Using Stat Accounts in Personnel Budgeting

This feature is currently available to Standard Plus, Plus and Premium customers with a Sage Intacct integration.

Stat accounts can be utilized in Personnel Budgeting to allow for staffing information - such as FTEs - to flow from personnel scenarios to the Planner budget worksheets. This information can then be reported on in Planner Summary and Financial reports and also viewed by users in their planner worksheets. Additionally, stat accounts can be used in Reporting Groups (Plus and above subscriptions) to assist in allocations or formulas using FTEs.

It may be beneficial to create multiple stat account pay types if there is a need to distinguish certain types of FTEs or for other uses. 

Creating a Pay Type Based on a Stat Account  

1. Go to Personnel Budgeting > Pay Types.
2. Click Add New Pay Type.
3. Enter a Name.
4. Choose the appropriate stat Account.
5. Set Tax to Non-Taxable.
6. Fill out all other fields as appropriate.
7. Click Save.

Assigning a Stat Pay Type to Positions   

Add a stat Pay Type to any position as you would any other pay type, via the Position, the Pay Items tab or import/export.

1. Go to Personnel > Scenarios.
2. Ensure the appropriate scenario is Selected by clicking Set as Current.
3. Click on the Positions tab.
4. Click Edit to update a position.
5. Click Add Pay Item.
6. Choose the appropriate Pay Type.
7. Enter the appropriate Starting Rate / Amount. (Normally the same number that is in the Full Time Equivalent field.)
8. Click Save.

Viewing Stat Accounts in the Scenario  

1. Go to Personnel > Scenarios.
2. Ensure the appropriate scenario is Selected by clicking Set as Current.
3. Click on the Summary tab.
4. Choose the option in the Pay Type filter to Show Pay Types with Stat Accounts.
5. Click Load.

View Stat Accounts in the Budget

After posting the personnel scenario to the Planner budget, the stat accounts will show on the Stats tab in the budget worksheet.