Before You Begin...
Explore the Data Model Manager
4 Steps to Build out the Data Model Manager
Step 1: Set Up Units
When building Units, think about what jobs have the same Additional Pays and Benefits and group them together in a unit.
Because Units are the largest group of Jobs, they become the highest level you can adjust in Scenarios to reflect the largest impact on your budget.
Resources:
Step 2: Set Up Wage Schedules and Add Jobs
A Wage Schedule is a collection of all Jobs related to a Unit, grouped by specific characteristics, with the wages configured for each job.
Wage schedules allow you to dictate:
- Whether the job is paid by an Hourly Rate or an Annual Salary
- If the job's promotion is Merit- or Tenure-based
- If there are a number of Steps (pay increases) that is allocated to the job.
Wage Schedules are important because they create the rules for how wages for each Job are calculated for the fiscal year. Wage Schedules are the second largest group of jobs that you can report on and adjust in the Scenarios.
Resources:
Step 3: Set Up Additional Pays and Benefits
Additional Pay includes allowances, one-time payments, periodic activity pay, temporary increases to hourly rates or salaries, and standard increases to base salaries based on skills. Benefits are indirect, non-cash, or cash compensation paid to an employee above and beyond regular salary or wages. Both are separate from base wages.
Note: Additional Pay and Benefits are created the same way in ClearGov Personnel Budgeting. Set the rules and options in the Data Model Manager, and the options created in the Data Model Manager will be selected per Employee later on in the Positions tab.
Resources:
Step 4: Allocate Accounts
Allocations allow you to tie wages, benefits, and additional pay rules for each Job to specific Account IDs within your budget. Each cost center can be tied to multiple Accounts by Splitting Allocations. These settings can be further refined at the Employee level in the position manager.
The selection of Account IDs in the Allocations tab determines the account allocation for each type of expense. The Account IDs selected determine the Itemizations that will be created in the Operational Budgeting Worksheet if imported.
Resources:
Ready to Add Positions?
Check out this resource to help you with the process: Checklist for Editors: Add Individual Employee Positions
Need Additional Resources?
Feel free to search our Support Center or review resources on this specific module: Personnel Budgeting
Have more questions or need assistance?
Submit a Request