Personnel Budgeting Menu

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The eFinancePlus Personnel Budgeting System is designed to be used with the eFinancePlus Budget Preparation System to assist you in preparing your personnel expenditures budget for the new year.

This section provides an overview of Personnel Budgeting's main menu options, the system's primary features, and the general procedural steps to follow in developing your budget.

Option Descriptions

Apply Expenditure Projections Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Apply Expenditure Projections

This option interfaces records from the Detail Distribution table to Budget Preparation, allowing projected personnel costs to be added to the overall budget.

Auto-Step Employees Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Auto-Step Employees

This option advances employees to the next steps on their salary schedules. This allows you to budget scheduled salaries at the correct salary ranges and steps without having to change employees' records individually.

Employee Rate Information Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Employee Rate Information

This option enables you to add, change, and delete pay rates for individual employees/positions. You can enter increases into individual pay rates or use an option for updating rates for all nonscheduled employees in selected job classes and bargaining units. In addition, you can access a page for assigning, updating, and deleting employee benefits.

Extract Human Resources Data Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Extract Human Resources Data

This option loads data from Human Resources tables into Personnel Budgeting. The extraction involves the following reference tables: Job Class, Pay Code, Benefits (from Deduction table) FICA/Medicare, Workers' Comp, and Additional Duty. If you use Position Control, the extraction also loads information into Personnel Budgeting's Position table. After you adjust your tables in Personnel Budgeting, you must run the Extract Human Resources Information again to import employees' pay rates and benefits.

Iterations Options

Personnel Budgeting > Entry & Processing > Iterations > select an option

The menu's Iterations options enable you to create and save as many versions of your budget as needed. These versions, known as iterations, help you analyze the effects of applying different variables to your budget. In addition, you can store your work as an iteration at any time during the budgeting process, thereby preserving your data up to that point.

Non-Scheduled Class Increases Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Non-scheduled Class Increases

This option builds an increase table for employees in job classes that do not use salary schedules. This table is used by the Salary and Fringe Calculation option to calculate budgeted salaries.

Post to Position Control Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Post to Position Control

If you use Position Control, this option lets you review and post the FTE (fulltime equivalency) and distribution information from position records in Personnel Budgeting to the Position Control System.

Position Control Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Position Control

If you use Position Control, this option enables you to add, change, and delete position records. You can also generate a report listing all the records stored in Personnel Budgeting's Position table.

Salary and Fringe Calculation Option

Personnel Budgeting > Entry & Processing > Personnel Budgeting > Salary and Fringe Calculation

This option calculates increases for salaries, benefits, FICA/Medicare costs, and Workers' Comp premiums, except for rates you elect to freeze. The Salary and Fringe Calculation page also includes an option for setting up the Detail Distribution table used to interface your calculated salaries and benefits with the proper Expenditure and Project Ledgers in the Budget Preparation System.

Reference Table Options

Personnel Budgeting > Reference Tables > Reference Tables > select an option

The menu's Reference Tables options enable you to maintain the tables used in Personnel Budgeting. Initially, the records in these tables are extracted from Human Resources. After running the table extraction and before extracting employee data, you should add, change, and delete table records as required by your budget.

Report Options

Personnel Budgeting > Reports > Personnel Budgeting Reports > select an option

The menu's Reports options provide detailed information on your budget records. Using these and other report options in Personnel Budgeting, you can review records, document changes, check results, identify errors, and compare different budget versions (iterations).

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