Defining position plan rules by Expense Account

You can define position plan rules and apply the rule to all expense accounts. The position plan rules is created to control how you can measure resources and enforce budget control.

Select Defining position plans by Expense Account.

  1. Select HR Administration > Jobs and Positions > Position Monitoring > Position Plans.
  2. Select a position plan.
  3. Click the Rules tab and click Create.
  4. Specify this information:
    Organization Unit Branch
    Select the organization unit branch for which this rule is valid.

    If you leave this field clear, then the plan rule applies to all organization units within the organization.

    You can also define plan rules for specific organization unit branches that supersede the default or blank organization unit branch plan rule for budget actions associated with organization units within those branches.

    Employees
    Select the budget control to apply to employee actions associated with the selected organization unit branch:
    • Select Do Not Compare to exclude budget controls for employee actions.

      You can perform actions in the system regardless of whether you exceed the budget or not.

    • Select Restrict To Budget to prevent employee actions from exceeding the budget.

      You cannot perform certain actions if you exceed the budget.

    • Select Allow Variance With Approval for employee actions that exceed the budget and are processed subject to approval.

      You can submit the request, but it is routed to the Position Budget Manager for approval if you exceed the budget.

    Requisitions
    Specify a requisition option.
    Applicants
    Specify an option for applicants.
    Compare To Budget
    Select the budget count fields to compare with the remaining budgets when budget control actions are performed.
    Employee FTE Limits
    You can enforce FTE limits for employees.
    Include Only Primary Work Assignments In Counts
    Select any of the check box if employees have multiple assignments to include only their primary work assignments in counts and select the counts for that option. For example, you can prevent an employee from being counted multiple times in the headcount numbers.
    Include In Counts When
    Specify which option to include in counts.

    This field is displayed when the Used In Talent Acquisition checkbox is selected on the Detail tab for the position plan.

    Select the starting point in the Talent Acquisition requisition or job application cycle from which requisitions and job applications are included in the budget counts.

    If you select budget control for requisitions, you must set Requisition Is Approved to true in this field as the starting point. If you do not select budget control for requisitions, but you select it for applicants, then you can select any of the other options as the starting point. This is the point at which the job applications are included in the budget count.

  5. Click Save.