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positionmanagement:maintenance:pmispositionhistory

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positionmanagement:maintenance:pmispositionhistory [2020/09/08 19:42] – emorenopositionmanagement:maintenance:pmispositionhistory [2020/12/17 19:47] (current) – emoreno
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 //**Position Management > Maintenance > PMIS Position History**// //**Position Management > Maintenance > PMIS Position History**//
  
-<WRAP round intro>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. +{{page>general:pmispositionhistory_intro}}
  
-This data serves as a historical record and should not be modified. 
-</WRAP> 
  
- +{{page>general:pmispositionhistory_body}}
-====Retrieve a historical position record:==== +
- +
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +
-^Position Number|{{page>general:position_number}}| +
-^Position Description|{{page>general:position_description}}| +
- +
-VCV Click **Retrieve**. A list of all employees who have held the position along with all of the associated billet numbers is displayed.  +
- +
-^Billet Number|Type the specific billet number used to identify the various positions within the position number to narrow the search results. The field can be a maximum of five digits. Leading zeros are not required.| +
- +
-VCV Click **Retrieve**. A list of all employees who have held the position with the specified billet number is displayed. The following details are displayed.  +
- +
- +
-  * **Billet** +
-  * **Sch YR** +
-  * **Update Date** +
-  * **Description** +
-  * **Orig Type** +
-  * **Begin/End** +
-  * **Freq**  +
-  * **Emp Nbr** +
-  * **Name** +
- +
- +
-VCV Click {{:images:mag_edit.svg?16|Spyglass Icon}} to view the position details at the date and time displayed under **Update Date**. Changes to the billet description are displayed on this page. A pop-up window with three tabs (Position Record, Distribution, and Date) is displayed. +
- +
-**Position Record** +
- +
-VCV Under **Position**: +
- +
-{{page>general:position_history}} +
- +
-**Distribution** +
- +
- +
-^Activity Code|Click {{:images:dropdown.gif|Drop-down Arrow}} 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.| +
- +
- +
-**Date** +
- +
-^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 {{:images:dropdown.gif|Drop-down Arrow}} to change the reason.| +
- +
- +
-VCV Click **Save** to save the changes. This page does not include a print option. +
- +
-<div #no-print>  +
-====Other functions and features:==== +
- +
-^Add Position|This button implies that changes can be made; however, this button does not function since this is a historical file and maintenance should not be done.| +
-^Retrieve |{{page>general:retrieve}}| +
-^{{images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|  /*Table row with text link*/  +
-</div>  +
- +
- +
- +
-{{indexmenu_n>80}}+
  
  
 +{{indexmenu_n>30}}
positionmanagement/maintenance/pmispositionhistory.1599594156.txt.gz · Last modified: 2020/09/08 14:42 (external edit)

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