Salary Calculator

Salary Calculator Salary Calculator is a utility that enables the user to explore salary calculations based on changes to the existing situation or additions to the existing situation. Example 1: A teacher with a Management Allowance tells the Head that they intend to retire with effect from 31/08/yyyy. The Head would like a guide on the financial effect should the Governors re-distribute the Management Allowance internally and appoint a less experienced teacher to fulfil the teaching role. Example 2: The Head asks for a calculation on the effect of increasing the hours of an administrator and/or changing the scale to a higher level in keeping with increased responsibilities. None of the data edited or terminated is fed back to Salary projections in FMS6 or to SIMS Personnel, the results being used for consideration only. Salary Calculator in FMS6 First, it is important to change to the correct financial year for the calculation. This may mean creating the next fyr. Having clicked on Personnel Links icon, there is now a new one for Salary Calculator. Click here. Any existing Salary Calculation Plans are shown (initially none!) Click on  and the software will recalculate the current salary commitments and display the list in a table. Please note that all calculations of commitment are based on the following factors 1. 2. 3. The contract data within FMS6 (ie the latest contract data from SIMS Personnel subject to the last running of Finance Integrator). The Salary, NI and SuperAnnuation tables in FMS6 (ie the latest data tables from SIMS Personnel subject to the last running of Finance Integrator). Any “temporary” Pay Awards entered into FMS6 using the icon provided. If the actual pay reconciled during the financial year is different from the projected figures in FMS6, ie generating variances, these differences will not be recognised in Salary Calculator unless the variance pointed to a need to edit the data in Personnel and Finance Integrator has been subsequently run. Enter a description for the “theme” of events to be included in this calculation (Eg “Helena retiring”) The current staffing will be displayed in alphabetical order The Status column will show Existing for all as they are existing staff from SIMS Personnel. Only those employed during the financial year chosen will be displayed. The Current Cost will show the total calculated commitment for the year and will initially be the same as the Proposed Cost until changes are made. Salary Calculator Page 27 Editing an existing member of staff To edit the situation for a current member of staff, either highlight the name and click on the edit button, or double click on the name. There are five sections, Notes Contract Scales Allowances On-Costs To edit the details for an Existing member of staff Highlight the person and double click or click the edit button. To edit the Contract details click on the edit button The lines displayed for Scales and Allowances and the on-costs information displayed relate to the highlighted contract (particularly relevant if more than 1 contract) Make the changes required and click on OK. The notes section can be entered by clicking on the “pencil” button. This is intended as a For TE, TU and LD you should memory aidenot edit the pro-rata. cannot for the user only and currently be printed. Each of the three main sections can be added to with an additional line/edited/or deleted using the appropriate buttons. The Contract section shows the cost involved for that contract including on costs. The Scales and Allowances sections show the basic costs only with the on-costs for that contract being displayed at the bottom of the screen. Please note that the on-costs are Repeat as necessary for the Allowance calculated independently for each contract and are not cumulative where an record for this contract individual has more than one contract. Repeat as necessary for the Scale record related to this contract Salary Calculator Page 37 Adding records for an existing member of staff If the current data does not need editing but extra records need adding, click on on the appropriate area and complete the boxes in the same way that you would in Personnel. Deleting data for an existing member of staff Only new records for contracts, scales and allowances can be deleted. Current data (ie imported from FMS6) can be left alone or edited, but not deleted. New staff? For new staff click on +. You will then be presented with a blank screen where you can enter a surname and forename (you may need to make this up if an appointment has not been made) Then add the appropriate contract details, scale record and, where appropriate, allowance record. Returning to the plan screen Having made the necessary edits and /or additions you will return to the plan screen where all the staff are listed. In this example,  Helena Tricker (TU with MGT2 allowance) has indicated that she will retire at the end of August,  A Class teacher (on TE pt 4 of the MPS scale) has been added to fulfil the teaching role.  For the purposes of calculation the MGT1 allowance for Edwina Terry has been “ended” as of 31/08 and an MGT2 allowance added from 01/09.  A MGT1 allowance has been added to Harriet Tranter For each person that has been edited or added the Proposed cost is updated to reflect the changes made. The Variance entry is also updated to note the difference between the Proposed and the Current (-ve means a saving!) The totals at the bottom reflect the total cost for all the staff taking into account the edits made. Salary Calculator Page 47 If the user wishes to look at the changes only, change the radio button at the top right of the screen to New/Edited. Save when you are satisfied with the calculations. Health warnings! 1. The above example implies a saving of £4684 by effectively replacing a TU with a TE and re-allocating MGT allowances internally. This would not be the case as the school would also lose the Threshold Reimbursement due for the TU, with effect from 01/09. This must be taken into account when looking for a true picture. If you are uncertain about the implication of figures produced then you are advised to contact your Finance Officer. Any printouts made relating to issues from salary calculator should be considered as confidential 2. The above example could have achieved the same financial result by leaving Edwina Terry and Harriet Tranter out of the equation altogether and by adding the MGT2 allowance to the replacement Class teacher. Any minor variations noticed between different ways of calculating the same scenario will be the result of the way NI is calculated.Salary Calculator reports On choosing Reports you will be offered a number of options The Report Criteria screen will automatically retain the state of the radio buttons on the previous display (ie All Staff or New/edited). This can be changed here. Reports can be an alphabetical staff listing in summary or detail, or a sorted by ledger code in summary or detail This example is: Staff Summary for New/Edited Notice the toolbar options Three different screen views Page Control Printer Control Save as a file and load a saved file Salary Calculator Page 57 This example is: Staff detail for New/Edited Saving a plan Once a plan has been saved, you will be returned to the original screen where a summary of the effect of the report will be shown At any stage the user can edit an existing plan, add new ones or delete redundant reports. On re entering an existing plan the salary calculations will be updated in the light of any changes in FMS6 or any in Personnel that have been reflected in FMS6 via Finance Integrator. Some further examples: 1. A teacher announces her intention of leaving at the end of the next Summer term. Terminate the contract, scale and allowance, if any, as of the possible termination date. If a replacement is required, add a new person and add contract details for that person or add extra contracts to existing part-time colleagues 2. There are possible increase in hours (on the same service term and on the same scale) Page 67 Salary Calculator Either add a new contract to reflect extra hours Or, to be more accurate, terminate the contract as of “end date” and add a new composite contract starting the next day 3. There are possible changes of hours on the same service term but also on a different scale. Terminate the contract as of “end date” and add a new composite contract starting the next day on the new scale 4. An existing member of staff might need an extra contract on a different service term. Choose the existing member of staff and add a new contract for the different service term, plus scale and allowance record. Salary Calculator Page 77