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Reviewing Human Resource Default Data

Budget coordinators can use inquiry pages to verify that human resource data (such as job codes and benefit plan types) that are needed for position budgeting setup and user defaults exist in the PeopleSoft Enterprise Performance Management database. If the information does not exist, import it from your human resource database.

This section discusses how to review human resource default data.

Pages Used to Review Human Resource Default Data

Page Name

Definition Name

Navigation

Usage

Job Code

BP_JOBCODES

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Human Resource Default Inquiry, then select Job Codes

Inquire about existing job codes and defaults imported from your human resource system and assigned by the coordinator.

Benefit Plan Type

BP_PLAN_TYPE

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Human Resource Default Inquiry, then select Benefits Plan Type

Inquire about existing benefit plan types from the human resource system. The system stores benefits as translate values.

Earning Codes

BP_EARNING_TBL

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Human Resource Default Inquiry, then select Earning Codes

Maintain earning codes.

Tax Defaults

BP_TAX_CLASS

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Human Resource Default Inquiry, then select Tax Class

Inquire about existing tax codes from the human resource system. The system stores tax codes as translate values.

Union Code

BP_UNION_CD

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Human Resource Default Inquiry, then select Union Codes

Inquire about existing union codes imported from your human resource system.

Action Reason

BP_ACTION_REASON

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Human Resource Default Inquiry, then select Action Reason

Inquire about existing codes imported from your human resource system that are used to track actions that are performed on position budgets.

Reviewing Human Resource Default Data

Access any human resource default inquiry page.

All of the pages are view-only and display similar information.

Note: Because you can define job code defaults for position budgeting at business unit and setID levels, all defaults may not be visible on the Job Code page.