Position adjustments

Overview

Position adjustments let your organization add FTE, wage, or annual cost changes to positions. They can be added directly to selected positions or inherited through the job code tree from parent job codes. Adjustments enable costs such as taxes, benefits, annual bonuses, shift differentials, and more.

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Adjustment types

Position adjustments are categorized into nine calculation types, applied in the order listed below. Within each type, use Calculation order on the adjustment list to control the sequence.

For worked examples of adjustment types, including compound percentages, max basis, and max impact, see Position cost math and examples.

• Add fixed FTE amount: Entered as an FTE value with up to four decimal places. Example: 0.1000 should be entered as 0.1000. Adds a fixed amount to the position FTE.

• Add FTE percentage: Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. Adds a percentage to the position FTE amount. This does not compound. For example, two adjustments of 10% result in 1.2000 FTEs (1.0000 + 0.1000 + 0.1000).

• Add FTE percentage (compounds): Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. This FTE adjustment compounds with other fixed or percentage FTE adjustments. For example, one adjustment of 10% compounded with another 10% results in 1.2100 FTEs (1.0000 + 10% = 1.1000; 1.1000 + 10% = 1.2100).

• Add dollars to base wage rate: Entered with two decimal places, without a dollar sign. Example: 3.00 should be entered as 3.00.

• Add percentage to base wage rate: Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00.

• Add percentage to base wage rate (compounds): Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. This adjustment compounds with other base wage rate adjustments.

• Add dollars to annual wage rate: Entered with two decimal places, without a dollar sign. Example: 3.00 should be entered as 3.00.

• Add percentage to annual wage rate: Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00.

• Add percentage to annual wage rate (compounds): Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. This adjustment compounds with other base or annual wage rate adjustments.

Additional options

A few additional options are available for percentage adjustments that apply to base wage rate, annual wage rate, or FTE amounts. Adjustments are applied by type, then by the order set by your organization, and finally alphabetically.

Calculation order and limits can materially change FTE and cost. See Position cost math and examples for step-by-step examples.

• Max basis amount: Limits the base amount used for the percentage calculation, positive or negative. For financial adjustments, enter the limit with up to two decimal places. For FTE percentage adjustments, enter the FTE limit with up to four decimal places. For example, a 5% bonus with a max basis of $50,000 applied to an $80,000 salary calculates 5% of $50,000 instead of the full salary. A negative adjustment like -5% is similarly limited to the first $50,000. Leave blank for no maximum basis amount.

• Max impact amount: Limits the maximum impact of the adjustment, positive or negative. For financial adjustments, enter the limit with up to two decimal places. For FTE percentage adjustments, enter the FTE impact limit with up to four decimal places. For example, a 10% bonus with a max impact of $5,000 applied to a $75,000 salary is limited to $5,000. Applied to a $40,000 salary, the result is $4,000 (within the limit). A -10% adjustment with a max impact of $3,000 on a $50,000 salary is limited to -$3,000. Leave blank for no max impact amount.

• Calculation order: Controls the order in which adjustments are applied within the same adjustment type. Use the up and down arrows on the adjustment list to change the order. Calculation order matters most when using compound percentages, max basis amount, or max impact amount.

• Differential availability settings:

• Available for positions: Allows the adjustment to be added to specific positions.

• Available for job codes: Allows the adjustment to be applied to specific job codes. Adjustments inherited from parent job codes will cascade to child job codes.

Important note: Disabling either option will make the adjustment unavailable for new or updated positions or job codes, according to the effective start date and time.

Adjustment availability

Use availability settings to control whether an adjustment can be selected directly on positions, inherited from job codes, or both. Deactivate an adjustment when it should no longer be used for new position or job-code changes while preserving historical calculation evidence.