Setting Up Position Data and Job Code Budgeting Information

If the system doesn't find budgeting information at the appointment level, it looks next at the position or position pool level. If there is no budgeting information there, the system then looks at the job code level.

If you want to budget at the position level, or if you are arranging your organization by position and you want to set up default budget information by position, set up or maintain position data that impacts full time equivalent (FTE) edits. The FTE, Adds to FTE Actual Count, Classified Indc (indicator), and Pre-Encumbrance Indicator fields are all used in Commitment Accounting processing and can be defined at the position level on the Position Data component.

The Used by Position Management check box on the Job Code − Evaluation Criteria page is selected for those job codes that are assigned to a position. If Used by Position Management is selected, the system uses any budget data you've established at the position/position pool level (and ignores any budget data you've established at the Job Code level). If the check box is deselected, the system uses any budget data you've established at the Job Code level (and ignores any budget data you've established at the position/position pool level).

A pre-encumbrance is an encumbrance that occurs before an organizational relationship exists (that is, before a job record is created). On the Position Data component, you can pre-encumber funds for approved positions using the Pre-Encumbrance Indicator field. You can also select to pre-encumber immediately (that is, on the position effective date).

Only Regular earnings are encumbered/pre-encumbered. For pre-encumbrances, the system uses the salary grade/step specified in the Job Code component (or the lowest salary step if step isn't entered on the Job Code component) associated with the position or job code.