ATLAS Salary Planner Assistant - Updating a Department's Allocations

A tutorial on how to update the dollar amount allocations of a department within the Salary Planner Assistant application.

Step 1 - From the Salary Group Admin Home, click the View Period button next to your desired planning period.

The Planning Periods page of Salary Planner Assistant. A planning period's "View Period" button is highlighted.

Step 2 - Locate the department you wish to update, and navigate to its Allocations column.

An individual planning period's page. The Allocations column of a listed department is highlighted.

Step 3 - Within the Allocations column, you will have three different categories of dollar amount allocations to modify for the department: Merit, CMER, and CMER NTFC. CMER and CMER NTFC are completely distinct values to one another in this case. To change the allocated amount for a category, simply change the number in that category's text box.

The Allocations and Allocation Amount Remaining columns of a planning period's department. Arrows point to the CMER values of both columns.

Changing the number for any category will also update the corresponding category in the Allocation Amount Remaining column. The amounts in this column are calculated based on how much money from each category is currently distributed on the department's salary plan.

The Allocations and Allocation Amount Remaining columns of a planning period's department. Arrows point to the CMER values of both columns. The CMER value of Allocations has been updated, which has updated the displayed CMER value of Allocation Amount Remaining.

It's important to note here that the allocations are just a visual indicator and do not stop a department from going over those amounts.

If a category's allocation is changed to be lower than the amount currently distributed for that category on the salary plan, that category will show a negative number and be outlined with a red border in the Allocation Amount Remaining column.

The Allocations and Allocation Amount Remaining columns of a planning period's department. Arrows point to the CMER values of both columns. The CMER value of the Allocations column has been set lower than the amount allocated on the department's salary plan, causing the CMER value of the Allocation Amount Remaining column to be outlined in red and show a negative value.

Step 4 - When you are finished making updates to the department's allocations, click the Save button in the bottom-right corner of the page to save your changes.

The Save button of an individual planning period's page. The button is highlighted green, indicating that a change has been made.

Your new allocation amounts will display here on the planning period's page, as well as on the department's salary plan, inside the Available Funds section.

For more tutorials on Salary Planner Assistant, visit ATLAS Salary Planner Assistant - Homepage.


Keywords:
ATLAS, Salary Planner Assistant, SPA, salary planner, salary, planner, app, application, department, allocation 
Doc ID:
138097
Owned by:
Beckett A. in University of Illinois LAS
Created:
2024-06-25
Updated:
2026-06-02
Sites:
University of Illinois Liberal Arts and Sciences