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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Position Budget Groups for EIB Upload and Approval

Steps: Create Position Budget Groups for EIB Upload and Approval

  • Create a budget for the fiscal year.
  • Set up approved positions.
  • Configure the
    Position Budget Group
     business process with approval steps
Group position budgets together for streamlined loading into Workday using the Import Position Budget EIB. Once you load and group position budgets, you can approve all position budgets in that group in 1 approval action.
  1. Access the
    Create Position Budget Group
     task.
    Define the position budget group. Workday uses the ID and description to associate the position budgets on your Import Position Budget Spreadsheet Template with the position budget group.
  2. Generate and modify the Import Position Budget Spreadsheet Template in Workday. Specify the ID and description that you used on the
    Create Position Budget Group
     task.
  3. Upload the spreadsheet into Workday. The budget years for your company and the associated budget groups must include unapproved position budgets that you load through the Position Budget Spreadsheet predefined template.
  4. (Optional) If necessary, make corrections to the source data and reload the template.
  5. Access the
    Submit Position Budget Group
     task and submit the position budgets in the group for approval.
The approval status of the position budgets in the group is available to review and refine as needed.
Review and approve position budgets.