To duplicate a salary schedule, click on the Edit icon next to the salary schedule name. Click on the Duplicate Schedule button at the bottom of the window. Enter the new Salary Schedule Name and click Continue. If you do not enter a Salary Schedule Name, the system will use the current name and append it with “COPY”. Make any changes necessary to the name, classification, union, and base pay association and then click the Save button.
Tag: schedule
A Work Schedule defines where and when a job is performed. It consists primarily of a work building but also can include a room number and location, the days of the week, the hours of the day and the FTE.
The Work Schedules are generally assigned in the Job section of the personnel record; however, they can all be managed in the Work Schedules section in the Personnel menu. There is no worksheet available to edit work schedules but this section provides a quicker way to make changes or add additional schedules for people.
To add a new Work Schedule, click on the Add Schedule button. You will then select the person and the job that is applicable.
To edit an existing Work Schedule, click on the Edit icon next to the position.
In the Salary Schedule Admin section of the Fiscal menu, there are two types of salary schedule reports.
Click on the Print Salary Schedules button to review the rates in salary schedules. There are multiple options for viewing current year, next year, or comparison or current and next year.
Click on the Print Salary Reports button for salary schedule reports that show details or summaries of personnel on the individual schedules.
Select Salary Schedule Admin in the Fiscal menu. There are three steps to setting up a new salary schedule.
Step 1 – Add Schedule Name
Click on the Add Schedule Category button at the top of the list of Salary Schedules. Enter the following information:
- Schedule Name (required)
- Classification (required) – select from the dropdown list. The classification of salary schedule must be the same as the classification of related positions.
- Union (optional) – select from the dropdown list.
- Rate Type (required) – select from the dropdown list. The rate types are as follows:
- Full Salary – a rate that is an annual amount
- Index Rate – a rate this is an index that is multiplied by an annual salary base amount
- Hourly Rate – an hourly amount
- Hourly Base – a rate that is an index that is multiplied by an hourly base amount
- Daily Rate – a daily rate amount
- Daily Base – a rate that is entered as an index that is multiplied by a daily base amount.
- Percentage – a rate that is entered as a percentage that is multiplied by a base amount of any type.
- Base Pay Assoc. (required for Rate Types of Index Rate, Hourly Base, Daily Base and Percentage) – Select from the dropdown list.
- Salary Rounding Override (optional) – Enter a rounding level if different than the default. Rounding refers to number of decimal places in a salary and is typically set to 0 (round to the nearest dollar) or 2 (round to the nearest penny). See the note at the bottom of the window to see what the default is.
- Bonus Schedule (optional) – Click the checkbox if the salary schedule is being used for calculating the additional salary amounts in the job salary record. Bonus schedules are typically used for longevity or education/training.
- Schedule Notes (optional) – Enter any description or notes needed.
Step 2 – Add Schedule Steps
Select the new schedule name that was added in the step above. Click on the Add Step/Index button at the top of the list of salary schedule steps. Enter the following:
- Step (Required) – Enter the step number. Some schedules may show a rate change between step 10 and 15, for example. If this is the case, you still need to enter the steps 11 through 14 so that when you run a step increase process for employee salaries, a salary rate will be known.
- Step Mask (Optional, will default to Step number) – A step mask is an alternative step number that might be needed as a merge field for contracts or salary notices. In the example described under the Step section above, the step mask could be entered as 10 for steps 11 through 14.
- Current Rate – Enter the rate for the current year.
- Next Year Rate – Enter the next year rate if it is different than the current year rate that was automatically entered.
Repeat the process to add all the steps of the schedule.
Step 3 – Add Salary Base
If the salary is indexed, then a base amount must be added if it is not already set up. Click on the Add Salary Base button at the top of the list of salary bases. Enter a name for the base and then enter the base amounts for the current year and the next year.