Gravity - Budgeting Human Resources Template

The HR template presents a clear overview of the total payroll expenses and employees included in the budget with final budget figures.
The HR template includes personnel cost, benefits, premiums, salary increase, and details of full-time and part-time employees.

Publish a new Budgeting Human Resources Template

1. Login to Gravity

2. Open the 'Personnel Planning' report
   
    

   

   
   
   
    

3. Add object type “Budgeting Human Resources” template to the report
   
    

   

   
   
     4. Period – defined the published budget year
     5. Scenario – the budget cycle
   
    

   

   
   
    

View/Edit Human Resources template

 

When opening the “Budgeting Human Resources” template it will include the following:

1. File:
   1. Load View – Select and open the requested saved view of the template
   2. Save View – Save the current screen view
   3. Save View As – Save the current screen view as another view

   4. Export to Excel – Export the template to an excel file
      
       

      

      
      
       

2. View:

   1. Toggle Header – show/hide template header
      
       

      

      
      
       

3. Personnel Cost/Position Cost – The cost of each position
4. Benefit & Premium – Manage benefits to employees by percentage
5. Cola – adjust salary by a percentage
6. Step Table – View salary increase steps

Personnel Cost: each position from the table view can be edited/ deleted, or a new position can be added.

1. Edit position – select the edit icon (pencil icon, right side of the table view) in a row
   
    

   

   1. Users can modify the editable cells in the template
   2. Users can double-click on the cell, or select the gear icon to open the “Manage Position” dialog box
   3. Date values can be entered from a calendar entry
   4. Enumerated values, allow users to select one of the values through the list (drop-down)
   5. Calculated values can’t be edited

2. A dialog box “Manage Position” will be open with the following fields:
   
    

   

   1. Attributes
      
       

      

      1. Position Details
         1. Position – position code
         2. Department – Position related department
         3. Employee – Employee code per department
      2. Position Properties (properties optional to appear)
         1. FTE – full-time employee – 1, less than 1 is a percentage of a part-time employee
         2. Retirement Classification – calculate retirement
         3. Position Start Date (optional)
         4. Salary Range – Identify criteria to calculate salaries
         5. Salary Step – Annual salary level of employee
         6. Merit Month – The month which salary recalculates from step changes.
         7. Annual Hours (optional) – Total of working hours for one employee
         8. Bilingual Bonus (optional) – Bonus per language
         9. Salary Group Classification (Optional) – Classified employee salary by group
         10. WC Classification (optional) – employee classification for compensation
         11. Position End Date (optional)
         12. Base Hourly Salary (optional)
         13. Education (optional) – benefit per education
         14. Manual Base Salary (optional) – fixed salary (not included benefits…)
         15. GL Code - Position GL code
         16. Step - Employee salary step
         17. Safety - Criteria top populate the data

   2. Allocations – Allocation salary per person by account code (string)
      
       

      

      1. Department
      2. Fund
      3. Program
      4. Division
      5. Value (percentage)
      6. A new allocation can be added:
         1. Click on the icon “Add Allocation”
         2. Fill the value (percentage)
         3. Make sure the total is 100%
         4. Click “Save”
            
            
             
3. Add/Remove row (position)

   1. Add row – select “Personnel Cost” tab → click on the “+” icon to add a row, a dialog box of “Manage position” will be opened → fill the details as described in the above step → click “Save to add a new row.
      
       

      

   2. Remove row - select “Personnel Cost” tab → click on the “Delete” icon.
      
       

      

4. Copy row (position)  – select “Personnel Cost” tab → click on the “Copy Position” icon, a dialog box of “Manage position” will be opened → edit the details if needed → click “Copy” to add a new row.
   
    

   

Benefits and Premiums: the list of the benefits is being presented (left side of the screen), each benefit can be selected to view the corresponding details. 

 

If properties need to change, a drop-down list is available for updating the selection (when done, the user should submit the changes), see below for the list of the properties:

1. Benefit Code – the selected code (can’t be edited)
2. Benefit or Premium – select the method
3. Calculation Method:
   1. Benefit can be calculated by percentage
   2. Fixed amount
   3. Attribute value – range of attributes that will be calculated and added to the benefit
4. Calculation Value Basis – calculate the benefit/premium (Hourly, Monthly, flat, Yearly, after COLA…)
   1. Base Salary after COLA
   2. Base Salary before COLA
   3. Flat Rate
   4. Total Pensionable Salary
5. Lookup Attribute – Filter the column from the position cost table
   1. All
   2. Annual Hours
   3. Classification
   4. Employee
   5. FPT
   6. GL Code
   7. GL Dist
   8. Grade
   9. Hourly Rate
   10. Is Safety
   11. Manual Salary
   12. Position
   13. Step
   14. Type
6. Is Pensionable – True/ False
7. Is Active – True/ False
8. Employee Attribute - True/False
9. GL Account PT – Part-Time
10. GL Account FT – Full Time
    
     

A table with attribute value is presented (right side of the screen) to view the position for each benefit. 

Table fields can be modified as follows:

1. Attribute Value – Groups that related to specific benefits
2. Value Form – attribute range (criteria)
3. Value To – attribute range (criteria)
4. Attribute Range – the name of the range (from-to)
5. Annual Payment – the percentage of the payment
   To add a new row (new rate) for benefit click “+” button

COLA: table properties can edit as needed; also new classifications can be added (double click in table rows).

 

Table fields can be modified as follows:

1. Classification – Position cost classification
2. Increase – Annual percentage increase
   To add a new row (new rate) for benefit click “+” button

Step Table: Salary range view by the steps.