Adding positions

You can create positions in Workforce Budgeting.

In the toolbar, click Columns and select columns to show in the position overview. You can select columns to be displayed with an ID, name, or ID and name for the selected business objects in the overview. You can hide or add columns with various system attributes.

To show user-defined attributes that are created on the Dynamic Attributes Configuration page, click Other.

To remove or hide all table filters, click Data.

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

  1. Click Home.
  2. Select Module Settings and Budgeting > Data Entry > Positions.
  3. Select the context of the position from the standard dimensions.
  4. In the toolbar, click Add and specify this information:
    Entity
    If you selected a parent entity in the context, select a base entity.
    Organization
    If you selected a parent organization in the context, select a base organization.
    Job
    If you selected a Total Jobs element in the context, select a base job element.
    Start Date
    Specify the start date. The default value is the first day of the next month, or the current date if it is the first day of a month.
    Position ID
    Specify a unique code of a new position.
    Position Name
    Optionally, specify the position name.
    Pay Basis
    Specify the pay basis. The default value is inherited from the selected job.
    Hourly Rate, Salary or Salary Table
    The default value is inherited from the selected job. To change the value, select the Exclude from defaults option.
    Head Count
    Specify the headcount. The default value is 1.
    FTE
    Specify the FTE. The default value is 1.
    Hours
    For the hourly position, specify the hours. The default value is the default number of hours per year for the configuration set.
    Note: For hourly positions, you can switch between the FTE and Hours values.
    Phasing Method
    Specify the phasing method. The default value is inherited from the selected job.
    Exclude from defaults
    Select this check box to modify the cost structure that is inherited from the job, for example, salary details and other related information.
    Show in Workforce Budgeting
    If you created the new position from a Decision Package, the Show in Workforce Budgeting option is cleared by default. Select it to show unapproved Decision Package positions in the Workforce Details and Version Comparison reports.
  5. To save the position and remain on the Overview page, or to save the position and go to the Position Details page, click Save or Save and go to details accordingly.
  6. Optionally, change the headcount, hours, or FTE of the position.
    Open the Positions Details page, 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, hours, or FTE.
  7. Specify an additional system or user-defined position attribute.
  8. To add the benefits that are applicable to the position, click the Actions tab.
    Note: You can add only the pay and benefits that are not flagged as global benefits.
  9. To add allocations to the position, click the Allocations tab and select the sources of the funding based on the configuration set.

    The specific fields depend on how the configuration set is configured and can include organizations, segments, and analysis dimensions.

    Allocations specify where the funding for a position comes from.

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