Propose a new salary of $63,000 for Avery. Enter the resulting salary, not 5 as an amount and not a second benefits rule.

Propose the 5% raise

Start with 2027 pay review from the previous lesson, whose saved compensation is $72,000 including benefits. You need plan management access and compensation viewing permission for the affected departments.

  1. Open Changes and choose Add change.
  2. Choose Compensation under Change category, then Change compensation under Change.
  3. Select Patient Services Coordinator, Avery Reed, and Avery’s existing assignment.
  4. Set the effective date to January 1, 2027.
  5. Choose Annual salary (scaled by FTE) and enter 63000.
  6. Explain “Proposed 5% salary increase” and save the proposed value.

For a temporary change, add a second value with the date the next value should begin.

The new salary is $60,000 × 5% = $3,000 more; $60,000 + $3,000 = $63,000. The existing 20% benefits estimate now adds $12,600. Expected compensation is $75,600. Budget stays $84,000.

Open the approved Employee pay page separately. It should still show $60,000. Saving a proposal has not applied it.

Try a hire in a separate workforce plan

Use a separately prepared vacant full-time position and Casey Rowan, an active employee with the appropriate owning department. Give the position a $70,000 annual budget and the same 20% budget benefits. Apply compensation benefits to that practice position. Do not add these records to Avery’s pay-review exercise.

  1. Create a workforce plan covering January 1 through December 31, 2027 for the practice records.
  2. On Changes, choose Add change. Choose Assignments under Change category, then Plan a hire or assignment under Change.
  3. Select the vacant position and Casey, enter 1 FTE, and begin on July 1.
  4. Save the planned hire, then add Change compensation.
  5. Select that hire under Proposed assignment and leave Assignment blank. Choose annual salary scaled by FTE and enter 60000 from July 1.
  6. Save, wait, and inspect the position on June 30 and July 1.

Before July, assigned FTE is 0. From July, it is 1. The new yearly employee cost is $60,000 + $12,000 = $72,000. Only 184 days fall in this workforce plan, so hiring adds $72,000 × 184 ÷ 365 = $36,295.89 for 2027. The full approved budget remains available before the hire.

A planned assignment must be selected explicitly when adding its pay. Do not choose an unrelated approved assignment or enter a position-only pay rate.

Try a budget change separately

In another practice workforce plan, choose Change a position Budget rate, select one full-time practice position, and propose an annual rate of 72100 from January 1. This is a 3% increase on $70,000. With 20% benefits, the budget becomes $72,100 + $14,420 = $86,520, an increase of $2,520. Employee pay is unchanged.

To change several positions, choose Add change on Changes, select Budget under Change category, then Change department Budget rates under Change, enter the date and 3%, and review every generated proposal before saving or approving. A missing rate needs an explicit correction; it is not filled with an average. Check all effective dates: an existing later approved rate still takes effect on its date. Rates have no end date.

Select dependent changes together for review and application, such as a planned assignment and its pay. Use separate workforce plans for alternatives covering the same assignment and dates. Two competing pay rates are not two amounts to add together.

Return to 2027 pay review and continue to read and compare the results.