!!!BUDGET AREA
Budget Areas contain scenarios, budget seats (assignment and/or positions) and assumptions within each scenario. You may create and maintain budget areas through the Define Budget Areas (IFBA) form.
%%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.%%
Define Budget Areas data definitions are found in the [P2K_HR_ASSIGNMENT_DETAILS], [P2K_CM_POSITION_DETAILS],[P2K_HR_ASSIGNMENT_DETAILS], [P2K_CM_POSITION_DETAILS], [P2K_FC_BUDGET_SEATS] and [P2K_FC_BUDGET_SEAT_DETAILS] tables.
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;[Scenario|SCENARIO_CODE]:This field holds the name of the scenario(s) within the budget area. [UFBDGT] will always automatically create the scenario titled BASE, which should not be altered.
;[Status|SCENARIO_STATUS]:This field shows the current status of the scenario.
;[Stage|SCENARIO_STAGE]:The field displays the current stage of scenario.
;[Description|DESCRIPTION]:The field allows you to provide a short description of the scenario.
;[Rank|RANK]:Rank is a mandatory 5-character numeric field you must manually enter.
;[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.
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!!Budget Seats tab
The definition data for the Budget Seat tab may be found in the [P2K_FC_BUDGET_SEATS].
%%information Any seats EXCEPT for those of the base budget may be edited or deleted.%%
;[Budget Seat|BUDGET_SEAT_CODE]:The code for the budget seat is a combination of the position number and number of iterations of that position.
;[Status|BUDGET_SEAT_STATUS]:This field shows the status of the budget seat.
;[Title|BUDGET_SEAT_TITLE]:A combination of the employee number and the position title.
;[Context|CONTEXT]:This screen will be automatically filled by the system. The name of the employee in that position will appear. If the position is vacant, that will also be indicated.
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!!Seat Details tab
;[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.
;[Wage Rate|WAGE_RATE]:Standard salary or wage amount allocated for this position or employee. If the seat has an employee attached to it, this will be the employee’s wage rate. If the seat is VACANT, this is is the rate that is assigned to the position. This is all defaulted in when the budget is created, however you may change the rate.
;[Rate Basis|RATE_BASIS]:The rate basis is the unit of measure that the associate wage rate is being stored or displayed in.
;[Contract Days|CONTRACT_DAYS]:This field is used for contract assignments only and will indicate the number of days in the contract.
;[Contract Limit|CONTRACT_LIMIT]:This field is for contract assignments only and displays the wage limit for the contract period.
;[Hours Per Day|HOURS_PER_DAY]:This field shows the standard hours per day required for this position.
;[Hours Per Week|HOURS_PER_WEEK]:This field shows the standard hours per week required for this position.
;[Scale/Step|SCALE_STEP]:This field shows the wage scale/step associated with this seat.
;[Scale Override|SCALE_OVERRIDDEN]:If the Scale Override toggle is ON, the wage rate does not correspond with the scale/step indicated and no automatic wage increases ([UFSTEP] for example) will be processed.
;[Use FTE Wage|USE_FTE_WAGE]:If this toggle is ON, the displayed salary or wages is the FTE amount, calculated based on standard full-time hours. If this toggle is OFF, the displayed salary or wages will be a Part Time Equivalent amount, using the FTE factor to prorate the salary or wages.
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!!Seat Info tab
The data for the Seat Info 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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;[Position|POSITION_CODE]:This field displays the position assigned to the employee and/or for which the budget is being created.
;[Job|JOB_CODE]:This field shows the job that the employee is hired to perform and which is associated to the position.
;[Unit|UNIT_CODE]:This field shows the unit affiliated with the employee and/or position.
;[Group|GROUP_CODE]:This field identifies the group that determines the policy rules under which the employee and/or position must be processed.
;[Department|DEPARTMENT_CODE]:This is the department to which the employee and/or position is assigned.
;[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.
;[Range|RANGE_CODE]:Salary range provides minimum and maximum guidelines for the salary payable for the job. This range will can be used for a comparison with an employee's salary.
;[Status|STATUS_CODE]:This field indicates the employment status of the budget seat. This status will be derived either from the assignment details of an employee or from the default employment status of the group for vacant budget seats.
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!!Distribution 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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;[Seq|SPLIT_SEQUENCE]:The field will indicate the sequential order of the distribution split.
;[Distribution|DISTRIBUTION_CODE]:This field displays the distribution code receiving the portion of costs. This is normally the distribution of the wages associated with the assignment or position.
