Personnel Budgeting Introduction (Video)

Martus' Personnel Budgeting allows for budgeting by position across the organization. Personnel scenarios are built and then pushed to the planner budget when desired. The goal of a scenario is to hold the various assumptions or predictions about the personnel costs for an organization. With multiple scenarios, it is possible to post them to their own scenario budgets and compare them. For example, an organization may want to compare a base scenario to a 3% cola increase, or this year's personnel costs to last year's.

Personnel Scenarios

Each scenario is comprised of a set of positions, the configuration settings for that fiscal/calendar year, and an optional allocation.

• Positions - Personnel scenarios are position-based. Each position is a combination of the following:
  • Title - The position title such as Communications Director or Controller.
  • Employee - The person who holds this position (this is optional). The employee record consists of:
    • Employee Name (First and Last) - The name of the employee.
    • Payroll System ID - Used to cross reference Martus with a payroll system for easier import/export functions.
    • Anniversary Date - The employee hire date (mm/yyyy), which may be used in calculations on pay types based on the number of months employed.
    • Coverages - Used with pay types to determine rates for pay types with tiers such as medical insurance, dental and vision.
  • Dimensions - The area of the organization to which this position will be budgeted.
  • Pay Items - The various forms of compensation budgeted for this employee. Any pay type can be added to the position. Pay types are organization-specific. Common pay types are:
    • Salary pay
    • Hourly pay
    • Bonus
    • Medical insurance
    • Dental/vision insurance
    • 401k matching
    • Cell phone reimbursement
• Annual Setup - Configuration settings on the Annual Setup tab control high-level personnel budgeting information such as the first payroll date of the year and payroll tax information.
• Allocations - Allocations are an optional component applied to the scenario to distribute pay items for various positions across multiple dimensions, such as when an individual salary is split across two departments.

Building a Scenario - Learning Path

To set up Personnel in Martus, follow this learning path. Personnel scenarios are built on positions. Since a position is a combination of title, employee, dimension and pay items, the Pay Types and Employees must exist before building the scenario. To walk through building a scenario, continue on the "Building a Scenario" learning path.

• Scenario Setup
• Personnel Budgeting Setup > Annual Setup
• Personnel Budgeting Setup > Pay Types
• Personnel Budgeting Setup > Employees
• Personnel Budgeting > Position Types
• Export/Import Employees & Positions
• Export/Import Pay Items
• Allocations
• Reports
• Summary (Post to Budget)
  
  

Use the link below to navigate through the learning path.

Building a Scenario - Learning Path >> Scenario Setup