Applying Compensation Adjustments and Analyzing Position Costs

This section provides overviews of how to make compensation adjustments and adjustment methodologies and discusses how to:

Adjust salary, benefit, or earnings position data.
Adjust overtime/shift pay position data.
Analyze position costs.

Pages Used to Apply Compensation Adjustments and Analyze Position Costs

Page Name	Definition Name	Navigation	Usage
Position Data - Benefit Adjustment	BP_BNFT_ADJUSTMENT	From the Adjust dropdown list box in the Action menu on the Position Overview page, select `Benefits,` then from the By dropdown list box select `All,` `Job,` `Position,` or `Union,` and then click Go.	Modify the benefit amount for employees and positions by job code, position number, union code, or all positions.
Position Data - Earning Adjustment	BP_EARN_ADJUSTMENT	From the Adjust dropdown list box in the Action menu on the Position Overview page, select `Earnings,` then from the By dropdown list box, select `All,` `Job,` `Position,` or `Union,` and then click Go.	Modify the earning amount for employees and positions by job code, position number, union code, or all positions.
Position Data - Salary Adjustment	BP_SAL_ADJUSTMENT	From the Adjust dropdown list box in the Action menu on the Position Overview page, select `Salary,` then from the By dropdown list box select `All,` `Job,` `Position,` or `Union,` and then click Go.	Modify the salary amount for employees and positions by job code, position number, union code, or all positions.
Position Data - Overtime Earnings Calculation	BP_HRS_ADJUSTMENT	From the Adjust dropdown list box in the Action menu on the Position Overview page, select `Overtime/Shift Pay:` then from the By dropdown list box select `All,` `Job,` `Position,` or `Union,` and then click Go.	Modify the overtime or shift pay amount for employees and positions by job code, position number, union code, or all positions.
Position Budgeting Analysis	BP_PBD_INQUIRY	Click the Position Budgeting Analysis link in the Action menu on the Position Overview page.	Enter the criteria to perform inquiries and download position budget data to a spreadsheet.
Position Budgeting Analysis	BP_PBD_INQUIRY2	Click Run on the Position Budgeting Analysis page.	Display position budget data for analysis or to download to a spreadsheet.

Understanding How to Make Compensation Adjustments

Use the salary, earning, and benefit adjustment pages to modify these amounts. Make these compensation adjustments for the entire planning center or by job code, position, or union code. Apply these changes to the employee, default position data or all within the planning center based on your search criteria. The system withholds from all adjustments activities or positions that are selected to be excluded from budget calculations.

In Planning and Budgeting, adjustments to salary increase or decrease the base salary amount. This is not the case for earnings and benefits. Earnings and benefits adjustments are not applied against a base earnings or benefits amount. If you are using the percentage basis, you change the percentage that is applied to the salary to calculate the earnings and benefits amounts. If you are using the amount basis, you change the fixed amount used as the earnings and benefits amounts. You cannot make mass adjustments to employer paid taxes using this option.

Make cost adjustments to:

Modify the salary amount for employees and position defaults.
Modify the overtime/shift pay amount for employees and positions defaults.
Modify the earnings amount for employees and position defaults.
Modify the benefits amount for employees and position defaults.

Understanding Adjustment Methodologies

This table presents examples of the different methodologies that Planning and Budgeting uses for making adjustments:

