Verify the Configuration

Run verification reports

Run the following reports to verify that positions were created correctly:

• Budget Tracking report

• Status Detail report

• Status Summary report

• Vacant Positions report

Test the search page and as-of-date

1. On the Position Control page, enter search criteria.

2. Change the as-of-date to verify that the effective-dated records display correctly.

3. Verify that position list columns display correct values.

Test position detail

1. On the Position Control page, open a position detail record.

2. Verify all sections: position information, FTE, salary, expenditure distributions, and user-defined fields.

3. Verify that occupants display correctly.

4. Verify that attachments and notes are accessible.

Test change requests

1. On the Change Request page, create a change request for a test position.

2. Verify that the correct change types are available based on security.

3. If workflow is enabled, verify that the request is routed for approval.

4. Approve the request and verify that the change is applied.

Test employee position transfer

1. On the Employee Position Transfer Request page, create a transfer for a test employee.

2. Verify that the current and new position details populate correctly.

3. If workflow is enabled, verify that the transfer is routed for approval.

4. Approve the transfer and verify that position records are updated.