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Payroll Budget Model for Government Entities Example

What is a Payroll Budget Model for Government Entities?

Payroll Budget forms are considered workforce planning models and are often used by HR and budget managers to plan expected payroll and benefit related expenses as part of the annual budget. Key functionality in this type of budget template is used for both existing staff and planned hires. Most of the budget expenses are calculated automatically based on drivers from an assumption form. This includes salary, merit increases, healthcare benefits and other items. Information can be captured by department and fund. You will find an example of this type of budget template below.

Purpose of Payroll Budget Input Forms

State and local government organizations use Payroll Budget Input Forms to easily capture and calculate all employee compensation related expenses. When used as part of good business practices in a Budgeting and Planning department, a public sector institution can improve its budget process, as well as, reduce the chances of calculation mistakes in the budget or taking too much time for users to enter data.

Payroll Budget Input Form Example

Here is an example of a Government Payroll Budget input template with salaries, headcount, benefit and other detail.

Payroll Budget Model for Government Entities Example

Payroll Budget Model for Government Entities Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers, HR Managers, and department heads.

Other Budget Templates Often Used in Conjunction with Payroll Budget Input Forms

Progressive Budgeting and Planning Departments sometimes use several different Payroll Budget Input Forms, along with payroll assumptions, revenue and operating expense models 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Personnel Budget Assumptions for Government Entities Example

What is a Personnel Budget Assumptions Model?

Payroll Assumption models are considered workforce budget drivers and are often used by HR and budget managers to enter the assumptions needed to calculate benefit and salary budgets. Key functionality in this type of budget template provides input of drivers such as rates per salary grade, percentages (%) of regular and merit increases in salaries. Furthermore, the user can enter both percentages (%) and amount increases for items, such as, healthcare costs, social security and Medicare. You will find an example of this type of budget template below.

Purpose of Personnel Assumption Input Forms

State and local government organizations use Personnel Assumption Input Forms to automate their employee payroll budget calculations and to simplify revisions and changes. It also enables them to quickly create multiple scenarios (versions). When used as part of good business practices in a Budgeting and Planning department, a public sector institution can improve its budget process, as well as, reduce the chances that budget versions are static and time consuming to update.

Personnel Assumption Input Form Example

Here is an example of a Government Personnel Assumption form used to create payroll budgets.

Personnel Budget Assumptions for Government Entities Example

Personnel Budget Assumptions for Government Entities Example

You can find hundreds of additional examples here.

Who Uses This Type of Budget Template?

The typical users of this type of budget template are: Budget Managers and HR Managers.

Other Budget Templates Often Used in Conjunction with Personnel Assumption Input Forms

Progressive Budgeting and Planning Departments sometimes use several different Personnel Assumption Input Forms, along with payroll input forms, revenue and expense budget models 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Non-commissioned Staff Payroll Budget for Retail Companies Example

What is a Non-commissioned Staff Payroll Budget?

Non-commissioned Staff budget forms are considered employee payroll planning templates and are often used by retail chains and store managers to plan all the details related to compensation budgets for non-commissioned salaried employees. Key functionality in this type of model captures all the details of a retail staff budget. This includes hire/termination dates, full time employee (FTE) count, salary and increases, bonuses, taxes and benefits. It has separate sections for exempt and non-exempt employees. At the bottom of the form, the manager can enter information for new hires. You will find an example of this type of model below.

Purpose of Non-commissioned Staff Budget Forms

Retail companies use Non-commissioned Staff Budget Forms to make it easy for regional or store managers to capture detailed employee budgets. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its budget accuracy and future staffing plans, as well as, reduce the chances that performance of a retail location is affected by poor planning.

Non-commissioned Staff Budget Form Example

Here is an example of detailed budget input form for Non-commissioned Staff Members in a retail organization.

Non-commissioned Staff Payroll Budget for Retail Companies Example

Non-commissioned Staff Payroll Budget for Retail Companies Example

You can find hundreds of additional examples here.

Who Uses This Type of Model?

The typical users of this type of model are: Store managers, regional managers, HR managers, CFOs, budget managers.

Other Models Often Used in Conjunction with Non-commissioned Staff Budget Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Non-commissioned Staff Budget Forms, along with sales and other operating expense budgets, capex, cash flow plans 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Commissioned Staff Payroll Budget for Retail Companies Example

What is a Commissioned Staff Payroll Budget for Retail Companies?

Commissioned Staff budget forms are considered employee payroll planning templates and are often used by retail chains and store managers to plan all the details related to compensation budgets for commission-based employees. Key functionality in this type of template captures all the details of a retail staff budget. This includes hire/termination dates, store revenue allocation to the full time employees (FTEs), salary increases and more. At the bottom of the form, the manager can enter expected new hires. You will find an example of this type of template below.

Purpose of Commissioned Staff Budget Forms

Companies and organizations use Commissioned Staff Budget Forms to make it easy for regional and store managers to capture detailed employee budgets. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its budget accuracy and future staffing plans, as well as, reduce the chances that performance of a retail location is affected by poor planning.

Commissioned Staff Budget Form Example

Here is an example of detailed budget input form for Commissioned Staff Members in a retail store.

Commissioned Staff Payroll Budget for Retail Companies Example

Commissioned Staff Payroll Budget for Retail Companies Example

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Store managers, regional managers, HR managers, CFOs, and budget managers.

