Foundations of Budget Manager Centralized Training | EPSi Healthcare Financial Decision Support
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October 8, 2019 – October 10, 2019 all-day
EPSi Headquarters
16090 Swingley Ridge Rd #600
Chesterfield, MO 63017

8:30 a.m. – 4:30 p.m. Tuesday, October 8
8:30 a.m. – 4:30 p.m. Wednesday, October 9
8:30 a.m. – 3:00 p.m. Thursday, October 10
(Note: you must commit to all three full days to secure your registration)

EPSi Headquarters
16090 Swingley Ridge Road #600
Chesterfield, Missouri

Course Description

A deep dive introductory course that includes background training in EPSi Security and Data Studio. Comprehensive training on the setup and ongoing use of Budget Manager as well as reporting and variance analysis is provided. Prerequisites: General understanding of healthcare terminology; Rudimentary understanding of General Ledger and Payroll Labor Distribution.

Register now. Attendees must register one week in advance of the course. Spaces are limited and registrations are completed on a first come, first serve basis. Attendees must be present for the duration of the onsite course. Once we confirm your registration, you will receive a confirmation email with details on hotel accommodations and transportation. As a service to our valued clients, there is no charge to attend this session.

Lunch, sodas, coffee, and snacks included. We have a special corporate rate at a nearby hotel that includes shuttle service to and from the EPSi offices.

Questions? Email us at



  • Establishing User Accounts
  • Assigning User Privileges
  • Troubleshooting End User Access

Data Studio

  • Data Elements and Periodicity of Loads
  • Establishing Schedules, Jobs and Tasks
  • Loading and Reconciling Data

Payroll Training

  • Tables
  • Pay Types
  • Summary Pay Types
  • Job Classes
  • Job Categories
  • Labor Master
  • Increase Codes
  • Benefit Codes
  • Additional Pay Categories
  • Payroll Calculations

GL Training

  • Tables
  • Cost Centers
  • Revenue Centers
  • Sub Accounts
  • Account Categories
  • Chart Maintenance
  • Projections
  • GL Statistic Relationships
  • GL Calculations

Department Manager

  • GL and Payroll Control Panels
  • Editing and Submitting Departmental Budgets


  • Divisional Reporting
  • General GL/Payroll Report Training
  • Templates and Columns


Forecasting Current Year Projection

  • Creating the Projection Year Data Set
  • Copying current YTD actual GL to Projection Year Data Set
  • Copying fixed/variable assignments from previous Budget Data Set
  • Assign any new sub accounts as fixed or variable or change existing sub accounts
  • Build relationships for new variable sub accounts (using the Statistic Hierarchy or Revenue Hierarchy)
  • Project the values for fixed sub accounts
  • Calculating per unit rates for variable sub accounts

Creating the GL Budget

  • Creating the GL Budget Year Data Set
  • Copying the values and structure from the Projection Year Data Set to the GL Budget Year Data Set
  • Calculating per unit rates for the variable sub accounts
  • Creating and applying What If Scenarios to model budget inflation
  • Creating the Payroll Crosswalk to transfer dollars, hours and FTEs from the Payroll module
  • Transfer payroll

Creating the Budget Approval Plan

Setting up the GL Control Panel for Budget Manager Payroll Budget Development

Creating the Payroll Budget

  • Creating the Payroll Budget Data Set
  • Copying descriptive tables into the Payroll Budget Data Set
  • Load or create a Labor Master
  • Setup Employee Level PTO Codes for budget year (if necessary)
  • Setup FICA/Taxes Codes for budget year
  • Setup any new Summary Pay Types for items to be budgeted as Additional Pay (such as OT, Callback, Bonus, etc.)
  • Setup Increase Codes
  • Employee Level Budgeting
    • Assign Increase Codes
    • Assign Benefit Eligible Employees
    • Assign PTO Codes
    • Assign Non-Productive Codes
  • Job Class Level Budgeting
    • Summarize employee detail to job class level
    • Assign Job Class PTO
    • Assign Increase Codes
    • Assign Non-Productive Codes
    • Assign statistics for variable job classes (additions and changes from previous budget)
    • Set budget targets for variable job classes
  • Project Additional Pay
  • Calculate the Payroll Budget Data Set