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Administrator Guide
Last Updated: 2023-06-23
Steps: Generate Multiple Position Budgets

Steps: Generate Multiple Position Budgets

  • Configure the
    Position Budget Group
     business process with approval steps.
  • Create a position budget structure and template.
  • Create a position budget group.
  • Security:
    Set Up: Budget General
     domain in the Budgets functional area.
You can create multiple position budgets for budget structure dimensions and commitment accounting for future budget years. Workday Payroll creates commitment accounting from planned compensation, staffing events, and costing allocations to generate compensation and fringe details for each position. You might also have commitment accounting journal lines from integrations or other sources.
  1. Access the
    Mass Generate Position Budgets
     task.
  2. Select a position budget group for grouping the position budgets together for approval.
  3. (Optional) In the
    View Position Budget Group
     report, you can drill down into
    Total Position Budgets
     to view or edit the individual position budgets that Workday generated. Workday includes any position budgets that you edit in the position group for approval.
    If pay component is a structured dimension and fringe is on multiple compensation lines, Workday attaches the fringe amount to the largest compensation line.
  4. Access the
    Submit Position Budget Group
     task and submit the group for approval.
    If you select
    Require Fringe on at Least One Line
     on the position budget structure but no fringe exists, you can't submit the position budget group for approval until you take 1 of these actions:
    • Drill down on each position budget and add fringe amounts.
    • Add fringe in commitment accounting and regenerate the position budget group.
    • Cancel the position budget that's missing fringe. You submit the rest of the position budget group.
Approve position budgets.