;[Split Rule|SPLIT_RULE]:The distribution split rule indicates how the distribution is being split.
;[Split %|SPLIT_PERCENT]:If the split rule is ‘By Percent’ then the percent is indicated in this field. This should be defined by a percent amount NOT by a decimal amount. EG, to indicate 5%, you will enter ‘5’ NOT ‘. 05’. If the split rule is ‘By Amount’ then it would be directly entered as the amount EG $500 you would enter 500
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!!Premiums tab
The data for the Premiums 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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;[Premium|PREMIUM_CODE]:This field displays the user-defined premium code that uniquely identifies this premium within the organization.
;[PC|PC_CODE]:This field will hold the pay component used to store the amount of the premium.
;[Abbreviation|PC_ABBREVIATION]:This field will hold the abbreviated description of the pay component.
;:%%information The information for this field will default in once the PC Code has been selected. You may NOT alter edit this field.%%
;[Premium Level|PREMIUM_LEVEL]:Premium Level indicates where the premium originates.
;[Premium Rate|PREMIUM_RATE]:
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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
This field will hold the user-defined statistic code.
Statistic_Code is a mandatory field you must fill using the LOV derived from the P2K_CM_STATISTIC_COMPONENT table.
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 $
User-defined statistical amount
Amount is an optional 18-character numeric field you may manually enter.
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!!Assumption Log tab
This tab is the log of assumptions that have been processed for the budget seat that you is on. The information data for the Assumption Log tab is derived from the P2K_FC_ASSUMPTIONS_LOGS table. You may NOT ALTER the information within this tab.
Seq
This field displays the sequential order of the assumption within this budget seat.
Assumption Action
This field will show what action the assumption will perform.
Description
This field will provide a short description of the assumption processed.
Before Value
This field shows the value of the ‘item’ prior to the assumption being processed.
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 Display Budget Amounts tab.
Start 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
This field displays the pay component generated for this period.
Abbreviation
This field displays the abbreviated description of the pay component.
Amount $
This field displays the amount calculated in UFCALC.
Distribution
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
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 HHRM
The information data for the Assumptions tab can be found in the P2K_FC_ASSUMPTION_LOGS table.
Seq
This field will display the sequential order of the assumption.
Assumption_Sequence is a mandatory 5-character numeric field you must enter manually.
Type
This field will display the assumption type being defined.
Planned What If Wage Step
Assumption_Type is a mandatory field you must fill using the fixed lexicon X_ASSUMPTION_TYPE.
Status
This field indicates the status of the assumption.
Assumption_Status is a mandatory field you must fill using the fixed lexicon X_ASSUMPTION_STATUS.
Statement
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.
Statement is an optional field you may fill using the LOV derived from the IFAS (P2K_FC_ASSUMPTION_STATEMENT) table.
Start
This field shows the date the assumption is to begin.
The information for this field will automatically fill through the IFAS (P2K_FC_ASSUMPTION) table. You may however, change this data either manually or by using the calendar icon provided.
End
This field shows the date the assumption is to end.
The information for this field will automatically fill through the IFAS (P2K_FC_ASSUMPTION) table. You may however, change this data either manually or by using the calendar icon provided.
Description
This field provides a short description of the assumption.
Description is an optional 50-character alphanumeric field you may manually enter.
Add Assumption Statement
You may add an assumption through the Add New Assumption Statement button.
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
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_Action is a mandatory field. The information for this field will automatically fill, however, you may edit it using the fixed lexicon X_ASSUMPTION_ACTION.
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
Ensure you place spaces before and after the ‘=’ in the formula line.
Assumption_Formula is an optional 2000-character alphanumeric field you may fill manually. The information for this field will automatically fill, however, you may edit it.
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’
Assumption_Where is an optional 2000-character alphanumeric field you may fill manually. The information for this field will automatically fill, however, you may edit it.
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 * 1.02 (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_ASSUMPTIONS_LOGS table. You may NOT edit the data in this tab, it is for viewing ONLY.
Seq
This field displays the sequential number of the processed assumption.
Description
This field provides a short description of the assumption.
Seat
This field will display the budget seat code.
Seat Title
This field will display the seat title for this budget seat.
Effective
This field will show the date the assumption is to begin.
Expiry
This field will show the date the assumption is to end.
Before Value
This field displays the value of the ‘item’ prior to the assumption being processed.
After Value
This field displays the value of the ‘item’ after the assumption has been processed.