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general:humanresources:maintenance:pmispositionhistory:body
This page is used to view historical position changes. Since each change made to a position management record creates a new historical record, many records may exist for an employee. Each change in position (CIP), position maintenance, and forecast moves are displayed on this page. This information is helpful if CIP calculation results are not as expected. You can review all position history or specific billet history.
This data serves as a historical record and should not be modified.
Retrieve a historical position record:
| Field | Description |
|---|---|
| Position Number |
Begin typing a position number, a drop-down list of corresponding data is displayed. Select a position number from the list. The field can be a maximum of 13 characters. Leading zeros are not required. However, if alphanumeric values are entered, the field is not zero-filled.
If the position number is not known, click |
| Position Description |
Begin typing a position description, a drop-down list of corresponding data is displayed. Select a position description from the list.
If the position description is not known, click |
Click Retrieve. The associated billet information is displayed.
| Billet Number | Type the billet number used to identify the various positions within the position number. The field can be a maximum of five digits. Leading zeros are not required. |
|---|
Click Retrieve to display the position history information. The grid displays the following information for the selected employee:
- Billet
- Sch YR
- Update Date
- Description
- Orig Type
- Begin/End
- Freq
- Emp Nbr
- Name
Click 
to edit position history. A pop-up window with three tabs (Position Record, Distribution, and Date) is displayed.
Under Occupant, the following fields can be modified unless the billet number is 00000.
| Employee Nbr | Type the employee number of the employee in the position, or click  to select from a list. |
|---|---|
| Employee Name | Populated based on the selected Employee Nbr and is display only. |
| Primary Job | Select if this is the employee's primary job. An employee may only have one primary job. |
| Pay Grade | Type the code for the pay grade, or click to select from a list. The field can be a maximum of three characters and is a required field. |
| Pay Step | Type the code for the salary level within the indicated pay grade, or click to select from a list. The field can be a maximum of two characters and is a required field. |
| Schedule | Type the optional, locally assigned, single-character code that is used to indicate the separate pay schedules for professional and support staff with the same pay grade, pay step, and maximum number of days employed, or click to select a schedule from the list. |
| Begin Date | Type the beginning date for the selected calendar in the MMDDYYYY format. This is a required field. |
| End Date | Type the ending date for the selected calendar in the MMDDYYYY format. This is a required field. |
| Payoff Date | Type the date on which the employee's contract is paid off in the MMDDYYYY format, or click to select from a list. When this date and the pay date match, contract payoff occurs. This is a required field. |
| Days Off | Type the number of days the employee was scheduled to work but did not work. The number is deducted from the actual days. |
| Hrly/Dly Rate | Type the hourly or daily rate for the position. |
| Salary | Displays the annual salary amount for the pay grade, pay step, maximum days, and local schedule. |
| Remaining Payments | Type the number of payments remaining to be made to the employee during the current contract period. This is a required field. |
Under Position:
| Freq | Click  to select a payroll frequency. This is a required field. |
|---|---|
| School Yr | Type the school year in the YYYY format. This is a required field. |
| Job Code | Type a job code to identify the job, or click to select a code from the Job Codes list. The field can be a maximum of four characters (e.g., 0001 = Superintendent, 1003 = 10 month - 3rd Grade Teacher). This is a required field. |
| 1st Pay Date Code | Type a first pay date code, or click to select the code designating the first pay date for the position. This is a required field. |
| Primary Campus | Type the code of the primary campus, or click to select a primary campus. This is a required field. |
| Dept | Type the code used by the district to categorize the department associated with the position. The field can be a single digit. |
| Hrs Per Day | Type the number of hours per day an employee would work in a day. |
| Pct Day Employed | Type the number which indicates the total percentage of the employee’s responsibilities represented by the job entered. For example, if the job represents half of his total assignment, type 50. |
| Pct Year Employed | Type the number which indicates the total percentage of the employee’s responsibilities represented by the job entered. For example, if the job represents half of his total assignment, type 50. |
| Pay Concept | Displays the method used to calculate the employee's pay. |
| Max Days | Type the maximum number of days this position is funded. This number is used when calculating the annual pay based on a daily rate. It is also used when calculating the annual salary using the annual salary table. This is a required field. |
| Orig Type | Click to select the original transaction type. |
| Begin/End | Click to indicate the beginning and ending position history records. |
On the Distribution tab, distribution information is not required for a new historical transaction.
Click +Add to add a row.
| Activity Code | Click to select an activity code. |
|---|---|
| Account Code | Type the account code. As you type the data, a drop-down list of corresponding data is displayed. Select an account code from the list. |
| Grant Code | Displays the grant code. |
| Workers' Comp | Displays workers' comp code. |
| Expense 373 | Select to include the distribution amount in the above state base (ASB) distribution for TRS. If the field is not selected, the amount is not used for distribution of the ASB amount on the TRS 373 Report. |
| Employer Contribution | Select if the distribution should be included as an employer insurance contribution. The field is only available when account type G is selected. |
| Percent | Type the distribution percentage. |
| Amount | Displays the distribution amount. |
On the Date tab:
| Date Filled | Populated with the date the position was filled, or you can type a date in MMDDYYYY format. For a new position, the field is automatically populated with the current date. |
|---|---|
| Date Authorized | Populated with the date the position was authorized, or you can type a date in MMDDYYYY format. For a new position, the field is automatically populated with the current date. |
| Date Entered | Populated with the date the position was entered in the system, or you can type a date in MMDDYYYY format. For a new position, the field is automatically populated with the current date. |
| Date Vacated | Indicates the date the position was vacated. |
| Vacated Reason | Indicates why the position was vacated. Click to change the reason. |
Click Save.
general/humanresources/maintenance/pmispositionhistory/body.txt · Last modified: 2019/02/07 04:15 by emoreno