Note: If you are not interfacing with PeopleSoft Financials, set up these tables in HRMS.
Pages Used to Review Detail Calendars and Budget Periods
Page Name Definition Name Navigation Usage
Detail Calendar DETAIL_CALENDAR1 Set Up HCM, Product Related, Payroll for North America, GL Interface, Review Detail Calendar, Detail Calendar
Review and maintain the number of accounting periods in a fiscal year and the start and end dates for each period.
Budget Periods BUDGET_PERIODS Set Up HCM, Product
Related, Payroll for North America, GL Interface, Review Budget Periods, Budget Periods
Review and maintain the commitment control budget periods and the start and end dates for each period.
Detail Calendar Page
Use the Detail Calendar page (DETAIL_CALENDAR1) to review and maintain the number of accounting periods in a fiscal year and the start and end dates for each period.
Navigation
Set Up HCM, Product Related, Payroll for North America, GL Interface, Review Detail Calendar, Detail Calendar
Image: Detail Calendar page
This example illustrates the fields and controls on the Detail Calendar page.
The fields and controls on the Detail Calendar page are the same as on the Budget Periods page. If you are not interfacing with PeopleSoft Financials, then set up detail calendars or budget periods using the appropriate page.
For field and control descriptions, see Budget Periods Page.
Budget Periods Page
Use the Budget Periods page (BUDGET_PERIODS) to review and maintain the commitment control budget periods and the start and end dates for each period.
Navigation
Set Up HCM, Product Related, Payroll for North America, GL Interface, Review Budget Periods, Budget Periods
Image: Budget Periods page
This example illustrates the fields and controls on the Budget Periods page.
If you are not interfacing with PeopleSoft Financials, then set up detail calendars or budget periods by:
• Entering a setID, calendar ID, and fiscal year.
Note: The setID needs to match the setID of the General Ledger business units you created on the Review GL Business Units component (BUS_UNIT_TBL_GL) for the business unit to use a calendar.
• Defining the number of accounting periods or budget periods in the fiscal year, and the starting and end dates for each period.
The beginning and ending dates of successive periods should not overlap. Every day of the year must be included in a period. Do not leave gaps between period dates.
Calendar The detail calendar's name that appears on prompt lists, inquiries, and reports (such as Fiscal Year, Calendar Year, or Monthly Calendar for Actuals).
Definition
Periods in a Year The number of periods in the calendar year. This doesn't include the adjustment period or any special system periods.
End Date Default Select the periodic interval for the default end date. Select from the options of Month, BiMonth, Quarterly, or Day.
Chapter 4 Setting Up GL Interface Tables for Commitment Accounting
Year or Budget Period The fiscal year (for detail calendars) or budget period (for budget periods).
Budget Period, Begin Date, End Date, Period Name, and Abbrev (abbreviation)
Each accounting period in the fiscal year or budget period, including the period's begin date, end date, period name, and abbreviated name.
Chapter 5
Managing Full Time Equivalent Budgets
Understanding Full Time Equivalent Management
PeopleSoft Human Resources features easy-to-use tools to establish Full Time Equivalent (FTE) counts and maximums for departments in your organization. Once you set up your FTE budget for a department by classification (Classified, Unclassified, Temporary, or All), the system balances your budgeted FTE against your actual FTE as you maintain positions, hire workers, or maintain worker information. The system then lets you know if you've exceeded your budgeted FTE.
On the Departments - Comm. Acctg. And EG page (DEPARTMENT_TBL_CA), you can set up each department to produce either a warning or an error message when you exceed the department's FTE maximum. You can also indicate if you don't want the system to perform an FTE edit for a particular department.
If you select Error or Warning, the system compares the actual FTE count to the appropriate FTE maximum in the following circumstances:
• A position is created or changed.
• A person is hired or moved into a new position/department.
• An FTE is changed manually at the job level or the position level.
• The FTE maximums are modified.
When a position, job, or FTE cap record with an effective date prior to the current system date is added, modified, or deleted, the system performs the FTE edit as of the current system date. When a future-dated record is added, modified, or deleted, the system performs the FTE edit as of the future date.
Related Links
"Comm. Acctg. and EG Page (PeopleSoft HCM 9.2: Application Fundamentals)"
"Creating Positions (PeopleSoft HCM 9.2: Human Resources Manage Positions)"
"Adding Organizational Instances for Employees, Contingent Workers, and POIs (PeopleSoft HCM 9.2:
Human Resources Administer Workforce)"
Tracking Full Time Equivalent Data
To track full time equivalent data, use the Department Budget FTE CAN component
(DEPT_BUDGET_FTE_CN) or Department Budget FTE USA component (DEPT_BUDGET_FTE).
This topic provides an overview of job code and position FTE values and describes how to track full time equivalent data.
Page Used to Track FTE Data
Page Name Definition Name Navigation Usage
Department Budget FTE ( department budget full time equivalent)
DEPT_BUDGET_FTE • Set Up HCM, Product Related, Commitment FTEs are allotted in each department and track FTE counts against a budgeted FTE amount.
Understanding Job Code and Position FTE Values
If you are using Position Management , full time equivalent (FTE) and Add to FTE Actual information is specified on the Position Data component (POSITION_DATA). Enter a free-form FTE value or enable the system to calculate the FTE based on the position's standard hours. The FTE value you enter on the Position Data component rolls down to the Job Data component (JOB_DATA). The only way you can override the FTE values on the Position Data component is by selecting the Position Override check box on the Job Data - Work Location page (JOB_DATA1).
If you aren't using Position Management to steer your system, specify FTE and Add to FTE Actual information on the Job Data component.
Related Links
"Creating Positions (PeopleSoft HCM 9.2: Human Resources Manage Positions)"
"Adding Organizational Instances for Employees, Contingent Workers, and POIs (PeopleSoft HCM 9.2:
Human Resources Administer Workforce)"
Tracking Full Time Equivalent Data
Use the Department Budget FTE (department budget full time equivalent) page (DEPT_BUDGET_FTE) to track FTE (full time equivalent) data.