Position Control Employee Benefit Listing Page

Use the Position Control option's Employee Benefit Listing page to perform the following functions:

List the benefits assigned to vacant position pay rates.
Assign benefits to the position pay rates.
Change benefit information for these rates.
Delete benefits, whether they were added in this page or extracted from the Human Resources System.

Menu Path: Personnel Budgeting > Entry & Processing > Personnel Budgeting > Position Control > search for and select a position > click Benefit Deductions

Prerequisites

Before using the Employee Benefit Listing page, complete the following:

Use the Extract Human Resources Data option to extract payroll tables.
Use Personnel Budgeting's Benefits Table option to update benefits to reflect changes expected for the budget year.
Use the Extract Human Resources Data option to extract employee records.
Use the Employee Rate Information option to create and update pay rate records for existing and anticipated employees. Keep in mind that an employee must have a primary rate before you can assign any secondary rates.
Use the Employee Rate Information option to ensure that pay rates are set up correctly so that percentagebased benefits can be calculated against the rates' salaries.
Use the Position Control option to create pay rates for vacant positions.

Listing benefits assigned to a vacant position pay rate

Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Position Control to display the Position Information page.
In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
In the List section, select a position record.
Click Benefit Deductions on the Action Bar to display the Employee Benefit Listing page. The page lists all benefits assigned to the position.

Assigning a benefit to a vacant position's pay rate

Display the Employee Benefit Listing page by completing the procedure above for listing benefits.
Click Add New to access the page's Benefit Data section.
In the Benefit Data section, complete the fields. For details, refer to the Fields section below.
Click OK to save the record.

Updating an assigned benefit

Display the Employee Benefit Listing page by completing the procedure above for listing benefits.
In the List section, select the benefit to update.
Click OK to access the Benefit Data section.
Change the fields as needed.
Click OK to save the benefit as changed.

Deleting a benefit from a pay rate

Display the Employee Benefit Listing page by completing the procedure above for listing benefits.
In the page's List section, select the benefit to delete.
Click Delete.
In the Confirmation dialog, click Yes.

Fields	Description
Top Section	The fields in the top section are display only.
Employee	Employee identification number, which is 0 for vacant positions. The adjacent field, which usually lists the employee's name, displays the title VACANT POSITION.
Class	Code identifying a job class in Personnel Budgeting's Job Class table. The class's description displays next to the code.
Position	Code identifying the position, as defined in Personnel Budgeting's Position table. The Class and Position fields are the keys to the position record.

List and Benefit Data Sections

The Benefit Data section displays data from the benefit that is either selected in the List section or selected for updating. These sections include the same fields, except for the Benefit Title field, which only displays in the List section, and Additional Gross field, which only displays in the Benefit Data section. Also note that the titles of the fields in the two sections vary slightly.

Field	Description
Class	Code identifying a job class in Personnel Budgeting's Job Class table. Display only in both sections.
Position	Code identifying the position in Personnel Budgeting's Position table, in conjunction with the job class code.
Benefit	Code identifying a benefit in Personnel Budgeting's Benefit table. In Personnel Budgeting, benefits are stored directly in rate records, whereas in Human Resources they are assigned either to rates through job classes or directly to the employee through the Employee Deductions page.
Benefit Title	Description of the benefit, as stored in the benefit record.
Amount/Rate	Amount or percentage used in calculating the benefit's budgeted cost. In the Benefit Data section, this field is entitled Benefit Amount/Rate. Your entry in the Benefit Data section depends on the benefit method: A - Amt from Table Rec - References the dollar amount in the Benefit table. To override the table amount, enter a different value. S - Amt from Empl Rec - Enter the dollar amount. P - % from Table Rec - References the percentage from the Benefit table. To override the table rate, enter a percentage in decimal format (2.5% =.025000). R - % from Empl Rec - Enter the percentage in decimal format (3% = 0.030000) For benefits that use table methods (A and P), the rate or amount does not display in the Benefit Data section.
Note	Benefits that include both an amount and percentage (M - % Gross + Additional benefit method) are converted to percentage rates when extracted.
Maximum Benefit	This field only appears in the Benefit Data section. Maximum amount that can be contributed by the employer in the budget year. If you leave the field at its zero default, no limit applies. The maximum overrides the system's calculation if the cost exceeds the limit. For example, if the maximum is $3,000 and the system calculates $3,100 as the cost, only $3,000 is budgeted.
Budgeted Amount	Budgeted cost of the benefit in dollars and cents. Your entry depends on the flag in the Freeze field. When the benefit is not frozen, the system calculates the amount when you run the Salary and Fringe Calculation option. If so, you can leave it at its zero default. If the field still displays zero after you run the calculation, check the table record's Number of Pays field to make sure it is set properly. When the benefit is frozen, the system cannot calculate the budgeted amount. Instead, you must either enter the amount or run the calculation before freezing the field.
Freeze	Checkbox that either allows or prevents the benefit from being calculated in the Salary and Fringe Calculation option. If the field is blank (default), the benefit is not frozen, meaning the system can calculate the budgeted amount. In this case, if you enter an amount in the Budget Amount field, the system will replace it when you run the calculation. If the field is selected, the benefit is frozen, and the system cannot calculate the budgeted amount. If desired, you can select the field to prevent the system from recalculating the benefit after you run a calculation.
Additional Gross	Amount to add to the gross salary for the purpose of calculating the benefit. This field only applies if the Benefit table's Benefit Method field is set to M - % grs+add'l. If so, the equation for determining the benefit gross is: Benefit Gross = Original Benefit Gross + Additional Gross