Position Records: The Key to Position Control

Position Control Overview

Maintain Positions​

• Positions are created with information, such as job class, position code, position title, location, position type, position description, required credentials, funding source, and user-defined fields for report sorting and selection.​

• Tracks changes to positions​.

• Tracks historical position information​

Assign Positions to Employees​

• Tracks employee(s) filling each position today and in the future​

• Records planned employee transfers​

• Tracks the history of employees who occupied each position​

​Budget for Positions​

• Align staffing allocations with strategic priorities​

• Empowers administrators to make data-driven decisions​

• Budget for salary and benefits for current staff, recent hires, and vacant positions​

• Monitor actual spending vs budget ​

​Control hiring based on budget​

• Tracks vacancies and hiring needs​

• Avoid overspending by limiting hiring to vacant, approved positions ​

• Identify which open positions should be given priority.

Technical Requirements for eFinancePlus 25.7 and Position Control

• Microsoft SQL Server 2022.

• Windows Server 2022

• Update to Cognos 11.24

• Genero 5 Report Writer

Position Table

Positions are defined and stored in the Position Table. Position records included the following data:

• Full-Time Equivalency units (FTE's). These units are used to determine the authorized, current, and default occupancy of a position.

• A location code identifying the position's building or site.

• Budgeted, actual, and projected salary information.

• Account numbers for distributing salaries in the Fund Accounting System.

• Highly Qualified Teacher data, including qualifications, certifications, requirements and degree information.

• Text notes regarding the position.

Batch Positions

Position records can also be created in the Batch Position Control table and then posted to the Position table. By processing these records in a batch table, you can add positions, make changes, and assign rates to employees without affecting your payroll records.