2 - Examine Plan Employee Salaries Data Entry Grid
· Check all Actual Position/Term End Dates prior to the End of the Planning Year
o For any Term Employees, change PLANNING Position End Dates for those positions that are PLANNED to extend beyond their current HRIS term end date. (The HRIS Term date in the grid is the official term date and can only be modified through HR.)
· Use Add Row Copy for new lines for any PLANNED promotions or reclassifications
o Change in the new line - Position Start Date, Salary, Position Code (Job Title)
o Change the end date of the old position, to be one day prior to start of the new position
· Use Add Row Copy for new lines for any PLANNED FTE Changes
o Change in the new line - FTE, Position Start Date, Position End Date
o Change the end date of the original FTE to be one day prior to start of the new FTE
o Add another line and edit as above if FTE changes again
· Add Placeholder Employees for PLANNED employees that are not yet in iVantage, i.e. new hires, planned hires…
o Create a Placeholder Employee Under "Tools" > "Employee Placeholders" > "Add"
o HINT - Begin the Name/ Description with "PH" and your Div/Prog to easily identify this as a placeholder. For example - PH-ACD SW Eng
o HINT - Enter annual salary - hourly will populate on saving
o NOTE - This placeholder is automatically added to your Plan Employee Salaries Grid
o NOTE - This placeholder will need to manually be added to your Employee Assumptions Grid for CSC charges and / or Work time Adjustment
o NOTE - This placeholder will need to manually be added to your Employee Account Allocation Grid
o NOTE - Placeholders should be used sparingly; they cannot be deleted but can be "recycled". See more on planning placeholders at the end of the document.