To define default information that applies to your entire system, you set up human resources constants. These constants control the types of information that you track and the rules that the system uses to perform certain calculations. For example, you can use a constant to specify whether you want to activate position control. When you activate position control, the system verifies information related to employee positions and position budgets.
You use constants to control the following types of information:
| Type | Description |
|---|---|
| History and turnover | You use constants to indicate whether you want to track history and turnover information for employees.
For information about this topic, see Section 63.1, "Setting Up History and Turnover Constants." |
| Salary display | To standardize the salary information in your system, you can choose the type of salary, annual or effective, that the system displays for all employees. |
| Position control | To establish, monitor, and control position budgets, you must set up position information. |
| Requisition information | To automate the process of creating and maintaining requisitions, you set up requisition information. |
| Pay rate verification | To ensure that you enter acceptable pay rates for employees, you can set up the system to verify that the pay rates that you enter are appropriate for the employee's pay grade or pay grade step. |
This chapter contains these topics:
Review Section 4.1, "About Salary and Hourly Rate Calculations" for information about how the Human Resources constants affect salary and hourly rate information.
From Human Resources (G08), choose Employee History
From Employee History (G08H1), enter 29
From Constants &History/Turnover Setup (G08H4), choose Constants Information
To standardize the salary information that appears on review forms and reports, you can set up your system to display either annual or effective salaries for employees. An employee's effective salary is the employee's pay rate multiplied by the employee's standard hours per year. An employee's annual salary is the effective salary divided by the number of pay periods for which the employee is paid, multiplied by the pay frequency. You typically choose to display effective salaries when many of the employees in your organization have standard hours per year that vary from the default standard hours per year for their pay grade steps.
To set up the default salary display
Complete the following field:
Display Salary (Annual/Effective)
From Human Resources (G08), choose Employee History
From Employee History (G08H1), enter 29
From Constants &History/Turnover Setup (G08H4), choose Constants Information
To use position budgets to establish, monitor, and control budgets for employee assignments, you must activate position control. To make it easier to track salaries and pay rates for the employees in a position, you can set up default pay information for positions.
You can also select the types of verifications that you want the system to perform when you enter or change position information for an employee. For example, you can set up the system to determine whether the information you enter causes the position budget to be exceeded, and if so, to generate either an error or a warning message.
To set up position control information
On Constants Information
To activate position control, complete the following fields:
Position Control (Y/N)
Position ID Required
To set up default pay information for positions, complete the following fields:
Pay Rates Source
Pay Grade Step Progression Rate Source
Salary Default Source
Rate Change in Projections
To set up position budget verifications, complete the following fields:
Salary
FTE
Hours
Headcount
To activate contract calendars, complete the following field:
Contract/Calendars
| Field | Explanation |
|---|---|
| Position ID Required | This code determines whether you are using the position control feature and, if so, whether all employees are required to have a position ID. Valid codes are:
1 – Position ID is required. 2 – Position ID is optional. The Position ID field appears on the HR Employee Entry form. 3 – Position ID is not required, and the Position ID field does not appear on the HR Employee Entry form. If you leave this field blank, the system assumes that the Position ID is optional (code 2). |
| Pay Rates Source | This constant specifies the default source for employee pay rates. When you add or change employee information, the system uses this constant to locate a pay rate for an employee when you leave the salary and hourly rate fields blank.
Pay Rate Source 1 – Pay Rate Tables 2 – Pay Grade Step Table 3 – None To calculate a salary for the employee, the system multiplies the employee's standard hours per year by the hourly rate from the table. |
| Pay Grd Step Prog. Rate Source | This field specifies the default pay grade step that the system uses to locate a pay rate for employees who have a salary forecast change date. The system uses this rate to calculate annual position budget amounts that are based on employee records.
