Configuring Workforce Budgeting

Use the Workforce Budgeting Configuration Wizard to configure Workforce Budgeting for each configuration set.

The Workforce Budgeting Configuration Wizard offers some default selections. You can specify a configuration manually for each configuration set, or you can copy a configuration from one configuration set to another. You must click Save in the Wizard, even if you accept all default settings.

Configuration sets must include organizations.

  1. Click the Home icon.
  2. Select Module Settings and Budgeting > Configuration > Workforce Budgeting Configuration.
  3. Select a configuration set.
  4. Optionally, click Copy from Existing.
    You can specify a configuration manually for each configuration set, or you can copy and select a configuration set from which to copy the configuration.
  5. Click the Set Periodicity tab and specify this information
    Default Working Hours per Year
    The number of working hours is used to populate position definitions. You can change the default value on position assignments.
    Default Pay Periods per Year
    Specify the default number of default pay periods per year for hourly positions. You can change the default value on position assignments.
    Headcount Type
    Select the headcount type, Actual or Effective. Actual headcount is a whole number and is stored at the end of each period. Effective headcount can be a decimal and is calculated as a proportion of the period if a position is started mid-period.
    Hourly Position Budget Type
    Specify the default data entry type for hourly positions, Hours, or FTE.
  6. Click the Define Dimensions tab and specify this information:
    Disable Allocation Dimensions / Enable Allocation Dimensions
    Allocation dimensions are used to allocate employee or position costs. This is necessary where work in one position is charged to multiple projects, organizations, funds, and so on.
    Select Allocation Dimensions
    If segment or analysis dimensions are enabled on the selected configuration set, they are listed on the Define Dimensions tab. Select the dimension to use to allocation position and employee costs. You cannot select segment or analysis dimensions if allocation dimensions are not enabled.
  7. Click the Create Attributes tab and add employee, job, and position dynamic attributes as required.
    Alternatively, you can configure these attributes outside the configuration wizard.

    You can also configure attributes and delete non-system attributes.

  8. Optionally, click the Phasing tab and add phasing methods.
  9. Click the Feature Activation tab and specify this information:
    Employee-Based Budgeting
    Enable employee-based budgeting or position-based budgeting. Employee-based budgeting enables you to reflect differences in workforce costs between employees working on the same positions.
    Note: If position-based budgeting is activated, then employee related configuration and data entry pages such as Employee Attributes, Employees, and Employee Roster are not displayed in the Module Settings and Budgeting menu.
    Step and Grade Salary Tables
    Enabling step and grade does not require all employees or positions to be assigned to a step and grade.
    Note: If the Step and Grade feature is disabled, then salary table related pages such as Step and Grade Salary Table and Highest Step Report are not displayed in the Module Settings and Budgeting menu.
  10. Click the Permissions tab.
    Assigning Costs and Benefits
    Specify whether all Workforce Budgeting users, or only administrators, can assign costs and benefits.
    Upgrading Step and Grade Salary Tables
    Specify whether all Workforce Budgeting users, or only administrators, can upgrade step and grade salary tables.
    Decision Package Positions
    Specify if unsubmitted decision package positions are displayed in a Workforce Budgeting sub plan.
    Note: If the Budgeting and Planning module is not activated and the Decision Package feature is disabled, selection options for decision package positions in Workforce Detail and Version Comparison reports are not available to users. The related functionality described in the Creating positions through decision packages section is also not available.
  11. Click Save and Close.
    This step is necessary to activate Workforce Budgeting. Until the configuration set is configured, no calculations are run.
Related topics
  • Employee dynamic attributes - On Premises
  • Job dynamic attributes - On Premises
  • Position dynamic attributes - On Premises