Components of a position budget plan

A position budget plan defines position budgets and budget controls for a specific time range. This time range is typically a year, although it is more likely to be a fiscal year than a calendar year.

A position budget plan determines:

  • The planning level at which budgets are defined. Possible planning levels are by job, position, organization unit, organization unit branch, organization unit and job, or organization unit and position.
  • Whether Talent Acquisition transactions are included in the budgets.
  • What budgets are monitored (FTE, headcounts, and salaries).
  • The budgets included within the position plan.
  • What budget control rules, if any, are applied to the budgets within the position plan.

    The position budget manager can use position plan rules to control whether a budget can be exceeded. These rules can prevent any action that might result in a budget being exceeded or force an approval process for that action. Budget position rules can also:

    • Impose FTE limits on employees.
    • Exclude non-primary work assignments from certain counts.
    • Determine at what step of the process a job requisition or job application begins to be counted for the budgets.

Position plan properties

  • Position plans can be in preliminary, active, or inactive status.
  • There can only be one active position plan for a specific time range. Time ranges for position plans cannot overlap.
  • There can be any number of preliminary or inactive position plans for the same time range. These additional plans do not sync up to the active plan.
  • There can only be one active position plan, because position control is run against that active plan. For example, you have a budget for Org 1, and you hire someone into Org 1. The active plan’s available budget for Org 1 must be found by the system.

    Active means that the plan is dynamically maintained. Use the Build Position Plan Assigned Resources action against the active plan to refresh the plan at any time.

  • Budgets within position plans are not required to have the same dates. The budget start dates must be included within the date range of the position plan.
  • Activating a position plan causes current budget counts to be calculated.
  • Active position plans can be reverted to preliminary status or inactivated.
  • Preliminary position plans can be activated or inactivated.
  • Inactive position plans can be activated or reverted to preliminary status.