PCGenesis Budget System Gross Data; Budget Flag; Salary Schedule. Gary Jenkins Director of Personnel Jasper Co. Charter System

Transcription

1 PCGenesis Budget System Gross Data; Budget Flag; Salary Schedule Gary Jenkins Director of Personnel Jasper Co. Charter System

2 Gross Data Exporting/Importing Budget Flag Setting Correctly Salary Schedules State, Local, User-defined

3 Export/Import Gross data export (F2, F13, F8, F1) Manipulate data Using Excel Gross data import (F2, F13, F8, F2)

4 Gross Data Export F2, F13, F8, F1 EMPNO LNAME FNAME GRTYPE PAYTYPE FY FND PRGM FNCT OBJCT FCTY B CONTRAMT BUDG FLAG VA6ENTIN SH6YNE S N LA9D JA9QUES H N LA9D JA9QUES H N WH9TMAN JO9N H N CO7EY TO7IE H GR6ENBERG BE6NIE H N JA7OB MA7IANO H BA9B EM9RY H N KI3ER DE3VER H RH9ADES CH9RITA H N BO7CHARD VI7O S MA2ION CL2RISA S S MA2ION CL2RISA S S MA2ION CL2RISA S L MA2ION CL2RISA S L AR8EDONDO KU8TIS S N AR8EDONDO KU8TIS H N AR8EDONDO KU8TIS D N

5 Gross Data Export F2, F13, F8, F1 EMPNO LNAME FNAME GRTYPE PAYTYPE FY FND PRGM FNCT OBJCT FCTY B CONTRAMT BUDG FLAG VA6ENTIN SH6YNE S U LA9D JA9QUES H X LA9D JA9QUES H X WH9TMAN JO9N H X CO7EY TO7IE H X GR6ENBERG BE6NIE H A JA7OB MA7IANO H A BA9B EM9RY H A KI3ER DE3VER H X RH9ADES CH9RITA H X BO7CHARD VI7O S U MA2ION CL2RISA S S MA2ION CL2RISA S S MA2ION CL2RISA S T MA2ION CL2RISA S T AR8EDONDO KU8TIS S U AR8EDONDO KU8TIS H A AR8EDONDO KU8TIS D A

6 Budget Flags Determines formulas

7 Budget Flag A Move account number to the budget, but NOT any amounts Preserves the account number in the budget sandbox

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9 Budget Flag L Local supplement / extra salary Salary lines Process Type Codes of S, B, Y, or Q Hourly/daily lines Process Type Codes of D, H, A, X or P Annual amount change or percentage change

10 Process Type S lines will be increased by $100 per pay period. Process Type D lines will be increased by 10% (or.1).

11 Budget Flag M No salary schedule / noncertified Move account line to the budget, but NOT apply an increase or decrease

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13 Budget Flag N No salary schedule / noncertified Salary lines Process Type Codes of S, B, Y, or Q Hourly/daily lines Process Type Codes of D, H, A, X or P Annual amount change or percentage change

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15 Budget Flag S Budget as state salary using the state CPI salary schedule Applies to certified employees Process Type Code S

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17 $58,056 x 185 days / 190 days = $56, new annual salary

18 Budget Flag T Local supplement using a local CPI salary schedule Applies to certified employees Process Type Code S

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20 $5,805 x 185 days / 190 days = $5, new annual salary

21 Budget Flag U User-defined salary schedule Certified and classified employees Requires the Budget Pay Category and Annual Work Days on Gross Data screen

22 Budget Flag U For certified employees, uses State Years of Experience for determining the pay step For classified employees, uses Local Years of Experience for determining the pay step

23 Ex: classified employee has 10 years of local experience working 210 days

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25 Annual salary based on 260 days

26 $42, x 210 days / 260 days = $34, new annual salary / 24 pay periods = $1,48.54

27 Budget Flag X Does not bring the gross data account line over to budget Used for substitute pay, onetime stipends, etc. Does not bring any accounts or amounts from payroll cycle

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29 Salary Schedules State Local User defined

30 Salary Schedules

31 Salary Schedules

32 Exp Step T-1 T-2 BT-4 T-4 BT-5 T-5 BT-6 T-6 BT-7 T or 2 E or or 12 L or 14 L or 16 L or 18 L or 20 L L

33 Annual Salary Amount Gross Data, Budget Flag, Salary Schedule Exp Step T-1 T-2 BT-4 T-4 BT-5 T-5 BT-6 T-6 BT-7 T or 2 E or or 12 L1 13 or 14 L2 15 or 16 L3 17 or 18 L4 19 or 20 L L6

34 Annual Salary Amount Gross Data, Budget Flag, Salary Schedule Yrs Exp Not Used Bus Driver Clerical Custodian Head Custodian Parapro SN Assistant SN Asst Mgr SN Mgr Budg Cat 9 Budg Cat

35 Annual Work Days F2, F13, F8, F5, F4

36 Annual Work Days F2, F13, F8, F5, F4

37 State/Local Years F2, F13, F8, F5, F5

38 State/Local Years F2, F13, F8, F5, F5

39 /Pages/Budget-System-Operations-Guide.aspx

40 Overview & Setup Services/PCGenesis/Documents/GASBO%202016%20New %20Budget%20Process.pdf

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