Step Progression Rate: 1 – Same Grade Step 2 – Next Grade Step |
| Salary Default Source | This field specifies the default source for salary (pay rate) that the system uses to create new positions or to define vacancies when you run the Create Next Year's Position program (P081820). Allowed values are:
blank – None 1 – Pay Grade Minimum 2 – Pay Grade Midpoint 3 – Pay Grade Maximum 4 – Pay Grade Step Amount When the salary default source is the Pay Grade Step table, that table's calculated hours per year (hours per day multiplied by days per year) is the default standard hours per year for the position. If standard hours per year do not exist in the table, the system uses the following default sequence to determine the standard hours per year for the position:
|
| Rate Change in Projections | This constant indicates whether the system uses future rate changes, based on an employee's salary forecast change date, to calculate projected year-end values for position budgets.
Valid values are: Y – Yes N – No |
| Salary | This field specifies whether the system verifies that, when you associate an employee with a position, the employee's salary is within the budgeted effective salary for the position.
Allowed values are: Blank – No Edit 1 – Warning message if over budget, but allowed to continue. 2 – Hard error if over budget, processing stops, no table updates. |
| FTE | This field specifies whether the system verifies that, when you associate an employee with a position, the employee is within the budgeted Full-time equivalents (FTE) for the position.
Allowed values are: Blank – No Edit 1 – Warning message if over budget, but allowed to continue. 2 – Hard error if over budget, processing stops, no table updates. |
| Hours | This field specifies whether the system verifies that, when you associate an employee with a position, the employee's work hours are within the budgeted effective hours for the position.
Allowed values are: Blank – No verification 1 – Warning message if over budget, but allowed to continue. 2 – Hard error if over budget, processing stops, no table updates. |
| Headcount | This field specifies whether the system verifies that, when you associate an employee with a position, the employee is within the budgeted effective headcount for the position.
Allowed values are: Blank – No Edit 1 – Warning message if over budget, but allowed to continue. 2 – Hard error if over budget, processing stops, no table updates. |
| Contract/Calendars (Y/N) | A field that specifies whether you are using contract calendars to identify the work days for a group of employees. |
From Human Resources (G08), choose Employee History
From Employee History (G08H1), enter 29
From Constants &History/Turnover Setup (G08H4), choose Constants Information
To save you time and reduce data entry, you can set up your system to automatically update requisition information when you terminate an employee or change assignment information for an employee.
To set up the requisition information
On Constants Information
Complete the following fields:
Employee Assignment Window
Create Upon Termination
| Field | Explanation |
|---|---|
| Employee Assignment Window | This field specifies whether the system displays the Employee Assignment window when an employee changes to a new job, position, or home business unit. You use the employee assignment window to update requisition information for the requisitions affected by the change. |
| Create Upon Termination | This field specifies whether the system automatically creates a requisition for the position when you terminate an employee.
Valid codes are: Blank – No, do not automatically create a requisition 1 – Yes, automatically create and display a new requisition |
From Human Resources (G08), choose Employee History
From Employee History (G08H1), enter 29
From Constants &History/Turnover Setup (G08H4), choose Constants Information
When budgetary restrictions require you to closely monitor employee pay rates, you can set up your system to verify that the pay rates you enter for employees are within the established pay range for the employee's pay grade. If you are using pay grade step progression, this constant causes the system to verify that the pay rate you enter matches the pay rate for the employee's pay grade step.
To set up pay rate verification
On Constants Information
Complete the following field:
Pay Range/Step Edit
| Field | Explanation |
|---|---|
| Pay Range/Step Edit | This field specifies whether the system displays an error or warning message when you enter a pay rate for an employee that is not within the pay range for the employee's pay grade. If you are using pay grade step progression, the system displays an error or warning message when you enter a pay rate for an employee that does not match the rate for the employee's pay grade step.
Allowed values are: Blank – No Edit 1 – Warning message if the rate is out of range for the pay grade, or if it is not the rate for the pay grade step. Processing continues. 2 – Hard error if the rate is out of range for the pay grade, or if it is not the rate for the pay grade step. Processing stops, and the system does not update any tables. |