Adding actions

Use the Add Action tab to add a new salary, supplemental pay, or benefit action to positions or position assignments. For example, you can add a new car reimbursement action to any employee working as a sales representative. A switch between Position and Employee mode is available in the toolbar. Select the Position mode to add a new action to positions. Select the Employee mode to add a new action to position assignments. The Employee mode is available only if employee-based budgeting is activated in the Workforce Budgeting Configuration Wizard.

  1. Click the Home icon.
  2. Select Module Settings and Budgeting > Data Entry > Action Generator.
  3. Click the Add Action tab.
  4. In the Context pane specify this information:
    Configuration Set
    Specify the configuration set with the relevant positions or position assignments.
    Version
    Specify the version with the relevant positions or position assignments.
    Entity
    Specify the entity with the relevant positions or position assignments.
    Organization
    Specify the organization with the relevant positions or position assignments.
    Pay and Benefit
    Specify the salary change, pay, or benefit to add to positions or position assignments. Global pays and benefits are not available for selection. Global pays and benefits are applied to all records through the Supplemental Pay and Benefit Definition page. Benefit definitions that do not have the Allow Budgeter to Apply option activated are available only for Workforce Budgeting Administrators.
    Start Date
    Specify an effective start date for salary, pay or benefit action. Select calendar date as a date type. For any other date type, for example the assignment start date type, the date picker option is disabled and displays the date type. The system automatically recognizes a date type and sets the action start date accordingly for all records.
  5. Optionally, use the grid header filters or the Additional filters, available in the toolbar, to filter the displayed records.
    Option Description
    Add filter Select additional attributes as filters. Position attributes are available for Position mode. Position, position assignment, and employee attributes are available for Employee mode. After a new attribute is added, you can enter its filter value.
    Delete

    Delete the value. Alternatively, click Clean up to remove values entered for all attributes in one step. To remove an attribute from filters, deselect the attribute in the Add filter dialog box.
    Apply filter Filter the workforce records based on your selection.
  6. Select a single record, multiple records, or all records.
    In Employee mode you can select All inheriting employees or All non-inheriting employees options.
  7. Click Add Action to complete the action configuration. In Position mode, you are notified that the new action is applied to all-inheriting position assignments if the selected pay or benefit definition is inheritable. Specify this information:
    Action Start Date
    Specify the action start date. It corresponds the selection from the context widget.
    Action End Date
    Specify the action end date. It can be entered for the supplemental pay and benefit definitions which have their values spread across the year.
    Action Value
    Specify the action value, depending on the salary, supplemental pay and benefit definition. This option is not available for YTD ranges, definitions with dated values, and or definitions that do not have the Allow Budgeter to Override to complete the option activated.
  8. Click Save to confirm the configuration. You can choose to continue with further budget adjustments or go to the Outstanding Changes tab to apply your change. Until an action is applied, the change is not reflected in budget data.