Before enabling Position Control, plan the following:
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Identify participating job classes
Determine which job classes will participate in Position Control. Position Control is enabled per job class, so only the job classes you enable will have positions tracked. -
Plan FTE allocations
Determine the authorized FTE for each position. Consider part-time, shared, and multi-occupant positions. -
Map expenditure distributions
Plan the organization and project distributions for each position. Verify that the required organization chart, account, and project codes exist in Fund Accounting. -
Decide on approval workflow
Determine whether position changes will be auto-approved or routed through an approval workflow. If using workflow, plan the approval levels, Roles, and Groups before configuring.