Overview

Position adjustments let your organization add FTE, pay rate, or annual cost changes to Positions. They can be added directly to selected Positions or inherited through the Job code tree from higher-level Job codes. Adjustments enable costs such as taxes, benefits, annual bonuses, shift differentials, and more.

Access needed

Activity Access needed
Configure position adjustments Manage position setup plus View sensitive workforce data for All departments
Apply adjustments to positions Manage positions, or Submit position requests plus View positions
Review pay or cost adjustment impact View positions and View sensitive workforce data for every Department included in the calculation
Access setup See Permissions and roles.

Adjustment types

Choose an adjustment type based on the value that should change.

Adjustment type What it changes Number entry
Add fixed FTE before percentages Adds or subtracts a fixed FTE value before FTE percentages. The fixed value is included in their calculation basis. Up to four decimal places, such as 0.1000.
Add non-compounding percentage to FTE Adds a percentage of the FTE basis after fixed-before adjustments without compounding. Percentage points, such as 3.00 for 3%.
Add compounding percentage to FTE Adds a percentage of the running FTE after earlier adjustments. Percentage points, such as 3.00 for 3%.
Add fixed FTE after percentages Adds or subtracts a fixed FTE value after every FTE percentage. The fixed value is not included in their calculation basis. Up to four decimal places, such as 0.1000.
Add dollars to pay rate before percentages Adds or subtracts a fixed pay rate amount before pay rate percentages. The fixed value is included in their calculation basis. Four decimal places for Hourly; two decimal places for Annual.
Add non-compounding percentage to pay rate Adds a percentage of the pay rate basis after fixed-before adjustments without compounding. Percentage points, such as 3.00 for 3%.
Add compounding percentage to pay rate Adds a percentage of the running pay rate. Percentage points, such as 3.00 for 3%.
Add dollars to pay rate after percentages Adds or subtracts a fixed pay rate amount after every pay rate percentage. The fixed value is not included in their calculation basis. Four decimal places for Hourly; two decimal places for Annual.
Add dollars to annual cost before percentages Adds or subtracts a fixed annual amount before annual cost percentages. The fixed value is included in their calculation basis. Up to two decimal places without a currency symbol.
Add non-compounding percentage to annual cost Adds a percentage of the annual cost basis after fixed-before adjustments without compounding. Percentage points, such as 3.00 for 3%.
Add compounding percentage to annual cost Adds a percentage of the running annualized cost. Percentage points, such as 3.00 for 3%.
Add dollars to annual cost after percentages Adds or subtracts a fixed annual amount after every annual cost percentage. The fixed value is not included in their calculation basis. Up to two decimal places without a currency symbol.

The value field changes its label to match the selected adjustment type. For a percentage adjustment, enter 10.25 in Adjustment percentage (%) for 10.25%; do not enter 0.1025. The form supplies the unit in the label, so do not type a percent symbol there. Pay rate adjustment imports use 0.1025 in the separate Adjustment rate column; see Prepare an import.

FTE adjustments apply first. Pay rate adjustments change the Position’s Base pay rate before FTE Tree annualizes the result. An Hourly Adjusted pay rate is multiplied by annual hours; an Annual Adjusted pay rate is already an annualized full-time amount. FTE then applies once. Annual cost adjustments apply afterward.

Within each of those three groups, the calculation sequence is fixed amount before percentages, non-compounding percentages, compounding percentages, and then fixed amount after percentages. Choose the before type when later percentages should also apply to the fixed amount. Choose the after type when the fixed amount should stay separate from all percentage calculations.

  1. Fixed amount beforeChanges the starting basis used by the percentage adjustments.
  2. Non-compounding percentagesEach percentage uses the same basis after fixed-before amounts.
  3. Compounding percentagesEach percentage uses the running result from the steps before it.
  4. Fixed amount afterChanges the result without becoming part of a percentage basis.

Each adjustment appears as a separate line in the calculation. Fixed and percentage FTE impacts are rounded to four decimal places. Hourly pay rate impacts are rounded to four decimal places; Annual pay rate and annual cost impacts are rounded to cents. The rounded line total becomes the starting amount for the next compounding adjustment. Displayed percentages use two decimal places, while calculations preserve four decimal places.

