This page (revision-26) was last changed on 26-Nov-2021 10:22 by rforbes

This page was created on 26-Nov-2021 10:22 by KateN

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Version Date Modified Size Author Changes ... Change note
26 26-Nov-2021 10:22 14 KB rforbes to previous
25 26-Nov-2021 10:22 14 KB jmyers to previous | to last WORK_RULE_CODE ==> WORK_RULE (Field)
24 26-Nov-2021 10:22 14 KB JEscott to previous | to last
23 26-Nov-2021 10:22 14 KB JMyers to previous | to last
22 26-Nov-2021 10:22 14 KB JMyers to previous | to last
21 26-Nov-2021 10:22 14 KB JMyers to previous | to last

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IFBA
IFBA

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%%warning A BASE budget will automatically be created by [UFBDGT]. This budget represents a ‘real world’ picture and should not be altered. You should create working budgets by copying the BASE budget.%%
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%%information A BASE budget will automatically be created by [UFBDGT]. This budget represents a ‘real world’ picture and should not be altered. You should create working budgets by copying the BASE budget.%%
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;[Budget Seat|FBS_ID]:Budget Seats are assignments, positions or part of positions that incurs costs. \\i.e. One position (1290) with two FTEs may have two or more budget seats.
;[Budget Seat|FBS_ID]:Budget Seats are assignments, positions or part of positions that incurs costs. \\''i.e. One position (1290) with 2 FTEs may have 2 or more budget seats''
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;[FTE|FTE]:The number of full time equivalent positions for which a commitment has been made by the organization.
;[FTE|FTE]:The number of full time equivalent positions for which a commitment has been made by the organization. FTE is an optional 9-character numeric field you may manually enter.
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;[Work Rule|WORK_RULE (Field)]:Work rules are used to determine the standard processing information required to create pay headers and transactions for an employee.
;[Work Rule|WORK_RULE_CODE]:Work rules are used to determine the standard processing information required to create pay headers and transactions for an employee.
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The data for the Distributions tab comes from the [IEAS] ([P2K_HR_ASSIGNMENT_DETAILS]) or if the assignment is vacant, from [IDPS] ([P2K_CM_POSITION_DETAILS]) table. You MAY, however, change the information directly on this tab.
The data for the Distributions tab comes from the [IEAS] ([P2K_HR_ASSIGNMENT_DETAILS]) or if the assignment is vacant, from [IDPS] ([P2K_CM_POSITION_Details]) table. You MAY, however, change the information directly on this tab.
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!!Statistics tab
The data for the Statistics tab comes from the [IEST] ([P2K_HR_STATISTICS]) table; however, you MAY change the information directly on this tab.
;[Statistics|STAT_CODE]:This field will hold the user-defined statistic code.
;[Abbreviation|ABBREVIATION]:This field will hold the abbreviated description of the pay component. The information for this field will default in once the Stat Code has been selected. You may NOT alter edit this field.
;[Amount $|AMOUNT]:User-defined statistical amount.
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!!Assumption Log tab
This tab is the log of assumptions that have been processed for the budget seat that you are on.
The information data for the Assumption Log tab is derived from the ([P2K_FC_ASSUMPTION_LOGS]) table.
%%information You may NOT ALTER the information within this tab.%%
;[Seq|ASSUMPTION_SEQUENCE]:This field displays the sequential order of the assumption within this budget seat.
;[Assumption Action|ASSUMPTION_ACTION]:This field will show what action the assumption will perform.
;[Description|DESCRIPTION]:This field will provide a short description of the assumption processed.
;[Before Value|BEFORE_VALUE]:This field shows the value of the ‘item’ prior to the assumption being processed.
;[After Value|AFTER_VALUE]:This field shows the value of the ‘item’ after the assumption has been processed.
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!!Budget Amounts tab
You may view the calculated budget amounts by selecting the Budget Amounts tab.
;[Start Date|START_DATE]/[End Date|END_DATE]:
These fields display the start and end dates of the period.
;:Budgets are dealt with on a Monthly basis, if you run [UFCALC] for a Bi-weekly Payroll, the Start and End dates will be that of the Pay Period for that Budget.
;:If it is on a Bi-weekly basis and the start of the first Pay Period was 01-Jan-2007, then [UFCALC] would generate as follows:
;:01-Jan-2007 to 13-Jan-2007
;:14-Jan-2007 to 27-Jan-2007
;:28-Jan-2007 to 31-Jan-2007
;:01-Feb-2007 to 10-Feb-2007
;:It does this so that the Pay Period 28-Jan-2007 to 10-Feb-2007 is split over the 2 months as the budget is to be created by month.
;[Pay Component|PC_CODE]:This field displays the pay component generated for this period.
;[Abbreviation|ABBREVIATION]:This field displays the abbreviated description of the pay component.
;[Amount $|AMOUNT]:This field displays the amount calculated in [UFCALC].
