Setting up Earning Codes and General Position Budgeting Defaults

You must define general defaults for position activities, including system-generated position numbers and the accounts that are used for position budgeting.

This section discusses how to:

Set up auto numbering for positions.
Set up earning codes for overtime and shift pay.
Identify accounts for position account categories.

Pages Used to Set Up Earning Codes and General Position Budgeting Defaults

Page Name	Definition Name	Navigation	Usage
Position Number Default	BP_HRMS_INSTALL	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Position Number Default, then select Position Number Default	Set up auto numbering for positions by entering the position prefix and the last assigned position number that is used by all position activities for planning models.
Position Salary Account Defaults	BP_POS_BUDG_ACT	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Position Budgeting Accounts, then select Position Salary Account Defaults	Identify salary accounts related to position budgeting that are used to define the personnel line item budgets.
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	Set up earning codes for overtime and shift pay.
Position Benefits Account Defaults	BP_POS_BNFT_ACT	Click the Benefits Account link on the Position Salary Account Defaults page.	Identify benefits accounts related to position budgeting that are used to define the personnel line item budgets.
Position Earnings Account Defaults	BP_POS_EARN_ACT	Click the Earnings Account link on the Position Salary Account Defaults page.	Identify earnings accounts related to position budgeting that are used to define the personnel line item budgets.
Position Tax Account Defaults	BP_POS_TAX_ACT	Click the Tax Account link on the Position Salary Account Defaults page.	Identify employer-paid tax accounts related to position budgeting that are used to define the personnel line item budgets.

Position Number Default Page

Use the Position Number Default page (BP_HRMS_INSTALL) to set up auto numbering for positions by entering the position prefix and the last assigned position number that is used by all position activities for planning models.

Navigation

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

Position Prefix

Enter a prefix for the system to attach to each new position number so that new positions are distinguished from positions that are imported from the human resource system.

The user cannot override this prefix; it applies to all positions that are created during the budgeting process.

Last Assigned Position Number

Enter the last assigned position number.

The system assigns the next number in sequence, and then adds the position prefix for newly created positions. The user cannot override this default.

Note: The PeopleSoft Position Management application in the PeopleSoft Human Resource Management System is not a required component of Planning and Budgeting integration. However, because Planning and Budgeting uses a position number to manage data within the planning model and activity, the system also uses the default position prefix and last assigned position number during the Data Staging Application Engine process (BP_STG) to assign a position number when none is present.

Earning Codes Page

Use the Earning Codes page (BP_EARNING_TBL) to set up earning codes for overtime and shift pay.

Navigation

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

Image: Earning Codes page

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

Use this page to add earning codes, or update existing earning codes.

Add to Gross Pay

Select to indicate amounts associated with this earning code are added to gross pay.

Multiplication Factor and Flat Amount

Enter either the multiplication factor or flat amount to apply when using this earnings code. You cannot enter a value in both fields; you can define either one or the other, not both. The entered values are used to calculate salary adjustments such as overtime or shift pay.

Note: To enable earning codes to be used for overtime or shift pay, you must establish options using the Earning Codes and Plan Types - Earning Codes page.

See Earning Codes and Plan Types - Earning Codes Page.

Position Salary Account Defaults Page

Use the Position Salary Account Defaults page (BP_POS_BUDG_ACT) to identify salary accounts related to position budgeting that are used to define the personnel line item budgets.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Position Budgeting Defaults, then select Position Budgeting Accounts, then select Position Salary Account Defaults

Image: Position Salary Account Defaults page

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

Identify position budgeting accounts to:

Determine the salary, earnings, benefits, and tax accounts that are used for position budget activities by account category.
Determine the account members that are allowed for the position budgeting activity by business unit.

From Account and To Account

Enter one account value or a range of values to define your available salary, benefits, earnings, and employer-paid tax expense accounts by business unit.

The system associates the accounts on these pages with the corresponding salary, benefits, earnings, and tax expense categories in position budgeting.

Salary Account

Click to access the Position Salary Account Defaults page and identify salary accounts that are related to your position budgeting activity that are used to define the personnel expenses.

Benefits Account

Click to access the Position Benefits Account Defaults page and identify benefits accounts related to your position budgeting activity that are used to define the personnel expenses.

Earnings Account

Click to access the Position Earnings Account Defaults page and identify earnings accounts related to your position budgeting activity that are used to define the personnel expenses.

Tax Account

Click to access the Position Tax Account Defaults page and identify employer-paid tax accounts related to your position budgeting activity that are used to define the personnel expenses.

Note: Because these account default rules represent the dimension members for the position activities in your business unit planning model, make sure that the values all exist on the same level of an account tree that you use in your activity group. You want all the accounts that are used for position budgeting to be consistent with the account tree, dimension leveling, and parent line item activity, within the activity scenario of your business unit's planning model. Users may not be able to add positions or run reports when the accounts that are used are at varying levels of an account tree.