Use the Salary and Fringe Calculation page to calculate budgeted amounts for employee salaries, benefits, FICA (Social Security and Medicare) taxes, and Workers' Compensation insurance premiums. This page is the primary processing screen in Personnel Budgeting for generating projected payroll costs, which are then distributed to account detail records for budget preparation.
Menu path
From the Personnel Budgeting menu, select Entry & Processing. From the Personnel Budgeting menu, select Salary and Fringe Calculation.
The following sections cover the Illinois-specific features of the Salary and Fringe Calculation page. For information about the base Salary and Fringe Calculation page, refer to Salary and Fringe Calculation.
Illinois-specific: Non-Levied Pay Code Fund Assignment
For Illinois districts, the Salary and Fringe Calculation determines the charging fund for district-paid IMRF, Social Security, and Medicare based on non-levied flags on the Pay Code reference table. This replaces the previous method of identifying non-levied pay codes by an "NL" prefix in the pay code description.
IMRF Fund Assignment (Calculate Benefits step)
|
Pay Code Setting |
IMRF Charges To |
|---|---|
|
Flagged as non-levied for IMRF |
Employee's salary payroll fund |
|
Not flagged as non-levied for IMRF |
Municipal Retirement Fund defined on the Human Resources Profile - State page. |
Social Security/Medicare Fund Assignment (Calculate FICA step)
|
Pay Code Setting |
SS/Medicare Charges To |
|---|---|
|
Flagged as non-levied for SS/Medicare |
Employee's salary payroll fund |
|
Not flagged as non-levied for SS/Medicare |
Social Security Fund defined on the Human Resources Profile - State page. |
IMRF and Social Security/Medicare non-levied settings are evaluated independently. A single pay code can be non-levied for IMRF but levied for Social Security/Medicare, or vice versa.
Illinois-specific Prerequisites
Before running the Salary and Fringe Calculation, verify the following:
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On the Pay Codes page, ensure each pay code has the correct non-levied flags:
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IMRF Non-Levied: Set for pay codes where IMRF charges should go to the employee's salary fund.
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Social Security/Medicare Non-Levied: Set for pay codes where Social Security and Medicare charges should go to the employee's salary fund.
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On the Human Resources Profile - State page, verify the following:
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Municipal Retirement Fund: The fund used for levied IMRF charges.
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Social Security Fund: The fund used for levied Social Security and Medicare charges.
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Calculate Salary and Fringe Amounts
The Salary and Fringe Calculation page includes the following options, one for each process:
|
Option |
Description |
|---|---|
|
Calculate Salaries |
You must run these calculations first. Budgeted salaries serve as the basis for calculating benefits, FICA/Medicare, and Workers' Comp. |
|
Calculate Benefits |
You must run these calculations after using the Calculate Salaries option and before running the remaining options. For Illinois: District-paid IMRF charges are routed to the employee's salary fund or the Municipal Retirement Fund, depending on the pay code's non-levied IMRF setting on the Pay Codes page. Refer to Illinois-specific: Non-Levied Pay Code Fund Assignment for more information. |
|
Calculate FICA |
You can run these calculations any time after running the Calculate Salaries and Calculate Benefits options. For Illinois: District-paid Social Security and Medicare charges are routed to the employee's salary fund or the Social Security Fund based on the pay code's non-levied SS/Medicare setting on the Pay Codes page. Refer to Illinois-specific: Non-Levied Pay Code Fund Assignment for more information. |
|
Calculate Workers' Comp |
You can run these calculations any time after running the Calculate Salaries and Calculate Benefits options. |
|
Distribute Salary and Fringe |
You must run this option last to include the final calculations for the previous options. The option creates Personnel Budgeting's Detail Distribution table. |