Introduction

Position Adjustments provide flexibility and power to FTE Tree. They can be added as defaults to job codes, job code families cascading down the organizational tree, or individually to selected positions. Adjustments enable the addition of costs for taxes, benefits, annual bonuses, shift differentials, and more.

Adjustment Types

Position adjustments are categorized into nine types, applied in the order listed below. The priority order can be adjusted for fine-tuning, especially when using max basis and total amounts.

• Add Fixed FTE Amount: Entered as a whole number with two decimal places. Example: 0.10 should be entered as 0.10. Adds a fixed amount to the scheduled FTE.

• Add FTE Percentage: Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. Adds a percentage to the scheduled FTE amount. This does not compound. For example, two adjustments of 10% result in 1.2 FTEs ('1.0 + 0.1 + 0.1').

• Add FTE Percentage (compounds): Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. This FTE adjustment compounds with other fixed or percentage FTE adjustments. For example, one adjustment of 10% compounded with another 10% results in 1.21 FTEs ('1 + 10% = 1.1; 1.1 + 10% = 1.21').

• Add Dollars to Base Wage Rate: Entered with two decimal places, without a dollar sign. Example: 3.00 should be entered as 3.00.

• Add Percentage to Base Wage Rate: Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00.

• Add Percentage to Base Wage Rate (compounds): Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. This adjustment compounds with other base wage rate adjustments.

• Add Dollars to Annual Wage Rate: Entered with two decimal places, without a dollar sign. Example: 3.00 should be entered as 3.00.

• Add Percentage to Annual Wage Rate: Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00.

• Add Percentage to Annual Wage Rate (compounds): Entered as a whole number with two decimal places. Example: 3.00% should be entered as 3.00. This adjustment compounds with other base or annual wage rate adjustments.

Additional Options

A few additional options are available for percentage adjustments, applicable to base wage rate, annual wage rate, or FTE amounts, and may also be compounded. Differentials are applied first by category, then by priority order, and finally alphabetically.

• Max Basis Amount: Limits the application of a percentage adjustment to a maximum amount of the base or previously adjusted FTE or rate. For example, a 5% bonus capped at the first $50,000 of annual salary. Leave blank for no maximum basis amount.

• Max Total Amount: Sets a limit on the total adjustment amount applied. For example, a 10% bonus capped at $5,000. If applied to a $75,000 salary, the adjustment is limited to $5,000. For a $40,000 salary, the adjustment is $4,000. Leave blank for no max total amount.

• Priority Order: Adjusts the order in which adjustments are applied. Important when using max basis and max total amount settings. For instance, applying a base rate adjustment for a night shift may affect the max basis amount for an annual tax rate cap. Check detailed position cost calculations to ensure adjustments are applied as intended.

• Differential Availability Settings:

• Available for Positions: Allows the adjustment to be added to specific positions.
• Available for Job Codes: Allows the adjustment to be applied to specific job codes. Adjustments inherited from parent job codes will cascade to child job codes.
• Available for Schedules: Applies the adjustment to schedules, such as an evening shift adjustment automatically applied to positions using that schedule.

Important Note: Disabling any of these options will make the adjustment unavailable for new or updated positions, schedules, or job codes, according to the effective start date and time.