In this guide we show How to Add a Salary Apportionment within the Finance Module.
Salary Apportionment is used to assign all, or a proportion of, a Staff Member’s salary elements to a Cost Centre other than that to which those elements would normally be assigned. For example, 50% of a Teaching Assistant’s salary elements are to be paid from Pupil Premium for 3 months.
Access: The minimum permissions required to Add a Salary Apportionment are found in the Finance Module section Config > Setup > Roles & Permissions.
Pre-requisites: In order to Add a Salary Apportionment, all salary elements of Staffing must be up to date, including Base Pay Mapping and Salary Projections. See: How to Add Base Pay Mapping.
Related Guides:
- Salaries User Guide
- How to Add Base Pay Mapping
- How to Copy Base Pay Mapping from One Year to Another
To begin, got to Modules > Finance > Finance Home Page > Staffing > Salary Projections.
Choose the relevant Staff Member.
From the Actions drop-down, choose Apportionment.
In the pop-up, click Add New Record.
Select the dates of the Apportionment and then click on the Blue Tick to confirm.
Note: An Apportionment must start on the first day of a month and must end on last day of a month. Mid month Apportionments are not permitted.
Click on the line to highlight it and then under Apportionment Addition click on Add New Record.
Use the dropdowns to select the Cost Centre Code and Fund Code, enter the Percentage and then click on the Blue Tick to confirm.
Look for the Confirmation in the top right of the screen.
The pop-up now displays the Apportionment Dates, and details of what is being paid from the original Cost Centre and the newly selected Cost Centre. The Blue Bins under actions can be used to delete the Apportionment. It can be re-entered if necessary.
Apportionments that run up to the end of a Financial Year can be transferred over to the new Financial Year by clicking on Transfer Apportionments from the Actions dropdown. This Action needs to be done at the Start of a New Financial Year.
There is then the choice of Do not overwrite existing Apportionments or Overwrite existing Apportionments.
A Confirmation Notice is displayed detailing what Apportionments were transferred.
A Report is also sent to the browser’s Downloads Folder.
A different Report, which allows the selection of Staff Members and which gives the details of any Salary Apportionments can be found by running the Salary Apportionments Report from here:
Or from the Reports section of the Finance Home Page:
It looks like this:
