How to perform Human Capital Budget in Supplementary Budgeting


  • Human Capital  budget consists of two Modules namely:
  1. Human Capital Consolidation Module. This module consolidates all the Human Capital Budget/Departmental Reports and can only be used by one user.  When duplicating Human Capital budget, this must be the first module to work on.
2. Human Capital Budgeting Module. In other words, it's a Departmental Human Capital Budgeting Module and can be used by one user but distributed to multiple departments. When duplicating Human Capital budget, this must be the last module to work on.




SUMMARY STEPS OF HUMAN CAPITAL BUDGETING


1. LOGIN Human Capital Consolidation Module >> FETCH DATA >> Duplicate Budgets >> Make Adjustments >> PUSH Data & SAVE

2. LOGIN Human Capital Budgeting Module >> FETCH DATA >> Duplicate Budgets >> Make Adjustments >> PUSH Data & SAVE >> Generate Reports

3. LOGIN Human Capital Consolidation Module >> FETCH DATA >> Generate Reports >> PUSH & SAVE


 


DETAILED STEPS OF HUMAN CAPITAL BUDGETING

 A) LOGIN Human Capital Budgeting Module

 

  1. LOGIN Human Capital Consolidation Module >> Introduction Folder >> System Welcome Canvas >> Click FETCH

 

  1. Open Budget Preparation Folder >>  Duplicate Prior Year Budgets >> Duplicate Budgets >> Switch the Key ON (must turn GREEN) for Global Benefits, Grade Specific, Percentage Type & Acting Allowance  >> Click Duplicate Buttons (just next right close by) respectively.

 

  1. Go to Editing and/ Adjust Matrices (for Global Benefits, Grade Specific, Percentage Type & Acting Allowance) and make your desired changes.

 

  1. Completely new budget lines must be captured in SUBMIT Matrices.

 

  1. After data capture; Go to the System Welcome Canvas in the Introduction Folder and Click PUSH button and SAVE your work. (At this moment login Human Capital Budgeting Module – FETCH DATA and perform Data Duplication & Adjustments process as well)

 

  1. Go ahead and view your reports after data duplication and adjustments (to view accurate reports; ensure Human Capital Budgeting Module is budgeted). Click the link below on how to view reports in PLANix.

How to generate Report(s) in PLANix



B) LOGIN Human Capital Budgeting Module

 

  1. LOGIN Human Capital Budgeting Module >> Introduction Folder >> System Welcome Canvas >> Click FETCH

 

  1. Open Budget Preparation Folder >>  Duplicate Prior Year Budgets >> Duplicate Budgets >> Switch the Key ON (must turn GREEN) for both Job Positions and Employee Specific  >> Click Duplicate Buttons (just next right close by) respectively.

 

  1. Go to Edit Employee Details, Edit HC Employee Specific Benefits and Adjust HC Employee Specific Benefits matrices to make your desired changes.

 

  1. Completely new budget lines must be captured in SUBMIT Matrices.

 

  1. After data capture; Go to the System Welcome Canvas in the Introduction Folder and Click PUSH button and SAVE your work. (At this moment  Human Capital Consolidation Module must be already been budgeted)

 

  1. Go ahead and view your reports after data duplication and adjustments (to view accurate reports; ensure Human Capital Consolidation Module is budgeted). Click the link below on how to view reports in PLANix.

How to generate Report(s) in PLANix



SUPPORTING LINK(S)

How to do Supplementary Budget in PLANix – Extended Overall Notes


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