Other Templates Often Used in Conjunction with Commissioned Staff Budget Forms

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Commissioned Staff Budget Forms, along with sales and other operating expense budgets, capex, cash flow plans 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Allocation Input form Example

What is an Allocation Input Form?

Allocation input forms are considered an essential part of many advanced allocation models, and are often used by accountants to enter drivers for allocation calculations, such as square feet and headcount. Key functionality in this type of allocation tool provides a web-based input form where end users can enter drivers that are not available from other data sources. These drivers can then be used to allocate, for example, administrative overhead expenses to operating departments. You will find an example of this type of allocation tool below.

Purpose of Allocation Driver Input Forms

Companies and organizations use Allocation Driver Input Forms to provide an easy-to-use and secure mechanism where end users can capture statistics and other drivers to be used in allocation calculations. When used as part of good business practices in a Finance and Accounting department, a company can improve its allocation process and related speed and agility, as well as, reduce the chance that allocations are skipped or delayed, thereby reducing managers’ ability to measure business unit profitability.

Allocation Driver Input Form Example

Here is an example of an Allocation Input Form with monthly input of drivers used in allocation calculations.

Allocation Input form Example

Allocation Input form Example

You can find hundreds of additional examples here.

Who Uses This Type of Allocation Tool?

The typical users of this type of allocation tool are: Accountants and Business Unit Managers.

Other Allocation Tools Often Used in Conjunction with Allocation Driver Input Forms

Progressive Finance and Accounting Departments sometimes use several different Allocation Driver Input Forms, along with profit & loss reports, dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

 

Departmental Allocation Report Example

What is a Departmental Allocation Report?

Allocation reports are considered financial tools and are often used by accountants to estimate profitability for revenue-generating departments after the distribution of overhead expenses to their financials. Key functionality in this type of allocation tool automatically calculates overhead amounts to be allocated from administrative to revenue generating departments. Any number of allocation methods can be used. In the example below, the allocations were performed based on headcount and square feet. You will find an example of this type of allocation tool below.

Purpose of Departmental Allocation Reports

Companies and organizations use Departmental Allocation Reports to get full visibility into the true profitability of their revenue-generating departments. When used as part of good business practices in a Finance and Accounting department, a company can improve its profit center analysis, as well as, reduce the chances that managers overstate profitability of departments that consume a lot of overhead services from other business units.

Departmental Allocation Report Example

Here is an example of a fully automated Allocation Report that calculates and stores allocated expenses by department.

Departmental Allocation Report Example

Departmental Allocation Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Allocation Tool?

The typical users of this type of allocation tool are: CFOs and Department Managers.

Other Allocation Tools Often Used in Conjunction with Departmental Allocation Reports

Progressive Finance and Accounting Departments sometimes use several different Departmental Allocation Reports, along with profit & loss reports, dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Compensation & Headcount Variance Report Example

What is a Compensation & Headcount Variance Report?

Salary and Full-time Equivalent (FTE) reports are considered employee or HR reports and are often used by HR and other managers to get a complete overview of headcount and compensation status versus plan. Some key functionality in this type of report displays actual and budget FTE figures per department and division for each month of the year. It also shows (not visible in the screenshot below) total compensation per department along with variance from plan. You will find an example of this type of report below.

Purpose of Compensation & Headcount Variance Reports

Companies and organizations use Compensation & Headcount Variance Reports to get a complete month-by-month overview of number of staff members and related compensation costs compared to the budget for the year. When used as part of good business practices in a Human Resource (HR) department, a company can improve its ability to track results of recruiting and retention efforts, and reduce the chances that any important exceptions versus originally planned FTEs and salary expenses are missed.

Compensation & Headcount Variance Report Example

Here is an example of a detailed Compensation and Headcount Variance report.

Compensation & Headcount Variance Report Example

Compensation & Headcount Variance Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: HR and Payroll Managers.

Other Reports Often Used in Conjunction with Compensation & Headcount Variance Reports

Progressive Human Resource (HR) department Departments sometimes use several different Compensation & Headcount Variance Reports, along with salary and employee reports and dashboards 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Personnel Headcount Budget Report Example

What is a Personnel Headcount Budget Report?

Personnel Headcount Budget Reports are considered workforce planning tools and are used by budget managers and department heads to plan full time equivalent (FTE) staff levels for the coming year. A key functionality in this type of personnel budget report provides integration with the payroll budget to automatically derive monthly headcount per department. Rows can be expanded to see each employee by department. At the bottom, the report summarizes total Filled and Open positions and grand total headcount. You will find an example of this type of personnel budget report below.

Purpose of Personnel Headcount Budget Reports

Companies and organizations use Personnel Headcount Budget Reports to plan for salary and headcount activities. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and HR Department, a company can improve its workforce-related expenses as well as reduce the risk that staffing levels do not match business plans for the coming year.

Personnel Headcount Budget Report Example

Here is an example of a Personnel Headcount Budget Report.

Personnel Headcount Budget Report Example

Personnel Headcount Budget Report Example

You can find hundreds of additional examples here.

Who Uses This Type of Personnel budget report?

The typical users of this type of personnel budget report are: HR, Budget Managers and Department Heads.

Other Personnel Budget Reports Often Used in Conjunction with Personnel Headcount Budget Reports

Progressive Financial Planning & Analysis (FP&A) and HR Departments sometimes use several different Personnel Headcount Budget Reports, along with payroll reports, dashboards, workforce simulations 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, 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples