Post to Position Control

Use this option to review and post the FTE (fulltime equivalency) and distribution information from position records in Personnel Budgeting to the Position Control System. This option only applies if you use Position Control.

Caution

Running the Post to Position Control option overwrites existing information for vacant positions in the Position Control System Be sure to review the option's pre-post logs carefully before posting.

Menu Path:  Personnel Budgeting > Entry & Processing > Personnel Budgeting > Post to Position Control

Posting Options

The Post to Position Control page includes two types of settings for specifying the processes you want the system to run:

Post to Position Control Field

The field's drop-down list includes two selections:
N - Print Reports Only - Generates the Post Positions and Post Position Control Distributions logs, depending on the checkboxes selected in the window's Posting/Report sections. You should review the logs prior to posting your position data and correct any errors reported. For details on these reports, refer below to the Posting Logs section.
Y - Post to Position Control - Updates the Authorized FTE's and Budget fields in Position Control's Position table with values from Personnel Budgeting. This option generates the same logs as the N - Reports Only option.

Posting Or Report Checkboxes

You can select one or more of the Posting/Report checkboxes for processing during the same run. For the steps to follow, refer to the Procedure section below.
The first three checkboxes in this section apply to the position records being copied to Position Control:

• Add New Positions in Human Resources
• Delete Positions from Human Resources
• Update Positions in Human Resources

The fourth checkbox updates the distributions in Position Control's Position table with those from Personnel Budgeting's Position Distribution table. It also posts employee distributions for each position to Human Resources.

• Update Distributions in Human Resources

Important

You should run the Salary and Fringe Calculation's Distribute Salary and Fringe option before posting your distribution information. For details, refer to Distribute Salary and Fringe.

Posting Logs

The Post to Position Control option can produce two logs, depending on the Posting/Report checkboxes you select in the Post to Position Control page. As indicated in the previous section, you can run the reports by themselves or process the postings and generate reports at the same time.

Tip

You should generate the logs by themselves, correct any errors reported, and then run the logs again. Once no errors are detected, you can proceed with the posting.

Post Positions Log

This log lists the position records that are posted to Position Control when you select one or more of the following checkboxes:

• Add New Positions in Human Resources
• Delete Positions from Human Resources
• Update Positions in Human Resources

Besides listing the records affected by the posting, the Post Positions log includes error messages identifying records that should be corrected before posting. The log's default file name is postpos.rpt.

Post Position Control Distributions Log

This log lists any errors detected in the distributions records being posted to the Budget Preparation System. The log is generated when you select the following Report/Posting checkbox:

• Update Distributions in Human Resources

To correct errors identified in the log, either add the missing distribution records to the Budget Preparation System, or use Personnel Budgeting's Employee Rate Maintenance option to change the distribution codes in employee records. The log's default file name is postdist.rpt.

Tip

To determine the changes made to Position Control's Position table, run the Position Table report before and after the posting. To generate this report, select Human Resources > Entry & Processing > Position Control > Position Control, and then click Print in the Position Control page.

Posting budget information to Position Control

1. Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Post to Position Control to display the Post to Position Control page.
2. In the Post to Position Control field, select one of the following options:
   
   N - Print Reports Only - to generate the logs by themselves
   
   Y - Post to Position Control- to run the posting and generate the log reports.
   
   
3. In the Posting/Report Options section, select the desired checkboxes, or clear any postings you wish to skip.
4. Click OK.
5. In the Print window, specify how you want to generate the reports, and then click OK.
6. If you ran the reports by themselves before posting your position and distribution information (recommended), correct any errors reported, and then repeat Steps 2-5.
   Once the reports are error-free, you can run the posting by selecting Y - Post to Position Control in Step 2 and repeating the additional steps.
7. When you run the posting, a Processing window displays. Click OK in the Processing window to return to the Post to Position Control page.