CAT Technical Instructions

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Compensation Administration Tool (CAT) Introduction

Obtaining Necessary Authorizations

6.2: Obtaining Necessary Authorizations

  • CAT HRS Role
  • CAT EPM Interactive Reporting HRS Role

Business Process Rules for the CAT and Departmental Planning Spreadsheet (DPS)

Instructions for CAT Entry

Instructions for Additional Adjustments Page (AAP)

Introduction to the Departmental Planning Spreadsheet and Description of Columns

6.6*: Introduction to the Departmental Planning Spreadsheet and Description of Columns

  • Please contact your primary budget office contact for the most recent version of the DPS. We are no longer able to post the file type on this website.

* 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.

Generation of the Departmental Planning Spreadsheet

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.

Enabling and Disabling Track Changes in the DPS (Discontinued)

6.8*: Enabling and Disabling Track Changes in the DPS (Discontinued)

Printing the DPS

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.

How to Complete the DPS

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.

How to Use the DPS Pivot Table

6.11*: How to Use the DPS Pivot Table

  • 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.

Uploading DPS to CAT (Process not used at this time)

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.

Description of CAT Reporting

How to Run Reports

Data Load from CAT to Commitment Accounting and WISDM

Divisional CAT Primary Contacts

Appendices

Live CAT View in Planning Allocation