Setting Up Job Code Defaults

This section provides an overview of job code defaults and discusses how to:

Define distribution profiles.
Define salary defaults.
Define benefit plan defaults.
Define earnings defaults.
Define employer-paid tax defaults.
Assign defaults to job codes.

Pages Used to Set Up Job Code Defaults

Page Name	Definition Name	Navigation	Usage
Distribution Profile	BP_DISTR_PRFL	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Distribution Profile	Set up distribution profiles that include default distributions for salary, earnings, benefits, and tax costs.
Salary Group	BP_SAL_GRP	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Salary Group	Define salary default groups.
Salary Grade Data	WA_SAL_GRADE_D00	select EPM Foundation, then select Business Metadata, then select OW-E Dimension Maintenance, then select HRMS, then select Salary, then select Grade, then select Salary Grade Data	Inquire and update existing grades that are associated with a salary administration plan.
Salary Step Data	WA_SAL_STEP_D00	select EPM Foundation, then select Business Metadata, then select OW-E Dimension Maintenance, then select HRMS, then select Salary, then select Grade, then select Salary Step Data	Inquire and update existing steps that are associated with a salary administration plan.
Benefit Group	BP_BNFT_GRP	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Benefit Group	Define benefit default groups.
Earnings Group	BP_EARN_GRP	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Earnings Group	Define earnings default groups.
Employer Tax Group	BP_TAX_GRP	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Employer Tax Group	Define employer-paid tax default groups.
Job Code Defaults	BP_ASSIGN_JOBCD	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Job Code Defaults	Assign the salary, benefits, earnings, and tax default groups to job codes, and associate distribution profile and union code defaults.
Job Code - Maintain Dimension	JOBCODE_D00	select EPM Foundation, then select Business Metadata, then select OW-E Dimension Maintenance, then select HRMS, then select Employee and Job, then select Job Code, then select Maintain Dimension	Inquire, update, or add a job code.

Understanding Job Code Defaults

Job code defaults link in Planning and Budgeting compensation, distribution, and union code information. When you attach a job code to a position, you assign the compensation costs and define how the system distributes those costs to specific dimensions. If job code defaults are defined to allow override at the coordinator level, budget preparers can override these defaults at the position-detail level.

Use these defaults for existing positions, loaded from your human resource system, that do not have compensation costs associated with them and for new positions that are created using position budgeting activities.

Distribution Profile Page

Use the Distribution Profile page (BP_DISTR_PRFL) to set up distribution profiles that include default distributions for salary, earnings, benefits, and tax costs.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Distribution Profile

Image: Distribution Profile page

This example illustrates the fields and controls on the Distribution Profile page. You can find definitions for the fields and controls later on this page.

Distribution Options

Salary Distribution, Benefit Distribution,Earning Distribution, and Tax Distribution

Select to apply the default dimension distributions for salary, benefits, earnings, and tax costs respectively.

You can select any combination of distribution options to specify the distribution type. Each selected distribution option uses the same default distribution.

If you deselect the check box for a distribution option, the system uses the planning center that is associated with the position to populate the dimensions for the distribution lines.

Default Distribution

Enter percentage values for the dimensions to define a dimension distribution.

Enter these values on each distribution row to define the portion of the compensation costs that use the defined dimension distributions. The distribution profile can contain one or multiple distribution lines. This enables you to distribute the cost of a position to multiple budgets. You can have an unlimited number of distribution lines for a distribution profile. The dimensions that appear depend on the dimensions that you use for budgeting purposes, as defined on the Dimension Configuration page.

If you leave a dimension value blank for your planning center, the system populates the dimension with the planning center value when you add a new position. In this situation, the distribution default percentage is 100 percent.

If you enter dimensions, the system uses the dimension values from the distribution profile. The coordinator can assign the distribution profile to a job code that is associated with the position to which you want to assign the default dimension values. A distribution default that is associated with a job code is global for all positions that are added by all planning centers for a job code. Leave the distribution profile default option blank on the Job Code Defaults page when your distributions are not global across job codes and planning centers.

Distributions do not include the account dimension. Assign the account defaults for salary, earnings, benefits, and tax costs for these compensation components using the salary, earnings, benefits, and employer tax group pages respectively. The preparer can override the account default at the position level if override capability is enabled in the salary, earnings, benefits, and employer tax group definitions. The account dimension values that are used are determined by the values that are assigned to salaries, benefits, earnings, or taxes at the time that the distributions are created.

