SALARY PROJECTION TABLE OF CONTENTS

Transcription

1 SALARY PROJECTION TABLE OF CONTENTS SETTING DEFAULT SETTINGS...2 SETTING USERS TO A PROJECTIONG...4 CREATING DATA FOR THE PROJECTION...5 CHANGING RECORDS IN A PROJECTION...7 CALCUALTE SALARIES...8 POST PROJECTION TO BUDGET...10 POST DATA TO PAYROLL...11 Revised 10/10/2013 Page 1

2 Salary projections The Projection Start and Status program creates a unique payroll projection file. The program creates a projection by creating a copy of current payroll/personnel information. The projection is identifiable by a unique projection run number. Changes made to payroll/personnel after the projection is created are not reflected in the projection data. To incorporate these changes, you must run another projection. Human Resources/Payroll - Payroll Salary & Benefit Projections Projection Start and Status If this is the first time using this program, you will get this message. Click OK Revised 10/10/2013 Page 2

3 The buttons on these tabs open the programs associated with salary projections. If the program is identified as important within your organization's projection process, select the check box to indicate that the step should be completed. Note: You can establish default values for projections using the Default Steps option. In order to accomplish this, you would click on DEFAULT STEPS on the left hand side If you want to utilize default steps, you MUST set your defaults BEFORE creating a projection number. Revised 10/10/2013 Page 3

4 Click DEFAULT STEPS Click This will allow you to click the boxes that are important steps in this projection You can link users to a projection number Click on USERS from the left side Click Use the drop down arrow to find the user you want linked to this projection Arrow down to the next line, find the next user. When all done, click and exit the screen. Revised 10/10/2013 Page 4

5 Click Run Number between or Description of the projection 3. Date Range for projection 4. Reason for projection (Can click on Yellow folder to the right to create reasons) INFORMATIONAL ONLY 5. If selected the program causes the projection salary calculate program to always calculate salaries using the number of days worked multiplied by the employee s daily rate 6. Click if you want to include inactive employees. 7. Do you want to include deductions in the projection 8. Accessible only if Include Benefits is checked. This will allow you to key in deductions you want included in the projection. Third column is the number of times the employer is going to pay the flat amount Click You will receive the following screen. If you creating a new projection, Click NO Revised 10/10/2013 Page 5

6 You can narrow your data by any of the options on the side. In this example, I have narrowed my employees down by a bargaining Unit. Click or ENTER You will receive the following message Click Yes or Y from the keyboard Revised 10/10/2013 Page 6

7 You only need to click on the options you need/want to make changes in for your what if scenario s. When clicking on any of these options, you will get a confirmation. See picture below Click Yes if this is the projection you want to work in Revised 10/10/2013 Page 7

8 Salary Calculate The Projection Salary Calculate program maintains records created and updated throughout the projection process. The Calc-Post function calculates the amount of pay for an employee for the projection period, taking into consideration any pay increases that occur during the projected period. The program first computes a daily rate and then uses the calendar or workdays check boxes for the pay to determine how many days the employee will be paid at that daily rate until the end of the projection period. The calculated annual salary updates the Reference Salary box for the employee's pay record in Employee Job/Salary FM. You can edit this box in Employee Job/Salary FM to overwrite the calculated salary, if you wish The only field you can update is Annual Salary. If the Reference Salary needs to be different from the Annual Salary, you will need to update the field labeled Annual Salary. Click Key in the person you want and click Or just click on or ENTER for all records In order for the changes to hit the Employee Job Pay screen within the projection module, you must hit Calc-Post You can enter a different start date instead of the default date from the Projection You have to hit ENTER to get to the next step Revised 10/10/2013 Page 8

9 Click SAVE and OK You will want to review the data before clicking Yes Revised 10/10/2013 Page 9

10 Post Data to Budget You will need to know/create a budget projection before continuing. The Post Project Data to Budget program exports figures generated by your work in the payroll projection steps to the appropriate accounts in the budget projection. This is the last step of the payroll projections process. It is important to know the correct budget projection number to which to roll the project. You can post a salary and benefit projection to a specific year within a budget projection. You can also post the salary and benefit projection more than one time should you need to affect multiple budget years with same amounts. The program determines the current year from the GL Parameter FM program. When you create the financial portion of the budget, you specify the number of years within that budget. Once you specify the budget projection to which to post salary and benefit amounts, the Budget Year list options in this program include the valid years to which you can post. If you are rolling projections for the first time or you do not wish to retain any figures you may have rolled previously, click Yes when you see the Do you wish to zero out this budget level prior to mapping? message. Click No if you want to retain the figures. For example, if you were rolling separate payroll projections for each group/bargaining unit, you would not want to zero out the budget level with each roll. In the case of duplicate amount (for example, a previous budget projection figure and a new payroll projection figure), the MUNIS program overwrites the existing figure with the new one. In the case of deductions and benefits, it adds the new figure. However, be especially careful because of the changes that may have been made in the projection in between the rolls. If discrepancies exist, the MUNIS program keeps both old and new information. Click Define and fill in all fields and hit ENTER. Click Output-Post. You might have errors. You will want to say YES and print Revised 10/10/2013 Page 10

11 POST DATA TO PAYROLL The Post Projection Data to Payroll program allows you to post projection salary or employee general ledger accounts to the payroll. The Proof-Post button posts general ledger account changes that have been made to the employee job/salary records in a projection Post Type options Click Proof-Post to change the data in live. Revised 10/10/2013 Page 11