Salary and Wages: Promotion Adjustment Scenarios

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The following two scenarios explain how to adjust for personnel promotions between and during a budget period, so that the budget properly reflects the appropriate UW Sub Object Codes for position and benefits.

Add a Salary Increase for a Promotion between Periods

The Problem

When you add a person to a project, their appointment (or sub object code) is specified for the length of that project and cannot be changed.

So what do you do for a researcher who will get a promotion and a raise at the end of the first period? Our researcher is currently a Senior Fellow and in the future will be an Assistant Professor.

The Solution

Use two budget line items: one for the current appointment and one for the future appointment. Each appointment will be used for a separate period.

The Implementation

Add a Salary and Wages line item for the researcher in the first period with the current appointment, and with the appropriate amount of effort. For the second, and any later periods, change the salary to $0 and the effort to 0%.

Add a second Salary and Wages line item for the same researcher with the future appointment. Enter his salary as %0 for the first period (when he hasn’t yet been promoted) and his full salary the next period.

Schematically, the salary changes look like this, with example salary figures.

2017 2018
Senior Fellow
(01-23)
$50,000
100% Effort
$0
0% Effort
Assistant Professor
(01-11)
$0
0% Effort
$85,000
100% Effort

SAGE displays the worksheet with the researcher’s salaries for the first and second periods of the project. In the first period, he’ll make $50,000 as a Senior Fellow. In the second period as a Senior Fellow, he’ll make $0. In the first period as an Assistant Professor he’ll make $0 but in the second he’ll make $85,000.

Add a Salary Increase for a Promotion during a Period

The Problem

This time the researcher’s promotion from Senior Fellow to Assistant Professor will occur in the middle of the first period.

The Solution

Use two budget line items: one for the current appointment and one for the future appointment. The line for the future appointment will be adjusted for the one period in which the promotion occurs.

The Implementation

Add a Salary and Wages line item for the researcher in the first period with the current appointment. Let’s assume that the promotion will take effect half-way during the period.

So, on the line item for the current appointment, you would indicate 50% effort. Then on the line item for the future appointment, you would also indicate 50% effort. Finally, on the following periods, you would adjust the effort on the current appointment to 0%, and on the future appointment to 100%,

2016 2017
Senior Fellow
(01-23)
$24,720
50% Effort
$0
0% Effort
Assistant Professor
(01-11)
$50,985
50% Effort
$105,029.10
100% Effort

Note: You could achieve the same result by adjusting the Person Months for each appointment instead of the % effort.

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