Tracking assigned resources

Track assigned resources against the current budget and monitor the variance. Position Rules (PA06) control what is being included in the assigned resource counts. If position rules allow authorized counts, assigned resources track against the authorized or revised budget. If you define position rules for automatic counting, Personnel Administration updates the assigned resource counts each time you hire or transfer an employee, open a requisition, or fill a requisition.

You must have defined the employee status codes with associated count values on Employee Status Codes (HR03.1). You must have defined your requisition status codes with associated count values on HR Code Setup (HR04), type RQ. Finally, you must have assigned these statuses to your employees and requisitions.

To track assigned resources

Access Assigned Resources (PA11.1).
Depending on your count category, use the following guidelines to enter field values:

Position

If you indicate that Positions are used, the count category Position is required. Select a position. Do not make a selection in the Process Level, Department, or Job Code fields.

Process Level

If your count category includes process level, select a process level. You must also select a job code or a job code and a department.

Department

If your count category includes department, select a department. You will also need to select a process level and job code.

Job Code

If your count category includes job code, select a job code. You must also select a process level, or process level and department.

Active Employee Head Count

The number of active employees in the assigned resource category displays.

Active Employee FTE

The total FTE of active employees in this assigned resource category displays.

Not Active Employee Head Count

The number of not active employees in this assigned resource category displays.

Not Active Employee FTE

The total FTE of employees in the not active resource category displays.

Active Requisitions Head Count

The total number of remaining openings for active requisition display.

Active Requisition FTE

The total number of remaining FTE for active requisitions in this assigned resource category displays.
Select the Inquire form function.

If you want to include non-employees in the automatic count, such as contractors or temporary workers, add their count to the assigned resources manually or set the status code on Employee Status Codes (HR03.1) to include these non-employees.

Related reports and inquiries


To	Use
List assigned resource totals	Assign Resource Listing (PA211).
Determine where assigned resources exceed the budget	Budget, Resource Listing (PA272).
View budgeted resource counts and current variance by position class	Position Class (PA01.1).
View assigned and budgeted resource counts and variance by position or job	Current Totals (PA79.1) accessed through the Totals button on Position (PA02.1), Position Budget (PA70.1), Job Budget (PA71.1), Preliminary Position Budget (PA72.1), or Preliminary Job Budget (PA73.1).