Adjustment Type	Example
Salary	For employee ID 10854, enter `2` in the Percentage field. The base salary for the position assigned to employee ID 10854 is 45,000 USD. The system calculates the salary adjustment amount by multiplying 2 percent by 45,000 USD. The salary adjustment is 900 USD. Starting on the As Of Date that you specify, the base salary associated with the employee ID is 45,900 USD. As another example, enter 500 USD in the Amount field for employee ID 10854 rather than a percentage. The salary adjustment is 500 USD. On the As Of Date, the system adds 500 USD to the base salary of 45,000 USD to calculate the new base salary associated with the employee ID, which is 45,500 USD. To enter an adjustment that is a decrease in the salary, use a negative sign in front of the number when you enter the percentage or amount value.
Earnings	For employee ID 99991, enter `5` in the Percent field. The gross salary for the position assigned to employee ID 99991 is 28,000 USD. The system uses the 5 percent that you enter to calculate the new amount for the earnings type that you are adjusting. The new earnings amount is calculated by multiplying the gross salary for the position by 5 percent. Starting on the As Of Date, the total earnings amount for the employee ID is 1,400 USD. As another example, enter `1,000 USD` in the Amount field for employee ID 99991 rather than a percentage. Starting on the As Of Date, the earnings amount is 1,000 USD.
Benefit	For employee ID 25252, enter `1.65` in the Percent field to indicate a benefit rate for Medicare. The gross salary for the position assigned to employee ID 25252 is 35,000 USD. Employee ID 25252 has an earnings amount (subject to taxes) of 2,000 USD associated with it. To calculate the new benefits amount, the system applies the 1.65 percent to the gross pay associated with the employee ID. The gross pay is the sum of the gross salary and earnings subject to taxes. Starting on the defined As Of Date, the new benefits amounts are a result of 35,000 USD plus 2,000 USD multiplied by a 1.65 percent factor: Employee ID: 25252 Gross salary: 35,000 Subject earnings amount (amount basis): 2,000 Calculated gross salary: 37,000 Apply benefits adjustment (percentage basis): 1.65 New benefits amount: 610.50 If you use a fixed amount for the benefits adjustment of 1,000 USD for example, starting on the As Of Date, the new benefits amount for the plan type is 1,000 USD.

Adjustment Type

Example

Salary

For employee ID 10854, enter 2 in the Percentage field. The base salary for the position assigned to employee ID 10854 is 45,000 USD. The system calculates the salary adjustment amount by multiplying 2 percent by 45,000 USD. The salary adjustment is 900 USD. Starting on the As Of Date that you specify, the base salary associated with the employee ID is 45,900 USD.

As another example, enter 500 USD in the Amount field for employee ID 10854 rather than a percentage. The salary adjustment is 500 USD. On the As Of Date, the system adds 500 USD to the base salary of 45,000 USD to calculate the new base salary associated with the employee ID, which is 45,500 USD.

To enter an adjustment that is a decrease in the salary, use a negative sign in front of the number when you enter the percentage or amount value.

Earnings

For employee ID 99991, enter 5 in the Percent field. The gross salary for the position assigned to employee ID 99991 is 28,000 USD. The system uses the 5 percent that you enter to calculate the new amount for the earnings type that you are adjusting. The new earnings amount is calculated by multiplying the gross salary for the position by 5 percent. Starting on the As Of Date, the total earnings amount for the employee ID is 1,400 USD.

As another example, enter 1,000 USD in the Amount field for employee ID 99991 rather than a percentage. Starting on the As Of Date, the earnings amount is 1,000 USD.

Benefit

For employee ID 25252, enter 1.65 in the Percent field to indicate a benefit rate for Medicare. The gross salary for the position assigned to employee ID 25252 is 35,000 USD. Employee ID 25252 has an earnings amount (subject to taxes) of 2,000 USD associated with it. To calculate the new benefits amount, the system applies the 1.65 percent to the gross pay associated with the employee ID. The gross pay is the sum of the gross salary and earnings subject to taxes. Starting on the defined As Of Date, the new benefits amounts are a result of 35,000 USD plus 2,000 USD multiplied by a 1.65 percent factor:

Employee ID: 25252

Gross salary: 35,000

Subject earnings amount (amount basis): 2,000

Calculated gross salary: 37,000

Apply benefits adjustment (percentage basis): 1.65

New benefits amount: 610.50

If you use a fixed amount for the benefits adjustment of 1,000 USD for example, starting on the As Of Date, the new benefits amount for the plan type is 1,000 USD.

Position Data - Salary Adjustment Page

Use the Position Data - Salary Adjustment page (BP_SAL_ADJUSTMENT) to modify the salary amount for employees and positions by job code, position number, union code, or all positions.

Navigation

From the Adjust dropdown list box in the Action menu on the Position Overview page, select Salary, then from the By dropdown list box select All, Job, Position, or Union, and then click Go.

