Regulation of PCN - HRTBRG
The Human Resources (HR) Regulation of PCN (HRTBRG) page works in conjunction with the HR PCN/Position Code Definitions (HRTBPC) page to regulate the budgeted amounts of FTE, Dollars, and APU for PCNs or PCN and Position combinations. The HRTBPC page must be set up before processing on the HRTBRG page. The HRTBPC page, PCN Budget Status field, indicates how a Position and PCN are to be controlled as well as into which tab on the page HR budgeting records need to be entered. Records may be entered manually or rolled from year to year using the HR PCN Regulation Utility (HRUTPC) page.
If a PCN is budgeted as a one-to-many (one PCN to many Positions) then enter a record using just the PCN and leave the Position field blank. If a PCN is budgeted more specifically at the one-to-one (one PCN to one Position) level then the Position associated with the PCN is required. All of the Assigned and Available amounts are derived based on the As of Date and the begin/end dates assigned on the HR Pay Assignment pages (HRPYPA or HRPYQP). The Nucleus (NU) Common Codes (NUUPCD) page with a Code Category/Value of HRPY/PCDATES is used to indicate whether pay assignment Pay dates or Calc dates are used for budget evaluation.
The pay assignment records considered here for budgeting need to have Approval Code = SEND unless NU Common Codes with a Code Category/Value of HRPY/POSCNTRL is set up.
PCN by FTE
All HR PCN/Position Definitions page records that have a PCN Budget Status, indicating position control is budgeted by FTE, need to have a PCN by FTE entry. The ledger information, effective dates and amounts are entered for the budgeted values.
Entity: The Entity is used to identify security clearance. In ADD mode, the field defaults to the entity associated with the logged in user on HRRQUS, if a record exists. Code values are defined in the HR Entity Codes (HRRQEN) page.
PCN: Indicates the Position Control Number (PCN). The PCN is used for HR Position Control checking and is the common key throughout the Position Control, Position Budgeting and Employee Assignment portions of the Human Resource system. Codes are defined in the HR PCN/Position Code Definitions (HRTBPC) page.
PCN Information
Eff Begin/End Date: Indicates the record effective dates. The dates are used to validate whether an employee assignment can be made against the entry.
As of Date: The As of Date defaults to the current date. All of the Assigned, Available and Total values are derived based on this date compared to the pay assignment begin/end dates and approval codes. NU Common Codes setup determines which pay assignment dates to use as well as what approval codes are considered.
Ledger: A default ledger can be derived from the HR Entity Codes (HRRQEN) page based on the Entity or derived by the ledger settings active for the end user. This value acts as a filter for pick-lists on the rest of the account string fields.
Account String: The Ledger Organization Key/Object Code, Quick Key or Fully Qualified Account number. The presentation will depend on the input format defined on General Ledger (GL) General Information (GLUPGN) page. Only valid and active account numbers or quick keys will be accepted in the account fields. Click the ellipsis (…) to look up account components or change the mode of entry. This same functionality applies for the regular ledger and Job Ledger (JL) ledger sides. JL Ledger Code, Organization Key and Object Codes are entered only if JL information is being utilized.
Budget: Indicates the budgeted FTE.
Primary Distribution: If selected, indicates if, among the distributions for the PCN, Position and date range combination, the distribution is considered primary. Only one combination may be primary at any given time.
% Distribution: Indicates the percent distribution to be applied to the assignment. A value entered here can default into the distribution page when assigning distributions on the HR Pay Assignment pages.
Position: If budgeting control is being done at the Position level, enter a value. Codes are defined in the HR PCN/Position Code Definitions page.
Misc 1: Up to eight characters to record miscellaneous data.
Misc 2: Up to eight characters to record miscellaneous data.
Notes: Up to forty-four characters to record associated notes.
PCN Status
Assigned: System derived based on HR pay assignments with effective dates surrounding the As of Date.
Available: System derived based on the Budget amount minus the Assigned amount.
Total Budgeted: The total budgeted for the PCN is system derived.
Total Assigned: The total assigned for the PCN is system derived.
Total Available: The total available for the PCN is system derived.
PCN by Amount
All HR PCN/Position Definitions page records that have a PCN Budget Status indicating position control is budgeted by dollars, need to have a PCN by Amount entry. The ledger information, effective dates and amounts are entered for the budgeted values.
Entity: The Entity is used to identify security clearance. In ADD mode, the field defaults to the entity associated with the logged in user on HRRQUS, if a record exists. Code values are defined in the HR Entity Codes (HRRQEN) page.