Adjustment values may be positive, zero, or negative. Positive values increase the selected result and negative values reduce it. Maximum basis and maximum impact values are limits on size, so they must be zero or positive even when the adjustment is a reduction.

FTE Tree applies every adjustment in a group before checking the final result. A negative amount partway through the sequence can therefore be recovered by a later adjustment. If the final FTE, pay rate, or annual cost is still negative, FTE Tree uses zero, adds a calculation line showing that zero minimum, and displays a warning. A final result of exactly zero does not show this warning.

One Position can use at most 20 adjustments on one effective date. This limit includes direct and inherited Job code adjustments across FTE, pay rate, and annual cost calculations after duplicate handling. A change that would add a twenty-first adjustment is rejected, and the previously completed amount remains available.

See Position adjustment examples for non-compounding and compounding percentages, maximum basis, and maximum impact examples, Position costs and headcount for the primary rounding sequence, Position cost calculation reference for exact calculation rules, and Report period allocation and rounding for final-period, funding, and export reconciliation.

Additional options

Fixed pay rate adjustments require a Pay rate basis. Pay rate percentage adjustments need no basis unless they use a maximum basis or maximum impact; a limited percentage also requires a basis for those limits.

For a fixed pay rate amount or limited pay rate percentage, choose how it behaves when its basis differs from the Position Base pay rate:

  • Same basis only rejects the component when the bases differ.
  • Convert converts the component to the Position’s basis. Conversion uses annual hours whenever an Hourly value is involved, so annual hours must be available for the effective date.

Percentage adjustments can use limits, and every adjustment has availability and sequence choices.

Option How it works
Maximum basis amount Limits the starting amount used for the percentage. Leave blank when the full starting amount should be used.
Maximum impact amount Limits the increase or reduction produced by the adjustment. Leave blank when no limit applies.
Pay rate basis Identifies a fixed pay rate amount, or the limits on a pay rate percentage, as Hourly or Annual.
Cross-basis behavior Chooses Same basis only or Convert when a pay rate component and the Position Base pay rate use different bases.
Order Sets the sequence among adjustments of the same exact type. It cannot move an adjustment between the before percentages, percentage, compounding, and after percentages phases.
Available for positions Allows users to select the adjustment directly on a position.
Available for Job codes Allows the adjustment on a Job code so eligible Job codes beneath it can inherit it.
Allow duplicates Applies the adjustment once for each source when the same adjustment is inherited or selected more than once. Leave this off to apply that adjustment only once.

For annual cost adjustments, enter limits with up to two decimal places. For pay rate percentage adjustments, limits use four decimal places for Hourly and two decimal places for Annual. For FTE percentage adjustments, enter limits with up to four decimal places.

Turning off either availability choice removes the adjustment from future selections while keeping prior Position and Job code history understandable.

Use Make unavailable from the adjustment’s update page when the adjustment should not be offered for any new Position or Job code selection. Existing and historical uses remain unchanged. Use Make available to offer the same adjustment again.

Adjustments are not deleted through standard settings. Make an adjustment unavailable when it should no longer be offered. Existing and historical position, job code, and planned uses remain unchanged.

Effective dates and inheritance

An adjustment entry begins on its effective date and remains in effect until a later entry begins. Changes to its amount, type, basis, cross-basis behavior, and limits use the effective date on that entry. Changes to the order adjustments are applied or the duplicate setting begin on the date when the setup change is saved. Availability controls future selections; turning it off does not remove the adjustment from Positions or Job codes that already use it.

For a Position with a Job code, FTE Tree gathers adjustments from the full Job code path that applies on the selected date, starting at the top level and ending with the assigned Job code. It then adds adjustments selected directly on the Position. A dated Job code placement change therefore changes the inherited adjustment path beginning on that date.

If the same adjustment appears from more than one source, Allow duplicates decides whether it is applied once or once for each source. The order in which adjustments are applied remains predictable in either case.