Setup in Budget Builder

Budget Builder is designed to allow budgeting for all funds by interfacing with the existing financial system. Budget Builder allows for the initial budget file and amendment files to be sent electronically to the DPI Budget and Amendment System (BAAS) for review. BAAS will be able to communicate back through Budget Builder regarding status of the submitted budget(s) and any further action needed.

Employer Benefits Tab

Employer Benefits is used to create and manage benefits offered by the employer. This tab displays all benefits that are currently set up.

  • To edit an existing benefit, click the edit link. The Edit Employer Benefit form will display.

  • To add a new benefit, click the add link. The Add Employer Benefit form will display.

  • Enter the benefit name in the Benefit field (e.g., Social Security / Medicare, State Retirement, Health Insurance).
  • Enter the corresponding account template in the Object Code field. Enter the object code and use question mark logic for the remainder of the account template.
  • Select Active or Inactive from the Status drop-down list.
    • Setting a benefit to Active will add it to all Open budgets/amendments.
    • Setting a benefit to Inactive will not affect any budget/amentment.
      • Example: An employer adds Dental as a benefit in the 2017 fiscal year but decides that they will no longer provide Dental coverage during the 2018 fiscal year.
  • Click the save button.

Employee Classifications Tab

Employee Classifications is used to create and manage employee classifications. Classifications are used when importing from Payroll and applying salary increases. This tab displays all classifications that are currently set up.

  • To edit an existing classification, click the edit icon. The Edit Employee Classification form will display.

  • To add a new classification, click the add link. The Add Employee Classification form will display.

  • Enter the classification name in the Classification field.

  • Enter the classification description in the Description field.

  • Click the save button.

 

 

 

 

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School LINQ Help, updated 01/2021