HR Funds and Position Management (PA-PM)
Standalone HR Funds and Position Management
The Overall Budget Component
Overall Budget Creation
Definition of Budget Hierarchy
Defining a Budget Hierarchy
Editing a Budget Hierarchy
Budget Structure Element
Validity Period
Changing a Validity Period
Defining Employee Groups and Employee Subgroups
Defining an Employee Group and Employee Subgroup for a Budget St
Overall Budget Access
Accessing the Overall Budget Via a Budget Structure Element
Accessing the Overall Budget via the Position Responsible
Budget Assignments
Top-Down Budget Assignment
Assigning Budgets (Top-Down)
Allocating a Monetary Budget (Top-Down)
Assigning FTE Budgets (Top-Down)
Bottom-Up Budget Assignment
Assigning Budgets (Bottom-Up)
Allocating a Monetary Budget (Bottom-Up)
Allocating a Full-Time Equivalent Budget (Bottom-Up)
Earmarkings
Creating an Earmarking
Editing Earmarkings
Transferal of Responsibility for Budget
Assigning Responsibility for a Budget
Definition of Budgeting Rules
Defining Budgeting Rules
Processing of Reclassification Rules
Creating Reclassification Rules
Budget Check
Checking a Proposed Overall Budget
Display: Overall Budget
Displaying the Overall Budget
User-Specific Settings
Defining User-Specific Settings
Country-Specific Functionality
Budget Status
Changing the Budget Status
Budget Execution
Availability Check
Budget Allocation
Allocating Budgets
Allocating a Budget for a Person
Allocating Budget for a Position
Definition of Budgeting Rules
Defining Budgeting Rules
Activation of Budgeting Rules
Activating Budgeting Rules
Processing of Budgeting Rules
Editing Budgeting Rules
Processing of Reclassification Rules
Creating Reclassification Rules
Activating Reclassification Rules
Editing Reclassification Rules
Budget Updates
Defining Budget Updates
Transfers
Transfers
Creating a Transfer
Creation of Budget Structure Elements During a Financial Year
Creating Budget Structure Elements During a Financial Year
Budget Monitoring
Displaying Budget Monitoring
Display: Budget Allocation
Displaying Budget Allocation
Carry Forward Overall Budget to Next Financial Year
Carry Forward Overall Budget
Carrying Forward a Budget Hierarchy
Carrying Forward the Rules Used in an Overall Budget
Carrying Forward Financing Details
Editing the Carryforward Log
Example: Carry Forward Overall Budget
Reporting Options
Creating Reports
The Organization Component
Definition of an Organization
Creating a Root Organizational Unit
Creating Organizational Units
Maintaining Organizational Units
Assigning Working Time Groups to an Organizational Unit
Position
Job
Creating Positions
Copying Positions
Classifying Positions
Defining Employee Groups and Employee Subgroups
Defining an Employee Group and Employee Subgroup for a Position
Staffing Positions
Managing Positions
Maintaining Positions
Defining the Working Time for a Position
Administration of Teaching Hours
Defining Teaching Hours for a Position
Display: Organizational Structure
Displaying the Organizational Structure
Accessing the Organizational Structure
User-Specific Settings
Defining User-Specific Settings
Financing from the Organization Component
Financing from the Organization Component
Financing Employees Directly
Procedure If Traffic-Light Icon Is Yellow or Red
Procedure If Traffic-Light Icon Is Green
Financing Employees Indirectly
Procedure If Traffic-Light Icon Is Yellow or Red
Procedure If Traffic-Light Icon Is Green
Deleting Existing Financing Assignments
Updating of the Outgoing Funds of a Position
Reconciling the Outgoing Funds of a Position
Displaying the Financing Overview
Display: Financing Details in Organizational Structure
Displaying Financing Details in the Organizational Structure
Budget Monitoring
Displaying Budget Monitoring
The Employee Component
Accessing the Employee Component
Financing from the Organization Component
Financing Persons Directly
Financing Persons Indirectly
Budget Monitoring
Displaying Budget Monitoring
Displaying and Maintaining Information on a Budget
Displaying and Maintaining Information on a Positi
Displaying Information on a Person
Reporting Options
Creating Reports
IACs in HR Funds and Position Management
Budget Details
