The Salary and Benefit Projections Process

The Salary and Benefit Projections Process
1. Create one projection Miscellaneous Code, if necessary.
a. Display the Miscellaneous Codes F/M screen.
i. Payroll/Personnel → Auxiliary Programs → Miscellaneous Codes F/M.
b. Double-click on Miscellaneous Type PROJ.
c. Add a projection type.
2. Set the projection run number and create the salary and benefit projection file.
NOTE: Projection records are not created for Calc codes 01 and 60. The
Reference amount on the Employee Job Salary screen is used for the projection
amounts.
a. Display the Set Project Run Number screen.
i. Financials → Budget → Salary and Benefit Projections → Set
Projection Run Number
-or-
ii.
Payroll/Personnel → Salary and Benefit Projections →Set Projection
Run Number
b. Add the information for a new projection.
i. Number must be between 101 and 200.
ii. Description is required.
iii. The start and ending dates for the projection.
iv. Select the change category for the projection.
v. Indicate if inactive employees are to be included.
vi. Indicate if benefits are to be included.
c. Click the Change button to make the new projection the default projection.
3. Make necessary changes to the master codes.
a. Projection Deduction Master F/M
i. Update retirement rate, FICA, etc.
b. Projection Benefit Master F/M
i. Update premium tables for insurance
c. Projection Pay Type Code F/M
i. Delete any pay types not to be included in the projection.
d. Projection Job Class Code F/M
4. Update the salary tables if they have not been updated in the actual information.
a. Display the Projection Salary Tables F/M screen.
b. Locate the desired table.
c. Click the Generate button.
d. Click the Define button.
e. Enter the required information.
f. Click the Execute button.
g. Repeat steps a – f for each salary schedule.
Salary and Benefit Projection Process Version 7
Budget Page 1
Updated 5/29/2009

5. Update the calendars if they have not been updated in the actual information.
NOTE: If calendars are not used, the system will use the work days specified on
the Cycles/Other tab of Projection Employee Job/Salary records.
a. Display the Projection Calendar F/M screen
b. Add the calendar, specifying the appropriate data for the next fiscal year.
c. Click the Detail button.
d. Update the calendar with the appropriate dates.
6. Update Projection PR Allocation F/M screen with any allocation changes.
7. If using Position Control
a. Display the Projection Position Ctrl F/M record.
b. Verify that all vacant positions are defined in Position Control.
c. Perform the Find function to bring all records into the active record set.
d. Click the Vacant button to create a job salary record for any position not
currently filled.
e. Update any known changes including salary distributions, salary
schedules, minimum wage adjustments, etc.
8. If not using Position Control
a. Display the Projection Employee F/M screen
b. Add any known vacancies.
c. Display the Projection Employee Job/Salary screen.
d. Add the job salary records for vacancies.
e. Display the Projection Employee Deductions screen.
f. Add the deduction records for vacancies.
9. Update known personnel changes.
a. Display the Projection Employee F/M screen.
b. Update employee records to reflect any job changes, default account
number changes, etc.
c. Delete employee records to reflect layoffs, retirements, etc.
10. Update the Deductions
a. Display the Projection Employee Deductions screen.
b. Perform a Find on the deduction to be updated.
c. Click the Mass Update button.
d. Click the Define button.
e. Enter the amounts to be changed.
f. Click the Execute button.
11. Perform the step increase process
a. Display the Projection Step Increases screen.
b. Click the Define button.
c. Enter the information to select the appropriate employees.
Salary and Benefit Projection Process Version 7
Budget Page 2
Updated 5/29/2009

d. Click the Output-Post button.
e. Review the report for accuracy.
f. If appropriate, click Yes to update the employee projection records with
the new salary steps.
12. Perform the contract increase process
a. Display the Projection Contract Increases screen.
b. Click the Define button.
c. Enter the information to select the appropriate employees.
d. Click the Output-Post button.
e. Review the report for accuracy.
f. If appropriate, click Yes to update the employee projection records with
the new contract amounts.
13. Calculate the pay for the projection
a. Display the Projection Salary Calculate screen.
b. Perform a Find on the employees to be updated.
c. Click the Calc-Post button.
d. Review report for accuracy. If appropriate, click Yes to update projection
records.
14. Make any manual adjustments
a. Display the Projected Employee Job/Salary F/M screen.
b. Locate individual employees to be updated.
c. Key the changes on the employee’s record(s) or Use the Single Emp
Increase button to update the salary by a percentage.
15. Update hourly employees who are paid on an annual contract.
a. Display the Projection Employee Job/Salary screen.
b. Update the Reference field with the projected annual amounts.
16. Calculate the benefits for the projection
a. Display the Projection Benefit Calculate screen.
b. Click the Define button.
c. Key the criteria appropriate for the desired report and employees.
d. Preview or print the report using the appropriate button on the toolbar.
e. Click the Recalc button.
17. Post the salary and benefit information to the budget projection.
a. Display the Post Projection Data to Budget screen.
b. Click the Define button.
c. Key the desired information.
d. Click the Execute button.
18. Make any adjustments using the Next Year Budget Entry screen.
Salary and Benefit Projection Process Version 7
Budget Page 3
Updated 5/29/2009