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positionmanagement:maintenance:pmispositionhistory

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PMIS Position History - HRS6115

Position Management > Maintenance > PMIS Position History

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 Ellipsis Icon. The Positions pop-up window opens with a list of all positions.

To search for specific positions, type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.

Select a position number from the list. Otherwise, click Cancel.

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 Ellipsis Icon. The Positions pop-up window opens with a list of all positions.

To search for specific positions, type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.

Select a position number from the list. Otherwise, click Cancel.

The position Description field in the top grid is only enabled for editing if the Allow CYR Position Description Changes (Admin only) field is selected on the District Administration > Options > PMIS District Options page.

❏ Click Retrieve. A list of all employees who have held the position along with all of the associated billet numbers is displayed.

Billet NumberType 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 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

Under Position:

FreqClick Drop-down Arrow to select a payroll frequency. This is a required field.
School YrType the school year in the YYYY format. This is a required field.
Job CodeType a job code to identify the job, or click Ellipsis Icon 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 CodeType a first pay date code, or click Ellipsis Icon to select the code designating the first pay date for the position. This is a required field.
Primary CampusType the code of the primary campus, or click Ellipsis Icon to select a primary campus. This is a required field.
DeptType the code used by the district to categorize the department associated with the position. The field can be a single digit.
Hrs Per DayType the number of hours per day an employee would work in a day.
Pct Day EmployedType 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 EmployedType 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 ConceptDisplays the method used to calculate the employee's pay.
Max DaysType 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 TypeClick Drop-down Arrow to select the original transaction type.
Begin/EndClick Drop-down Arrow to indicate the beginning and ending position history records.

Distribution

Activity CodeClick Drop-down Arrow to select an activity code.
Account CodeType 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 CodeDisplays the grant code.
Workers' CompDisplays workers' comp code.
Expense 373Select 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 ContributionSelect if the distribution should be included as an employer insurance contribution. The field is only available when account type G is selected.
PercentType the distribution percentage.
AmountDisplays the distribution amount.

Date

Date FilledPopulated 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 AuthorizedPopulated 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 EnteredPopulated 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 VacatedIndicates the date the position was vacated.
Vacated ReasonIndicates why the position was vacated. Click Drop-down Arrow to change the reason.

❏ Click Save to save the changes. This page does not include a print option.

Other functions and features:

Add PositionThis 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

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.

Click Save.

positionmanagement/maintenance/pmispositionhistory.1597887455.txt.gz · Last modified: 2020/08/19 20:37 (external edit)