Note: If your organization's labor distribution program does not support or use multiple dimension distributions for a position, define at least one distribution line with a percentage of 100.00. Assign this single distribution profile on the Position Data Defaults page for the business unit because you do not need to associate a distribution default with each job code.

Salary Group Page

Use the Salary Group page (BP_SAL_GRP) to define salary default groups.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Salary Group

Image: Salary Group page

This example illustrates the fields and controls on the Salary Group page. You can find definitions for the fields and controls later on this page.

Currency Code

Enter the same currency code as the one that is used for the job code defined in the planning model.

You cannot modify or convert currency code defaults for the job code record during the position budgeting process. Additionally, when you are staging data or creating new positions, if the job code's default currency is not an entry currency of the planning model, it will be converted to the business unit's base currency.

Salary Plan, Grade, and Step

Enter values to establish and further define the starting salary for positions by job code and the overall salary plan.

Available selections depend on the salary plans, salary grades, and salary steps that are imported from your human resource system.

Account

Enter the desired account to be used as the default for salary cost distributions.

The system uses only one account for salary distributions for a single position.

Survey Salary

Enter or modify the desired survey salary.

When you define the salary plan, grade, and step to add a new position, the system displays a Survey Salary value if one is available for the selected job code. You can modify this value.

Note: You can use the salary plan, grade, or step value, if available, to define the survey salary on the Salary Group page. If none are available, you can manually enter a survey salary value. When you decide not to use the optional Salary Group page, or indicate a survey salary, then the position's salary may result in 0 (zero) if a survey salary is not defined on the job code maintenance page. The survey salary on the Job Code - Maintain Dimension page in EPM Warehouse is used when none is available through Planning and Budgeting defaults. Therefore, you should consider entering an amount in the Survey Salary field for Salary Group when there is none available on the job code maintenance page, or you may update your job code defaults from your human resource management system.

Account Override Allowed

Select to enable override capability of the salary account at the position default and employee job levels.

If this check box is selected, a preparer can override the account that is used to distribute a position and employee's salary costs.

Amount Override Allowed

Select to enable override capability of the salary amount at the position and employee job levels.

If you select this option, you can override the salary amount that is defined for the position and employee.

Note: Access the Salary Grade Data and Salary Step Data pages under EPM Foundation to review and update existing grades and steps that are associated with a salary plan that is imported from your human resource system.

Benefit Group Page

Use the Benefit Group page (BP_BNFT_GRP) to define benefit default groups.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Benefit Group

Image: Benefit Group page

This example illustrates the fields and controls on the Benefit Group page. You can find definitions for the fields and controls later on this page.

Currency Code

Enter the same currency code as the one that is used for the job code defined in the planning model.

Plan Type

Enter a benefits plan type default defined as translate values similar to those in PeopleSoft Human Resource Management System.

Account

Enter the default account for benefits cost distributions.

Account Override Allowed

Select to enable override capability of the benefits account at the position default and employee job levels.

If this check box is selected, a preparer can override the account that is used to distribute a position and employee's benefits costs.

Amount

Enter a flat amount to define the lump sum cost of benefits for positions and employees.

% of Salary (percentage of salary)

Enter a percentage of salary to have the system calculate the benefits costs by applying the percentage against a position or employee's gross pay.

Enter an amount or percentage, but not both.

Note: Gross pay is defined as the salary amount plus any earnings marked as added to gross pay. The Add Gross field in the earnings table is visible to an end user in position budgeting on the Earnings/Allowance page.

Amount Override Allowed

Select to enable override capability of the benefit plan amount at the position default and employee levels.

If this check box is selected, a preparer can override the amount that is used to distribute a position or employee's benefits costs.

Earnings Group Page

Use the Earnings Group page (BP_EARN_GRP) to define earnings default groups.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Earnings Group

Image: Earnings Group page

This example illustrates the fields and controls on the Earnings Group page. You can find definitions for the fields and controls later on this page.

Currency Code

Enter the same currency code as the one that is used for the job code defined in the planning model.

Earnings Code

Enter the default earnings code.

Account

Enter the default account for earnings cost distributions.

Account Override Allowed

Select to enable override capability of the earnings account at the position default and employee job levels.

If this check box is selected, a preparer can override the account that is used to distribute a position or employee's earnings costs.

Amount

Enter a flat amount to define the lump sum cost of earnings for positions and employees.

