Configuring Workforce Budgeting

Use the Workforce Budgeting Configuration Wizard to configure 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 Applications > Sub Plan > Workforce 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.
  5. Click the Set Periodicity tab.
  6. Specify the number of working hours to use to populate position definitions. You can change the default value on position assignments.
  7. Specify the default number of default pay periods per year for hourly positions. You can change the default value on position assignments.
  8. 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.
  9. Specify the default data entry type for hourly positions, Hours or FTE.
  10. Click the Define Dimensions tab.
  11. Specify the allocation dimensions to use when allocating employee or position costs. This is necessary where work in one position is charged to multiple projects, organizations, funds, and so on.
  12. 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.
  13. Click the Create Attributes tab and add employee, job, and position dynamic attributes as required. You can also configure attributes and delete non-system attributes.
  14. Optionally, click the Phasing tab and add phasing methods.
  15. Click the Feature Activation tab.
  16. Enable employee-based budgeting or position-based budgeting.
  17. Enable step and grade does not require all employees or positions to be assigned to a step and grade.
  18. Click the Permissions tab.
  19. Specify whether all users. or only administrators, can assign costs and benefits.
  20. Specify whether all users, or only administrators, can upgrade step and grade salary tables.
  21. Specify if unsubmitted decision package positions are displayed in a Workforce Budgeting sub plan.
  22. Click Save, then Close. This step activates Workforce Budgeting. Until the configuration set is configured, no calculations are run.