Global Settings
Use the Global Settings page to set various parameters for the system. Some of the parameters change with each planning cycle. These parameters drive calculations, report display, and the transfer of data.
This table describes the toolbar buttons for the page:
| Toolbar button | Description |
|---|---|
|
Save any changes. |
|
Refresh the page to the last saved state. You are prompted if there are unsaved changes. |
| Calculate | Calculate the Workforce Budgeting data for all budget periods based on the selected planning cycle and version. |
Time Settings
The Time Settings section of the page sets the information that aligns the Workforce Budgeting periods with the calendar. It is updated for each new planning cycle.
This table describes the section fields:
| Field | Description |
|---|---|
| Planning Cycles | List of planning cycles marked as started in Budgeting & Planning. |
| First Period of Cycle | Displays the first period of the selected planning cycle. |
| Start Date | Set the calendar start date for the selected planning cycle. |
| End Date | Displays the end date for the selected planning cycle. The end date is based on the Start Date and the planning cycle length. The end date is calculated during the save process. |
Feature Activation
Use the Feature Activation section of the page to set additional fields.
This table describes the section fields:
| Field | Description |
|---|---|
| Step and Grade | Specify whether to include Step and Grade in the application. The default is disabled. Changing this field to enabled makes the Schedule, Grade, and Step fields on the Attribute Definition page active. You can change this from enabled to disabled only when there is no existing data associated with step and grade. |
| Vacancy | Enable vacancy to support authorized positions and calculate vacancies. When enabled, every authorized position automatically creates the vacant position. Headcount displays on the Position Assignment Details page. The default is disabled. |
| Assign Actions | Specify whether new action definitions default to be applied by the Budgeter and Administrator or by Administrator Only. This field populates the setting when a new action is defined. The administrator can change the setting on individual action definitions. |
| Edit Authorized Positions | Specify whether the can change authorized position data or . This field is enabled when Vacancy is enabled. |
| Create Position Distribution | Specify whether to allow both or to distribute employee costs to another primary dimension member. This field does not display if the application uses allocation dimensions. |
Calculation Settings
The Calculation Settings section of the page specifies the information used for the calculations.
This table describes the section fields:
| Field | Description |
|---|---|
| Annual Hours | Specify the default number of annual hours to use to populate position definitions. The default is 2080. The default can be changed on position assignments. |
| Annual Pay Periods | Specify the number of default pay periods per year for hourly positions. The default is 52, which corresponds to weekly pay periods. The default can be changed on position assignments. |
| Headcount Calculation | Specify the calculation method for headcount changes not on the first of the month. Choose or . Select to have one employee equal one headcount, regardless of start date. Select to prorate headcount for employees added on any date other than the first of a month. For example, Employee A added on September 10 has a headcount of 0.67 (30-10)/30=0.67). |
| Set Default Allocation | Specify a default percentage for a minimum
of one member in each allocation dimension. This link is required and enabled
only if
Workforce
Budgeting
includes allocation dimensions. This sets the default for the position and
action allocations. Budgeters can change the allocation for positions and
actions. We recommend that you set the allocation to a member combination to
which all budgeters have access. If you select members that some users cannot
access, the
Workforce
Budgeting
data specified by those users will not be written to the financial tables.
Users must change the allocations with each position they specify in order to
prevent this problem.
Warning: Do not change the default allocation members in the middle of a budget pass. If you do, note that it will affect only affect position or action allocations that use the default allocation. |
General Information
The General Information section of the page displays the primary and any allocation dimensions.
This table describes the section fields:
| Field | Description |
|---|---|
| Primary Dimension | Displays the primary dimension name. |
| Allocation Dimension 1 - 3 | Optional. Displays the default allocation dimension names. Up to three allocation dimensions can be displayed. |
| Planning Cycle Periods | Displays the number of periods in the planning cycle. |