Personnel Budgeting - Navigate the Progress Bar

Editors in Personnel Budgeting can use the progress bar to track their progress and determine their next steps in the budget. 

It gives you clear, granular visibility into where your budget stands, what to do next, and provides direct links to specialized ClearGov Academy resources for guidance. 

To Access the progress bar:

• Open any Personnel Budget
  • The progress tracker icon and bar are located in the top-right corner of every page.
• Select the progress tracker
  • The side panel will open, showing all high-level steps in the Personnel Budgeting workflow along with your overall completion status.

The progress bar will tell you how far along you are in your budget in a percentage form (eg. 55% Complete). 

Tracking Progress

Once the progress panel is expanded, you will see a congruent path to follow:

1. Start your Budget
2. Define Wage Schedule
3. Add Additional Pays & Benefits
4. Determine Allocations
5. Import Your Positions (Employees & Vacancies)
6. Check Your Reports
7. Invite Contributors
8. Create & Compare Budget Scenarios

Each step includes context for the process as well as links to training resources in ClearGov Academy.

Steps are tracked in 3 states: Not Started, In Progress, and Complete. 

Note: You may manually Skip optional steps that are not required to complete the budget, but available to you if applicable within your organization. 

Need a Crash Course on the Personnel Process?

Learn more in this video article:  Personnel Budgeting - Getting Started with Personnel Budgeting