- Any Filled Positions with an End Date before the new budget Start Date will not be carried forward.
- When someone has left your organization and no longer needs to be a part of the budget for the fiscal year, simply delete that employee from the Positions> Filled Positions tab. They will no longer be included in the new fiscal year budget but will be retained in all prior year budgets.
- If someone has been internally transferred to a new position at the beginning of the new fiscal year budget, you can utilize the Bulk Upload button in the Positions>Filled Positions tab to update and append the employee's position.
- Note: If the employee’s job has yet to be filled, add that position to the Vacant Positions tab.
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