The Batch Position Control option enables you to create positions in job classes that are tied to pay rates in Human Resources. By processing these records in a batch table, you can add positions, make changes, and assign rates to employees without affecting your payroll records.
Use the Batch Position Control page to perform the following functions:
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Search for and list records stored in Position Control's Batch Position table.
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Delete batch position records.
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Generate a report showing records in the Batch Position table.
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Display pages for adding and changing batch position records.
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Access pages for posting positions to the Position table, assigning rates to batch positions, and listing employees whose rates have batch positions assigned.
Menu Path: Human Resources > Entry & Processing > Position Control > Batch Position Control
Action Bar Items
The Batch Position Control page's Action Bar includes the following items:
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Post |
Displays the Position Report/Post page, which is used to post positions to the Position table. You should run this option first to generate the Batch Position Pre-Posting Journal. If the positions' rate assignments are satisfactory, you can then run the post. |
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Assign Rates |
Displays the Assign Rates to Batch Positions page, which is used to assign batch positions to employees' pay rates. This item displays on the Action Bar after you run a list of batch positions. |
This section includes the procedures for deleting and printing batch position records. For information on adding batch positions, refer to Batch Position Edit Page.
Deleting a batch position record
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Select Human Resources > Entry & Processing > Position Control > Batch Position Control to display the Batch Position Control page.
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In the Search Criteria section, enter criteria identifying the records to list, and then click Search. To run an advanced search, use the Advanced Search button.
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In the page's untitled List section, select the position you want to delete.
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Select Delete.
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In the Confirmation dialog, select Yes.
Generating the Batch Position Table report
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Select Human Resources > Entry & Processing > Position Control > Batch Position Control to display the Batch Position Control page.
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In the Search Criteria section, enter criteria identifying the records to list, and then select search. To run an advanced search, use the Advanced search button.
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Select Print
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In the Batch Position Control Report page, select the following checkboxes as needed:
You can select none of them or one, but you may not select both.
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Include Accounts on Report |
Includes the budget unit and project distributions associated with the batch positions listed. |
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Include notes on Report |
Includes text from the notes lines in the batch positions listed. |
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If needed, select Sort on the Action Bar to display a page for defining the report's sort order. After entering your settings, select OK to return to the Position Control Report page.
You can choose up to 4 fields to sort on. We recommend that your last 2 sort fields be the job class and then position. The default sort is Location, Job Class and Position.
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Select OK.
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In the Print window, specify how to generate the report, and then select OK.
Batch Position Control Post Details:
Human Resources > Entry & Processing > Position Control > Batch Position Control Post
Key Features
Posting Options
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Job Class Selection: User selects the job class to post.
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Effective Date: Follows the same date rules as the current pay rate page.
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Post Checkbox:
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Checked: Executes the posting process.
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Unchecked: Generates the PrePosting Report only.
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PrePosting Report
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Displays job class, position code, location, authorized FTEs, employee ID, name, rate number, rate type, FTE, and occupied flag.
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Account Differences Report :
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Now supports output to file, PDF, or Excel.
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Displays discrepancies between pay rate and position distributions.
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Posting Logic
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All pay rates for the selected job class must be assigned to positions.
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On successful post:
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Positions are visible in Position Control.
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Change Requests are created and logged.
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