Before running the extraction in Personnel Budgeting, you should set up new table records in Human Resources and if needed, Position Control.
Menu Path: Human Resources > Reference Table > select the desired table
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Besides the tables under the Payroll menu, you may need to adjust the Workers' Compensation table: Human Resources > Reference Tables > Personnel > Workers' Compensation Codes.
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In addition, if you use Position Control, you may need to add positions to the Position table: Human Resources > Entry & Processing > Position Control > Position Control.
Updating Human Resources Tables
Following are descriptions of the table records you may need to add in Human Resources before running the table extraction in Personnel Budgeting.
Calendar Table
Add new calendars to the table to accommodate employees' work schedules in the budget year. After you run the employee extraction, you should assign the new calendars to employees' job class records in Personnel Budgeting.
Salary Schedule Table
If needed, add new schedules to this table to reflect any changes anticipated for the budget year. In most cases, you can use existing schedules in Human Resources and apply increases by advancing employees on their schedules with Personnel Budgeting's Auto Step Employees option. However, if salary structures are changing in the new year, you must add schedules to the table, and then assign the schedules to employees' job classes in Personnel Budgeting.
Note
If you have the Salary Negotiations System installed, use this system instead of Personnel Budgeting to set up new salary schedules.
Additional Tables
Add new records to the following tables to reflect changes expected in the budget year. You can also account for changes by modifying these tables in Personnel Budgeting after you run the table extraction.
Caution
While you may add new records to a table in Human Resources and Position Control, do not change any existing table records that are assigned to employees.