The Positions Tab (Video)

The Positions tab in Personnel Budgeting > Scenarios lists the positions defined by your organization. Each position displays on a row, with the title, employee, and other data. Add new positions, edit existing positions, or delete positions from the Positions tab.

Filtering Positions 

Filter positions using the page filters at the top, and the grid filters below. Page filters allow you to select a single value from the dropdown. The grid filters allow you to select multiple values at the same time.

The Position Record - Field Definitions

The Position record contains lots of information, described in detail below.

• Position Name - This is auto-assigned by Martus. Martus will set this when the position is saved.
• Title - The position title such as Communications Director or Senior Accountant. You can have more than one position with the same title.
• Employee - The person who holds this position (this is optional). Employees are managed in Personnel Budgeting > Employees. Create employees with coverages to simulate an actual employee not yet hired, like Vacant Employee, to assign to positions.
• Position Type - Use Position Types to filter reports in Personnel Budgeting. Position Types are managed in Personnel Budgeting > Position Types. Examples include Director, Associate, Executive, CNA, RN, etc. 
• Is Taxable - Check this box to calculate taxes for this position based on the setup (FICA Rate and FICA Account) in the Config tab. If unchecked, it will not calculate taxes. Positions exempt from taxes might include clergy, students, etc.
• Is Pool - When selected, the total compensation for the position is based on the assigned pay items multiplied by the FTE value on the position. Click here for more information on Pooled Positions.
• Full-Time Equivalent - The total FTE for this position. For a full-time employee enter 1, half-time enter .5, etc.
• Start and End Date - Leave these fields blank if the position should be budgeted for all twelve months. Otherwise, if a start and/or end date is entered, it will only calculate for those months, and it will calculate based on the date in conjunction with the frequency of a pay type.
• Dimensions - The area of the organization that is responsible for this position's budget. A worksheet in the current default planner budget must already exist for this combination of dimensions so that Martus has a place to post this position.
• Notes - Add notes pertaining to the position or pay items, up to 500 characters.
• Pay Types - The various forms of compensation budgeted for this employee. Any pay type can be added to the position. Pay types are organization-specific. Common ones include:

• Salary Pay
• Hourly Pay
• Bonus
• Medical Insurance
• Dental Insurance
• 401k matching
• Cell phone reimbursement
• Stipend
• FICA (if not using the Config tab option)

Adding a New Position

Utilize this method to add a position to Martus.

1. Click Add New Position.
2. Fill out the form, using the field definitions above as needed.
   
   
   
   
3. Click Save.
4. Click Add Pay Item to add the pay types relevant to this position.
5. Fill out the form for the appropriate pay types.
6. Click Save to close the modal, or click Save and New to add another pay type.
7. Continue until all appropriate pay types are added.
8. When you are done, click View Detail to see the detail for this position in the Detail tab.
   
   

Updating a Position

Click Edit (the pencil icon) on the row for a position to make changes. Be sure to Save the changes when you are done.

Duplicating a Position

Duplicate an existing position and then edit the copy when two positions are similar.

1. Click Edit (the pencil icon) to open a position to duplicate.
2. Click Duplicate.
3. Everything is duplicated except the notes on the position, and the new position is displayed 
4. Edit the position information and pay items as needed.
5. Save the position when you are done.
   
   

Deleting Positions

Delete a single position from the open position record by clicking Delete. The position and any associated pay types will be removed from the selected scenario.

To delete multiple positions, select the positions using the check boxes to the left of each line. Then select Delete from the bottom of the page.