Personnel Budgeting Table Options and Procedures

The options in Personnel Budgeting's Reference Tables menu allow you to add, change, delete, and print data from the tables in your work file. The records stored in these tables are copied from Human Resources during the extraction process and can be changed in Personnel Budgeting without affecting payroll processing for the current year.

Six reference tables are used in Personnel Budgeting to determine employee pay rates and benefits. The data in these tables is extracted from Human Resources as the first step in the budgeting process.

Before extracting your employee data, you must run the table extraction and then add or correct the Personnel Budgeting tables as needed.

While most table records can be left intact, changes must be made to certain tables to reflect new settings that will apply to pay in the budget year.
To update Pay Code and Job Class records, you also need to set up new calendars and salary schedules in Human Resources.

Important

After running the table extraction and before extracting your Human Resources employee data, you must update the tables in Personnel Budgeting to reflect changes affecting pay and other employer costs in the budget year.

Menu Path: Personnel Budgeting > Reference Tables > select an option

Personnel Budgeting Tables

Following are brief descriptions of Personnel Budgeting's tables:

Additional Duty	Additional Duty records establish rates for duties performed by employees outside their regular responsibilities. These rates, which apply only to employees' primary pay rates, relate to duties that are ongoing, as opposed to the special pays issued for occasional assignments.
Benefit	Benefit records are extracted from Payroll's Deduction table to allow benefits to be included in budget calculations. Deduction records that do not contain benefits are not extracted since they have no bearing on employer costs.
FICA	FICA records enable Personnel Budgeting to determine the employer's share of Social Security and Medicare costs. If there are any rate changes anticipated for the budget year, adjust the FICA table accordingly.
Job Class	Job Class records are assigned to employees' pay rates. Classes categorize employees who hold similar positions and share the same salary schedules, calendars, pay codes, pay methods, pay groups, benefits, and accounting distributions.
Pay Code	Pay code records contain payroll information, such as rates, pay type codes, and exemptions for FICA, Workers' Comp, and percentage-based benefits. Pay codes are assigned to Job Class records, which in turn are assigned to employees when you add or change their rates.
Workers' Comp	Workers' Comp records are used to calculate employer-paid premiums for this coverage.

Note

If your account structure needs to be changed in accordance with the Every Student Succeeds Act (ESSA), refer to the PowerSchool ERP Human Resources and Payroll Every Student Succeeds Act Fiscal Year-End Checklist for details on updating Deduction, Pay Code, and Tax tables with new year information.

Following are procedures for adding, updating, deleting, and printing table records.

Adding records to a table

Select Personnel Budgeting > Reference Tables.
Select a table option.
Click Add New.
In the detail section, assign a code, and complete the remaining fields.
Click OK to save the record.

Updating a table record

Select Personnel Budgeting > Reference Tables.
Select a table option.
In the Search Criteria section, enter criteria to identify the record, and then click Find.
In the List section, select the record, and then click OK.
In the detail section, change the desired fields.
Click OK to save the record.

Deleting a table record

Select Personnel Budgeting > Reference Tables.
Select a table option.
In the Search Criteria section, enter criteria to identify the record, and then click Find.
In the List section, select the record to delete.
Click Delete.
In the Confirmation dialog, click Yes.

Printing a table report

Select Personnel Budgeting > Reference Tables.
Select a table option.
In the Search Criteria section, enter criteria to identify the records to print, and then click Find.
Click Print.
In the Print window, specify how you want to generate the report, and then click OK.