Planners (department managers, budget office staff, and finance staff), review and maintain data for their entities during the planning cycle by performing these tasks:
Set up and activate new positions and jobs. See Creating Jobs and Activating Jobs.
Specify job compensation details such as assigning salaries, employees, and additional earnings. See Maintaining Job Compensation Details.
Associate employees with jobs. See Specifying Employee Assignments.
Terminate or exclude jobs from budget calculations. See Terminating Jobs and Excluding Jobs From Calculations .
Terminate employees or transfer them to other positions. See Terminating Employees and Transferring Employees.
Specify employee compensation such as FTEs and benefits. See Maintaining Employee Compensation Details.
Modify employee status to budget for changes such as maternity or disability leave. See Changing Employee Status.
Exclude or delete employee expenses from budgets. See Deleting Employees from Budgets.
Assign existing or prospective employees to jobs or positions. See About Filling Vacant Positions or Jobs .
Manage position compensation such as employer paid taxes and salary. See Maintaining Position Compensation Details.
Identify and initiate position transfers. See Reviewing Pending Transfers.
Set up and delete positions. See Creating Positions and Deleting Positions.
Calculate the compensation budget for their HR organizations, and allocate expenses to General Ledger accounts. See Calculating and Allocating Compensation Expenses.
Review and approve compensation expenses. See Reviewing Expenses and Approving Positions, Jobs, and Employee FTE and Compensation .
Submit their HR organization budgets for overall approval. See Submitting Budgets for Approval.