To specify employee job assignments:
Expand Budget Preparation, and then select Maintain job details.
Right-click the Job Code Level, and then perform a task:
To assign a current employee, select Assign Existing Employee, and then specify the following before clicking Assign:
Enter FTE—Value typically (although not necessarily) between 0-1 that indicates if the employee is full time or part time. Note that employee can have a full time FTE, but an FTE of 0.5 if they are assigned to 2 jobs. 1 normally indicates if the employee is full time, and less than 1 indicates part time.
Enter Effective Date— When the assignment occurs
To assign a new hire, select Assign To-Be-Hired Employee, and then specify data such as the following before clicking Assign:
Select Employee Type—If the employee is a regular, contract, or temporary employee
Select Pay Type—Non-exempt if the employee is paid hourly
Select FT/PT:
Full time—The employee works exclusively on the job
Part time—The employee spends some time working on the job
Enter FTE —Value typically between 0-1 that indicates if the employee is full time or part time. Note that employee can have a full time FTE, but an FTE of 0.5 if they are assigned to 2 positions or jobs. 1 normally indicates if the employee is full time, and less than 1 indicates part time.
Enter Overtime Hours—If employees might work more than the specified default weekly hours, define overtime as an additional earning. This enables you, if necessary, to allocate funds to cover overtime expenses using different General Ledger segments or chart fields. See Defining Overtime.
After the data form refreshes to display the employee, specify the remaining settings such as:
Annual Salary Spread—How the salary expenses are distributed based on your organization's accounting period. See About Specifying Annual Salary Spreads
Adjustment Date—When changes such as salary increases are effective. For example, if a budget year starts January 1, and the salaries of employees assigned to a specific job increase on April 1, specify when to apply the salary increase as the adjustment date.
Salary Basis—How often the employee is paid, such as hourly or weekly.