Checklist for Editors: Personnel Budgeting - Add Individual Employee Positions

Before You Begin...

Explore the Process

Turn on Position Control

Position Control in Personnel Budgeting allows you to track All Positions for the fiscal year via Position Codes. If you need to track headcount for your organization, Position Control can be a useful tool. 

Resources:

• What is Position Control in Personnel Budgeting?
• Turn on Position Control
• Manage All Positions

4 Steps to Adding Individual Employee Positions

Step 1: Add Filled Positions and Employee Data

Now that the pieces are in place with the Data Model Manager, it's time to add your employees to their Filled Positions. You can add Positions manually or via an Import. You can then manage existing Filled Positions to account for any unique individual specifications. 

Resources: 

• Filled Positions
• Create and Manage Filled Positions
• Import Filled Positions
• Manage Existing Filled Positions

Step 2: Add Any Known Vacancies

Adding Vacant Positions allows you to budget for any positions you may fill during your budget year. You can also add these manually or via an import. Once filled, you can Convert a Vacant Position to an Employee.

If you have the Operational Budgeting module, you can also create Vacancies through Funding Packages. 

Resources:

• Vacant Positions
• Add Vacant Positions
• Convert a Vacant Position to an Employee
• Funding Packages in Personnel Budgeting
• How are Wages and Compensation calculated for Vacant Positions?

Step 3: Create and Manage Personnel Requests with Department Leaders

Make your Personnel Budget a collaborative process. As an Editor, you can add Requesters and Sub-Requesters to your Personnel Budget to allow departments to Submit for New Positions, Review Existing Positions and Submit Department Scenarios. 

Resource: 

• Create and Manage Personnel Requests

Step 4: Check your Data

You've done a lot of work to build out the Personnel Budgeting module. Double check your efforts with your teams by exporting two reports -- The Allocations Detailed Report and the Filled Positions Detailed Report.

Resource:

• Navigate the Report Builder
• Create Custom Personnel Budgeting Reports 

Ready to Budget?

Head to the Scenarios tab and use this checklist to assist you with the process: Checklist for Editors: Budget with Scenarios

Need Additional Resources? 

Feel free to search our Support Center or review resources on this specific module: Personnel Budgeting