FAQ: What Information Comes Over into Personnel Budgeting from a Funding Package in Operational Budgeting?

In the Funding Package request form, the person requesting selects a Personnel Budget to populate the Vacancy information. For example: they would select “2025 Personnel Budget” and that will connect to the Personnel Budget. 

The person requesting the Funding Package also provides the following information:

• In the Funding Package, they can select the Job Title from the drop-down list. 
  • The available Job Titles in the drop-down come from created jobs in existing Wage Schedules in the selected budget.
• They select the Department/Division.
• Select the Initial Step. This will determine the starting step of the new hire in their Wage Schedule.
  • Note that these Steps come from the Wage Schedule of the Job Title selected. .
• They enter the FTE count for this Vacancy. 

In the Funding Package request form, the user is also able to manage Additional Pay and Benefits for the Vacancy. As shown in the screenshot below, the Wages,  Additional Pay and Benefits screen will be pre-populated with the default configuration in the Personnel Budget. 

Note: The information that comes pre-populated in the Funding Request specifically comes from the Job Title that was selected for this vacancy, and the Allocations Tab provides the default Account ID for the specific job title. 

On this screen, the user filling out the Funding Package is able to do the following actions: 

1. Confirm that wages are accurate. Note that the wages come from the Initial Step and Job Title selected for this request. 
2. Adjust any account IDs or change the percentage split between multiple accounts. Select the +plus icon to add a new Account. Percentages must equal 100.
3. Review the Additional Pay and Benefits options. Use the drop-down to change the option or select the - dash icon to remove the option entirely.