Procedure for Obtaining Budget Details
Example of Where the Budget Details Service Might Be Used
HR Funds and Position Management Integrated With Funds Managemen
The Overall Budget Component
Overall Budget Creation
Budget Hierarchy Creation
Generating Budget Structure Elements for Individual Funds
Generating HR Budget Structure Elements for HR Funds and Positio
Checking Budget Structure Elements
Generating Budget Structure Elements for Several Funds
Generating Budget Structure Element for Several Funds
Setting Up Budget Structure Elements for Personnel Expenditure
Budget Structure Element
Overall Budget Access
Accessing the Overall Budget Via Funds Management Account Assign
Accessing the Overall Budget Via a Budget Structure Element
Accessing the Overall Budget via the Position Responsible
Budget Assignments
Top-Down Budget Assignment
Assigning Budget
Earmarkings
Creating an Earmarking
Editing Earmarkings
Transferal of Responsibility for Budget
Assigning Responsibility for a Budget
Budget Check
Checking a Proposed Overall Budget
Display: Overall Budget
Displaying the Overall Budget
User-Specific Settings
Defining User-Specific Settings
Budget Status
Changing the Budget Status
Budget Execution
Budget Allocation
Allocating Budgets
Allocating a Budget for a Person
Allocating Budget for a Position
Expenditure Types
Payroll: Transferring and Posting Data
Transfers
Transfers
Creating a Transfer
Creating Budget Structure Elements for Personnel Expenditure Dur
Creating Budget Structure Elements During a Financial Year
Consistency Check With Funds Management
Running the Consistency Check With Funds Managemen
Reconstruction of Earmarked Funds
Reconstructing Earmarked Funds in Funds Management
Monitoring of Open Precommitments
Monitoring Open Precommitments
Budget Monitoring
Displaying Budget Monitoring
Display: Budget Allocation
Displaying Budget Allocation
Carry Forward Overall Budget to Next Financial Year
Carry Forward Overall Budget
Carrying Forward a Budget Hierarchy
Carrying Forward the Rules Used in an Overall Budget
Carrying Forward Financing Details
Editing the Carryforward Log
Example: Carry Forward Overall Budget
Reporting Options
Creating Reports
Tools
The Organization Component
Creation of Organizational Structure
Creating a Root Organizational Unit
Creating Organizational Units
Maintaining Organizational Units
Assigning Working Time Groups to an Organizational Unit
Position
Job
Creating Positions
Copying Positions
Classifying Positions
Defining Employee Groups and Employee Subgroups
Defining an Employee Group and Employee Subgroup for a Position
Staffing Positions
Managing Positions
Maintaining Positions
Defining the Working Time for a Position
Administration of Teaching Hours
Defining Teaching Hours for a Position
Display: Organizational Structure
Displaying the Organizational Structure
Accessing the Organizational Structure
User-Specific Settings
Defining User-Specific Settings
Financing from the Organization Component
Financing from the Organization Component
Financing Employees Directly
Procedure If Traffic-Light Icon Is Yellow or Red
Procedure If Traffic-Light Icon Is Green
Financing Employees Indirectly
Procedure If Traffic-Light Icon Is Yellow or Red
Procedure If Traffic-Light Icon Is Green
Mass Finance Tool
Deleting Existing Financing Assignments
Updating of the Outgoing Funds of a Position
Reconciling the Outgoing Funds of a Position
Displaying the Financing Overview
Display: Financing Details in Organizational Structure
Displaying Financing Details in the Organizational Structure
Budget Monitoring
Displaying Budget Monitoring
Expenditure Types
Payroll: Transferring and Posting Data
The Employee Component
Accessing the Employee Component
Financing from the Organization Component
Financing Persons Directly
Financing Persons Indirectly
Budget Monitoring
Displaying Budget Monitoring
Displaying and Maintaining Information on a Budget
Displaying and Maintaining Information on a Positi
Displaying Information on a Person
Reporting Options
Creating Reports
Tools
IACs in HR Funds and Position Management
Budget Details
Procedure for Obtaining Budget Details
Example of Where the Budget Details Service Might Be Used