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Personnel Budgeting - Map Allocations

This article is intended for: Editors of the Personnel Budgeting module.

Use this article when: You're ready to assign wage accounts, benefits, and additional pays to their respective jobs. 

Note: You can click on any image below to zoom in. 

Allocations allow you to tie wages, benefits, and additional pay rules for each role to specific Accounts within your budget. Each cost center can be tied to multiple Accounts and distributed as appropriate. These settings can be further refined at the Employee level in the position manager.

Watch this short video to learn more about Personnel Budgeting allocations.

 

Mapping Personnel Costs to Account IDs

Navigate to the Data Model Manager tab in your Personnel Budget and select the Allocations subtab. Below, we’ll walk through different methods to allocate Account IDs. Use whatever method works best for you. 

Individually Mapping Account IDs

PB - Allocations - Navigate the table.png
  1. Filter your table to display only the relevant roles or accounts.                                           
  2. Scroll right through the table to see each wage, benefit, and additional pay rule associated with a job.
  3. Use the dropdown menu to manually find the appropriate Account ID or use the search feature.
    • If you’d like to associate a personnel cost with more than one account, select the + (Plus Icon) in the appropriate column.
    • Enter the percentage of the cost that is assigned to each Account ID.
      Note: You can assign a personnel cost to as many Account IDs as necessary. Allocations must total 100%.
PB - Allocations - Split jobs.png

Assigning Allocations to Multiple Jobs 

PB - Allocations - Bulk Assign Acc IDs.png
  1. Bulk edit the allocations for multiple jobs by first selecting the checkboxes next to the Job Title. Note: Manually Assign Account IDs will remain greyed out until you select the jobs you wish to bulk edit.
  2. Then select the Manually Assign Account IDs icon at the top right-hand side of the table.
  3. Edit the Account ID for each personnel cost. Any changes will apply to all selected jobs, even if you’ve previously entered data.
    Note: When bulk editing allocations, you can assign multiple Account IDs (i.e., split allocations) for a single cost.
  4. Select Save to implement those changes.

Bulk Upload Account IDs

This is the third method for assigning account IDs to wages, additional pays, and benefits for the jobs established in your wage schedules. 

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