The Detail Tab

The Detail tab allows a user to review and adjust pay items. It contains one row for each pay item, which is a pay type associated with a specific position. Each row shows the total per month for each pay item, and totals for the year.

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 FICA budgeting, the 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 be selected or defaulted in the Scenarios tab for the Detail tab to be available.

Using Page Filters

Filter available data using the available page filters.

• Position Name - Select a position name from the drop down.
• 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.
• 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 individual columns to filter to one or more values in one or multiple columns. You can also 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 accounts. 
• 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 rate is not set. 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!

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.

*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.