1. Benefits of Salary Admin
CHARLOTTE FIDLER

2. Benefits of Salary Admin
Basic package updates Employee Pays records easily
Maintains multiple salary schedules each with its own specific set of steps and levels
Creates projections of schedule amount, contract amount, salary rate, daily rate and hourly rate
Controls employee advancement on an individual employee basis
Add on module
Projects and administers modifications to salary schedule plans providing multiple ways to increase schedules
Interfaces with Position Control to provide next year’s projected costs
Projections flow into the Budget Prep System where adjustments may be made prior to moving budgets to FAS

3. Salary Administration Agenda
Basic Salary Administration
Making Salary Schedule Changes
Using Enhanced Salary Administration Additional Programs
Useful Salary Administration Reports
Salary Administration interfacing with Budget Prep

4. Basic Salary Administration

5. Basic Salary Administration
Core alio provides the basic salary schedule programs
Schedule Maintenance – hascd01a.fmx
Salary Advancement – headv01a.fmx
Print Salary Schedules – hascd01a.rep
Print Salary Advancement – haadv01a.rep
Copy a Schedule -  hautl01a.fmx
Calculate Schedule Amounts – haclc02a.fmx
Finalize Salary Advancements – headv02a.fmx

6. Basic Salary Administration Benefits
Copy Schedules and make adjustments as needed
Update Salary Schedules using Calculate Salary Schedules
Increase efficiency and accuracy by using Salary Schedules to assist in setting up new or change existing Employee Pays records
Salary schedules attached to Employee Pays used to move employees to new year schedule and increase Employee Pays
No need to manually “touch” every record
Advance employee pay records by step
Clear Lost Retro and Salary Overrides in Employee Pays records

7. Schedule Tab

8. Schedule Maintenance – HASCD01A.FMX
Systematically maintain your organizations pay schedules, pay ranges, and pay amounts for employee pays and positions
Schedule Tab
Schedule is calculated from Type – Annual, Hourly, Daily, Pay Rate
Last Level determines number of levels in schedule
Examples: BA, BA+32, MA
Steps determine number of lines in each level
Hours Per Day, Contract Days, No of Pays used to calculate schedule amounts
If defined on Schedule tab, can be adjusted on individual levels
Level/Step
Must have at least one level and one step
Enter amounts in column defined in Type of schedule
Run Calculate Schedule Amounts utility to complete info on steps

9. Schedule Tab Header record that defines how schedule is set up
Flows to each level, but can be customized at each level as needed
NOTE: if year is entered, dropdown list only shows current year
Type determines base amount schedule is calculated from
Annual, Hourly, Daily, Pay Rate
First Step schedule starts on, Last Step schedule goes to
List highest step needed for largest level
Hours Per Day, Contract Days, No of Pays
Assists in auto calculation of salary schedule
Option of defaulting into Employee Pays when setting up or changing Salary Schedule
Indexes – optionally enter level and step to use as base salary when using indexing

10. Schedule Change Highlights – In Future Release 19.2
Added ability to copy multiple schedules with the same Schedule Category
Added Validations prior to copying schedules
Added Error Message Report
Added Default Contract Year to filter by Contract Year if populated
Added Audit trails to show dates created and modified and identify who created or made the changes to the following
Salary Schedules
Schedule Levels
Schedule Amounts
Tracked in JIRA ALIO-11893

11. Schedule Level

12. Schedule Level
Only need to enter amount for type selected and utility will calculate the other amounts
Create and delete levels, but number of levels must be less than or equal to number specified in Last Level field on Schedule Header
Override as needed
Levels
Contract Days
No of Pays
Hours Per Day
Index Level and Step (if using)
If base salary amount is 25,00 and you want the third step to be 5% more than base amount, your index is 1.05 (25,000 x 1.05 = 26,250)

13. Making Salary Schedule Changes – Best Practices
Copy existing Salary Schedule
Individually
By Schedule Category – New in Release 19.2
Enter updated amounts in Salary Schedule “Type” column
Verify or adjust Level Header values as needed
Contract Days
No of Pays
Hours Per Day
Run Calculate Schedule Amounts to populate Salary Schedule values

14. Copy Schedules – Revised in 19.2 Release

15. Calculate Schedule Amounts – HACLC02A.FMX
Only

16. Calculate Schedule Amounts – HACLC02A.FMX
Only

17. Copy
Only

18. Calculate Schedule Amounts – HACLC02A.FMX
Enter amounts in column corresponding to Salary Schedule Type
Annual Rate, Pay Period Rate, Daily Rate and/or Hourly Rate are automatically calculated from Schedule Type using Level Header info
Example calculations for Hourly Type
Hourly Rate x Hours Per Day = Daily Rate
10.00 x 7 = 70.00
Hourly Rate x Contract Days x Hours Per Day = Annual Rate
10.00 x 180 x 7 = 12,600.00
Hourly Rate x Contract Days x Hours Per Day/No Of Pays = Pay Period Rate
10.00 x 180 x 7/24 =

