Compensation Administration Tool (CAT) Technical Instructions

Section
Title
6.1

Compensation Administration Tool (CAT) Introduction

  • CAT Key Acronyms and Terminology
6.2

Obtaining Necessary Authorizations

  • CAT HRS Role
  • CAT EPM Interactive Reporting HRS Role
  • 3270
6.3 Business Process Rules for the CAT and the Departmental Planning Spreadsheet (DPS)
6.4
Instructions for CAT Entry
6.5 Instructions for Completing Additional Adjustments Page
6.6*

Introduction to the Departmental Planning Spreadsheet and Description of Columns

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you. 

6.7*

Generation of the Departmental Planning Spreadsheet (DPS)

Video Demonstration:

  • Downloading the DPS Flat File
  • Populating the DPS Template

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you.

6.8*

Enabling and Disabling Track Changes in the DPS

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you.

6.9*

Printing the DPS

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you.

6.10*

How to Complete the DPS

  • Review Data for Accuracy (i.e. add comments for promotions & rate changes)
  • How to Change Funding Data (i.e. add funding split, remove funding split, change funding split)
  • How to Change Budgeted FTE (if HR Home Department)
  • Updating the Additional Adjustments Page Tab
  • Updating the New Hires Tab

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you.

6.11*

How to Use the DPS Pivot Tables

  • Instructions on Refreshing and Modifying Pivot Tables 

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you.

6.12*

Uploading DPS to CAT {Process not used at this time}

  • Remove Funding for Shared Employees
  • Description of Which Data Uploads and Which is Informational Only
  • Run Control for DPS Upload
  • Reviewing DPS Upload Output

* Note: The Departmental Planning Spreadsheet (DPS) is an optional tool used to collect funding and compensation changes. The tool is primarily used by large decentralized schools and colleges. Your primary budget office contact can help you determine if using the DPS is right for you.

6.13 Description of CAT Reporting
6.14

How to Run Reports

a.  Record Errors Report

b. HRS to CAT Compare Report

c. Missing from CAT Report

d. Under Min/ Over Max Report

e. CAT Position Report

f. Audit Log Report

g. HRS Change Report

6.15 Data Load from CAT to Commitment Accounting and WISDM
6.16 Divisional CAT Primary Contacts
6.17

 Appendices:

a. Sample DPS

b. CAT Error Code Descriptions

c. Budget Checkout Checklist

d. Process Flow Charts