2May 21, 2014

Position Management Project

Phase One

Salary Table functionality (Batch Wage Changes)

Delivered SU54507.48-1805*44 Q2 2011

Phase Two

Position Control features added to Position Budgeting;

becomes Position Management

Phase Three

Position Control Reporting

Enhance Position Budgeting and financial data added

to Position Management

The Position Management CAT

Client Advisory Team (CAT)

A group of clients

that collaborates with Ellucian

during the planning and development of new

functionality

Created in April 2010

Focus on Position Management

4May 21, 2014

Position Management CAT Member Institutions

Birmingham Southern College

Clackamas Community College

Coastal Carolina University

College of Wooster

Columbus State Community College

Contra Costa Community College

Elgin Community College

Lakehead University

Lethbridge College

Loyola MD

Nazareth College of Rochester

North Central College

Ohlone College

San Diego Community College District

Saint Xavier University

Widener University

Our Awesome Betas

Position Control Overview

7May 21, 2014

Position Control Features

You will be able to:

Assign position control number(s) and associated status

and effective date to position control number(s)

Transfer position control numbers while maintaining a

complete audit trail

View a warning if new data will cause a controlled

position to exceed maximum headcount or FTE

Define the status of each position control slot (active,

frozen, inactive)

Run intended vs. actual reports

8May 21, 2014

Position Control – What’s New

Processes and infrastructure to:

Place existing positions under position control

Create slots associated to positions

Maintain slots and slot assignments

View current and past slot assignments and information

Move slots around and get rid of old slots

Report on slots

FTE Expected vs. Actual

Headcount Expected vs. Actual

Total of 19 new processes

A Deeper Look

13May 21, 2014

Putting Positions Under Control

You choose which positions to control

You choose when to put positions under control

Control by headcount, by FTE, or by both

Type of control may be different for each position

Manage headcount by the number of slots

allocated to a position

Each slot represents one headcount

Manage FTE by the FTE of each slot

14May 21, 2014

Initiate Position Control

15May 21, 2014

Maintain Slots

16May 21, 2014

Preparing Your Positions

When you initiate control of a position, Colleague:

Creates a slot for each incumbent

Be sure position assignments are accurate and up to

date

Sets the FTE for a slot to the FTE of a position’s

incumbent

Verify the FTE for employee position assignments

With the concept of slots, you might be able to

consolidate positions

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Place Employees in Positions Under Control

18May 21, 2014

Select a Slot

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Change Primary Position

20May 21, 2014

Rapid Rehire

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Headcount/FTE Warning Messages

22May 21, 2014

More Warning Message Examples

What’s Next?

Anticipated Position Budgeting Features

Budget at the slot level

Budget for filled and vacant slots

Enhanced budgeting for benefits Ability to budget as a percent, flat amount, or both

Ability to update position budgeting with HR activity as positions are changed, filled, vacated, eliminated or added

Ability to see unspent funds for vacant positions

Ability to transfer budget dollars when transferring a person and/or slot to a different position

Stay Connected

26May 21, 2014

Roadmaps

27May 21, 2014

Forums

29May 21, 2014

Follow Change Requests

30May 21, 2014

Follow Change Requests