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Before starting an AY Salary line plan out how it will need to be budgeted. Depending on how the project period dates fall, it may be necessary to create two separate AY lines if there are two portions of AY pay separated by summer months.
EXAMPLE: For a project period that starts on January 1st and ends on December 31st you must have a line for the spring semester salary(Jan. 1-May 15), a second line for any summer salary(Summer dates), and a third line to account for fall salary(Aug. 15-Dec. 31)
Add an AY or Summer Salary Lines
For each allotment of salary in a given project period a separate line must be entered.
1. Click on the Personnel Budget link in the Budget Periods section of the left navigation pane.
2. Click "Add Person"
3. Select the individual to have salary budgeted by checking the box next to their name.
4. Click "Save". The individual will have a new salary line created in the Personnel Budget window.
5. Repeat each step for all additional salary lines for that individual for Period 1.
6. Repeat steps 1-5 for all additional employees with budgeted salary.
Complete the AY Salary Lines
Each entered salary line for all individuals must have various criteria defined in order to accurately account for budgeted salary. Each line depicts a portion of salary for that person for each project period.
 NOTE: When calculating AY salary it is critical that the date of May 14th is used for the end of the spring semester and Aug. 15 is used for the beginning of the Fall semester to accurately account for exactly ½ month of pay. |
1. Define Salary Type: Choose from the drop down list the appropriate position category. This is used to designate the type of default fringe benefits and inflation for this line.
2. Define Period: Select "Academic" from the option list
3. %Charged: Enter the percentage of salary for this line to be charged to project
4. %Effort: Enter the percentage of time that will be spent on project
5. Start Date: Define the start date of the salary budgeted for this line
6. End Date: Define the end date of the salary budgeted for this line
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NOTE: Start and End Dates for listed salary lines must fall within the listed time frame of the project period. |
7. Click "Save"
8. Repeat for all remaining Academic Salary lines
Complete the Summer Salary Lines
Summer salary lines are completed in the same fashion as AY lines with a few minor adjustments.
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NOTE: When completing Summer salary lines it is important to remember that it is completely acceptable to overlap dates with your listed AY lines. |
1. Define Salary Type: Choose from the drop down list the appropriate position category. This is used to designate the type of default fringe benefits and inflation for this line.
2. Define Period: Select "Summer" from the option list
3. %Charged: Enter the percentage of salary for this line to be charged to project
4. %Effort: Enter the percentage of time that will be spent on project
5. Start Date: Define the start date of the salary budgeted for this line
6. End Date: Define the end date of the salary budgeted for this line
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NOTE: Start and End Dates for listed salary lines must fall within the listed time frame of the project period. |
7. Click "Save"
8. Repeat for all remaining Summer Salary lines
9. Completed AY and Summer salary combined should look like this:
