Perform the following procedures to update the salaries, benefits, and accounting distributions associated with your new year budget.
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Run the Position Status Report option to obtain information on rates and benefits for employees and positions. This report can be generated at any time during the budgeting process to review the status of records in Personnel Budgeting's database. However, you should run the report before using the Employee Rate Information option, as described in the next step.
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Use the Employee Rate Information option to add, change, and delete employee pay rates. As in Human Resources, you can also assign special pays and additional duties. Besides entering standard pay rate information, you can include current year, budget year, and mid-year increases. In addition, you can change accounting distributions, provided there are no positions assigned to the rates.
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If you have Position Control installed, run Personnel Budgeting's Position Control option to add, change, and delete position records. As part of this, you can assign budgeted amounts and distributions to vacant positions. With Position Control, the distribution of rate charges is controlled by the position, instead of pay rate.
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Run the Mass Update of Rate Increases option to set up current year and budget year increases for nonscheduled employees. You can apply these increases to employees' pay rates by job class or bargaining unit.
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Run the Employee Benefit Report option to generate a listing of the benefits assigned to employees and positions.
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Use the Employee Benefit Listing page to assign, change, and delete employee benefits.
In Personnel Budgeting, benefits are applied to rates and positions, whereas in Human Resources they are assigned directly to employees. Each employee/position benefit record should include the benefit code, amount/rate, maximum cumulative payments, and budget year total.
If you use Position Control, benefits and rate distributions are controlled by position. When a vacant position is filled, the employee is assigned default benefits and distributions through the position's Job Class record. -
Use the Auto-Step Employees option to move employees to the next steps on their salary schedules. This only pertains to employees who have a pay method of S - Range/Step Rate or R - Range/Step Pay Per(iod).
After you run this option, the system recalculates the annual salaries and pay rates for the employees/positions affected. In addition, the system generates an AutoStepped Positions Log report to document the changes. -
Run the Non-Scheduled Class Increases option to assign current and budget year salary increases to employees in job classes that do not use salary schedules. Increases are applied in order of their effective dates and can be stored as flat amounts, percentages, or a combination of the two.
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Run the Employee Rate Increase Report option for a listing of all nonscheduled increases and the Vacant Position Increase Report option for a listing of increases for job classes that have open positions.
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Use the Salary and Fringe Calculation option to calculate salaries, fringe benefits, and FICA/Medicare projections. After running the calculations, you can use this option to create Personnel Budgeting's Detail Distribution table. This table stores budgeted amounts for distribution to Budget Preparation's Expenditure and Project Ledgers.
The Salary and Fringe Calculation option does not calculate salaries for vacant positions or frozen rates. Salary defaults for vacant positions are set in the Job Class table, in which case the salaries do not need to be calculated. To freeze a rate, use the Employee Rate Information option. -
At various stages during the budgeting process, run the Save Position Budget Iteration option to save your current work file. You can use iterations to store multiple versions of your budget for comparison purposes. Iterations also enable you to restore your data should a process produce unintended results.