Setting Up Job Data for Encumbrance and Full Time Equivalent Edits Processing

The system defaults to include all JOB records in encumbrance processing. Override encumbrance processing for individual people at the job level by selecting the Encumbrance Override check box on the Job Data − Job Information page (JOB_DATA_JOBCODE) when you create a Job Data record for a person.

If you want to budget by job code, set up and maintain the FTE, Adds to FTE Actual Count, and Classified Indc (indicator) fields on the Job Data − Job Information page and the Pre-Encumbrance Indicator field on the Job Code − Evaluation Criteria page (JOBCODE_TBL2_GBL) to accurately track full time equivalent (FTE) counts for your organization. These fields impact the way the system manages and tracks FTE.

If you're using the Position Management business process, these fields default from the position to the worker's job data. Override these defaults by selecting the Position Data Override option on the Work Location page (JOB_DATA1).

As outlined, the system looks for budgeting information at the appointment level first. If you don't establish budgeting information on the Job Data pages, the system looks next at the position, position pool level, or job code level.