Adding positions

You can create positions for Workforce Budgeting.

  1. Click the Home icon.
  2. Select Applications > Sub Plan > Workforce Budgeting > Data Entry > Positions.
  3. From the standard dimensions select the context of the position.
  4. Click the Add New icon or select an existing position and click the Edit icon.
    If the required position is not listed, click Find Positions to list all positions within the context.
  5. Specify this information:
    Configuration set
    Select the configuration set to which the position belongs.
    Version
    Select the version to which the position belongs.
    Entity
    Select the entity to which the version belongs.
    Organization
    Select the organization.
    Identifier
    Specify an identifier.
    Name
    Specify a name for the position.
    Job Name
    Select the job to which the position belongs.
    Pay Basis
    It is inherited from the selected job.
  6. Click Create.
  7. Specify the details for the position.
  8. Optionally, select the Exclude from defaults check box.
    This option excludes the position from any changes that are made to the default values that are specified for the job.
  9. If a position is a salary table position, select whether to use the default salary.
  10. To change the headcount, hours, or FTE of a position, click View/Change Headcount, View/Change Hours, or View/Change FTE and specify this information:
    Start Date
    Specify the date on which the revised headcount or FTE takes effect.
    Headcount, Hours, or FTE
    Specify the required headcount or FTE.
    You can change an existing headcount, hours, or FTE action by selecting the value in the grid and changing it.
  11. For hourly positions, you can specify hours or FTE for the position. You can switch between the two options and the values are converted.
  12. On the Actions tab, add the benefits that are applicable to the position.

    You can add only pay and benefits that are not flagged as global benefits.

  13. Click the Allocations tab and add allocations for the position.
    Allocations specify where the funding for a position comes from. Click Add Allocation. The fields to select sources of funding depend on how the configuration set is configured. They can include organizations, segments, and any analysis dimensions that have been enabled on the configuration set.