Overview

Start with the position’s Calculations page for the same effective date as the result you are checking. Most differences come from comparing different dates, approved and proposed values, position and assigned cost, or summary and detailed precision.

Do not adjust an entered value merely to force one report total to match. Identify which input or comparison is different.

Confirm what you are comparing

Write down:

  • Organization.
  • Position number.
  • Effective date or report period.
  • Approved or proposed view.
  • Position cost or assigned cost.
  • Annualized amount or period amount.
  • FTE or headcount.

Two values with different answers to any of these are not expected to match.

Check effective dates

Review the position’s effective-date navigation and the report period.

  • A future value does not affect an earlier period.
  • A mid-period change affects only the applicable part of the period.
  • A backdated correction can change later results.
  • A position can have different approved and proposed dates.

For a period report, inspect every change date within the range rather than only the ending value.

Check approved and proposed values

Approved values drive the operating plan. Proposed values appear only in a draft or proposed view.

An unsubmitted or pending FTE, pay, adjustment, funding, status, or department change does not alter approved totals.

Check the calculation lines

On Calculations, review in order:

  1. Position FTE.
  2. Position Base pay rate and Pay rate basis.
  3. Annual hours when an Hourly value participates.
  4. Ordered FTE, pay rate, and annual cost adjustments, including each fixed component’s basis and cross-basis behavior.
  5. Limits applied to percentage adjustments.
  6. Funding allocation.
  7. Position status and whether it counts as active.

Use the running total to find the first line that differs from your expectation.

Position cost versus assigned cost

Position cost reflects the approved position. Assigned cost reflects active assignment FTE valued with the position’s Base pay rate and basis for that date. Employee records do not define a standard pay amount.

Therefore:

  • A vacant position can still have position cost.
  • A filled position can have assigned cost different from position cost.
  • Assignment dates and assignment FTE affect assigned results.
  • Position FTE does not automatically change when an assignment changes.

Check annual hours and Pay rate basis

For Hourly pay, annual hours convert the rate into annualized full-time pay. Confirm the annual hours value effective for the calculation date. Annual pay already represents full-time annual base pay and does not use annual hours.

A Job code Base pay rate can be shown as a suggestion, but the Position’s own Base pay rate and basis are used for Position cost and Assigned cost. Assigned cost uses assignment FTE and does not apply Position Adjustments.

Check adjustments

Adjustments are applied in their configured order. A percentage can use a result that already includes an earlier adjustment. Caps and negative values can also make a quick spreadsheet multiplication differ.

Open Position adjustment examples and reproduce the line order.

Check display precision

Summary pages can show compact or rounded amounts. Detailed calculations and downloads retain the precision needed to validate the result.

Compare detailed values before treating a small display difference as an error.

Check access

View sensitive workforce data must cover every department included in a calculation. When it does not, protected pay-derived values can be hidden rather than partially shown.

A hidden amount is not zero.

When to contact Support

Provide the organization, position number, exact date or period, approved or proposed view, calculation line where the difference begins, and expected result. Use an approved secure method before sharing pay or employee information.