Once a person is added in the Admin Module as a Person record, their basic information is synced into Fund Manager on the General Tab. This contains a person’s:
- Employee ID
- Name
- Email address
- Status
ADDING A TITLE
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Title information can be added by clicking on Title in the left-hand menu
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Click the Add Title button on the right side of the screen.
- Input the Title information, and click Save.
ADDING A SALARY
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Salary can be added by clicking on Salary in the left-hand menu.
- Click the Add Salary button on the right side of the screen
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Input the salary information, and click Create.
Please Note: selectable information is created by adding codes.
If the individual has multiple salary appointments, this process can be repeated to add additional salaries.
Adding Distributions
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Once a salary record has been added, click on the start date link.
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Click the Add Distribution button on the right side of the screen.
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Input the distribution information, and click Create.
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Continue to add each distribution for that salary by clicking Add Distribution until 100% of that salary is allocated. (Note: The system does not require you to have 100% of a person’s salary distributed - therefore; you can choose just to enter the distribution amount for the funds you want to forecast on or see in a report)
UPDATE/EDIT EXISTING DATA
Update the Title, Salary or Salary Distribution data at any time by clicking the paper icon to the right of the row you wish to edit. Update the information and click Save.
MAINTAIN HISTORY AND ADD NEW
Maintain a person's title and salary history over time by putting an end date in the prior applicable field and creating a new record for the current information.
TITLE:
SALARY:
SALARY DISTRIBUTION CHANGE ON THE SAME SALARY:
A report can be run on this data in the Report tab. A user must have the Salary Access Role to run the Personnel Salary Report. See the In App Reports section for the details.