Maintaining Salary Allocation Defaults

  To overwrite the default General Ledger accounts to which salary expenses are allocated by entity:

1. Review how benefit, salary, and General Ledger allocations work. See About Benefit and Compensation Allocations .

2. Perform steps 1 to 5 in Maintaining Position Defaults by Entity.

3. Select Salary Allocation Details.

4. To change allocation defaults:

   • Select different segments or chart fields in the Account, Entity, Program, and Project segments, in addition to custom segments you use in budgets (Fund or Initiative, for example).

   • Enter different allocation start dates and end dates

   • Change the allocation percentages

5. To add allocations, right-click, select Add Allocation Information, and:

   1. Specify start and end dates.

   2. Click Add.

   3. Select the segments or chart fields to use.

   4. Specify the allocation percentage.

6. Ensure that salary expenses do not overlap by right-clicking and selecting View Overlapping Allocations. If they do, see Correcting Overlapping Allocations.

7. To delete allocations, right-click, and then select Delete Allocation Information.