Tag Archives: Update Periods

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When you have finished the setup, selecting Update Periods will display the Update Periods modal.

The # of Stipends and Stipend Amount Rate fields default to the value of zero (0). The General Inflation Rate (%) field will display the General Inflation Rate as set in the Global Attributes section of the Properties page. You can adjust it as needed.

The name of the period and its date range will display at the top of the period column.

Values entered in the setup step for the Description and UW Sub-Object Code display here for reference.

You will need to enter values for these fields for each period:

  • # of Stipends is the number for this period.
  • Stipend Amount is the dollar amount for this period.

The Period Subtotal and Total will recalculate when you click the Save button or the Next Period button.

  • Period Subtotal = Number of Stipends times Stipend Amount
  • Total = Period Subtotal plus (General Inflation Rate (%) times Period Subtotal)

At this point you do either one of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup link to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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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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The Student Aid (08-00) line item links directly to personnel setup in the (01) Salaries and Wages section of the budget. You may use it for specific personnel sub-object codes (33, 34, 43, 44, 51-54, 91-94).

This page presents the information for all of the periods for the chosen person. The values are from the Salary and Wages section.

The information displayed here is not directly editable.

  • Quarterly Tuition Rate displays the value for this person, such as: Standard Campus.
  • Number of Quarters displays the value entered for the particular period when the person was added in the Salary and Wages section.
  • Increase % (percent) is the percentage rate that applies to the Quarterly Tuition Rate.
  • Total Tuition is the dollar amount of the tuition.
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When you have finished the setup, selecting Update Periods will display the Update Period modal.

Values entered in the setup step for the Description, and UW Sub-Object Code display here for reference.

The name of the period and its date range will display at the top of the period column.

The Quantity and Price fields default to the value of zero (0).

Enter your quantity and price information for this line item for the appropriate period(s). For example, 2 contracts at $1,500 each. The totals will recalculate when you click the Save icon.

At this point you can do either of the following:

  • Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet.
  • Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.
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The Sea Pay line item appears when you select the Budget includes Sea Pay checkbox in the Global Attributes section of the Properties page (step 1 of the budget creation wizard). Use it to include additional work hours above a standard 40 hour work week when personnel are at sea.

sea pay line item in the salary and wages section

The Sea Pay Calculation (used by APL primarily) accommodates up to an additional 44 hours per week for personnel at sea.

Sea Pay Personnel List and Benefits

Click in any period to open the Sea Pay Personnel List.

entry screen for sea pay hours

Field Description
Name Shows the name of the individual or TBD person added, followed by their Title.
Monthly ($) For salaried personnel, this value is derived from the “Monthly Base Salary” plus any salary inflation rate increases for a period. For hourly personnel, this value is the “Rate/Hour” value plus any salary inflation rate increases for a period multiplied by 173.3 (hours per average month).
Hourly Rate ($) For salaried personnel, this value is the Monthly value divided by 173.3 (hours per average month). For hourly personnel, this value is the “Rate/Hour” value plus any salary inflation rate increases for a period.
Hours Enter the value that represents the actual “Sea Pay” hours worked for each period.
Period Total ($) Equal to Hourly Rate times Hours.