Personnel Budgeting - Sandbox Templates

What is a Sandbox Personnel Budget? 

A Sandbox Template is the perfect way to check out Personnel Budgeting before really getting started. This creates a built out example Personnel Budget, for you to use as a sandbox environment, before starting your real personnel budget. 

A sandbox template is a great way to: 

• See examples of Units and Wage Schedules 
• Check out how to set up Additional Pay and Benefits. 

Create a Personnel Budget using Sandbox Templates

1. Navigate to the Personnel Budgeting module.
2. Select Create New Personnel Budget.

In the Create a Personnel Budget screen:

1. Name: Enter a name (e.g., FY2026 Personnel Budget).
2. Accept Personnel Requests: Select dates to start and stop accepting requests. 
3. Budget Start Month, Budget Length, and Budget Year. 
4. Carry Forward option if you wish to carry forward Units, Wages Schedules, Allocations, Additional Pay, Benefits, or Contributors from the prior year's personnel budget.
   • Note: Once a Personnel Budget is created, the Carry Forward selection cannot be modified. 
5. Position Control: Toggle on Position Control to enable Position Code Tracking 
6. Default Budget: Set your favorite budget for the fiscal year. 
7. Create Sandbox: This option creates your Personnel Budget as a demo sandbox, for you to see what a set up budget looks like. 

Next Steps

Now your Personnel Budget is created and the next step is to start configuring the Data Model Manager and start with creating Units. 

• See our training and support article to learn all about that next step: Creating and Managing Units.