Budget - HRS6100

Position Management > Maintenance > PMIS Position Admin > Budget

This tab is used to create, modify, or delete budget data related to a position record. It allows you to set a base salary for which to budget when a position is vacant and sets default information for new hires.

If the position is vacant, the budget values are used to calculate the budget requirements for the position.
If the position is for a new employee, the budget values are populated to the new employee's payroll records (e.g., job information and pay information).
If the position is for an existing employee, the budget values are not used.

In addition, this tab is used to indicate unemployment eligibility, FICA/Medicare status, and TRS status data for new employees.

Add or modify a record:

Field	Description
Position Number	Begin typing a position number, a drop-down list of corresponding data is displayed. Select a position number from the list. The field can be a maximum of 13 characters. Leading zeros are not required. However, if alphanumeric values are entered, the field is not zero-filled. If the position number is not known, click . The Positions pop-up window opens with a list of all positions. To search for specific positions, type data in one or more of the search fields. Click Search. A list of data that matches the search criteria is displayed. Select a position number from the list. Otherwise, click Cancel.
Position Description	Begin typing a position description, a drop-down list of corresponding data is displayed. Select a position description from the list. If the position description is not known, click . The Positions pop-up window opens with a list of all positions. To search for specific positions, type data in one or more of the search fields. Click Search. A list of data that matches the search criteria is displayed. Select a position number from the list. Otherwise, click Cancel. The position Description field in the top grid is only enabled for editing if the Allow CYR Position Description Changes (Admin only) field is selected on the District Administration > Options > PMIS District Options page.

Field

Description

Position Number

Begin typing a position number, a drop-down list of corresponding data is displayed. Select a position number from the list. The field can be a maximum of 13 characters. Leading zeros are not required. However, if alphanumeric values are entered, the field is not zero-filled.

If the position number is not known, click . The Positions pop-up window opens with a list of all positions.

To search for specific positions, type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.

Select a position number from the list. Otherwise, click Cancel.

Position Description

Begin typing a position description, a drop-down list of corresponding data is displayed. Select a position description from the list.

If the position description is not known, click . The Positions pop-up window opens with a list of all positions.

To search for specific positions, type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.

Select a position number from the list. Otherwise, click Cancel.

The position Description field in the top grid is only enabled for editing if the Allow CYR Position Description Changes (Admin only) field is selected on the District Administration > Options > PMIS District Options page.

❏ Click Retrieve. The associated billet information is displayed.

❏ Click to display the position detail information for the selected position.

❏ Under Vacancy/Budget Information:

Pay Grade	Type the three-character code for the pay grade, or click to select a pay grade from the list.
Pay Step	Type the two-character code for the salary level within the indicated pay grade, or click to select a pay step from the list.
Schedule	This field is used for positions tied to an annual table. Type the optional, locally assigned, single-character code that is used to indicate the separate pay schedules for professional and support staff with the same pay grade, pay step, and the maximum number of days employed, or click to select a schedule from the list.
FTE	Type the full-time equivalent amount used to calculate salaries in payroll.
Midpoint Base	Click to select the midpoint base. D - Midpoint N - Minimum X - Maximum
Plus Percent of Midpoint
Unemployment Eligible	Select if the position is to have unemployment taxes calculated as part of the budgeting process.
FICA/Medicare Eligible	Click to select the FICA/Medicare eligibility for the position.
TRS Status	Click to select the TRS eligibility status for the position.

❏ Click Save.

Other functions and features:

Retrieve	The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.
	Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. Click Save.