Setting Up Position Data Defaults

The distributions associated with each job or position that is imported from your human resource system are the primary defaults that are used in Planning and Budgeting. If a position and employee job in your human resource system does not have compensation or distributions associated with it, the system uses other defaults that you define. The system first looks to the job code definition, and then to the defaults by business unit on the Position Data Defaults page.

This section discusses how to define position data defaults.

Page Used to Set Up Position Data Defaults

Page Name	Definition Name	Navigation	Usage
Position Data Defaults	BP_HRMS_DEFAULT	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Position Data Default	Establish defaults for importing position and employee job data and performing position budgeting activities. The system applies these defaults when they are unavailable from your human resource system or job code default definitions.

Position Data Defaults Page

Use the Position Data Defaults page (BP_HRMS_DEFAULT) to establish defaults for importing position and employee job data and performing position budgeting activities.

The system applies these defaults when they are unavailable from your human resource system or job code default definitions.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Position Data Default

Image: Position Data Defaults page

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

Distribution Profile

Enter the distribution profile default that is used to assign dimension distributions for compensation costs for newly added positions or those associated with existing positions that are imported from your human resource system that do not have complete distribution information.

The options depend on the distribution profiles that you set up. Override the distributions at the position level.

Salary Account

Enter the salary account default.

The option includes those accounts that you define as your default salary accounts using the Position Salary Account Defaults page. Override this default at the position level.

Benefit Account

Enter the benefits account default.

The option includes those accounts that you define as your default benefit accounts using the Position Benefits Account Defaults page. Override this default at the position level.

Earning Account

Enter the earnings account default.

The option includes those accounts that you define as your default earning accounts using the Position Earnings Account Defaults page. Override this default at the position level.

Tax Account

Enter the tax account default.

The option includes those accounts that you define as your default tax accounts using the Position Tax Account Defaults page. Override this default at the position level.

Standard Hours

Enter the default value for positions that do not have standard hours associated with them.

Use this field for unfilled and new positions. Override this default at the position level.

Budget Factor

Enter the budget factor that you want to calculate position costs for unfilled and new positions.

If the budget factor is 1.00, the system budgets 100 percent of the position costs. To prorate the position costs, enter a fraction of the position cost. For example, for a new position effective-dated at the first of the budget year that goes unfilled for 3 out of 12 months into the budget year, enter a budget factor of 0.75. The system calculates 75 percent (9 months of expense) of the position costs as expense to spread across the budget year. Override this default at the position level.

Note: Budget factor is treated as a percent applied to the overall position costs. As an alternative, use effective dating instead and add the position on the anticipated fill date. For the same example with a 1.00 budget factor and an effective date starting after the third month, the budget expense is the same for the position. With an effective date, the expense is recognized in the last 9 months; using the budget factor spreads the expense across all 12 months.

Using HR Position Numbers (using human resource position numbers)

Select if the customer populated the POSITION_DATA table either from PeopleSoft Position Management or a third-party system.

Enabling this option is an indication that you use position numbers in conjunction with employee job records in your human resource system.

Note: Using position numbers (or PeopleSoft Position Management) is optional. The option used in conjunction with Use Position Delete Rules will prevent your end users from deleting positions in their position budgeting activity when the position still exists in the POSITION_DATA table.

Use Position Delete Rules

Select to enable the user to delete positions.

From the Position Overview page in the activity, the user can select Delete a Position. The Delete a Position dropdown list item is available only if you select Use Position Delete Rules for this business unit.

Benefit Group ID

Select a benefit group ID for each unique currency code that is required for position budgeting within the planning model for a business unit.

Valid benefit groups include those that you define using the Benefit Group page.

The system uses the benefit plan defaults that you define to calculate budget amounts for newly added or unfilled positions if no benefit data is associated with them. Optionally, you can have the benefit plan defaults inserted for existing employee data when this information is not sourced from your human resource system.

Define default benefit plan types as part of the job code definition, or you can use this page for a more global default. End users can override the benefit plan defaults, when allowed, at the position level.

See Benefit Group Page.

Earnings Group ID

Select an earnings group ID for each unique currency code that is required for position budgeting within the planning model for a business unit.

Valid earnings groups include those that you define using the Earnings Group page.

The system uses the earnings type defaults that you define to calculate budget amounts for newly added or unfilled positions if no earnings codes are associated with them. Optionally, you can have the earnings type defaults inserted for existing employee data when this information is not sourced from your human resource system.

Define default earnings as part of the job code definition, or you can use this page for a more global default. End users can override the earnings code defaults, when allowed, at the position level.

See Earnings Group Page.

Tax Group ID

Select a tax group ID for each unique currency code that is required for position budgeting within the planning model for a business unit.

Valid tax groups include those that you define using the Employer Tax Group page.

The system uses the tax defaults that you define to calculate budget amounts for newly added or unfilled positions if no taxes are associated with them. You can also assign employer tax information to existing employee job data.

Define default taxes as part of the job code definition, or you can use this page for more global default. End users can override the tax defaults, when allowed, at the position level.

See Employer Tax Group Page.

Note: Calculated tax information is not sourced from the PeopleSoft Human Resource Management System; therefore, you can choose to apply employer-paid tax defaults to both unfilled position defaults and existing employee job data.

Click to access the Benefit Group page, the Earnings Group page, or the Employer Tax Group page.