Management Information Sheet

An upgrade will be made available for the Budget Planner, and Cluster Budget Planner, on Monday 12 January 2015. This upgrade is required to ensure that support staff forecasts calculate staff costs in line with the recently agreed pay award.

To complete the upgrade please follow the instructions given on Page 5, Section 12, of the Budget Planner User Guide.

Any Comms Plus Users: If you are using the AnyComms Plus client (see MI Sheet 243/13) the upgrade should take place automatically once the upgrade file has been downloaded in the same way as the old AnyComms Client. If you are manually downloading the file from the AnyComms Plus website you must save the file into the ’Inputs Path’ stated in the “School Details” for the automatic upgrade to take place.

Please Note: If you wish to compare the current calculations with the revised calculations you must ensure that printed copies of the current forecasts are taken before the upgrade is completed.

The changes made to the payscales in the Budget Planner within this upgrade are:

• The assumed 1% full year pay award has been removed from the 2014-15 payscales.
• The 2014 December lump sum payment has been added to the payscales table, and included within the ‘Total Salary’ calculation.
• The 2015-16 payscales have been inflated by the relevant percentage increase (2.20% from Spinal Point 11). All salary calculations have been amended to include the 2.20% inflated payscales from January 2015 onwards.

Notes:

• The changes made relate to Support Staff Forecasts only.
• The Lump Sum payable is a pro rata payment which will be based on the number of hours and paid weeks per year of each staff member, i.e. the full amount shown is not payable to every employee. A report has been added showing the lump sum payable for each employee (‘Lump Sums’ button in the top right hand corner of the Support Staff Forecast screen). This figure does not include on-costs.
• If an employee within the Support Staff Forecast is not employed on 01/12/2014 a negative cash adjustment for the amount shown on the Lump Sum report should be added to the ‘Other Payments’ field. This is only required if there are “Hours per Week” shown in the autumn term column.
• Once the upgrade has been completed you will need to update the detailed budget from the newly calculated Staff Forecasts, and export the budget to Star Accounts to ensure the correct staff budgets are picked up in the Staff Monitoring Report.