3 High-Level Check for employees Sort for blanks in Business Unit 1” N/A “GL Business Process who exist without column (Column 77) of the funding section in funding in the IR/IPS the IR/IPS. Note that not all blanks indicate a new hire. 4 Institutional New hire identified? If No, proceed to step #6 N/A Central CAT or If Yes, proceed to step #5 Institutional Divisional CAT Admin 5 Institutional Enter New Hire If a new hire employee record was identified Institutional Central CAT or Job/Funding without funding, enter the employee’s Planning Institutional Information in the CAT funding information in the IPS or in the CAT. Spreadsheet Divisional CAT or IPS CAT Page Admin 6 Business Add budgeted Upload the IPS to the CAT for all Madison Process population to the CAT divisions or manually enter budgeted population to the CAT. 7 High-Level Check for New Hires After loading or entering a population of Business Process employee records in the CAT, admins should check for new hires. 8 Institutional Run Missing From CAT To check for new hires, run the following Missing from Central CAT Admin & Record Error reports reports: CAT Report or Institutional Missing from CAT Report identifies Record Errors – Divisional CAT employees who exist in HRS but not Report Admin the CAT Record Errors Report identifies – employees who do not have funding in the CAT 9 Institutional New hire identified? If No, proceed to step #12. N/A Central CAT Admin If Yes, proceed to step #10. or Institutional Divisional CAT Admin 10 Institutional Enter New Hire Add Empl ID, Empl Record, compensation Central CAT Admin Job/Funding data, and funding data in the CAT. or Institutional Information in the CAT
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.
CAT-System-1.1-New-Hire-Business-Process-Workbook_V4-1.docx