Creating Revision Requests

  To create revision requests:

  1. See Requirements.

  2. Select View and then Basic Mode.

  3. Expand Budget Preparation, and then select Manage revision requests.

  4. In the POV, select the year.

  5. From Page, select the HR entity, and then click Go. To enable revisions to child entities, select their parent entity.

  6. To create revisions, right-click, select Create Revision, and then specify the following:

    • The entity (department or cost center) and scenario in which to make the revision

    • Transaction Type:

      • Transfer— Move compensation expenses to another account by changing allocations.

      • Revision—Apply major changes, such as modifying position expenses by adding compensation elements that began midyear, such as Group Insurance.

      • Adjustment—Apply minor changes, such as increasing municipal compensation allowance by 5%.

    • Justification—Reason for the revision

    • Human resource budget—The HR budget referenced

    • Revision source:

      • Yes—Source data was loaded into Planning from a commitment control system that tracks encumbrances, such as purchase requests

      • No—Source data was not loaded from a commitment control system

    • Permanent OptionYes to include revisions in the current and future budgets. No to include revisions only in the current budget.

  7. Click Create.

  8. Right-click the revision, select Populate Revision, and then make a selection for your budget type:

    • By Position Properties—Make position changes

    • By Job and Employee Properties—Make employee or job changes

    • By Entity—Make changes to employees, jobs, positions, or compensation elements in an HR organization

    • By Salary Grades—Make salary grade changes

  9. Click Run.

  10. See Specifying Revision Data.