PCN: Indicates the Position Control Number (PCN). The PCN is used for HR Position Control checking and is the common key throughout the Position Control, Position Budgeting and Employee Assignment portions of the Human Resource system. Codes are defined in the HR PCN/Position Code Definitions page.
PCN Information
Eff Begin/End Date: Indicates the record effective dates. The dates are used to validate whether an employee assignment can be made against the entry.
As of Date: The As of Date defaults to the current date. All of the Assigned, Available and Total values are derived based on this date compared to the pay assignment begin/end dates and approval codes. The NU Common Codes page setup determines which pay assignment dates to use as well as what approval codes are considered.
Ledger: A default ledger can be derived from the HR Entity Codes (HRRQEN) page based on the Entity or derived by the ledger settings active for the end user. This value acts as a filter for pick-lists on the rest of the account string fields.
Account String: The Ledger Organization Key/Object Code, Quick Key or Fully Qualified Account number.
Budget: Indicates the budgeted Amount.
Primary Distribution: If selected, indicates if, among the distributions for the PCN, Position and date range combination, the distribution is considered primary. Only one combination may be primary at any given time.
% Distribution: Indicates the percent distribution to be applied to the assignment. A value entered here can default into the distribution page when assigning distributions on the HR Pay Assignment pages.
Position: If budgeting control is being done at the Position level, enter a value. Codes are defined in the HR PCN/Position Code Definitions page.
Misc 1: Up to eight characters to record miscellaneous data.
Misc 2: Up to eight characters to record miscellaneous data.
Notes: Up to forty-four characters to record associated notes.
PCN Status
Assigned: System derived based on HR pay assignments with effective dates surrounding the As of Date.
Available: System derived based on the Budget amount minus the Assigned amount.
Total Budgeted: The total budgeted for the PCN is system derived.
Total Assigned: The total assigned for the PCN is system derived.
Total Available: The total available for the PCN is system derived.
PCN by APU
All HR PCN/Position Definitions (HRTBPC) page records that have a PCN Budget Status indicating position control is budgeted by APU as well as a value in APU and/or APU2, need to have a PCN by APU entry. The ledger information, effective dates and amounts are entered for the budgeted values.
Entity: The Entity is used to identify security clearance. In ADD mode, the field defaults to the entity associated with the logged in user on HRRQUS, if a record exists. Code values are defined in the HR Entity Codes (HRRQEN) page.
PCN: Indicates the Position Control Number (PCN). The PCN is used for HR Position Control checking and is the common key throughout the Position Control, Position Budgeting and Employee Assignment portions of the Human Resource system. Codes are defined in the HR PCN/Position Code Definitions page.
PCN Information
Eff Begin/End Date: Indicates the record effective dates. The dates are used to validate whether an employee assignment can be made against the entry.
As of Date: The As of Date defaults to the current date. All of the Assigned, Available and Total values are derived based on this date compared to the pay assignment begin/end dates and approval codes. The NU Common Codes page setup determines which pay assignment dates to use as well as what approval codes are considered.
Ledger: A default ledger can be derived from the Entity Codes page based on the Entity or derived by the ledger settings active for the end user. This value acts as a filter for pick-lists on the rest of the account string fields.
Account String: The Ledger Organization Key/Object Code, Quick Key or Fully Qualified Account number.
Budget: Indicates the allocated APU.
Primary Distribution: If selected, indicates if, among the distributions for the PCN, Position and date range combination, the distribution is considered primary. Only one combination may be primary at any given time.
% Distribution: Indicates the percent distribution to be applied to the assignment. A value entered here can default into the distribution page when assigning distributions on the HR Pay Assignment pages.
Position: If budgeting control is being done at the Position level, enter a value. Codes are defined in the PCN/Position Code Definitions page.
Fiscal Year: Up to seven characters to indicate the record's fiscal year.
Misc 1: Up to eight characters to record miscellaneous data.
Misc 2: Up to eight characters to record miscellaneous data.
Notes: Up to forty-four characters to record associated notes.
PCN Status
Assigned: System derived based on HR pay assignments with effective dates surrounding the As of Date.
Available: System derived based on the Budget amount minus the Assigned amount.
Total Budgeted: The total budgeted for the PCN is system derived.
Total Assigned: The total assigned for the PCN is system derived.
Total Available: The total available for the PCN is system derived.
Tools
In the Tools section of the Option Bar there are three options to show all employees holding a particular assignment:
Tools for PCN by Amount
Tools for PCN by FTE
Tools for PCN by APU
Selecting any of the options opens a popup window listing all employees holding the current assignment for the given date range and ledger information. If no records are found, the SQL that was used is displayed to assist the user.
If there are too many records to display at one time, a vertical scroll bar appears. The horizontal scroll bar allows for displaying all the columnar data.