Checklist for Editors: Personnel Budgeting - Getting Started with the Personnel Budgeting Module

Before You Begin... 

Prepare for Your First Personnel Budget

This resource will guide you through what actions to take to help you tackle your first Personnel Budget in ClearGov: Prepare for your First Personnel Budget in ClearGov

Learn the Process

Go through the ClearGov Academy learning journey: Getting Started with Personnel Budgeting
Note: Use your ClearGov login to access ClearGov Academy.

Register for sessions through our Getting Started Group Training Workshops:

• Personnel Budgeting Part 1 - Get Your (Data) House in Order
• Personnel Budgeting Part 2 - Staffing the Situation

4 Steps to Getting Started in the Personnel Budgeting Module

Step 1: Create a Personnel Budget

Once the ClearGov team has fully onboarded your data, select Create New Personnel Budget to get started. Invite other Editors to collaborate with you on creating your Personnel Budget.

Pro-Tip: To keep track of your progress, utilize the Progress Tracker in the upper right-hand corner. 

Resources: 

• Create a Personnel Budget
• How Do I Configure a Biennial Budget in Personnel Budgeting?
• Personnel Budgeting - Add Editors

Step 2: Set Up Your Data Model Manager

The Data Model Manager is made up of 5 main data points: Units, Wage Schedules, Additional Pays, Benefits and Allocations. These data points are are tied together by a Job Code which you will utilize to reference the values you create on a Position. Think of it as you are building out the pieces to help you put the budget together.

Resources:

• Video: An Overview of the Data Model Manager
• Checklist for Editors: Build Out the Data Model Manager
• Build and Maintain the Data Model Manager

Step 3: Add Individual Employee Positions

Use Positions to make your Personnel Budget reflect the current state of your organization's personnel. Filled Positions represent the people currently in your organization while Vacancies allows you to account for open positions waiting to be filled. Turning on Position Control, let's you account for the total number of positions budgeted for in your organization. 

Resources: 

• Video: Working with Positions
• Checklist for Editors: Add Individual Employee Positions
• Add and Manage Positions

Step 4: Budget with Scenarios

Time for the real fun to begin! Build out Scenarios to budget for the future. You can make multiple Scenarios to allow you to compare different adjustments. You can then filter by any of your Scenarios in Reports and the Dashboard as well as Import Scenarios into your Operational Budget (subscription required). 

Resources: 

• Checklist for Editors: Budget with Scenarios
• Personnel Budgeting Scenarios
• Take Action on your Personnel Budget

Need Additional Resources? 

Feel free to search our Support Center or review resources on this specific module: Personnel Budgeting