Split Appointments

Split Appointments

As you know, a distribution is required for each unique combination of DeptID, Fund, Chart1.  Your ability to see and enter all of the needed distributions for an employee depends on the entity from which the employee will be paid and your level of access.

  • Split Appointment in Same DeptID. When an employee has a split appointment within your entity, such as a grant paying part of the salary, you can create the new distribution and adjust the percentages in each distribution
  • Split Appointment across Entities. When an employee is being paid by more than one DeptID and the DeptIDs are managed by more than one Planner, each Planner must update the data for their DeptID to ensure that plans are complete and accurate. Planners should coordinate to ensure accuracy of planning for the employee as each Planner will only be able to see Distributions for their Entity.

Create an earnings an earnings distribution for an employee with a monthly pay rate

1. On the Distributions tab, right-click on the Employee

2. Select Manage Employee \ Add Employee Distributions

Add Employee Distributions quick menu

3. Fill in the required fields in the dialog box

4. Select Launch

5. Select OK to acknowledge the newly created distribution

6. When an employee is being paid by more than one Fund or Chart1 in a DeptID and you have created a new Distribution, be sure to update the percentages in each Distribution to accurately reflect the percentage of the employee’s pay from each Distribution.

Remove a distribution

If you have an earnings distribution that is no longer needed, set the distribution amount to zero. There is no functionality to remove a distribution.

 Practice

Complete Exercise 5 to practice before continuing.