PROCESS NARRATIVE The Process Narrative below details the step-by-step actions in Section 5 - Business Process Flow Diagram for the 1.2 Terminations Business Process. For high-level business process details, please refer to the 1.0 End-to-End Compensation Administration Budget Business Process workbook. # Flow Diagram Swimlane Title Swimlane Description 1 High-Level Business Process High-level explanation of the detailed 1.0 End-To-End Business Process steps conducted during the course of the termination process, provided to give context to the termination-specific steps in the swim lanes below 2 Institutional Central CAT or Actions specific to termination identification that must be executed Institutional Divisional CAT Admin throughout the compensation administration cycle by either an Institutional Central CAT Admin or an Institutional Divisional CAT Admin Step Owner Step Step Description/Details KB 1 High-Level Run the CAT Initialization High-level business process please refer to the – Business Process Initialization Report 1.0 End-To-End Business Process Workbook for Report (IR) based on Load specific details of step. Institutional Criteria Planning Two Initialization Report output files will be Spreadsheet created: Employees with 5 or fewer funding splits Employees with 6 or more funding splits 2 High-Level Copy Data from the IR business process please refer to the Initialization – Business Process and Paste into the 1.0 End-To-End Business Process Workbook for Report Institutional Planning specific details of step. Institutional Spreadsheet (IPS) Planning Using the two output files created: Spreadsheet Employees with 5 or fewer funding splits Employees with 6 or more funding splits Note that it may be easier to enter these employees directly on the CAT Page. 3 Business Check for After generating an IPS, review to see if there N/A Process Terminations are any employee records that may be terminated (or terminating before the next Fiscal Year) 4 Institutional Identify Terminations Note any employee records believed to be N/A Central CAT Admin terminated or Institutional
PROCESS NARRATIVE The Process Narrative below details the step-by-step actions in Section 5 - Business Process Flow Diagram for the 1.2 Terminations Business Process. For high-level business process details, please refer to the 1.0 End-to-End Compensation Administration Budget Business Process workbook. # Flow Diagram Swimlane Title Swimlane Description 1 High-Level Business Process High-level explanation of the detailed 1.0 End-To-End Business Process steps conducted during the course of the termination process, provided to give context to the termination-specific steps in the swim lanes below 2 Institutional Central CAT or Institutional Divisional CAT Admin Actions specific to termination identification that must be executed throughout the compensation administration cycle by either an Institutional Central CAT Admin or an Institutional Divisional CAT Admin Step Owner Step Step Description/Details KB 1 High-Level Business Process Run the CAT Initialization Report (IR) based on Load Criteria High-level business process – please refer to the 1.0 End-To-End Business Process Workbook for specific details of step. Two Initialization Report output files will be created: Employees with 5 or fewer funding splits Employees with 6 or more funding splits Initialization Report Institutional Planning Spreadsheet 2 High-Level Business Process Copy Data from the IR and Paste into the Institutional Planning Spreadsheet (IPS) business process – please refer to the 1.0 End-To-End Business Process Workbook for specific details of step. Using the two output files created: Employees with 5 or fewer funding splits Employees with 6 or more funding splits Note that it may be easier to enter these employees directly on the CAT Page. Initialization Report Institutional Planning Spreadsheet 3 Business Process Check for Terminations After generating an IPS, review to see if there are any employee records that may be terminated (or terminating before the next Fiscal Year) N/A 4 Institutional Central CAT Admin or Institutional Identify Terminations Note any employee records believed to be terminated N/A
CAT-System-1.2-Terminations-Business-Process-Workbook_V3.docx