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positionmanagement:maintenance:pmissupplementmodify:budget

Budget- HRS6130

Position Management > Maintenance > PMIS Supplement Modify > Budget

This tab is used to modify budget data related to a supplement position record.

  • 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, pay information).
  • If the position is for an existing employee, the budget values are not used.

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 Ellipsis Icon. 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 Ellipsis Icon. 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 Spyglass Icon to display the position detail information for the selected position.

❏ Under Vacancy/Budget Information:

Budget Pay AmountType the salary for the position.
Equivalent UnitsType the full-time equivalent number used to calculate the number of units. This field is used when a supplement amount is allocated to more than one employee. For example, if two employees with the same position number but different billet numbers share the supplement, type .50 in the field.
Unemployment EligibleSelect if the position is to have unemployment taxes calculated as part of the budgeting process.
FICA/Medicare EligibleClick Drop-down Arrow to select the FICA/Medicare eligibility for the position.
TRS StatusClick Drop-down Arrow 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.

Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.

Click Save.

positionmanagement/maintenance/pmissupplementmodify/budget.txt · Last modified: 2020/12/11 21:41 by emoreno