Batch Position Control Page
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:
Search for and list records stored in Position Control's Batch Position table.
Delete batch position records.
Generate a report showing records in the Batch Position table.
Display pages for adding and changing batch position records.
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:
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. |
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
Select Human Resources > Entry & Processing > Position Control > Batch Position Control to display the Batch Position Control page.
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.
In the page's untitled List section, select the position you want to delete.
Select Delete.
In the Confirmation dialog, select Yes.
Generating the Batch Position Table report
Select Human Resources > Entry & Processing > Position Control > Batch Position Control to display the Batch Position Control page.
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.
Select Print
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.
Include Accounts on Report | Includes the budget unit and project distributions associated with the batch positions listed. |
Include notes on Report | Includes text from the notes lines in the batch positions listed. |
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.
Select OK.
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
Job Class Selection: User selects the job class to post.
Effective Date: Follows the same date rules as the current pay rate page.
Post Checkbox:
Checked: Executes the posting process.
Unchecked: Generates the PrePosting Report only.
PrePosting Report
Displays job class, position code, location, authorized FTEs, employee ID, name, rate number, rate type, FTE, and occupied flag.
Account Differences Report :
Now supports output to file, PDF, or Excel.
Displays discrepancies between pay rate and position distributions.
Posting Logic
All pay rates for the selected job class must be assigned to positions.
On successful post:
Positions are visible in Position Control.
Change Requests are created and logged.