Image: Position Data - Salary Adjustment page

This example illustrates the fields and controls on the Position Data - Salary Adjustment page. You can find definitions for the fields and controls later on this page.

The Position Data - Benefit Adjustment, Earning Adjustment, and Salary Adjustment pages use the same process. The terms below are applicable for all these pages; however, adjustment total terms represent the type of adjustments.

As Of Date

Enter a date for the adjustment to take place.

Currency Code

Enter a currency code for the position information that you want to retrieve.

Plan Type or Earnings Code

Enter a Plan Type if you are performing a benefit adjustment, or an Earnings Code if you are performing an earnings adjustment.

Employee Data and Include Position Default Data

Select to display employee data, position default data, or both associated with the search criteria.

Find

Click to display the employee data and positions to which you want to make adjustments (salary, earnings, or benefits) based on your search criteria.

The search criteria vary depending on whether you perform adjustments by job code, position, or union code.

Percentage or Amount

Enter a percentage or amount to apply and adjustment for all rows or individual rows selected in the adjustment details grid.

Use a percentage or amount adjustment factor, but not both. If you enter an amount, use an annual adjustment amount and not an amount that is categorized by budget period.

The amount entered for a salary adjustment is an increase or decrease to the annual base salary. For adjustments to earnings and benefits it is a replacement of the original amount.

The system displays a row count indicating the number of rows to be impacted.

Before Adjustment

Displays the total amount of the selected rows before making any salary adjustments.

If you are making an earnings adjustment, the term is Current Earnings.

If you are making a benefit adjustment, the term is Current Benefit.

Adjustment

Displays the sum of the proposed salary changes.

If you are making earning or benefit adjustments, the term is "Net Change".

After Adjustment

Displays the end results if the salary adjustment is executed.

If you are making an earnings adjustment, the term is Proposed Earnings.

If you are making a benefit adjustment, the term is Proposed Benefit.

Refresh

Click to view suggested adjustments before processing.

Database values are not executed and changed when you use Refresh.

Execute Adjustment

Click to execute the change after you are satisfied with your selected rows and adjustment amounts.

Once executed, new rows are generated for the effective date indicated.

You cannot undo this adjustment once it is executed.

The Adjustment Details grid shows the results of the search criteria you entered. Values in the grid will varying depending upon the type of adjustment you are performing. The grid provides information for before, proposed, and projected adjustments for each row.

Note: If you are adjusting earnings, you are required to specify the earnings code. If you are adjusting benefits, you are required to specify the plan type. You cannot adjust one-time payments. Adjustments to employer-paid taxes are not available.

Position Data - Overtime Earnings Calculation Page

Use the Position Data - Overtime Earnings Calculation page (BP_HRS_ADJUSTMENT) to modify the overtime or shift pay amount for employees and positions by job code, position number, union code, or all positions.

Navigation

From the Adjust dropdown list box in the Action menu on the Position Overview page, select Overtime/Shift Pay: then from the By dropdown list box select All, Job, Position, or Union, and then click Go.

Image: Position Data - Overtime Earnings Calculation page

This example illustrates the fields and controls on the Position Data - Overtime Earnings Calculation page. You can find definitions for the fields and controls later on this page.

Search Criteria

Enter values in these fields to specify the positions you want to make adjustments to. The positions that match these criteria appear in the Adjustment Details grid when you click the Find button.

As Of Date

Enter the earliest date in the budget period for which overtime or shift pay costs will be calculated.

Currency Code

Enter a currency code for the position information that you want to retrieve.

Employee Data and Include Position Default Data

Select to view employee data, position default data, or both in the Adjustment Details grid.

Earnings Code

Enter an earnings code. Only earnings code that have been enabled for hours/shift-based calculations in the Earning Codes and Plan Types - Earning Codes page are valid.

See Earning Codes and Plan Types - Earning Codes Page.

Rate or Amount

Lists the rate or flat amount associated with the earnings code. This information is established using the Earnings Code page

See Earning Codes Page.

Assign Earnings Code

Select this check box to assign a new earnings code. When this check box is selected, all rows with the selected position number are retrieved. This enables you to assign the earning code when making adjustments.

