Budget Labor Override driver

Overview

Use this driver to make overrides to the various labor-related sheets, such as Empl_List, in budget plan files. You can configure labor overrides at the following levels:

  • Global
  • Budget Groups
  • Department Exceptions
  • Department - Jobcode Exceptions

The plan file calc methods process the overrides by first evaluating for exceptions at the job code level, department exceptions, budget group exceptions, and then applies the default settings at the global level.

Use Labor Overrides to modify how the Jobcode, Staffing, and Employee tabs calculate salaries and related statistics and expenses.

You can adjust the following items:

  • The source for Regular and PTO pay
  • The source for PTO and EPTO FTEs
  • The spread of pay across pay types

Settings

Open the driver, and then use the following table to complete the driver setting:

Option Definition
Department The department in which to apply the labor override.
Jobcode

The job code for the specified department to apply the labor override.

NOTE: This column is only editable in the Department - Jobcode Exceptions section.
Regular Rate Source

Select the Regular Rate Source to use for the beginning budget rate for each job code.

  • History – Uses the historic rate based on the most recent current period actual.
  • Base – Uses the base rate from the Employee Master sheet.
  • Global – Uses the rate of pay entered on this tab in the Rate Override Amount column.
Rate Override Amount

Enter the override amount. This column is only editable in the Department - Jobcode Exceptions section.

NOTE: When a Global override rate is provided at the department and job code level, merit and market increases are null and the rate is set to what is entered here.
PTO Rate Source

Select the beginning PTO budget rate for each job code.

  • Base – Uses the rate listed on the Employee Master sheet.
  • Regular – Uses the Regular pay rate for PTO.
PTO FTE Source

Select the source of FTE for PTO Calculation.

  • YTD – Uses actual Year-to-Date FTE.
  • Rolling12 – Uses 12-month actual (full year) FTE.
  • EPTO – Uses the EPTO rate based on scheduled. This rate may not match the actual EPTO rate.
EPTO% Override

Enter one of the following to override the calculated EPTO% from the Empl_List:

  • A percentage to override the standard PTO calculation.
  • History or NA - If you do not want to adjust the EPTO%, enter NA, to apply the default lookup to Emp_List logic.

IMPORTANT: Do not enter zero (0), because zero is a valid adjustment percentage.

Adjustment to Calculated PTO% Modify the EPTO% used on the PTO row. This is a data validation entry field with a range from 0%-200%. For example, if the EPTO% for a selected job code is 8%, and you enter 100% as the default in this column, the value remains at 8% ( 8% x 100% = 8%). If you enter the adjustments to calculated EPTO% as 80%. 6.4% would be displayed as the value on the PTO row.
EPTO FTE Source

Select the source of the FTE for Earned PTO Calculation, if that option is enabled on the Configuration sheet.

  • YTD – The YTD FTE.
  • Scheduled – The scheduled FTEs from the Employee Master sheet.
Paytype Distribution Overrides

Enter the Override FTE Allocation percentages by category. For each category, do one of the following:

  • Enter a percentage.
  • To use the historical percentage by category by job code, select History.

NOTE: History is the default. You can enter or modify this value. Several columns are available for both Prod and NonProd entries.

Add a new row to a section

To add a new row to a section, click the Double Click to Insert New Budget Group/Dept Exception/Jobcode Exception row.

Display the legend

The Labor Override Legend provides descriptions that corresponds to specified columns. The letter next to the description corresponds to the letter above the column.

By default, the legend is hidden. To display it,click Change View > Legend on the Main ribbon tab.

To hide the legend, click Change View > Default on the Main ribbon tab.

NOTE: When you close and reopen the driver, the system automatically hides the legend.