Add estimated benefits

Evergreen Health estimates benefits at 20% of salary. On the $70,000 salary budget, benefits are $14,000. On Avery’s $60,000 salary, they are $12,000. Use one reusable rule, then apply it separately in budget and compensation.

Before you begin

Finish the budget and salary lessons. The starting amounts should be $70,000 budget and $60,000 compensation for January 1, 2027, with no other matching adjustments.

Creating a rule requires Manage labor budget setup. Applying it requires budget or compensation management for the affected department. An administrator can prepare the rule if your role only allows applying it.

Create the benefits rule

1. Open Settings > Pay adjustment rules.
2. Search for Course benefits estimate. Reuse it only if its choices match this lesson.
3. If it does not exist, choose Create pay adjustment rule and use that name.
4. Set its effective date to January 1, 2027.
5. Choose Annual cost only. This adds to the yearly cost after salary and FTE are calculated.
6. Choose Percentage of starting value (non-compounding). The percentage uses the starting yearly cost, rather than an amount increased by another percentage.
7. Enter 20 in the percentage field.
8. Allow use on positions. Leave duplicate uses off. Save and check its availability for January 1.

Creating the rule does not change any cost yet.

Apply it to the position budget

1. Open Labor budget > Applied adjustments and choose Apply adjustment.
2. Select Course benefits estimate.
3. Choose the Patient Services Coordinator position, starting January 1, 2027.
4. Choose Scale with FTE and Add with other applied adjustments.
5. Leave work-schedule and shift restrictions blank. Leave the end date blank.
6. Save, wait for the calculation, and open the position budget result.

The result should list the rule once:

Apply it to employee compensation

1. Open Compensation > Applied adjustments and choose Apply adjustment.
2. Select the same rule and the Patient Services Coordinator position.
3. Start it on January 1, 2027, with no end date or schedule restriction.
4. Choose Scale fixed amounts with assignment FTE and Add with other applicable policies.
5. Save, wait, and open Avery’s assignment result.

The rule applies to Avery because the assignment belongs to the selected position. This separate application should also appear once:

Avery’s salary entry stays $60,000. The position’s approved FTE stays 1. The benefit changes calculated cost, not those recorded values. If the result differs, inspect the list of applied adjustments before adding anything else.

Continue to compare cost with budget.