The position budget tells Evergreen Health what it plans to spend on the work. In this lesson, give Patient Services Coordinator a $70,000 yearly salary budget. Benefits come later.

Before you begin

Finish adding Avery and the assignment. Check that the position is Active in Outpatient Services on January 1, 2027, with 1 approved FTE and Avery assigned at 1 FTE. FTE means full-time equivalent; 1 is one full-time job.

Use Workforce Planning and Manage labor budgets for Outpatient Services. Review the position’s existing rates and adjustments first. If this lesson’s rate is already present, use it. Another entry on the same effective date would become the applicable rate.

Enter the salary budget

  1. Open Labor budget > Positions.
  2. Set the budget date to January 1, 2027 and open Patient Services Coordinator.
  3. Open Actions > Add position rate.
  4. Confirm the position, enter 70000, and choose Annual.
  5. Set Effective date to January 1, 2027.
  6. Save the rate and wait for the calculation to finish. It continues until another rate takes effect; rates have no end date.

If a shared job-code rate appears before you enter the position rate, the new position rate takes its place for this position while it applies. The two rates are not added together.

Check the amount

Open the position’s budget calculation for January 1. Rate source should identify the position rate, and Base budget rate should show the $70,000 annual amount you just entered.

What you are checking Calculation Expected amount
Salary budget for the whole position $70,000 × 1 approved FTE $70,000
Salary budget used by Avery’s assignment $70,000 × 1 assigned FTE $70,000
Salary budget for the unfilled part $70,000 − $70,000 $0

The last two amounts divide the whole budget between filled and unfilled work. They are not extra costs. This entry has not set Avery’s salary.

Open the saved rate’s timeline. Check both the amount and its starting date. If either was entered incorrectly, use the rate’s correction action. A real later budget increase needs a new dated change.

Try a shared rate separately

Use a separate practice position and job code with no adjustments. A shared job-code rate requires Manage labor budgets for All departments.

  1. Add an annual $68,000 job-code rate from January 1, 2027.
  2. Give the practice position that job code and 1 approved FTE. With no position rate, its salary budget should be $68,000.
  3. Add a $70,000 position rate starting July 1.
  4. Compare June 30 and July 1. The selected rate should change from the job-code rate to the position rate, and the yearly budget should change from $68,000 to $70,000.

The difference is $2,000 a year at the new rate. It is not a $138,000 combined rate. Keep this practice separate from Patient Services Coordinator.

Continue to enter Avery’s salary.