Detail Tab

The Detail tab contains one row per Pay Item. The Detail tab allows for Pay Item management and review. From within the Detail tab, adjustments to Pay Items can be made. 

All Pay Types associated with a Position become Pay Type records. Each Pay Item will be shown on the Detail tab. 

If utilizing the Config tab for FICA budgeting, the FICA amounts will not display on the Detail tab, use the Positions and Pay page to view FICA amounts.

Filtering the Detail tab

The detail page allows for filtering in both the criteria above and the column filters on individual columns. 

• 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.

Managing Pay Items

There are two ways to update Pay Items from the Details tab. If a change is made to a Pay Type or Employee, 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 you want the update applied to. 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 recalculated for any portion of the year utilizing the Update Pay Items option at the bottom of the screen. Pay Items may also be removed via the Details tab.

Recalculate/Return to Original Rates

Use this method whenever a change has been made to the Config tab, Pay Types, or Employees and the Scenario should be updated with the new information. This can also used if the Update Pay Items option has been used and the amounts should be returned to what is defined in the Pay Item.

1. Filter to the appropriate Pay Types
2. Select all appropriate Pay Types
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 or if an organization is preparing multiple scenarios. This method is best for COLA or Insurance rates that increase at specific points in the year.

1. Filter to the appropriate Pay Types
2. Select all appropriate Pay Types
3. Click Update Pay Items
    
4. 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).
5. 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
6. Enter the Amount Value - the Flat dollar amount or Percent that should be applied
7. Click Update

Remove Pay Items

Use this method whenever a Pay Item should no longer be associated with a Position. 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