CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Personnel. Using the Calculate-Edit Proposed Salary Option Step-by-step Instructions

Transcription

1 CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Personnel Using the Calculate-Edit Proposed Salary Option Step-by-step Instructions 2013 Central Susquehanna Intermediate Unit, USA

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3 Table of Contents Introduction... 1 Calculate/Edit Proposed Salaries... 2 Calculate Proposed Salaries - Contract... 2 Calculate Proposed Salaries No Contract... 2 Edit Proposed Salaries... 2 Using the Calculate Proposed Salaries - Contract Option Central Susquehanna Intermediate Unit, USA

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5 INTRODUCTION This Step-by-Step Guide will review how to create employee salary contract records using information from both a prior year contract and a new year contract. In this Step-by-Step instruction you will learn: What the Calculate/Edit Proposed Salaries option is used for Where records are selected from Where records are created The difference between Salary History and Proposed Salary records Revised: 05/14/ Central Susquehanna Intermediate Unit, USA Page 1

6 CALCULATE/EDIT PROPOSED SALARIES The calculate part of the CALCULATE/EDIT PROPOSED SALARIES menu item is used to select EMPLOYEE SALARY HISTORY records from a prior year to create the new year records. Records that are created are saved in the PROPOSED SALARY INFORMATION screen. These records can be used for budget purposes. After they are verified, they can be moved to the EMPLOYEE SALARY HISTORY screen. Calculate Proposed Salaries - Contract This option is preferred to create new employee salary records based on a prior year and new year contract. Records that are created using this option reuse employee information and are updated to the new contract schedule. Calculate Proposed Salaries No Contract This option is no longer recommended. All EMPLOYEE SALARY HISTORY records should be created with a contract because options for Salary, Hourly/Salary, and Hourly or Daily contracts are now available. Employee salary records that are created without a contract are limited to budgetary purposes only. Edit Proposed Salaries The edit part of the CALCULATE/EDIT PROPOSED SALARIES menu item selects PROPOSED EMPLOYEE SALARY INFORMATION records and loads them into a grid so they can be changed. For more information on editing records, see the online support center resources for Adding/Editing Employee Records. Revised: 05/14/ Central Susquehanna Intermediate Unit, USA Page 2

7 Using the Calculate Proposed Salaries - Contract Option 1. Select the SALARY > CALCULATE/EDIT PROPOSED SALARIES menu item. 2. Select the current year contract from the Contract drop down list box. This contract will be used to select EMPLOYEE SALARY HISTORY records to create the new proposed records. 3. Select the new contract from the Proposed Contract drop down list box for the same contract group of employees. 4. Identify the Number of Steps needed to create the new records. Position Based Contracts: If the contract is position-based, leave the Number of Steps at zero. Level/Step Contracts: If the contract is a level/step contract, enter the Number of Steps (set to 1 by clicking on the up arrow one time or by typing a 1 into the field). This value will move employees from the step in the selected Contract to the next step in the same level for the Proposed Contract that is created. If projecting over multiple years, the number of steps can be increased by more than one. 5. Click the Accept button at the bottom of the screen to display the new records in the grid. 6. Either click the Edit Salary Record button at the bottom of the screen to edit the records, or click the Exit button and save the changes. When you click the Exit button, new records are saved only when you click Yes in response to the question Do you want to save changes?. We recommend using the Exit button to save the changes and then generating reports to verify the information. You can return to this screen to edit records or select the PROPOSED EMPLOYEE SALARY INFORMATION screen and make changes directly on that screen. Revised: 05/14/ Central Susquehanna Intermediate Unit, USA Page 3

8 7. To verify the information that was created in the Calculate process, select SALARY > SALARY REPORTS > SALARIES to generate a report for the contract that includes all information created in this process. 8. Select the appropriate contract from the Contracts drop down list box and select the Proposed Salary checkbox when generating this report. Revised: 05/14/ Central Susquehanna Intermediate Unit, USA Page 4

9 Review the SALARIES report and identify if any changes are needed. 9. After reviewing this report, if changes are needed either use the CALCULATE/EDIT PROPOSED SALARIES Edit Proposed Salaries option (as reviewed above) or select the PROPOSED EMPLOYEE SALARY INFORMATION screen to make the changes. Revised: 05/14/ Central Susquehanna Intermediate Unit, USA Page 5

10 10. Edit the appropriate information and then click the Save button to save the changes. 11. After making the needed changes, generate the SALARIES report again to verify that all information is correct. At this point the new records have been created and verified to be correct. These records can be used for budgeting, can be moved to the EMPLOYEE SALARY HISTORY screen to update Payroll, or can be used with other Personnel application features. If budgeting is not completed, Proposed Employee Salary Information records should NOT be moved to the Employee Salary History screen. For information on moving proposed records to history, see the Posting Proposed Salaries to History resources that are available in the Employee Salary Information section of the Online Support Center. Revised: 05/14/ Central Susquehanna Intermediate Unit, USA Page 6