Setting up position control regulation

Shortcut/mask: HRTBRG

Use this window to set up position control regulation. Position control prevents you from exceeding salary budgets. Budget information can be calculated based on:

  • Dollar amounts
  • Full-time equivalent (FTE)
  • Allocated person units (APU)

Every employee pay assignment record must have a position control number (PCN) assigned through a PCN/Position code. The position control feature totals the FTEs, dollar amounts, or APUs for the position and compares it to the budgeted amount. Totals are calculated based on employee assignments set up on the Pay Assignments window (HRPYPA).

If you add or update a pay assignment that is over budget, Human Resources (HR) prevents the pay assignment or displays a warning depending on your system setup. You must complete the PCN/Position Code Definitions (HRTBPC) window before you complete this tab.

The Position Control Regulation Setup window contains the following tabs:

  • PCN by FTE: Complete this tab for PCNs that budget by FTE employees.
  • PCN by Amount: Complete this tab for PCNs that budget by dollars.
  • PCN by APU: Complete this tab for PCNs with a budget status that indicates position control is budgeted by APU.

You can copy the information on these three tabs from one fiscal year to another with the Position Control Update utility.

The amounts that display in the total lines are calculated based on the employee pay assignments.

Refer to Setting up PCN and position definition records HRTBPC for information on creating PCNs and position definition records.

Complete the following steps to set up your organization's position definition records:

  1. Open the window by typing HRTBRG in the Search field and pressing Enter.
  2. The window opens in search mode so you can enter selection criteria and select Apply Criteria to locate an entity.
  3. Double-click the entity you want to regulate in the list of results.
  4. Select the tab you want to regulate (FTE, amount, or APU) and select Add (+).
  5. Complete the following fields:
  • As of Date: Select the date you want to use to calculate the totals. You can keep the current date or change it.
  • Ledger: HR completes this field for you based on the entity code assigned to the PCN you are working with.
  • Key/Object: General ledger organization key and object code associated with the PCN.
  • Effective Dates: Dates the pay assignments are active.
  • Position: Indicate the position to be budgeted under this PCN. You can enter more than one position if the PCN is set at a higher level. For example, if the PCN is set at the department level and the department has 10 positions attached to it, then each position must be defined.
  • % Distribution: Percentage of the dollar amount, FTE, or PPU assigned to this position. You might use this field if an employee splits work time between two or more positions.
  • Fiscal Year: Financial year you want to calculate totals for.
  • Budget: Maximum number of dollars, FTEs, or APUs allowed within the budget.
  • Misc1: Additional information you want to note.
  • Misc2: Additional information you want to note.
  • Account: account number.
  • Notes: Additional information you want to note.
  1. Select Save Changes or press Enter.

Result: You have set up position control regulation for the selected entity.

 

Related Information:

  • Setting up position control number and position code definitions (HRTBPC)
  • Assigning benefits to an employee (HRPYBE)
  • Setting up Employee Benefits (HRUTBU)
  • Setting up the employee master file (HREMEN)