For customers of our Position Management module.
To add or adjust a position’s budgeted base pay and/or variable pay:
By default, only Company Admins can manage budgets for all positions. Company Admins can allow HR Admins, HR Managers, and Limited Admins to view and edit compensation and/or budgeting data for the entire organization or their specified scope. Learn more about managing user roles and permissions.
From the main menu, navigate to the Org Chart page.
Click the chart dropdown in the upper left corner of the page to select your official org chart or a scenario chart.
Changes to a position’s budget in a scenario chart won’t affect data elsewhere in Built unless you apply changes to your official chart by merging charts. Learn more about creating and managing scenario charts.
Hover over the desired position card, click the three-dot menu, then click Edit Position.
You can also access the Edit Position window from the Positions table by navigating to the Position Management page, clicking the Positions tab, and clicking the three-dot menu next to the appropriate position.
In the Edit Position window, click the Planning tab and locate the Budget section.
To add or edit the position’s budgeted base pay, use the Base Pay dropdown to select Salary or Hourly.
•For Salary, enter the yearly base salary budget.
•If you selected Hourly, enter the hourly rate and the number of hours the position will cover per week.
The total will update as you adjust the budgeted base pay and budgeted variable pay.
To add or edit the position’s budgeted variable pay, use the Variable Pay dropdown to select Amount or Percent of Base before entering a value.
You can create variable pay types by clicking the + Add button in the Position Budget section, entering the name of the new variable pay type, and then clicking Add. When managing variable pay types from the Position Management page, you can add, edit, or delete your organization’s variable pay types.
Click Save.
You can manage multiple position budgets at once by editing your org chart's datasheet.
Please contact our Customer Success Team for additional assistance.
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