presented by education solutions development, inc. anua 2013, san antonio, texas intro position...

Presented by Education Solutions Development, Inc.ANUA 2013, San Antonio, Texas

Position Control

Education Solutions Development, Inc.


Reason for using Position Control

• Monitoring

• Template

• Budgeting

Position ControlPosition Control


Set Up

• Sys Admin-Application Settings-Param- HR/Payroll• Sync Next FY• Control Required• FTE Calculation Type• Use Position Control Description

• System Admin > HR/Payroll > Maintenance Tables• Cost Center• Job Class• Job Title• Calendar• Salary Schedule/Salary Matrix• Salary Basis• Timesheet – Payroll Period Code & Type



Position Control Search



Data Maintained on Position Control



Position Control – Benefit Details



Position Control – Incumbent Details



One to One Relationship with Job and Payment

•Identify specifically who the previous incumbent was – giving more knowledge about open positions

•Identify what if any FVR’s have been processed

•Identify what is any PTR’s have been processed

Processes to Accomplish

•Audit Inconstancies between Position Control and Job and Payment – adjust Job and Payment if necessary

•Run Position Control Restructure



Budgeting – Choose Year From Which to Budget

• Current Year• Advantage – uses current employee records, do not

need to run bring forward jobs• Disadvantage – less flexible as to what you can

change on the job and payment record

• Future Year

• Advantage – flexibility in adding and changing employee data

• Disadvantage – more record keeping (FY Synch option offsets this to some degree)



Budgeting – Using Current Year Employee Job and Payment Records to Budget

Job and Payment records exist in 2013 - Update the Salary Next field on the 2013 Job and Payment record

1.Bring the Salary Matrix Forward to 2014 2.Run the job Calculate New Salary to update the Salary Next field on the 2013 Job and Payment Record – use the Salary Schedule created above or formula in the Calculate New Salary job

Minor program revisions will be made to:- “normalize” late start records

- add option to not increment salary scheduled row when calculating the new salary



Budgeting – Using Future Year Employee Job and Payment Records to Budget

Job and Payment records exist in 2013, create Job and Payment records in 2014

1. Bring the Salary Matrix Forward to 20142. If using Calendars, create them in 20143. Bring Forward Position Control to 20144. Bring Forward Job and Payment Records to 20145. Calculate New Salary for Job and Payment

records that do not contain a salary schedule



Budgeting – Report for Verification of Employee Job and Payment Information

HR>Batch>Budget Report

Key parameter:Source of projected Salary

Salary Next orCurrent Salary Increased by ____Specify 1. to use existing salary orSpecify 1.05 to increase existing salary by 5%



Budgeting – Transfer Salary Information to Budget System

Finance>Batch>Budget HR/Salary TransferKey parameters: Payroll/HR Source Fiscal Year _____Amount-Annual Salary or Next Salary

Finance>Batch>Budget HR/Salary Open PositionKey parameter: Payroll/HR Source Fiscal Year ____



Budgeting – Transfer Benefit Information to Budget System

Finance>Batch>Budget HR/Benefits TransferKey parameters: Incumbent or Position ControlPayroll/HR Source Fiscal Year _____Computed on Annual Salary or Next SalarySpecify No of Distributions by Deduction CyclesFormula-needed if different than the Deduction and

Benefit Code Table

Finance>Batch>Finance>Batch>Budget HR/Salary Open Position


presented by education solutions development, inc. anua 2013, san antonio, texas intro position...

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