Creating a Position Budget in EPM

This guide will cover:

• The Position Planning Cluster

• Position Planning Cards

• Entering Position Data

  • Benefited Positions (includes Deleting a Requested Position and Filling/Vacating a Position)

  • Non-benefited Positions

 

Information

This guide will show you how to create a position budget in the WyoCloud EPM Cloud Planning module. Prior to creating a budget, you should set up preferences and understand the terminology within the system. Please refer to the Setting System Preferences & User Variables QRG.

 

Step One

The Position Planning cluster within the Enterprise Performance Management module allows users to budget and monitor position-level data.  

There are eight (8) position planning cards. These cards allow the user to budget, plan, review, and track changes to their position’s budgets.

 

Step Two

Position Planning Cards

 

Step Three

Request a new Benefited Position

• Click on the Organization, Division, or Employee Detail Card and Roster by Org is displayed (each Card provides unique employee information – by Organization, Division, or Individual Employee). If roster results don’t immediately display, see Card POV Tips.

• Card POV Tips

  • User_HR Scenario needs to be HR and is the result of Setting User Preferences and Variables

  • User_Org is the user variable for org and is the result of Setting User Preferences and Variables. Organization is the specific organization to be displayed.

  • User_Scenario needs to be Plan and is the result of Setting User Preferences and Variables

  • Employee is searchable by First Name, Last Name, and Position Number

 

 

• Adding a new position

1. Right click on an existing position or the Position header

2. Click Requests

3. Select Add New Request

• Complete the fields in the dialogue box and click Launch

• Once a new position is requested it will show in the Requested Positions section

• Once the requested position has been reviewed, left click on the position select Requests and click on Move to Reviewed

• The Budget Office will review all requested positions and either approve or reject the request. Approved positions will be moved into the Approved Positions section while rejected position requests will be moved to Rejected Positions

• Delete a requested Position

  • In Organization Detail right click on the position in the Requested Positions section and click Delete Request

• Fill or Vacate a Position

  • Any position can be vacated by right clicking on the position and selecting Fill or Vacate Position” then clicking on Vacate Position

  • Any vacant position can be filled by right clicking on the position and selecting “Fill or Vacate Position” then clicking on Fill Vacancy

• Navigate to Employee and GL Costing for Employees

  • In the Organization Detail or Division Detail cards right click on any employee and select Navigate to Employee Costing

  • In the Organization Detail card right click on an employee and select Navigate to GL Costing for Employee

• Push HR to Plan

  • This will push the position data into the Budget and Planning forms

  • On any form right click on a position and select Push HR to Plan

 

Enter Non-Benefited Position Data

• Select the Non-Benefited Entry card:

1. Right click on any line within the form (including headers)

2. Select Add New Line

3. Complete the fields in the dialogue box

4. Click Launch

 

 

This completes the Creating a Position Budget in WyoCloud Enterprise Performance Management processes.