19. Copy
Only

20. Calculate Schedule Amounts – HACLC02A.FMX
Annual Rate (Full Year Salary) = 40,500
Contract Days = 180
No of Pays = 24
Hours Per Day = 7.5
Example calculations for Annual (Full Year Salary)
Annual Rate/No of Pays = Pay Rate
40,500/24 = 1,687.50
Annual Rate/Contract Days = Daily Rate
40,500/180 =
Annual Rate/Contract Days/Hours Per Day = Hourly Rate
40,500/180/7.5 = 30.00

21. Employee Pays - Auto

22. Employee Pays
Salary Schedules assists in setting up Employee Pays records
Using Employee Pays (Auto), selected schedule can add/update by selecting Schedule ID, Level and Step
Contract Salary
Full Year Salary
Days – Contract and Full Year
Hours – Actual and Budget Hours per day
Pay Rates – Period, Daily, Hourly and Type
No of Pays

23. Salary Advancement – HEADV01A.FMX
Salary Advancement is used to replace last year schedule with this year’s schedule
Run with new contract year, same Schedule ID and Steps to Advance = 0
Salary Advancement is used to update employee salaries and position salaries by advancing steps
When Advance Employees check box is selected, program generates Salary Advancement Report
Advance steps and review how advancement affect employee pay, positions and budgets before making advancement final
If advancement results not satisfactory, perform salary advancement with number of steps set to zero (0) to reinstate original employees’ and positions’ salaries

24. Salary Advancement

25. Salary Advancement (by Step) - HEADV01A.FMX
Advance salaries by a specified number of schedule steps
Enter Contract Year and Schedule ID for Salary Schedule to use
Enter Employee Category Group (default is ALL) to limit employees
NOTE: Employees must have the defined Schedule ID to get updated schedule
Use Steps to Advance = 0 to only replace schedule
Steps to Advance = to number of steps to advance, positive or negative
Set to zero (0) to reinstate original salaries after advancing
Hire Cutoff Date (optional) date employee must be hired to advance
Tenure Code (optional) prevents employee from receiving advancement
Tenure Code is defined on Employee Master in Miscellaneous section

26. Salary Advancement (by Step) - HEADV01A.FMX
Select Advance Employees and/or Advance Positons as appropriate
Select Set Position Min/Mid/Max for positions with salary schedules
Select Use Employee or Use Schedule Header from which to pull information to populate the Employee Pays for each of the following
Contract Days
Number of Pays
Hours Per Day
Select any of the following options as needed
Default Actual FTE to 1 in Employee Pays if Null
Default Budgeted FTE to 1 in Position Master if Null
Distribute Payroll to spread adv over remaining pay based on No of Pays paid
Clear Lost Retro
Clear Salary Override

27. Salary Advancement

28. Salary Advancement – HEADV01A.FMX
After Processing, if there are any errors, click Error report to list errors

29. Finalize Advancement

30. Finalize Advancement – HEADV02A.FMX
After confirming calculated salary advancements are correct, use Finalize Advancement to permanently save salary advancement
Select Contract Year
Select Schedule ID
Select Set Employees or/and Set Positions
Click Process
After Finalizing, the functionality to reinstate salary amounts to original amounts will no longer work

31. Enhanced Salary Administration

32. Enhanced Salary Administration
Enhanced tools to work with schedules
Increase Schedule Amounts by Percentage – HACLC03A.FMX
Increase a Schedule by Dollar Amount – HACLC05A.FMX
Increase Min, Mid, Max Salary by a Percent – HACLC07A.FMX
Process Indexes – HACLC04A.FMX
Enhanced options to advance and update employee salaries in pay records
Salary Advancement Minimum/Midpoint/Maximum – HEADV03A.FMX
Salary Advancement (Percent) – HEADV04A.FMX
Additional Utilities
Calculating the Cost of Schedules
Adding Amounts from One Schedule to Another
Develop salary and benefit budget to flow into BPS using projected salary schedules and benefit amounts

33. Increase Schedule Amounts by Percentage HACLC03A.FMX

34. Increase Schedule Amounts by Percentage HACLC03A.FMX
Use to increase specific steps and levels or all steps and levels within a schedule by a specified percentage amount
Useful to increase a salary schedule by a cost of living %
Enter percentage as a whole number with one decimal position- for example: to increase by 5.2 percent enter 5.2

35. Increase a Schedule by Dollar Amount – HACLC05A.FMX

36. Increase a Schedule by Dollar Amount – HACLC05A.FMX
Use to increase specific steps and levels or all steps and levels on a schedule by a specified dollar amount
Enter dollar amount used to increase the schedule in the Amount field
To increase only one level, enter that level in Begin and End
To increase only one step, enter that step in Begin and End

37. Increase Min, Mid or Max Salary by a Percentage HACLC07A.FMX

38. Increase Min, Mid or Max Salary by a Percent-HACLC07A.FMX
If using Min, Mid and Max Salaries, use to Increase minimum, midpoint and maximum salaries on a salary schedule by a specific percentage value
Enter the Percent and click to Advance check box to increase