When deselected, the system retrieves only those positions that have the specified earnings code already assigned, either through staging or other position budgeting pages.

Find

Click to display the positions that match your search criteria.

Adjustment Options

Default Number of Units

Enter a default number of units (hours or shifts) to apply to all positions in the Adjustment Details grid in the Total Units column. You can override this value within the grid.

Refresh

Click to view suggested adjustments before processing. No amounts are stored in the database when the Refresh button is used. Preparers may view the results and enter any overriding values in the grid and click Refresh again to view the results.

Execute Adjustment

Click to initiate the adjustment calculation, assign the earnings code to the employee (if Assign Earnings Code is selected) and generate the amounts to be distributed to the line item activity.

Adjustment Details

Select

Select this check box to include the row in adjustment calculations when you click Refresh or Execute Adjustment

Name

The employee or position title.

Position

The position ID of the employee's current position. If the employee is assigned to more than one position, use the prompt button to select a different position.

Hourly Rate

The calculated hourly rate for the position or employee.

The hourly rate for overtime incorporates all additional earnings and allowances that have the Include in OT Calculation option selected in the Earning Codes and Plan Types - Earning Codes page. The standard formula to calculate hourly rate is:

(Annual Salary + Annualized Earnings and Allowances) ÷ (Hours per week × 52)

Calculations are based on the hourly rate for the period. Effective-dated salary increases or decreases will be factored in as each period is calculated. For unfilled positions, the hourly rate is calculated using the salary and earnings defaults assigned to the position.

Current Earnings

amount will be shown here if earning amounts were brought in from the Total Compensation tables or if amounts were previously calculated for the employee and/or position

Total Units

Enter the total number of units the adjustment applies to. The value you enter represents the number of hours for multiplier-based earnings codes, or shifts for flat amount payments.

Amount

The monetary amount calculated based on the earnings code, hourly rate, multiplier or flat amount, and units. The amount calculated will replace any amount previously recorded as earnings for this earnings type. Budget preparers can override the system-calculated amount.

Spread Type

Select the spread type to specify how the amounts are applied to the periods.

Position Budgeting Analysis Page

Use the Position Budgeting Analysis page (BP_PBD_INQUIRY) to enter the criteria to perform inquiries and download position budget data to a spreadsheet.

Navigation

Click the Position Budgeting Analysis link in the Action menu on the Position Overview page.

Image: Position Budgeting Analysis page (1 of 2)

This example illustrates the fields and controls on the Position Budgeting Analysis page (1 of 2). You can find definitions for the fields and controls later on this page.

Role Name, Business Unit, Planning Model ID, Activity, Scenario, Planning Center, and Budget Version

Select the desired criteria to run a position budgeting analysis report.

When you access the page from the Position Overview page, the criteria are auto-populated based on the planning center, activity scenario and version you are working with.

Labels

Select the type of labels to display in the analysis report. Values are: Code, Code and Description, or Description.

Run

Click to display the results of your selected analysis criteria.

Image: Position Budgeting Analysis page (results of running your analysis criteria) (2 of 2)

This example illustrates the fields and controls on the Position Budgeting Analysis page (results of running your analysis criteria) (2 of 2). You can find definitions for the fields and controls later on this page.

Selection Criteria

Click to access the Position Budgeting Analysis page to modify your criteria for analysis and reporting.

Workspace

Click to access and return to My Planning Workspace.

Preferences

Click to access the Preferences dialog box and hide or display values in specific grid columns, save your layout, or delete your settings.

Job Code, Account, EmplID (employee ID), and Budget Period

Select the desired values to dynamically update the grid with the corresponding information.

Note: You can drag the sphere icon to the left of any dropdown list box and label and drop it in the left column or header of the grid to dynamically update the grid's layout.

Salary Amount, Earnings Amount, Allowance, One Time Pay, Benefits Amount, Tax Amount, FTE, and Budget Impact

Displays the corresponding values.

Note: You can drag the cube icon to the left of any column label or drop it above the grid among the dropdown list boxes to dynamically update the grid's layout.