Personnel Budgeting - Manage Existing Filled Positions

To review the employee record for a given employee, select their Filled Position ID from the Positions tab. 

1. Edit the employee’s first or last name, Filled Employee ID, start date, or initial step date in the first panel.
   • Unit, Department/Division, Job Code, and Grade are all auto-filled based on the assigned job title.
   • For employees in Tenure wage schedules, the Current Step and Next Step Date are calculated through the Initial Step and Initial Step Date fields.
2. To the right, see the total compensation for the budget year. This value represents a blended rate, combining all steps in the budget year based on step date.
3. Adjust the Job Title assigned to this employee. Manage their current step. For employees with merit-based roles, adjust their salary or hourly rate. Adjust the employee’s FTE. Reassign the associate account ID(s) and manage allocations as appropriate. 

Scroll to the bottom of the Employee Record screen to view a list of all available Add Pay and Benefits options. Select or update additional pay and benefits information here, including account IDs and allocation percentages.

Customized Positions 

After an Employee record has been customized outside of the Wage Schedule, (an edit to wages, additional pay, Account ID allocations, etc) a purple tag icon will appear in the employee record and a column called “Customized” will display a “Yes” next to the Employees name in the Positions tab, see screenshot below.