% of Salary (percentage of salary)

Enter a percentage of salary to have the system calculate the earnings costs by applying the percentage against a position or employee's base pay.

Enter an amount or percentage, but not both.

Note: Base pay is the default position or employee's salary amount.

The Amount and % of Salary fields are not required for earning codes that have the Include in OT Calculation or Calculate by Hours or Shifts option selected on the Earning Codes and Plan Types - Earning Codes page.

See Earning Codes and Plan Types - Earning Codes Page.

Amount Override Allowed

Select to enable override capability of the earnings amount at the position default and employee job levels.

If this check box is selected, a preparer can override the amount that is used to distribute a position or employee's earnings costs.

Employer Tax Group Page

Use the Employer Tax Group page (BP_TAX_GRP) to define employer-paid tax default groups.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Employer Tax Group

Image: Employer Tax Group page

This example illustrates the fields and controls on the Employer Tax Group page. You can find definitions for the fields and controls later on this page.

Currency Code

Enter the same currency code as the one that is used for the job code defined in the planning model.

Tax Class

Select the default employer-paid tax.

The available options are those that are defined as translate values similar to those in the PeopleSoft Human Resource Management System.

Account

Enter the default account for employer-paid tax distributions.

Account Override Allowed

Select to enable override capability of the tax account at the position default and employee job levels.

If this check box is selected, a preparer can override the account that is used to distribute a position or employee's employer-paid tax costs.

Amount

Enter a tax amount to define the lump sum cost for positions and employees.

Enter an amount or percentage, but not both.

Maximum Gross

Enter the amount that the system uses to control the maximum gross pay amount against which employer-paid taxes are applied.

For example, suppose that you define maximum gross as 56,000 USD and taxes as 5 percent of salary. The system calculates taxes for positions up to 56,000 USD in gross salary costs. Thus, the maximum amount that is applied to employer-paid taxes is 2,800 USD, or 5 percent of 56,000 USD. The system does not apply taxes for salary costs that are above 56,000 USD.

% of Salary (percentage of salary)

Enter a percentage of salary to have the system calculate the tax by applying this value against a position or employee's gross pay.

Amount Override Allowed

Select to enable override capability of the tax default at the position default and employee job levels.

If this check box is selected, a preparer can override the employer-paid tax amount defined to distribute a position or employee's costs.

Job Code Defaults Page

Use the Job Code Defaults page (BP_ASSIGN_JOBCD) to assign the salary, benefits, earnings, and tax default groups to job codes, and associate distribution profile and union code defaults.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Job Code Defaults

Image: Job Code Defaults page

This example illustrates the fields and controls on the Job Code Defaults page. You can find definitions for the fields and controls later on this page.

Salary Group ID, Benefit Group ID,Earnings Group ID, and Tax Group ID

Enter optional group ID information for each job code.

The available options for these fields are effective-dated and depend on the data that you enter using the Salary Group, Benefit Group, Earnings Group, and Employer Tax Group pages, respectively, and the currency code that is associated with the job code. The currency code for salary, benefit, earnings, and tax groups must match the currency code that is assigned to the job code.

If you do not enter a value for one of the fields, the system searches for any corresponding defaults that are established at the next level within the hierarchy, which is on the Position Data Defaults page by business unit. If the system does not find appropriate defaults, it does not supply the information. You can manually enter the data at the position level.

Note: You cannot modify or convert currency code defaults for the job code default record during the position budgeting process. Currencies are converted only during staging and the creation of new positions when the job code's default currency is not an entry currency of the planning model.

Union Code

Enter union code information for each job code as appropriate.

The available union code options depend on those in the union code interface table (UNION_TBL) when loaded into EPM Warehouse for Planning and Budgeting.

Distribution Profile

Enter distribution profile information for each job code as appropriate.

The available options for the distribution profile depend on the data that you enter using the Distribution Profile page.

Note: Even if you do not want to assign any defaults at the job codes level, you must select at least one effective date to display available job codes, and then save the page to populate the record that is used for position budgeting activity. All defaults will then be extracted from the Position Data Defaults page by business unit.

If you have more than one set of accounts (more than one setID for account dimensions) for multiple models that use a single set of job code data (one setID), define any account-related defaults at the business unit level using the Position Data Defaults page.

Note: Access the Job Code - Maintain Dimension page in EPM Warehouse to inquire, update, or add job codes.