Processing of Reclassification Rules 

Purpose

When you define a reclassification rule for a budget structure element, you are in effect specifying that the pay scale classification of its budget will be changed.

This enables you to transfer FTEs from the budget of one budget structure element to a new budget structure element whose budget has a different pay scale classification.

This process describes how you define a reclassification rule for budget structure elements with FTE budgets in an overall budget.

You have a budget with 5 FTEs for Pay Scale 2. Due to organizational changes, you now only require 3 Pay Scale 2 FTEs, and 2 Pay Scale 1 FTEs. By defining a reclassification rule, you can convert 2 Pay Scale 2 FTEs into Pay Scale 1.

The attributes of reclassification rules are entirely user-definable (Customizing).

Prerequisites

You must have made the appropriate settings in the following Customizing steps: Overall Budget ® Rules Used for Budgets ® Define Reclassification Rules and Define Reclassification Rules to Specific BS Element Types.

The overall budget must have the budget status Proposed, Released, Released provisionally, or Being revised.

Process Flow

  1. You can define reclassification rules for budget structure elements with FTE budgets.
  2. In the system, defining reclassification rules is referred to as "creating" reclassification rules.

  3. If required, you can store additional administrative information on reclassification rules.
  4. If you need to, you can change or delete reclassification rules that have been created.
  5. When reclassification rules are activated, a new budget structure element is created with the reclassified FTEs as its budget. You can assign this new budget structure element anywhere in the budget hierarchy, or have it automatically assigned beneath the donor budget structure element.
  6. You can use the reclassified budget structure element and its budget to finance employees and positions.

 

See also:

Defining Reclassification Rules

Activating Reclassification Rules

Editing Reclassification Rules