Posts tagged Salary Schedules
Friday Features - Salary Schedule Begin/End Dates

For the last few weeks, I have been talking about the Salary Rate and Budget Amount columns in the Salary Schedule, using them for what-if scenarios and comparison purposes. Now that we have locked down the desired changes for our salary schedules we are ready to implement. But, how do you change an amount for the future without changing the present or making yourself crazy changing every employee's pointer to a salary schedule?

The answer is begin/end dates! Check it out.


Notice how there are two NonRep12 salary schedules. Then, notice how the begin date of the first one is one day AFTER the end date of the second one. Finally, notice how these dates are in the future (Today is May 18, 2018 for those of you reading this Friday Feature in the future.) 

This is a thing of beauty! What this means is that you can keep the same salary schedule name, saving you from having to change it in any other record. It also means that you can make the transition from one set of figures (salary schedule cells) to another at midnight at some point in the future. 

In other words, set it up once and let it fly. Now that's a beginning and ending everyone can love.

Friday Feature - Salary Schedule Snapshots

Last week, we talked about using the two columns of the Salary Schedule (Salary Rate and Budget Amount) to perform what-if scenarios. To keep you on track, the Salary Schedule activity has two snapshots that let you see at-a-glance the differences!

Check it out. Here we have a salary schedule for non-represented employees. We have changed our budget by 2.16%. Now, we are going to review the Salary Schedule Snapshot Actual and the Salary Scheduled Snapshot Proposed to see the difference.

You can select which snapshot you want to see from the list.

You can select which snapshot you want to see from the list.

Here we see the figures for the actual salary schedules: what would be used in payroll processing.

Here we see the figures for the actual salary schedules: what would be used in payroll processing.

Here we see the "proposed" budget figures. These could be loaded into budget, but they are not a part of payroll processing.

Here we see the "proposed" budget figures. These could be loaded into budget, but they are not a part of payroll processing.

That's a nice spreadsheet view! By running both snapshots, one after the other, you can dig deep into the figures. See how I highlighted the first column in each, making it super easy to see the 2.16% raise.

Let's say that we like these figures. Next week, I will show you how you can have your cake and eat it too, using begin/end dates so that you don't have to rename a salary schedule, saving you a ton of time!

Friday Feature - Budget Fields in Salary Schedules

Sometimes, you want to "test" salary schedule changes before you put them into place. So, in salary schedules, Escape Online has two columns: Salary Rate and Budget Amount. 


These columns are completely distinct. The Salary Rate is used for payroll processing and the Budget Amount is used for loading into budget. (Of course, you can load the Salary Rate, too!) Because the columns are distinct that means that you can edit them separately, copying one to the other and vice versa.


Once you have copied (either way), you can make mass changes to the salary schedules, trying out a variety of scenarios before committing yourself to a particular change. Amazing!

Once you have setup different Salary Rates and Budget Amounts, there are some great snapshots that you can use to compare the two. I will talk about those next week. Then, when you are fully satisfied, you can make your changes for payroll processing, which I will also talk about in the coming weeks.

Friday Feature - Recompute Salaries and the Affect Salaries Flag

Graduation day! We have reached the final blog of the Affect Salaries flag in Budget Management. Today we review the last Budget Perform Change option that uses the Affect Salaries flag. Over the course of the last month, we have reviewed all four of the options:

The Recompute Salaries option reads the salary schedule and recomputes salaries and vacancies. This is different from the Load Salary Records option in two ways. First, it does not reload position accounts. Second, it doesn't "load" amounts from the Salary Schedule, instead it a computes the ratio between the Budget Amount and Salary Rate Amount in the Salary Schedule and scales existing salary and vacancy budget lines based on the ratio. (Very smart. Move to the head of the class!)

Once again, we are going to repeat the same screen shot from Load Salaries and Load Vacancies so you can follow along.

Apply Salary Schedule Budget Amounts to Actuals Only – Using the screen shot, the actual salary budget lines (including subject grosses and benefits) will be recomputed using the ratio of $111,848.00/$114,248.00. (Remember, “actual” means salaries that were “locked in” when they were loaded or imported/entered as actual.) Also, since we are only affecting actuals, projections will not be recomputed.

Apply Salary Schedule Budget Amounts to Both Actuals and Projections – This is the same as above only it is going to also recompute salary projections and vacancy budget line items. (Remember, “projections” are salaries that were “open” when they were loaded or imported/entered as projections.)

Apply Salary Schedule Cell Amounts to Both Actuals and Projections – This would recompute all salary and vacancy budget lines using the Salary Rate.

Apply Salary Schedule Budget Amounts to Projections Only – This is going to leave those actual budget items alone, but recompute projections using the Budget Amount. Again, since we are only affecting projections, actuals will not be recomputed.

Now, that's some A+ budget changes.

Of course, you are a star student so you remembered that regardless of your choice, benefit account/amounts will be recomputed, and benefit accounts will be created, if they do not already exist and if it is appropriate (as defined on the Ledger tab of the Organization record). And, you get extra credit if you already knew that recomputing salaries does not affect manual items.

And that's it for our series on the Affect Salaries flag. Congratulations graduate!