Personnel Budgeting - Take Action on Submitted Personnel Requests

Editing Submitted Personnel Requests

1. Signed in under Editor-level permissions, navigate to the Request Manager tab of the appropriate personnel budget. 
2. Select the sub-tab called Requests
3. As an Editor, you will see any Submitted Personnel Requests in this table with a status of Pending. 
4. Select the Pencil next to any Request to edit any information. 

Approve Submitted Personnel Requests 

Approve Submitted Position Requests to turn them into a Vacant Position. 

How to Approve a Submitted Position Request and turn it into a Vacant Position:

1. Navigate to Personnel Budgeting and open up your active Personnel Budget. 
2. Navigate to the Request Manager Tab.
3. Select the checkbox next to the Submitted Position Request you want to approve.
4. Select Approve in the upper left corner of the Requests Table. 

Note: The Approve button will appear after you click the checkbox. 

Want to learn more about Vacant Positions? See our training article: Personnel Budgeting - Add Vacant Positions

Including New Position Requests in Scenarios

1. Navigate to the Scenario tab of Personnel Budgeting. Note: To create a Scenario, you must add at least one Employee to the Positions Tab. 
2. Select an existing Scenario or create a new one. 
3. Navigate to the New Position Request tab of the Scenario. 
4. Toggle on the toggle to include that Personnel Request in your Scenario.
5. Make any percentage adjustments to their calculated wages. Note that wages are pro-rated depending on Start Date. 

Note: We will bring over all Requested Positions into the Scenario. Positions with a red warning icon are Position Requests that are incomplete. Complete the request in the Request Manager if you would like to include it in the Scenario.