Wiki: IFBA

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.
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.

Scenario: 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: This field shows the current status of the scenario.

Stage: The field displays the current stage of scenario.

Description: The field allows you to provide a short description of the scenario.

Rank: Rank is a mandatory 5-character numeric field you must manually enter.

Budget Seat: 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

Budget Seats tab#

The definition data for the Budget Seat tab may be found in the P2K_FC_BUDGET_SEATS.
Any seats EXCEPT for those of the base budget may be edited or deleted.

Budget Seat: The code for the budget seat is a combination of the position number and number of iterations of that position.

Status: This field shows the status of the budget seat.

Title: A combination of the employee number and the position title.

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.

Seat Details tab#

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: 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: The rate basis is the unit of measure that the associate wage rate is being stored or displayed in.

Contract Days: This field is used for contract assignments only and will indicate the number of days in the contract.

Contract Limit: This field is for contract assignments only and displays the wage limit for the contract period.

Hours Per Day: This field shows the standard hours per day required for this position.

Hours Per Week: This field shows the standard hours per week required for this position.

Scale/Step: This field shows the wage scale/step associated with this seat.

Scale Override: 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: 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.

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.

Position: This field displays the position assigned to the employee and/or for which the budget is being created.

Job: This field shows the job that the employee is hired to perform and which is associated to the position.

Unit: This field shows the unit affiliated with the employee and/or position.

Group: This field identifies the group that determines the policy rules under which the employee and/or position must be processed.

Department: This is the department to which the employee and/or position is assigned.

Work Rule: Work rules are used to determine the standard processing information required to create pay headers and transactions for an employee.

Range: 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: 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.

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.

Seq: The field will indicate the sequential order of the distribution split.

Distribution: 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: The distribution split rule indicates how the distribution is being split.

Split %: 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

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.

Premium: This field displays the user-defined premium code that uniquely identifies this premium within the organization.

PC: This field will hold the pay component used to store the amount of the premium.

Abbreviation: This field will hold the abbreviated description of the pay component.

: 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 indicates where the premium originates.

Premium Rate