Positions Tab (Video)

The Position tab contains one row per Position. From this page, it is possible to add a new position, edit an existing position, or delete positions.

Filtering the Positions tab

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

Managing Positions

The Position record holds the following information:

• Position Name - This is auto-assigned by Martus. Leave this blank and it will update appropriately when the Position is saved.
• Title - The position title such as Communications Director or Senior Accountant. You can more than one position with the same title.
• Employee - The person who holds this position (this is optional).
• Position Type - This is a value you can create in Martus to filter reports by in Personnel Budgeting (Personnel Budgeting > Position Types). Examples include Director, Associate, Executive, CNA, RN, etc. 
• Is Taxable - When utilizing the Config tab's FICA tax option, setting this to true will calculate taxes for this position based on the setup in the Config tab. If unchecked, it will not calculate taxes if those are configured in the Config tab (ex. clergy).
• 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.
• 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 it entered, it will only calculate for those periods.
• Dimensions - The area of the organization that is responsible for this position's budget.
• 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 pay types are:
  • Salary Pay
  • Hourly Pay
  • Bonus
  • Medical Insurance
  • Dental Insurance
  • 401k matching
  • Cell phone reimbursement
  • Stipend
  • FICA (if not using the general Config tab option)

Adding a Position

Utilize this method to add a position in the UI.

1. Click Add Position
2. Fill out the Form - see above for information
   
3. Click Save
4. Click Add Pay Item
5. Fill out the form for the appropriate Pay Types
6. Click Save and Add to add another Pay Type
7. Continue until all appropriate Pay Types are added
   
   

Duplicating a Position

Sometimes it is easier to duplicate an existing position and then edit it. 

1. Click edit to open a position to duplicate
2. Click Duplicate
3. Edit the position information
4. Edit the Pay Items as needed