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If you want to prepare the budget by positions, you can define positions in the administration under the “Positions” menu item.A position can be set up with different criteria (e.g., role, department, etc.). When creating ACTUAL budget items, these settings are compared to the criteria assigned to the employees in SwissSalary. If the criteria of the position and the employees match, the corresponding position is as-signed to the ACTUAL budget item. You will see the following fields in the “Positions”:
Category name | Field name
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Description / Example
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Code
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You can input an available code here.
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Description
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You can input an arbitrary description here.
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Workplace
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You can input a workplace here that should be the criterion for the position.
You can also leave this field empty. Then all employees are displayed regardless of the workplace.
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Department
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You can input a department here that should be the criterion for the position.
You can also leave this field empty. Then all employees are displayed regardless of the department.
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Role
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You can input a role here that should be the criterion for the position.
You can also leave this field empty. Then all employees are displayed regardless of the role.
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Assessment
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Here you can influence FTE calculation of the ACTUAL FTE with an assessment (also see Chapter SwissSalary Budget Settings). Basically, a position is assessed 1.You can also assess a position with another factor, e.g. you want to include only 50% of the “2nd-year trainee” position in the FTE. Then you can enter 0.5 in this field.
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Wage class
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You can input a wage class here that should be the criterion for the position.
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Dimensions allocation
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Position dimension assignment is displayed here. For example, there is a “Project manager” position. You want to display this position in the budget structure grouped for several times in different cost centers. Then you can record the position several times and assign the corresponding dimension via “Actions > Positions Dimension”.
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Note: Please note that when the pay process is transferred from SwissSalary to SwissSalary Budget, the position with different criteria must be defined prior to the transfer. Otherwise, the posted wage items cannot be assigned and are therefore not included in the assessment. If you need to define a new posi-tion, a pay process can be retransferred at any time. For more information, see Chapter Transferring ACTUAL Items.
You will find the following functions under “Actions” in the Positions ribbon:
Category name | Field name
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Description / Example
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Position dimensions
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You can assign one or more dimensions to a position.
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