM <KB(XXXX)>. It will not interface with HRS.
The AAP can be used strictly as an online tool or can be used after the Additional Adjustments Tab of the IPS has been uploaded to the AAP. For more information on this process, please reference:
Running the IPS Upload to CAT (Append) and Additional Adjustments Page .
1. Navigate to: Workforce Administration > UW External HR Systems > Compensation Admin Tool > UW CAT Additional Adjustments
2. Look up a Funding Department already present in the AAP, or add a new Funding Department.
- To look up records, make sure the "Find an Existing Value" tab at the top is selected and enter the desired search criteria:
- Leaving a field blank will include all possible values for that field in the search.
- Click the magnifying glass symbol next to any field to search for possible values.
- Click "Search" to find results
- If no results appear for the desired search criteria, it is possible to add new Funding Departments by clicking the "Add a New Value" tab at the top.
- Note that all fields must be filled in.
- Click "Add" to create a new Funding Department.
3. If desired, add information to the Vacant Position section.
- If a blank row is not yet available, click the "+" button on the right side of the table.
- Enter the Vacant Position information. The table below outlines the different fields.
- Fields with a magnifying glass icon indicate that it is possible to search for values. Click the icon to bring up a search window.
- Note that if a Vacant Position is split funded, it will require one row for each funding string.
4. If desired, add information to the Other Budget Adjustments section (formerly Group, Lump, and Negative Positions).
- If a blank row is not yet available, click the "+" button on the right side of the table.
- Enter the Other Budget Adjustments information. The table below outlines the different fields.
- Fields with a magnifying glass icon indicate that it is possible to search for values. Click the icon to bring up the search window.
- If an existing FTE or Budgeted Amount needs to be changed to a negative value, the row with the old value must be deleted, and a new row with the negative value must be added.
- Rows can be deleted by clicking the "-" sign next to the row.