Follow a later pay change and keep the earlier report
Record Avery's July salary, compare the dates, and reopen the January report you saved before the change.
training, Evergreen, Avery Reed, salary increase, July, saved report, effective dateUpdated October 26, 2026
Evergreen agrees a 5% salary increase for Avery from July 1, 2027. The approved job and its $84,000 budget stay the same. This exercise continues the same budget and pay example from the guided tutorial.
Before you begin
Use the coordinator and Avery from your own completed staffing and financial lessons. You need permission to manage actual compensation and to run and download the matching reports. Keep the assignment at 1 FTE on Weekdays.
First complete Run and check reports. Save and download the January 1 Actual Compensation Snapshot showing $72,000, and record its report reference before entering the raise. Keep the January Labor Budget Snapshot showing $84,000 too.
Open Compensation > Employee pay and find Avery by the recorded employee number. Names on this list follow today’s date, so before January 1, 2027, the row may show only that number. Open the pay timeline. If the July $63,000 entry already exists, inspect it instead of entering another value. A prepared completed example includes that raise. You can compare its dates, but a report first created now does not demonstrate what was saved before the raise was entered. Use a fresh hands-on organization to rehearse that sequence.
Record the July agreement
- Open Compensation > Employee pay and choose Add assignment pay exception.
- Enter July 1, 2027 first, then select Avery Reed and the same coordinator assignment by its recorded reference.
- Choose Annual salary (scaled by FTE) and enter 63000.
- Save and wait for calculation to finish. Keep the existing Course benefits estimate applied once.
- Open the shared Activity history clock immediately to the right of the page actions. Compare when you recorded the entry with its July effective date.
The increase is $60,000 × 5% = $3,000. Entering the resulting $63,000 salary records the whole new agreement. Do not also apply a 5% increase rule.
Compare the dates and reports
| Selected date | Salary | Benefits at 20% | Annual employee cost | Remaining $84,000 budget |
|---|---|---|---|---|
| January 1 and June 30, 2027 | $60,000 | $12,000 | $72,000 | $12,000 |
| July 1, 2027 | $63,000 | $12,600 | $75,600 | $8,400 |
- Review Avery’s calculation on June 30, then July 1. Confirm the selected pay entry and single benefits contribution.
- Run new Labor Budget Snapshot and Actual Compensation Snapshot reports for July 1, filtered to Outpatient Services, in CSV or Excel (.xlsx) format. Check $84,000 and $75,600.
- Confirm $75,600 + $8,400 = $84,000. These are annualized amounts on the selected date, not payroll paid during either half of the year.
- Reopen and download the exact January report saved before the change. Its reference and $72,000 result remain the same. Do not replace it with a new January run for this check.
- Open the coordinator on both dates. It still has 1 approved FTE, 1 assigned FTE, and 0 vacant FTE.
Explain the outcome without the instructions
Find the position, request, assignment, and the two saved report references. Explain what was approved, who fills the job, why budget differs from pay, when the raise applies, and why the earlier report remains available.
Your first Workforce Budgeting result is complete. Continue with staffing changes over time and everyday work, which apply to both editions. Those exercises use separate practice records. Afterward, choose Advanced costs when your responsibilities include more complex financial work.