Wiki: UFSTEP

Apply Wage Stepping for Budget Seats#

If automatic wage stepping is required, the Apply Wage Stepping (UFSTEP) form should be run immediately after the Create Initial Budget UFBDGT form before any assumptions are processed.

The Apply Wage Stepping (UFSTEP) process will NOT work on the “base” scenario.

Wage Step Logic#

The UFSTEP process performs wage stepping logic for each budget seat that qualifies for wage stepping.
It is possible for a budget seat to be stepped more than once during the budget time frame.
The derived step date must fall within the budget time frame.
The budget seat must NOT be terminated as of the step date.
The budget seat must be in the same unit/group as of the step date.
The budget seat must be on the same scale/step as of the step date.
Budget seats must have a Scale/Step and the Scale Override toggle must be “off”.
If the Scale Override toggle is “on”, it means that the budget seat is “red lined” or “red circled” and no automatic stepping should occur. An exception message will be issued.
There must be a wage step rule defined on the associated scale or group.
A wage step rule on the scale overrides a wage step rule on the group.
If the budget seat is already at the top of the scale no wage stepping logic is done.
If the budget seat is for a vacant position, one of the following dates will be substituted for the step base date:

Position Approved Date	If supplied and later than the budget start date, otherwise
Position Effective Date	If position is “budgeted” after budget start date, otherwise
Budget Start Date	If position is “budgeted” from the beginning of the Budget

When budget seats are stepped, a new date sensitive record is cut and the wage rate and basis is re-derived based on the new step.
Internal assumption records and assumption logs are created for each record stepped to provide an audit trail of the changes that have been made to the budget seats.
An exception message will be issued for each budget seat that is stepped and it should state the budget seat code, the step date, the scale code and the old and new step.
Experience records are not physically touched by UFSTEP.

Report Parameters
Budget	Mandatory, LOV available The user-defined name of the budget to be stepped
From	Date, Mandatory, LOV available The start date of the stepping period
To	Date, Mandatory, LOV available The end date of the stepping period
Exception Level	Mandatory, LOV available Do you need to see ‘trace’ information? Exceptions Only, User Trace, Legislation, UserCalc Trace, Program Trace or Utility Trace?
Trial	Mandatory, LOV available, <NO> Run in update mode (No) or in Trial (Yes)

Report Filters
Budget Area	Mandatory, Multiple selections, LOV available Name of the budget area(s) to be stepped
Scenario	Mandatory, Multiple selections, LOV available Name of the scenario(s) to be stepped
Budget Seat	Mandatory, Multiple selections, LOV available, <ALL> Specific Budgets Seat(s) may be stepped Limits the budget to the entity indicated
Unit	Mandatory, Multiple selections, LOV available,<ALL> Limits stepping to the unit indicated
Group	Mandatory, Multiple selections, LOV available, <ALL> Limits stepping to the Group indicated
Department	Mandatory, Multiple selections, LOV available, <ALL> Limits stepping to the Department indicated
Auth Area	Mandatory, Multiple selections, LOV available, <ALL> Limits stepping to the Auth Area indicated
Location	Mandatory, Multiple selections, LOV available, <ALL> Limits stepping to the Location indicated