;[Distribution|DISTRIBUTION_CODE]:If the pay component has a distribution code attached to it, the distribution heading will be displayed here.
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!!Assumptions tab
Planned changes may be entered as assumptions. These changes may be applied to a qualified set of budget seats for a specified time frame and can change FTE, scales/steps, wages, statistics, or premiums
%%warning Copy the BASE scenario before doing any assumptions.%%
Assumption can be one of three types:
|Planned|When you know that there are changes to be made, you should create ‘Planned’ assumption.
|What If|When you are attempting to ‘forecast’ a possible change, you should create a ‘What If’ assumption.
|Wage Step|If [UFSTEP] is run as part of the forecasting process, assumptions will be created and stored as ‘Wage Step’ assumptions by Personality.
The information data for the Assumptions tab can be found in the ([P2K_FC_ASSUMPTION_LOGS]) table.
;[Seq|ASSUMPTION_SEQUENCE]:This field will display the sequential order of the assumption.
;[Type|ASSUMPTION_TYPE]:This field will display the assumption type being defined.
;[Status|ASSUMPTION_STATUS]:This field indicates the status of the assumption.
;[Statement|STATEMENT_CODE]:Users may create global or general statements through the Define Assumption Statement (IFAS) form. This field allows you to link the statement to the assumption.
;[Start|START_DATE]:This field shows the date the assumption is to begin.
;:The information for this field will automatically fill through the IFAS ([P2K_FC_ASSUMPTIONS]) table. You may however, change this data either manually or by using the calendar icon provided.
;[End|END_DATE]:This field shows the date the assumption is to end.
;:The information for this field will automatically fill through the IFAS ([P2K_FC_ASSUMPTIONS]) table. You may however, change this data either manually or by using the calendar icon provided.
;[Description|DESCRIPTION]:This field provides a short description of the assumption.
;[Add Assumption Statement]:You may add an assumption through the Add New Assumption Statement button.
;:%%information Please refer to Assumption Statements for further information on this function.%%
;[Process Assumption]:The Process Assumption icon allows you to see the result of an assumption.
;:In order to perform this function, you must first highlight the appropriate assumption and then click on the Process Assumption button. When completed you will be informed as to how many records were processed.
;[Assumption Action|ASSUMPTION_ACTION]:An assumption is either added to the database (a new premium or statistics) or is updating existing information (a wage increase or FTE change). That action will be indicated in this field.
;[Assumption Formula|ASSUMPTION_FORMULA]:This field holds the formula for the assumption.
;:For example, if you requires a wage increase of 2.5%, the statement for is assumption is ‘Let the wage rate be equal the wage rate times 1.025’.
;:Therefore the formula for his assumption would be:
;:Wage_Rate = Wage_Rate * 1.025
;:%%information Ensure you place spaces before and after the ‘=’ in the formula line.%%
;[Assumption Where|ASSUMPTION_WHERE]:This field allows you to limit the formula to the statement in the ‘where’ clause.
;:For example, if you wishes to increase the wage rate of all in Unit of AMW by 2.5%, the statement would be, ‘Let the wage rate be equal the wage rate times 1.025 where the employee’s Unit is AMW’
;:Therefore, the formula for the assumption would be:
;:Wage_Rate = Wage_Rate * 1.025
;:The ‘Where’ clause would be:
;:Group_Code = ‘FULL-TIME’
%%information FORMULA RULES\\All CHAR or alphanumeric information must be entered with single quotes around them.
\\Standard formula format is A = B + C not B + C = A, as with UserCalcs.
\\Formula: WAGE_RATE = WAGE_RATE * 1.0 (update)
\\Formula: PREMIUM_CODE = 'UNIFORM'(add)
\\Where: UNIT = 'alphanumeric'
\\Where: WAGE_RATE > 12.25
\\Where: VACANT not filled positions
\\Where: NOT VACANT only filled positions%%
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!!Assumption Logs
The Assumption Log tab is the record of all the assumptions that have been processed for the scenario you is currently viewing. The information for this screen will default in from the [P2K_FC_ASSUMPTION_LOGS] table. You may NOT edit the data in this tab, it is for viewing ONLY.
;[Seq|ASSUMPTION_SEQUENCE]:This field displays the sequential number of the processed assumption.
;[Description|DESCRIPTION]:This field provides a short description of the assumption.
;[Seat|BUDGET_SEAT_CODE]:This field will display the budget seat code.
;[Seat Title|BUDGET_SEAT_TITLE]:This field will display the seat title for this budget seat.
;[Effective|EFFECTIVE]:This field will show the date the assumption is to begin.
;[Expiry|EXPIRY]:This field will show the date the assumption is to end.
;[Before Value|BEFORE_VALUE]:This field displays the value of the ‘item’ prior to the assumption being processed.
;[After Value|AFTER_VALUE]:This field displays the value of the ‘item’ after the assumption has been processed.
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![Notes|Edit:Internal.IFBA]
[{InsertPage page='Internal.IFBA' default='Click to create a new notes page'}]
This page (revision-26) was last changed on 26-Nov-2021 10:22 by rforbesTop