How to Add or Remove an Employee Distribution Line in Form 1.2 or Form 2.2


Overview


Critical Concepts


Steps to Take


Add a Distribution Line

1. From the Oracle Planning and Budgeting Tool home page, click on Tasks 


 

2. Navigate to Task List 1 Review and Manage Staff Planning, expand the triangle to display Task 1.2 Manage Existing Staff Positions, click to load the form 

 

3. In Form 1.2 Manage Existing Staff Positions, update Years to the planning year to display your roster, e.g. FY22, and update EFinUnit to the Financial Unit you want to view

 

4. Once FY22 and EFinUnit have been updated and highlighted in yellow, click the Arrow icon, to save the changes, otherwise selections will not be saved 

 

5. In Manage Existing Staff Positions, locate the Distribution line for the Employee you wish to add a line for, right click for Action menu, select Add Distribution Line

 

6. WFP-AddDist box will display populated with information for that employee, update the Destination Fund, Function and/or Project as needed, click Launch


 

7. You will return to Form 1.2, confirmation displays, the Add Distribution function was successful, click OK to close the message

 

8. On Form 1.2, locate and verify the Distribution line for the staff member was added

9. Ensure that all required information is updated for that employee Distribution line such as Start Date, Compensation Rate, Actual Pay Distribution %, Employee Class, Compensation Frequency and Position Budget Type

10. Click Save and a confirmation dialog box will display, click OK 

 


Remove a Distribution Line

1. In 1.2 Manage Existing Staff Positions, select the Distribution line for the employee you wish to remove, right click, an Action menu displays, select Remove Distribution Line
Note – there is no warning message; the Distribution line is removed immediately

 

2. A message displays indicating the Remove Distribution Line function was successful, click OK to close the message

 

3. If the Distribution Line remains even after the Success message displayed, clear the Start Date on the distribution line so that the cell is empty. Press Save



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