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The following two scenarios explain how to adjust for personnel promotions between and during a budget period, so that the budget properly reflects the appropriate UW Sub Object Codes for position and benefits.

Add a Salary Increase for a Promotion between Periods

The Problem

When you add a person to a project, their appointment (or sub object code) is specified for the length of that project and cannot be changed.

So what do you do for a researcher who will get a promotion and a raise at the end of the first period, for example? Our researcher is currently a Senior Fellow for the first period and then an Assistant Professor for the second and subsequent periods.

The Solution

Use two budget line items: one for the current appointment and one for the future appointment. Each appointment will be used for a separate period.

The Implementation

Add a Salary and Benefits line item for the researcher in the first period with the current appointment, and with the appropriate amount of effort. For the second, and all future periods, change the salary to $0 and the effort or person months to 0%.

Add a second Salary and Benefits line item for the same researcher with the future appointment. Enter the salary as $0 for the first period and the new salary amount for the second period. The new salary will automatically cascade to the future periods.

Schematically, the salary changes look like this, with example salary figures.

SAGE displays the worksheet with the researcher’s salaries for the first and second periods of the project.

• In the first period, the researcher will make $50,000 as a Senior Fellow. In the second period as a Senior Fellow, they will make $0.
• In the first period as an Assistant Professor they’ll make $0 but in the second they’ll make $85,000.

Add a Salary Increase for a Promotion during a Period

The Problem

This time the researcher’s promotion from Senior Fellow to Assistant Professor will occur in the middle of the first period.

The Solution

Use two budget line items: one for the current appointment and one for the future appointment. The line for the future appointment will be adjusted for the one period in which the promotion occurs.

The Implementation

Add a Salary and Benefits line item for the researcher in the first period with the current appointment. Let’s assume that the promotion will take effect half-way during the period.

So, on the line item for the current appointment, you would indicate 50% effort. Then on the line item for the future appointment, you would also indicate 50% effort. Finally, on the following periods, you would adjust the effort on the current appointment to 0%, and on the future appointment to 100%,

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