KB1027,In the

YTD_FTEs are too low or high on Jobcode, Staffing, Employee, or ProviderComp tabs

Summary

After building a workbook, the Jobcode, Staffing, Employee, or ProviderComp labor tabs may show YTD FTE values in the jobcode blocks that are higher or lower than expected. The following screenshots show examples of where this occurred:

Jobcode tab

Staffing tab

Employee tab

ProviderComp tab

Details

One or both of the following situations may cause an incorrect YTD_FTE value on any of these labor tabs:

  • The number of payroll periods specified in the plan files is incorrect.
  • The payroll data loaded into the plan files is inaccurate.

Resolution

You will need to work through each cause listed in the Details section above to determine which situations are causing the incorrect YTD_FTE value.

First, review the formula that determines the YTD FTE value. For the different categories in which you are budgeting (ex. Regular, PTO, Overtime), you will find a formula such as:

  • = CZxxx/L41 (Jobcode tab)
  • = DBxxx/O41 (Staffing tab)
  • = CZxxx/L41 (Employee tab)
  • = CZxxx/L41 (ProviderComp tab)

The numerator represents the YTD Hours for the category of the impacted job code(s) while the denominator represents the FTE factor (number of periods * hours in pay period) for the time period involved.

Complete the following steps, depending on the issue.

Issue: Number of payroll periods specified in the plan files is incorrect

  1. In the Main ribbon tab, click Navigation > Explorer.

  2. In Explorer, in the File Groupssection, click Budget-20XX > Drivers, and double-click 01 Budget Configuration.

  3. Navigate to the appropriate budget group section, and confirm that the period number for Payroll periods is correct. If incorrect, make the appropriate changes, and save the driver.

    NOTE: If no budget groups exist, Global will be the only section that displays (This will display in the same place as EMC in the following screenshot).

    If this is the sole cause of the issue, upon reopening the plan file, YTD FTEs values on the labor tab should be correct. If the issue is still unresolved, Complete the steps in the following section.

Issue: Payroll data loaded into the plan files is inaccurate

  1. Do the following depending on the tab:

    Tab Steps
    Employee, Jobcode, ProviderComp

    In the Main ribbon tab, do the following:

    1. In the Workbook Options group, click Change Views, and select Audit.
    2. In the Display group, select the Headings check box.
    Staffing
    1. In the Admin ribbon tab, in the Protection group, click File Protection > Protect, and select Worksheet.
    2. Unhide columns CV to DC.

    NOTE: The Audit view is not available for this sheet.

  2. View the following columns to see the YTD data that the system has brought into the file:

    Tab Column
    Employee, Jobcode, Provider Comp
    • CY - YTD Dollars
    • CZ - YTD Hours
    Staffing
    • DB - YTD Hours
    • DC - YTD Dollars

  3. If you determine the hours are too high or low (dollars likely in the same situation), do the following:

    1. Based on your confirmation of the period setting in the Labor Configuration driver, navigate to the Act_Pay27_20XX table. From the Main ribbon tab, click Navigation > Explorer. In Explorer, in the Table Library section, click Management Reporting > Actuals > Payroll.

      NOTE: The Act_Pay27 table applies to the fiscal year that you are in.

    2. Review the data in the table to see if the number of periods imported is correct. If number of periods interfaced is incorrect based on the setting discussed in Budget Configuration driver above or bad data was imported, you will need to rebuild the affected workbook(s) after you resolve these issues. However, before you rebuild it, review the Paytype Mapping Analysis report to make sure your paytype groupings are as expected. To access this report, in the Budget Reporting section of the Bud Admin task pane, click Budget Utilities > Budget Reconciliation, and double-click PayType Mapping Analysis.

Outcome

After you complete the steps above (which may require a rebuild of the plan file), the YTD FTE values will display correctly.

Article information

Category

Plan Files

Applies To

HC Budgeting, any platform

Tags

Labor Tabs, Jobcode, Staffing, Employee, Provider Comp, FTEs, YTD

Issue Number(s)

None