Higher Ed – Unclassified Payroll Budget

What is  Unclassified Employee Payroll Budgeting? Unclassified Payroll Budgets are considered employee budget models and are often used by budget managers to plan for all unclassified salary and benefit related personnel expenses. Key functionality in this type of input form automates budgeting for expenses related to permanent and temporary positions. Features include data capture by salary grade, merit changes, insurance, health and retirement benefits and more. Totals by department roll up to the related general ledger expense accounts. You will find an example of this type of input form below.

Purpose of Unclassified Payroll Templates Universities and colleges use Unclassified Payroll Templates to provide the easiest, most secure employee budget model with automated calculations. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its employee budget process, as well as, reduce the chances that calculation mistakes causes expense accuracy issues.

Who Uses This Type of Input Form? The typical users of this type of input form are: Budget Officers and HR Managers. Other Input Forms Often Used in Conjunction with Unclassified Payroll Templates Progressive Budgeting and Planning Departments sometimes use several different Unclassified Payroll Templates, along with payroll assumptions, capex, operating expense and revenue templates and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for higher education finance teams and aligned with Solver's xFP&A platform, this Solver planning template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Higher Ed – Unclassified Payroll Budget in Solver? The Higher Ed – Unclassified Payroll Budget is a pre-built xFP&A planning template in Solver designed for higher education organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for higher education finance workflows.

Who uses this Solver planning template? Finance leaders at higher education organizations — including CFOs, controllers, and higher education finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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