Create Next Year's Personnel Scenario

Before proceeding, ensure all the prerequisites for creating a new year's personnel scenario have been completed to avoid errors when creating the new scenario. In this guide, we walk you through how to copy an existing personnel scenario forward to next year as a starting point

Scenario copying options: 

The two options below (Include or Do Not Include Monthly Details) determine how Martus will handle any changes made to a scenario via the Details tab of the Scenario. On the Details tab, it is possible to select Pay Items and adjust them to a different amount than what was set when the Pay Item was first added to the Position. See the Scenario Tab for more information.

• Include Monthly Details (select check box): This option will copy any changes made from the Details tab into the new Scenario. For example, if there was a mid-year increase made for the Health Insurance pay item using the Details screen in the scenario you are copying, then that mid-year increase will copy forward.
  
  
• Do not Include Monthly Details (leave check box unselected): This option will utilize the amount that is entered into the Pay Item or the default amount for that Pay Item if a 0 is used. It is easy to see what will be used by exporting the Pay Detail file. For example, if there was a mid-year increase made for the Health Insurance pay item using the Details screen in the scenario you are copying, then that mid-year increase will NOT copy forward. It will use the amount that is entered in the Pay Item. 

Steps to copying a scenario

1. Go to Personnel > Scenarios
2. If needed, select the appropriate year and click Load
   
3. In the Copy Scenario section, choose the scenario to copy
   
4. Give the New Scenario a name
   
5. Select Include Monthly Details if appropriate (see above)
6. Click Copy Scenario
   
7. Click ok on the pop-up message.
8. Navigate to Dashboard > Updater and ensure that Scenario was copied without error
9. If successful, continue; if not, fix errors and copy again. If needed, contact support for more assistance.
10. Go to Personnel > Scenarios
11. Click Set as Current to begin working with the Scenario
    
12. Choose Set as Default to make the scenario the default scenario. (Note: Depending on your subscription tier, you may not have this option.)
    

Use the link below to navigate through the learning path.

Prerequisites << New Year in Personnel - Learning Path >> Updating Positions for the Next Fiscal Year