This article is intended for: Editors of the Personnel Budgeting.
Use this article after: you've created a new Personnel Budget for your next fiscal year.
Select Start New Personnel Budget to start creating the new fiscal year and complete the required information. Need assistance creating a Personnel Budget? Use this resource: Create and Manage a Personnel Budget
Select the image to zoom.
When you toggle on the Carry forward option, you will select the Prior Budget Year you want to bring forward into the new fiscal year.
Then you will select what you would like to include from the prior year. This can include:
- Units
-
Wage Schedules and all items associated: Job Allocations. Filled Positions, Employee Allocations, and Vacant Positions.
Note: Any Filled Positions with an End Date before the new budget Start Date will not be carried forward. - Additional Pay
- Benefits
- Contributors
Note: The number of items set up will display to the right of each option.
Select Create to save choices and create the new budgeted fiscal year.
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