39. Process Indexes – HACLC04A.FMX

40. Process Indexes – HACLC04A.FMX
Use to eliminate the need to enter base salaries for every level and step in the salary schedule.
Indexes are percentage amounts of a base salary
For example: Base salary for level 1/step 1 = $25,000. To increase base salary for level 1/step 2 by 10%, enter an Index of 1.10 on the Schedule tab.
This process is convenient when the salary schedules are based on percentages of a base salary

41. Salary Advancement Min/Mid/Max HEADV03A.FMX

42. Salary Advancement Min/Mid/Max HEADV03A.FMX
Advance employee salaries and position salaries based on a minimum/midpoint/maximum schedule
Use this program to recalculate salaries for employee if:
Emps with current salary that falls below the minimum salary
Emps with current salary that exceeds the maximum salary
Emps with current salary that falls within the min and max salary for a job (midpoint).
Increases are base on a percentage over the min, mid or max values on the schedule
Minimum, Midpoint, Maximum Salary Schedule must be created
Has the same basic setup as a regular schedule with only 4 steps

43. Salary Advancement (Percent) – HEADV04A.FMX

44. Salary Advancement (Percent) – HEADV04A.FMX
Use to increase salaries using a specified percentage
Increase all employee salaries or filter by category group
Calculates pays using the previous amount and the raise percentage
Recalculates the daily and hourly pay rate is contract days value is changed
Can also use this option to increase pay for employees that do not have a salary schedule
Select employees by category, earn code, primary job flag and/or primary pay flag
See User Guide for Salary Advancement calculations

46. Add Amounts From One Schedule to Another – HAUTL02A.FMX
Use to add a schedule’s amounts to another
If a From schedule level and step do not exist in the To Schedule, they are created.

47. Setting Up New Fiscal Year and Budgeting

48. Salary Administration Reports
Calculating Cost of Schedule
Employee Salary Analysis Report
Salary Schedule Listing Report
Employee Salary Advancement Report
Schedule Scattergram Report
Budget Benefit Master
Projected Benefits Report
Budget Report – with and without Report Specs
Employee Compensation Package Report

49. Salary Administration Maintenance Checklist
Roll Jobs and Pays
Set up new salary schedules
Process Schedule increases and Calculate Schedule Amounts
Perform salary advancement for Employees
Create Simulation
Setup Budget Benefit Master (if including benefits)
Print Projected Benefits
Print Budget Report
Load SAD to BPS

50. Salary Administration - Budgeting
Salary Administration can be used to calculate and create your salary budget
Salary Administration budget will only calculate for employees on salary schedules

51. Create Simulations
Simulation is individual “sandbox” calculations to use for comparison
Define simulations to create different options
See outcome prior to deciding on a specific budget
Establish an unlimited number of budget simulations to help plan your budget

52. Simulation Master

53. Budget Benefit Master Used to calculate benefits as part of the budget
Budget Benefit Master used as a staging area for benefit calculations
Set up benefit criteria, make additions, deletions and modifications without affecting payroll processing
Projected changes
Use to enter anticipated changes in benefit percent or amount for upcoming contract year

54. Budget Benefit Master

55. Load Benefits from HRS
Allows loading benefit information from HRS Ded/Ben Master into budget staging area
Once loaded, view, modify and use to run different position simulations and budget scenarios

56. Load Benefits from HRS

57. Print Projected Benefits – HABEN02A.REP
Calculates and extracts the budget benefit amounts for the selected simulation
After the benefits have been calculated, run the report many times without having to calculate
If changes made to Budget Benefit Master or to an employee’s benefit, the calculation needs to be run to see the changes reflected
Define Ded/Ben groups to shown in up to 8 columns
Run this report prior to running Budget Report-Position in Jobs- HABEN03A.REP

58. Print Projected Benefits

59. Print Budget Report

60. Budget Report–Position in Jobs –HABEN03A.REP
Salary calculations that are loaded into the budget simulations prior to loading the salaries into BPS
Use if only using Salary Admin without Position Control
If benefits are included in budget, run HABEN02A.REP Calculate/Print Budget Report-Positions in Jobs prior to running this report

61. Budget Report–Position in Jobs –HABEN03A.REP

62. Budget Report–Position in Jobs –HABEN03A.REP

63. Load SAD to BPS

64. Budget Manager Entry
Populates in Salary Admin field and becomes Req’d Budget
Adjustments can be made using Managed Budget to add to Req’s

65. Salary Administration Reports
Calculating Cost of Schedule
Employee Salary Analysis Report
Salary Schedule Listing Report
Employee Salary Advancement Report
Schedule Scattergram Report
Budget Benefit Master
Projected Benefits Report
Budget Report – with and without Report Specs
Employee Compensation Package Report

66. User Guides
User Guides on Infolink