Overview
Allows the user to control the Budget Plan for Salaries.
Navigation
Human Resources ► Budget Planning For Salaries ► Budget Plan For Salaries Control
Budget Plan For Salaries Control Screen Fields
| Fields | Description |
| Code | Unique ID. Automatically assigned by the system. |
| Fiscal Year | Automatically populated by the system with attribute Open for Budget Preparation set to TRUE. |
| Budget Plan Version | The value will be automatically populated by the process Base Information Generation. |
| Budget Plan Status | Status of the Budget plan. |
| Institution | Users are allowed to select Institution from the look up. |
| Language | Language choosen specific to the country. |
| Description | Contains the Description of the Budget Plan for Salaries Control. |
| Active | Default is TRUE. When value is FALSE, then this Budget Plan for Salaries Control cannot be used in future transactions. |
| Creation Date Time | Automatically populated by the system when the Budget Plan for Salaries Control is generated and this record is persisted. |
| Created BY | Automatically populated by the system when Budget Plan for Salaries Control is generated and this record is persisted. |
| Detail of Positions | A collection of one to many Budget Plan for Salaries Control Positions. |
Overview
Allows the user to control the Budget Plan for Salaries and Positions.
Budget Plan for Salaries Control Positions Screen Fields
| Fields | Description |
| Institution | Contains the Reference to Institution. |
| Employee Position | Contains the Reference to Employee Position. |
| Base Version StaffQuota | Contains the staff quotta of the Base Version. |
| Base Version Amount | By deafault 0. |
| Preliminary Version Staff Quota | Contains the staff quota as Preliminary Version. |
| Preliminary Version Amount | By deafault 0. |
| Final Version Staff Quota | Contains the staff quota as Final Version. |
| Final Version Amount | By deafault 0. |
| Detail of Coding Blocks | A collection of one to many Budget Plan for Salaries Control Coding Blocks. |
Overview
| Fields | Description |
| Coding Block | Contains the Reference to Coding Block Information. |
| Base Version Percentage | Contains the percentage as Base Version. |
| Base Version Months | Contains the numbers of months as Base Version. |
| Base Version Amount | Contains the amount as Base Version. |
| Preliminary Version Percentage | Contains the percentage as Preliminary Version. |
| Preliminary Version Months | Contains the number of months as Preliminary Version. |
| Preliminary Version Amount | Contains the amount as Preliminary Version. |
| Final Version Percentage | Contains the percentage as Final Version |
| Final Version Months | Contains the number of months as Final Version. |
| Final Version Amount | Contains the amount as Final Version. |
| Coding Block Validated in Budget Plan | This attribute will determinate if the Coding Block has been validated in the Budget Plan |
Overview
Allows the user to change the Budget Plan for Salaries using an Update Document.
Navigation
Human Resources ► Budget Planning For Salaries ► Budget Plan for Salaries Update Document
Budget Plan for Salaries Update Document Screen Fields
| Fields | Description |
| Document Number | Unique ID. Automatically assigned by the system. |
| Document Status | This attribute could take one of the following values: 'Created', 'Approval Requested', 'Approved', 'Rejected'. |
| Budget Plan For Salaries Control | Look up functionality. Allows user to select Budget Plan For Salaries Control. |
| Language | Language choosen from the drop down list. |
| Description | Contains the Description of the Budget Plan for Salaries Control. |
| Document Amount | This attribute must be automatically updated by the system after each Position is added, updated or deleted in the Budget Plan for Salaries Update Document Positions entity. |
| Creation Date Time | Automatically populated by the system when the Budget Plan for Salaries Update Document is generated and this record is persisted. |
| Created By | Automatically populated by the system when Budget Plan for Salaries Update Document is generated and this record is persisted. |
| Approval Date Time | Automatically populated by the system when the Budget Plan for Salaries Update Document is approved and this record is persisted. |
| Approved By | Automatically populated by the system when the Budget Plan for Salaries Update Document is approved and this record is persisted. |
This process has an objective to perform bulk modifications asynchronous into the Position Control entity restricting it to specific attributes and also applying the process Modify Position Control as Vacant and Modify Position Control as Occupied depending on the value of attribute Type.
Overview
Once the uploaded Template has been processed the result needs to be stored into the existing Data Import Execution Log.
Navigation
Human Resources ► Budget Planning For Salaries ► Bulk Modification Position Control For Planning ► Bulk Modification Execution Log
Bulk Modification Execution Log Control Screen Fields
| Fields | Descriptions |
| Process Start Timestamp | This is automatically populated by the system when the process start. |
| Process Finish Timestamp | This is automatically populated by the system when the process got executed successfully. |
| Application User | The system automatically populates the user ID. |
| Institution | The instituton code. |
| Execution Result Type | The execution result type, the possible values are Failed, Fully Imported, Partially Imported, etc.. |
Overview
It allows user to download the template for the selected feature which is allowed for data import. Once the user has been clicked on the download button, the system needs to generate a template populated from the Position Control for Planning.
Navigation
Human Resources ► Budget Planning For Salaries ► Bulk Modification Position Control For Planning ► Download Template
Download Template Screen Fields
| Fields | Descriptions |
| Budget Office | It allows user to select the budget office using the lookup button to download the template. |
| Ordinal Number From | The ordinal number entered by the user. |
| Ordinal Number To | The ordinal number entered by the user. It should be greater than the Ordinal Number From. |
Overview
The system needs to process the collection of records contained into the Template uploaded by the user.
