To assign employee salary expenses to an account key using the hours method, complete the following steps:
1. From the menu bar, go to the application drop-down box and select Salary - NonSalary Planning - Hourly.
2. Click OK when prompted for whether or not you want to change your application workspace.
3. Select Salary Planning.
4. Select the Employee Account Allocation - Hours by Quarter tab.
5. Click on Add Row. Note: You may also select an existing line item and edit it as needed.
6. Type in the first 3 letters of the employee in the Employee field. Note that a drop down list appears of all employees whose last name starts with the 3 letters you typed. This field will provide a drop down list or autocomplete based on however many letters of an employee's last name you type in.
7. Type in the first 3 characters of the account key in the Account Key field. Note that a drop down list appears of all account keys that start with the 3 characters you typed. This field will provide a drop down list or autocomplete based on however many characters of an account key you type in.
8. Enter Hours for each quarter and comments as needed. See sample below:
Note: Budget Type
You may plan salary and non-salary expenses by any of the Budget Types identified in IFAS:
* New Funds
* Budget Transfer
* Uncommitted Carryover
* Committed Carryover
ou may also use a Budget Type of "Expected Funds" for funding that has not yet been awarded/received.
Note: Change Planning Period
To change the planning period, go to the dimension selector and select the months, quarters, or years for which you would like to plan.