Adding positions

You can create positions for Workforce Budgeting.

Use the Columns toolbar icon to select columns to be displayed in the position overview. You can choose to display ID and name, ID, or name for the selected business objects in the overview, hide or add columns with various system attributes. To display user-defined attributes, created in the Dynamic Attributes Configuration page, expand the Other toolbar icon.

Use the Data toolbar icon to remove all table filters or hide table filters.

You can use contextual toolbar icons to edit, duplicate, deactivate, and delete existing positions.

  1. Click the Home icon.
  2. Select Module Settings and Budgeting > Data Entry > Positions.
  3. From the standard dimensions select the context of the position.
  4. Click the Add New toolbar icon and specify this information:
    Entity
    Select the entity.
    Note: If you selected a parent entity in the Positions page, you must select a base entity in the Add New Position dialog box.
    Organization
    Select the organization.
    Note: If you selected a parent organization in the Positions page, you must select a base organization in the Add New Position dialog box.
    Identifier
    Specify an identifier.
    Name
    Optionally, 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.
  5. Click Create.
  6. Specify the details for the position.
  7. 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.
  8. If a position is a salary table position, select whether to use the default salary.
  9. 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.
  10. For hourly positions, you can specify hours or FTE for the position. You can switch between the two options and the values are converted.
  11. Fill in any additional system or user-defined position attribute.
  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.
    You can also use the toolbar icons to edit, duplicate, and delete a position.
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