Navigation
Human Resources ► Budget Planning For Salaries ► Bulk Modification Position Control For Planning ► Upload Template with changes
Upload Template with changes Screen Fields
| Fields | Descriptions |
| Import File | It allows user to attach the file for data import from the system. |
Overview
Based on a Payroll Pay Period finalized and Institution configured as Budget Office, this process obtains active and approved Positon Controls (Vacant and Occupied) from Positon Control and Position Control Historical based on the Effective Date. The results consist of a collection of Position Control, Institutions, Coding Blocks, Total of Records, Number of Months and Annual Amounts, Institutions, codifications which need to be persisted into the Budget Plan for Salaries Control entity.
Navigation
Human Resources ► Budget Planning for Salaries ► Generate Budget Plan Base Information
Generate Budget Plan Base Information screen fields
| Fields | Description |
| Fiscal Year | Allows to select the fiscal year |
| Pay Code | Allows to select the Pay Code |
| Pay Period | Allows to select the Pay Period |
| Institution | Allows to select the Institution |
Overview
Based on a Budget Plan for Salaries Control previously generated and a new Payroll Pay Period finalized, this process needs to obtain active and approved Position Controls (Vacant and Occupied) from Position Control and Position Control Historical based on the Effective Date. The results consist of a collection of Position Control, Institutions, Coding Blocks, Total of Records, Number of Months and Annual Amounts, Institutions, codifications which need to be persisted (added, updated and deleted) into the existing Budget Plan for Salaries Control.
Navigation
Human Resources ► Budget Planning For Salaries ► Modify Budget Plan Base Information
Modify Budget Plan Base Information screen fields
| Fields | Descriptions |
| Budget Plan For Salaries Control | It allows selecting the Budget Plan for Salaries. It keeps the only record of the budget plan which status is created. |
| Fiscal Year | It allows users to select the Fiscal year from the drop-down list. |
| Pay Code | It allows users to select the pay code from the drop-down list. |
| Pay Period | It allows users to select the Fiscal period from the drop-down list. |
| Records To Insert | It displays the number of Position Control for Planning that not contained in the Budget Plan for Salaries Control but exists in the New Pay Period. |
| Records To Modify | It displays the number of Position Control for Planning that contained in the Budget Plan for Salaries Control and also exists in the New Pay Period. |
| Records To Delete | It displays the number of Position Control for Planning that contained in the Budget Plan for Salaries Control but does not exists in the New Pay Period. |
| Create New Budget Plan For Salaries Control | The default value is unchecked. |
| Update Base Version Values | The Default value of the checkbox is checked. |
| Update Preliminary Version Values | The default value is unchecked. |
| Update Final Version Values | The default value is unchecked. It only allow to mark as checked when Budget Plan Version is not equal to Final. |
Overview
Allows the user to control the Position Planning for Salaries.
Navigation
Human Resources ► Budget Planning For Salaries ► Position Control Planning
Position Control Planning Screen Fields
| Fields | Descriptions |
Budget Office | Limited to the Institutions with Is Budget Office is equal to TRUE. |
Ordinal Number | Sequence by Budget Office. |
Effective Date | Identifies uniquely the date when changes took place. It is automatically populated by the system. |
Is Active | TRUE By Default.When FALSE the Position Control is not available for the module anymore. |
Inactive Reason | It allows the user to select the inactive reason from the drop-down list. |
Institution | It allows user to select the Institutions under the Budget Office using the lookup feature. |
Employee Position | Employee Positions where its Institution is under the Budget Office selected Budget Office |
Pay Code | Allows to select the pay code from the drop-down list. |
Budgeted Salary | Defines the Budgeted Salary associated with the Position Control. |
Type | It allows selecting the type of position. The possible values are Vacant and Occupied. |
| Employee Assignment | It allows selecting the employee assignment. If the position type is vacant this field would be inactive. |
| Position Control Planning Financial Coding Blocks Tab | This tab allows entering the coding block for the position planning control. |
Overview
This tab allows users to enter the coding block for the Position Planning Control.
Position Control Planning Financial Coding Block Screen Fields.
| Fields | Descriptions |
| Percentage | This is directly linked to the financial coding block. When there is only 1 financial coding block, then the percentage is 100. When there are many lines of financial coding block, the sum of all the lines (percentage field) must add up to 100. |
| Coding Block | A Position Control may have 1 to many Financial Coding Block defined. |
Overview
This process is to transfer the records from Position Control for Planning entity to Position Control entity using the first entity as the pivot, iterating all the collection of records under specific reconciliation rules.
Navigation
Human Resources ► Budget Planning For Salaries ► Transfer Position Control For Planning To Execution
Transfer Position Control For Planning To Execution Screen Fields
| Fields | Descriptions |
| Budget Plan For Salaries Control | It allows user to select the Budget Plan For Salaries Control using lookup feature. |
| Records To Insert | To display the number of Position Control for Planning that is not contained in the Position Control. |
| Records To Modify | To display the number of Position Control for Planning that is contained in the Position Control. |
| Records To Delete | To display the number of Position Control for Planning that is contained in the Position Control. |