In Education Budgets you can manage all your staffing data in one place, in the Staffing section.
Here you are able to add and remove contracts, apply pay adjustments and have an overview of your staffing costs.
Your Staffing section will be at the scenario level.
Once you have created a scenario you will be able to access each section of it:
Click the Scenario you have created.
On the left hand side of your menu, click Budget Planning.
Click Staffing.
You can start adding and editing information.
Add and Edit Staff
There are three ways you can add your staff members in Education Budgets:
Add staff members manually
Click the plus icon on the left hand-side of your page.
On the new screen, fill the details of your staff members (name,date of birth, reference).
Click Submit.
Now you can load the contract and start adding their salary details.
Use Import Staffing Data Template
You can add staffing records in bulk in your budget scenario by using the Import Staffing Data Template feature.
Import from People
If you are also using Access Education People, you can import your staff records into Education Budgets with the Access Education People Import Wizard.
Manage your staff contracts
Once you have added your staff members manually, you can start building the contract.
Click the person icon to load the contract.
Click the plus button.
On the opening screen you can start selecting the contract details from the drop-down of each column.
Click Submit.
Once your contract was added to your staff member, you will need to add the Account Coding:
You will then be able to to manage the contract by clicking on the drop-down next to the contract, and you will be presented with four options:
Copy Contract :
You can make a copy of the contract. This is useful if you want to add staff members quicker.
End Contract:
You can add the end date of the contract for staff members that will leave.
Pay Adjustments:
You can add a Maternity or Paternity Allowance or any other pay adjustment that you created at the School/Academy level.
Delete Contract :
Will delete the contract.