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.

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 - The name of the employee.
    • External Id - Utilized 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.
    • Coverages - Used with pay types to determine rates for pay types such as medical insurance, or 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
• Configuration Settings - Configuration settings on the Config tab control high-level personnel budgeting information such as the first payroll date of the year.
• 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

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.

• Scenarios Tab
• Config Tab
• Pay Types
• Employees
• Position Types
• Import/Export Employees & Positions
• Import/Export Pay Items
• Allocations
• Scenario Reporting
• Posting the Scenario to the Planner Budget
  
  

Use the links below to navigate through the learning path.

Building a Scenario - Learning Path >> Personnel Scenarios