Budget Labor Configuration driver

Overview

The Budget Labor Configuration driver contains default settings for how labor-related expenses are tracked and calculated. You can set exceptions for specific budget groups by adding another calculation method and entering data for the specific budget group.

This driver defaults to the FTE Scale field in the Year Period table of the Global Setup section. However, you can modify the defaults at the Budget Group level. For more information, see Setting year and period.

NOTE: Users with the Budgeting Analyst or Budgeting Admin roles or access to the 02 Budget Labor Configuration driver and the Global Driver Management role can edit the FTE scale in this driver. These roles and permissions may differ based on your organization.

Settings

Open the driver. The top of the sheet displays the settings for the global configuration, including the following calculation method blocks:

Labor Configuration
Standard Budget PayTypes
Earned Paid Time Off Setup

NOTE: After configuring the global labor drivers, you can do the same for each budget group.

Global Setup and Default Budget Workbook Configuration Settings section

This section includes the following options:

Option	Definition
Activate Dept Based Pay?	Enables or disables department-based pay and designates a default JobCode (initially, default is set to JDept).
Expand job code blocks on the Jobcode tab	On the dropdown, select Collapse or Expand to hide or display the job code details on the Jobcode, Staffing, or Employee tabs. This is a global setting that determines the default view on each tab when a plan file is opened. IMPORTANT: This setup affects archiving plan files. If you want the job code details in the archived plan file, make sure to expand these sections.
Expand job code blocks on the Staffing tab
Expand job code blocks on the Employee tab
Global or BudgetGroup name Hours per FTE Convention	Do one of the following for each budget group: To use the default standard work hours specified by your organization, select Default. NOTE: The default is configured in the FTE Scale and FTE Hours fields in the Year Period table. To use the non-default standard work hours, select it from the list. For example, if the default is 2086, it is displayed as Default. The other option that would be displayed is 2080. For more information, see Setting year and period.
Global or BudgetGroup name Calendar Days	The calendar days for the YTD, remainder of the current year, and upcoming budget years.
Global or BudgetGroup name Work Days in Period	The work days in each period.
Global or BudgetGroup name Hours in Period	The hours in each period, calculated by work days.
Global or BudgetGroup name Number of Holidays	The number of holidays in each period.

Labor Configuration section

In this section, enter basic assumptions and key statistics related to payroll.

This section includes the following options:

Option	Definition
% of Staffing Change with Volume	The ratio of staffing increases to volume increases.
Medicare Tax	The Medicare tax rate for staff.
Current FICA Rate	The FICA rate for staff.
Current FICA Limit	The FICA limit for staff for the calendar year.
Retirement Below FICA limit	The retirement benefit rate to apply before the employee's salary passes the amount in the Current FICA limit cell. In the following example, the current FICA limit is $113,700. As a result, the retirement benefit is calculated at 12%.
Retirement Above FICA limit	The retirement benefit rate to apply when the employee's salary exceeds the amount in the Current FICA limit cell but does not exceed the amount in the Retirement Max Limit cell. For example, an employee's salary increases to $125,000. As a result, the retirement benefit rate increases from 12% to 18%.
Retirement Max Limit	The amount at which the retirement benefit rate stops.
Uniform Merit Increase Date?	Click Yes and designate a date when the merit increases go into effect; otherwise, click No.
FTE Comparison to YTD	Can use Scheduled FTEs (from Labor Master import) or CYB FTE – Current year budget FTEs from Payroll26.
Projected FTE Starting Point	Use this option to set the starting point for projected FTE counts. To use YTD_FTEs as the projected starting point, select YTD_FTE. To set the starting point as schedule and budget, select Sched/Budget. NOTE: To use CYB_FTE, you must run the Monthly to Biweekly report under Reports Library > Management Reporting Utilities > Payroll to transfer your budgeted FTEs from the monthly payroll tables to the biweekly payroll tables. Default setting is Sched_FTE, which feeds from the Empl_List in the budget plan files.
Forecast FTEs from Projection	To set the default budget FTEs to zero in all labor sheets (JobCode, Staffing and Employee), select No. The default setting is Yes.
Hours per PayPeriod	Defines the number of hours in a pay period. The default is 80.
Hours per Monthly	This option can be edited as needed.
KHASum Code for Agency	Where contract labor appears on the Summary tab. Best practice inputs are PaidHoursContract/SalariesContract.
KHASum Code for Physician	Where contract labor physician appears on the Summary tab. Best practice inputs are PaidHoursPhy/SalariesPhy.
Use Self-Balancing to Target on JobCode tab?	When active, this option forces the department budget to a selected target on the Benchmark sheet.
JobCode to use for Self-Balancing JobCode Adjustment	Input valid job code for variable and fixed.
PayType to use for Self-Balancing JobCode Adjustment	Input valid pay type for variable and fixed. The default is the Regular pay type specified in the Standard Budget PayTypes Productive Categories section.
Account to use for Self-Balancing JobCode Adjustment	Input valid account for variable and fixed. The default is the "Regular" account specified in the Standard Budget PayTypes Productive Categories section.
Projection FTEs - Use YTD Actual or NYB Adjusted	You can base the Projected FTE allocation off of YTD or NYB. If adjustments are present in the yellow allocation rows from the base YTD calculation, you can make that same assumption for the Projected FTE. For example, assume that the year-to-date percentage (YTD%) for overtime was 4% YTD. The projection would also be 4% and would calculate the overtime FTE accordingly. However, if you made an 8% adjustment to overtime allocation, that 8% adjustment could also apply to the Projection FTE rather than just to NYB.
Program Additions	Allows for custom naming of the Program Additions row. To change the name, type the new name in the cell to the left of the label.
Position Changes	Allows for custom naming of the Position Changes row. To change the name, type the new name in the cell to the left of the label.

Standard Budget PayTypes section

This section defines the pay categories for Productive, NonProductive, and Contract labor that you can assign to the JobCode, Staffing, and Employee columns in the PAYTYPE dimension table. This section determines how different paytypes are distributed over the months of a year. The initial configuration is set up by your Syntellis Implementation Consultant during implementation.

Settings in this section include:

Option	Definition
Productive Categories	Includes regular, overtime, and education. NOTE: If "NotUsed" is selected in the Lump Sum Payout row, lump sums are not calculated within the plan files.
NonProductive Categories	Includes time off and other non-productive hours.
Contract Labor Categories	Defines up to seven categories of contract labor in the labor models.
Productivity Statistic	Defines the PayType used to store productivity statistics, usually PStat.

Earned Paid Time Off Setup section

Use this section to determine how PTO is computed based on labor hours.

Settings in this sheet include:

Option	Definition
Earned Paid Time Off Setup	Set whether to use calculated PTO. To use historical PTO as the budgeted PTO, select No. If you select Yes, you can select the gross or net method for earned PTO.
Earned PTO Hrs Conversion Factor	The rate at which hours accrue, based on the account.
Default Earned PTO Hours Per FTE	The default annual per FTE PTO hours earned.