The Detail Tab

The Detail tab allows a user to review and adjust pay items. Each pay item, displayed as a row, is a specific pay type associated with a specific position. Each pay item row provides monthly and yearly totals. 

All pay types associated with a position become pay items. Each pay item will be shown on the Detail tab. 

If utilizing the Config tab for calculating FICA, FICA amounts will not display on the Detail tab. Use the Positions and Pay tab to view FICA amounts instead.

If statistical accounts are in use, they are not included in totals with GL accounts. You can use the Pay Type criteria filter at the top to Show Pay Types with GL Accounts, with Stat Accounts, or choose to Show All Pay Types.

Mid-year adjustments made to Hourly pay items will not apply to Overtime pay items. Overtime pay items will always use the Hourly pay item base base rate.

Navigating the Detail Tab

The Detail tab is found in Personnel Budgeting > Scenarios. A scenario must first be selected or set as the default in the Scenarios tab in order for the Detail tab to be available.

Using Page Filters

Use page filters to filter available data. Always click Load after changing page filters.

• Position Name - Select a position name from the drop down. Position names are assigned by Martus based on the position Title.
• Title -Search position titles using key words or partial text.  
• Employee - Select an employee to filter positions for that employee.
• Position Type - Filter by position type. Position types are customizable and set by the client. They are only used for reporting purposes.
• Pay Type - Select the pay types to display, by group (Show Pay Types with GL Accounts; Show Pay Types with Stat Accounts; Show All Pay Types) or individually.
• Taxable Position - Filter to taxable (Yes) or non-taxable (No) positions.
• Account -  Select an account to filter.
• Dimension Filters - Filter on dimensions in Martus.

Using Grid Filters

Use grid filters on columns to filter to one or more values in one or more columns. You can drag and drop columns to rearrange the order, and click Columns to show or hide columns. Sort a single column by clicking in the column header. Sort by a second column by clicking CTRL-click in the second column.

• Click Reset Grid Filters to remove filters and see all data. 
• Click Reset View to restore columns and sorting and clear filters.

Page Actions

• Load - Load the filters and settings selected.
• Export (xlsx) - Export the view to Excel for review.
• Boxes - Select boxes to the left of a line to select that line, or click the top box to select all records in the view.
• Recalculate/Return to Original Rates - Reset the selected lines to the pay type rate, or the pay item rate if the pay type does not have a default rate. Additional information below!
• Update Pay Items - Update the selected pay items. Additional information below!
• Remove Pay Items - Delete the selected pay items. Additional information below!

• Drilldown Links - Links on the Details tab can be used to update additional data related to positions, employees, and pay items.

Managing Pay Items

There are many ways to update pay items on the Details tab. 

• Recalculate/Return to Original Rates - If a change is made to a Pay Type or Employee record, Martus does not automatically apply that update to any scenario. Changes to Employee or Pay Type records need to be pulled into the scenario using the Recalculate/Return to Original Rates button in the scenario to which you want the update applied.
• Update Pay Items - Pay items may also be adjusted within a scenario using a new set of assumptions. For example, salary and hourly pay items could be recalculated with a 3% COLA. Any pay item can be modified for any portion of the year utilizing the Update Pay Items option. 
• Remove Pay Items - Select one or more records and click Remove Pay Items to permanently remove them from the corresponding positions.
• Pay Type Drilldown Link - Full-year changes to pay item Hours Per Pay Period and/or Starting Rate/Amount - for example, an employee's rate of pay changes at the start of the budget year - can be made directly to the pay item by clicking the Pay Type drilldown link and updating the Starting Rate as shown below.

Recalculate/Return to Original Rates

Use this method whenever a change has been made to the Config tab, or to Pay Types or Employees records, and the scenario should be updated with the new information. This can also used to reverse previous updates made using the Update Pay Items option and reset the pay item to the original settings.

1. Filter to the appropriate pay types.
2. Select all appropriate rows using the boxes on the left.
3. Click Recalculate/Return to Original Rates.

Update Pay Items

Use this method whenever a pay item should be updated for a part of the year, like a salary increase, or if an organization is preparing alternate scenarios. This method is best for COLA or pay types for insurance rates that increase mid-year.

1. Filter to the appropriate pay types.
2. Select all appropriate rows using the boxes on the left. 
3. Click Update Pay Items.
4. 
   
   

   
   
   

    
5. Choose the type of Update:
   1. Fiscal Month Range - Use to apply the increase to all or a specific month range
   2. Anniversary - Use to apply the increase on the Position associated with the Employee's anniversary date. This increase requires that the Position be associated with an Employee and that the Employee has the "Anniversary Date" field completed (Personnel Budgeting > Employees).
6. Enter the Amount Type (Non Percentage Pay Type) - the type of increase to be applied to any Pay Type that is not based on a Percentage.
   1. Flat - the total amount to be added or removed per pay period (frequency of the pay type)
   2. Percent* - the total percentage to be applied per month
7. Enter the Amount Value - the Flat dollar amount or Percent that should be applied
8. Click Update.

*When a pay type has a default value, and you set the amount back to 0 -- by using multiplying by -100% -- it will see the 0 and use the default value. The way around this, and to remove the remaining pennies, is to use -99.9999%.That will set the amounts to a percentage that won't be added to the columns.

Remove Pay Items

Use this method whenever a Pay Item should no longer be associated with a Position. This does not remove the Pay Type from the Personnel > Pay Types page, rather it only deletes the selected Pay Items within the Scenario. Note that there is no undo, the Pay Item needs to be re-added by editing the position or via import.

1. Filter to the appropriate Pay Types
2. Select all appropriate Pay Types
3. Click Remove Pay Items 
4. Click Ok to confirm

Notes 

• If the detail tab has rows but no amounts in the columns, select all the rows and click Recalculate/Return to Original Rates. This normally occurs because the pay items have been imported or copied and there was an error causing them to be created but not populated.