Position Budget Checks Performed at the Position and Worker Assignment Levels

This table shows what happens at the position and worker assignment levels when a position budget isn’t configured on the Enterprise HCM Information page.

When Position Budgeting Isn't Configured

Level	Outcome
Position	Outcome: No budget checks are performed for the FTE, Headcount, and Budget Amount attributes, and their limits aren't validated.
Worker Assignment	Use Case 1: The Apply Incumbent Validation checkbox is deselected on the Enterprise HCM Information page. Outcome: No validation of FTE and Headcount is performed at the worker assignment level. Use Case 2: The Apply Incumbent Validation checkbox is selected on the Enterprise HCM Information page. Outcome: Here's how the FTE and Headcount of the position on the worker assignment are checked: If overlap of headcount is allowed for the position associated with the assignment: Warning is displayed if the open FTE or Headcount is exceeded. If overlap of headcount isn’t allowed for the position associated with the assignment: Users need to select a different position that has unutilized FTE or Headcount.

Level

Outcome

Position

Outcome: No budget checks are performed for the FTE, Headcount, and Budget Amount attributes, and their limits aren't validated.

Worker Assignment

Use Case 1: The Apply Incumbent Validation checkbox is deselected on the Enterprise HCM Information page.

Outcome: No validation of FTE and Headcount is performed at the worker assignment level.

Use Case 2: The Apply Incumbent Validation checkbox is selected on the Enterprise HCM Information page.

Outcome: Here's how the FTE and Headcount of the position on the worker assignment are checked:

If overlap of headcount is allowed for the position associated with the assignment: Warning is displayed if the open FTE or Headcount is exceeded.
If overlap of headcount isn’t allowed for the position associated with the assignment: Users need to select a different position that has unutilized FTE or Headcount.

This table shows the position budget checks at the position and worker assignment levels after you configure the position budgets on the Enterprise HCM Information page.

Note: You must set the ORA_PER_POSITION_BUDGETING_ENABLED profile option to Y to enable position budgeting.

When Position Budgeting Is Configured

Level	Action or Outcome
Enterprise HCM Information	Configure the values in the Position budgeting section.
HCM Data Loader	Load the budget data using the PositionBudget.dat file.
Position	Errors and warnings are displayed based on the position budget validation in these flows: Request a New Position Request a Position Change Add Position Update Position
Worker Assignment	Use Case 1: The Apply Incumbent Validation checkbox is deselected on the Enterprise HCM Information page. Outcome: No validation of FTE and Headcount is performed at the worker assignment level. Use Case 2: The Apply Incumbent Validation checkbox is selected on the Enterprise HCM Information page. Outcome: Here's how the FTE and Headcount of the position on the worker assignment are checked: If overlap of headcount is allowed for the position associated with the assignment: Warning is displayed if the open FTE or Headcount is exceeded. If overlap of headcount isn’t allowed for the position associated with the assignment: Users need to select a different position that has unutilized FTE or Headcount.