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Position Budget
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Home / Documentation / Budget Tab / Position Details

Position Details

After selecting a position, clicking the briefcase icon on the left will display the position sections and details listed below.

  • General
    • Position ID – display only; hovering over will provide additional information
    • Workstation (required) – can be changed; select from a dropdown list
    • Employee Type (required) – can be changed; select from a dropdown list
    • Adloc (required) – can be changed; select from a dropdown list
    • Work Period (required) – can be changed; select from a dropdown list
    • Percent Effort (required) – can be increased or decreased by using the arrows or typing in the new percentage
    • Two optional check boxes
      • Include in budget
      • Primary Job
        • A filled position with “Primary Job” unchecked is considered secondary
  • Compensation
    • Any changes in actual pay, (merit, title change, etc.) will not pass to Workday; these will need to be entered in both the Position Budgeting App and Workday
    • Adjust pay
      • Pay is calculated through compounding. For example an employee making $1,000 per month is given a merit increase of 1% plus an additional increase of 1%
        • Merit is calculated:
          $1,000*1% = $1,010
        • Additional increase is calculated on base + merit
          $1,010*1% = $1,020.10
        • Total increase of $20.10 per month
      • Clicking the kebab on the adjustments, will allow the user to calculate the percentage for the increase based on an amount:

adustment_percentage_increase

  • Worker
    • Clicking the ‘Edit’ button will allow the user to select a new worker by typing a name or UIN in search window
    • Clicking the ‘Vacate’ button removes the worker and shows the position as vacant
  • Job Profile
    • Clicking the ‘Edit’ button will allow the user to select a new job profile from a list

Primary Sidebar

Documentation

  • Budget Tab
  • Position Details
    • Managing Positions
    • Costing
  • Reports Tab
    • Reports
  • Settings Tab
    • Benefit Calculations
    • Adjustment Import

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