Setup - PB

1. Use the initial Setup Position Budgeting (PBSTRQ) page to indicate what data is to be imported and what data manipulations are to be performed by the import program.

2. Next, work through additional data import pages:

• PBSTCD – Default CDH Rate/Information. The PB system is a budget estimation tool. Some contributions entered in HR are modified by calculation codes in payroll. PB does not recognize these calculations. If, for example, a contribution is entered in HR as 5%, but the 5% is actually calculated on a special pay base in payroll (e.g., child support), PB does not recognize this. The 5% will be budgeted on the employee's calculated annual salary. During the import process, if any record in PB benefits has an amount and percent of 0, a record for that same CDH will be inserted here. Then, amount/percent and amount expressed as (Axp) values are manually added. The percent values are entered as whole numbers (e.g., 5.25% would be entered as 5.25, not 0.0525) and are based on the employee's calculated annual salary. On most pages within PB the existing data for that page is deleted each time the model is imported. This does not happen here. To delete all entries from this page, use the "Delete All" tool, located under Tools on the side menu. A message will appear indicating that all data has been deleted.
• PBSTEL – Employee Ledger Security.
• PBSTIS – Import Support Information.
• PBSTMA – Overtime Information.
• PBSTML – Model Lock Setup.
• PBSTWK – Workers Compensation Info. Uses common code PYWC/xxxxxxxx.