Batch Position Edit Page

Use this page to add and change positions in Position Control's Batch Position table. The batch table enables you to create positions for job classes that are already being used in rates in Human Resources. After you set up the table, you can post the batch positions for selected job classes to Position Control's live Position table and Human Resources' Pay Rate table.

Menu Path: Human Resources > Entry & Processing > Position Control > Batch Position Control > click Add New or run a search and select a position for updating

Prerequisites

Following are the primary requirements for creating batch positions:

Human Resources Profile

System Administration > Administration > Profiles > Human Resources Profile

The Profile's Position Control field must be set to either Y - Use Position Control (full control) or T - Tracking Mode.

Job Class Table

Human Resources > Reference Tables > Payroll > Job Classes

Human Resources' Job Class table must contain the job classes required for the positions you want to create.
The job classes you select for creating batch positions cannot be under position control. Also, the classes must be assigned to employees' pay rates in Human Resources. If a class is under position control and is not assigned to any rates, use the Position Control folder's Position Control option to add positions to the class.

Location Table

Human Resources > Reference Tables > Personnel > Locations

Human Resources' Location table must contain codes referencing the buildings or sites you want to assign to the batch positions.

Fund Accounting System

Fund Accounting > Reference Tables > Reference Tables > Organization Chart, Account List, or Project List

The Organization Chart, Account List, and Project List (optional) must be set up in Fund Accounting for distributing salary expenditures for the positions being created.
*Budget Unit*//Account combinations for salary distributions must be set up in Fund Accounting's Expenditure Ledger.

Fund Accounting > Entry & Processing > Budget Ledgers > Project Ledger

If you also use project accounting, the appropriate Project/Account combinations must exist in the Project Ledger.

Adding a record to the Batch Position table

Select Human Resources > Entry & Processing > Position Control > Batch Position Control.
In the Batch Position Control page, click Add New.
In the Batch Position Edit page, complete the fields in the Position section.
Click OK.
In the Financial section, enter the Fund Accounting distributions for the position's salary expenditures. Use <TAB> to advance through the fields.
Click OK when you complete your distribution entries.
Once the Financial section is complete, the following pages display in the order shown for entering information related to Highly Qualified Teacher requirements:
Batch Link Qualified Area to Position
Batch Certification Code Setup
Batch Link Requirement to Position
- If your district tracks Highly Qualified Teachers by position, complete these pages as needed. The additional information will be saved when you click OK in the Batch Link Requirement to Position page.
- If your district does not track Highly Qualified Teachers by position, you can click OK in each of the pages without making any entries.
For information on the pages listed above, refer to Highly Qualified Teachers: Position Control.

Fields

Position Section

The fields in this section identify the Position record, including related information, such as FTE's, Location, Bargaining Unit, and Job Description.

Field	Description
Job Class	Code identifying the class associated with the position you want to create, as defined in Human Resources’ Job Class table. The job class you enter must be under position control. In addition, the class cannot be assigned to any employee pay rates in Human Resources. To create a position for classes that are not under position control or that already have rates assigned, use the Batch Position Control option. For information on setting up these positions, refer to Batch Position Control Page.
Position	Code identifying the position you want to add to the Position table. Keep in mind that no two records can have the same combination of job class and position. Character/12
Description	Text describing the position. Character/35
Authorized FTE's	Maximum number of employees who can fill this position as measured in FTE units. An FTE unit is the percentage of time someone works relative to full‑time (1.0 = 100%). For example, the FTE value for an employee who works three days of a five‑day week would be 0.6.
Occupied FTE's	Number of employees who currently occupy this position, expressed in FTE units. If the Position Control field in your Human Resources Profile is set to Y - Use Position Control, the occupancy of a position cannot exceed its authorized FTE value. The system updates this field as follows: When you assign the position to a pay rate. When you change the FTE field in a rate associated with the position. When you terminate a rate that contains the position.
Default FTE	Default value that displays in a pay rate’s FTE field when you assign a position to an employee’s rate. Generally, the default value should be set to 1.0 on the assumption that most positions are full‑time. If you are setting up a record for a position that is usually part time, enter the FTE that applies in the majority of cases. You can adjust the value when creating pay rates for employees whose work hours vary from the norm.
Location	Code identifying the primary building or site associated with the position. These codes are defined in Human Resources’ Location table.
Bargaining Unit	Bargaining unit for this job class and position, if applicable. These codes are defined in the Bargaining Unit table. Leave the field blank if a bargaining unit does not apply to the class and position.
Comments	Two lines for entering notes or other text information concerning the position. After you complete the first line, press <Tab> to advance to the second. Character/60, each line
Position Type	Code identifying the type of position.
Job Description	Text describing the position's job responsibilities.

Financial Section

Use this section to define the distributions of salary expenditures in the Fund Accounting System for the position you are creating. Keep in mind that the distributions for positions can only be modified in Position Control; they cannot be changed in Human Resources.

When you add a position to a pay rate, the information from the Financial section defaults to the rate. Also, if you modify a position's distributions and then post it to Human Resources, the new distributions overwrite the existing ones in pay rates that have the position assigned.

If your Fund Accounting Profile allows translating the full expenditure account number into budget unit and account codes, the Full Account Window page displays when you reach the *Budget Unit* or *Project* field. For information on using this page, refer to Full Account Window Page.

Field	Description
Budget Unit	Low organization used for distributing the gross salaries paid under this position, as defined in Fund Accounting's Organization Chart. As indicated by the asterisks, the titles of the Budget Unit and Project fields are defined in the Human Resources Profile.
Account	Number identifying the account that should be used to distribute salary costs for this position. Accounts are defined in Fund Accounting's Account List. The combination of the entries in the Budget Unit and Account fields must exist in Fund Accounting's Expenditure Ledger.
%	Percentage of the position's gross wages to be distributed to the Budget Unit/Account. Enter the percentage as a decimal. The entries in this column must equal 100 percent (1.00).
Project	Code identifying the low project organization to use for distributing the position's gross salary in Fund Accounting. If you do not use project accounting, click OK to leave the fields in this section blank.
Account	Number identifying the account associated with the project, as defined in Fund Accounting's Account List. The combination of the entries in the Project and Account fields must exist in Fund Accounting's Project Ledger.
%	Percentage of the position's gross wages to be distributed to the Project/Account. Enter the percentage as a decimal. The entries in this column must equal 100 percent (1.00).