Personnel Budgeting - Create Wage Schedules and the Corresponding Jobs

After Creating Units, you can create a wage schedule and then add the corresponding jobs. There are two ways to add jobs to a wage schedule. Navigate to either option by selecting the method below. 

1. Add Jobs Manually
2. Add Jobs via Bulk Upload

1. Navigate to the Data Model Manager tab.
2. Select the Wage Schedules subtab.
3. Then select Create New Wage Schedule.
4. Enter the needed information:
   • Enter a Schedule Name.
   • Select the appropriate Unit.
     Note: Each Wage Schedule can only be associated with one unit!
   • Select whether Compensation for this role is hourly or annual.
   • Select whether Progression in this role is determined by tenure (an employee’s salary automatically increases after a given period) or by merit (based on other criteria your municipality has set).
   • Select the maximum number of steps in the role.
   • Optionally, you can set some default fields to be used when creating a job:
     • Dept./Division
     • Standard Hours - this represents the annual hours worked in a fiscal year
     • Dimensions (based on your chart of account structure - i.e., fund, function, location, etc.)
       Note: Default fields can be changed later for each job.
5. Select the Create button to save the wage schedule. 

Jobs in a Wage Schedule

Create a Job Manually

1. To manually add a new job, select the +Add New Job button in the upper right-hand corner of the table.
2. Enter the needed information to create the job.

• Enter a Job Title and a Job Code. Job Codes must be unique per job.
• Optionally, enter a Grade and Budget Classifications.
• Enter the Standard Hours or number of annual hours for the fiscal year that must be worked by an employee to be considered full-time. For example: 2080 hours of the finance director for that fiscal year.

3. Select the Save button. 

Pro Tip: Using a job code for each department allows your allocations to be assigned to employees automatically. If you’d like to use a single job code  across multiple departments, you’ll need to manually update each employee’s allocations

Bulk Upload Wage Schedule Jobs 

To add several roles at once, use the bulk upload tool.

1. Select Bulk Upload in the upper right-hand corner of the table.
2. Download the Wage Schedule Template. The template will have columns for the number of steps you told the Wage Schedule to include. Pro Tip: Before downloading the template, take advantage of editing your step names, especially when using Min, Mid, and Max steps. Open the template in a spreadsheet application and enter your wage details. Save your file.

• Job Title, Job Code, and Standard Hours are required.
  Note: Job code must be unique.
• Step data is optional but highly recommended. For Salaried roles, enter the annual salary. For hourly roles, enter the hourly rate.
  Note: If your template does not have enough Steps, you may add additional Step columns. You will need to update your Wage Schedule settings to match prior to upload.
• Grade is optional.

3. Select the Start button to begin the import verification process
4. Select Upload Data from File. Upload the completed file.