Once you have an understanding of how to create and manage positions, begin to add positions to Position Management. For each of the regular and supplemental positions there are three available menu options:

PMIS Position Admin - This page is used to create, modify, and delete positions, and is only available when logged on to the current year. Each position contains data on the following tabs:

• Position Management > Maintenance > PMIS Position Admin > Position Record

  This tab is used to establish and maintain a position record for each position at the LEA. If using Position Management, a position record is established for each position by assigning a position number and billet number to the job. Each position should have a default record with a 0000 billet number. A default record allows you to easily create a new position record using the default record data.

  

  Add or modify a 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 . 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 . 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. The associated billet and position information is displayed.
  
  ❏ Click +Add to add additional billet numbers to the existing position.
  
  ❏ Click Add Position to add a new position record with a billet number of 00000. After the position record is saved, click +Add to begin adding additional billet numbers to the position.
  
  ❏ Click to display the position detail information for the selected billet.
  
  ❏ Under Occupant, the occupant (employee) data is displayed. The begin and end dates are validated against the appropriate calendar (current or next and calendar code) to calculate the actual number of days. Complete or update the following fields:

  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.
  Increase Eligible	Select if the employee is eligible to be moved to the next pay step.
  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.
  State Step	Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.
  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. This number is deducted from the actual days.
  Nbr Days Employed	Displays the number of days that the employee is employed by the LEA per year.
  Hourly/Daily 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 remaining payments to be made to the employee during the current contract period. This is a required field.
  Exclude Days for TEA	Select to exclude the number of days employed (for the selected job) from TEA reporting. For example, this field would be used for an employee who performs two separate jobs on the same day.

  ❏ Under Position, the position data remains the same regardless of the occupant. Typically, position data changes only occur annually. Complete or update the following fields:

  Status	Click to select a position status. A - Active - The position is occupied. H - Position on Hold - The position is vacant and is not included in the budget. I - Inactive - The position is vacant and is not included in the budget. P - Proposed - The position is vacant, never filled, and may become a vacant or active position. A proposed position can be included in the budget if needed. V - Vacant - The position is vacant and is included in the budget.
  Frequency	Click to select a payroll frequency. This is a required field.
  School Year	Type the school year in the YYYY format. This is a required field. If the year is the same as the Current Year on the District Administration > Options > Position Management page, the current year salary, first pay date codes, and job code are used for validation.
  Category	Type the code used to categorize positions, or click to select a code from the Category Code list. The field can be a maximum of five characters.
  Supplement Attached	Select if there is a supplement position record tied to this position.
  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.
  Calendar Code	Type a calendar code, or click to select the calendar code for the position. This is a required field.
  Primary Campus	Type the primary campus code, or click to select a primary campus. This is a required field.
  Dept	Type the code used to categorize the department associated with the position. The field can be a single digit.
  Hours Per Day	Type the number of hours per day an employee works. This data is used for the positions with salaries based on an hourly rate.
  Percent Day Employed	Type the number that represents the total percent of the day that the position works. For example, if the position works only 50% of the day, enter 50.
  Percent Year Employed	Type the number that represents the total percent of the year that the position works. For example, if a position works every other day (50%) or 4 days out of the week (80%). This field is used to reduce the actual days worked which, in turn, reduces the calculated salary.
  State Minimum Days	Click to select the minimum number of state days required for the position.
  Pay Concept	Displays the method used to calculate the employee's pay.
  EEOC	Displays any notation related to the Equal Employment Opportunity Commission.
  Workers' Comp	Displays the type of workers' compensation insurance used for the account.
  TRS Member Pos	Click to select the employee's TRS classification. This is a required field.
  Max Days	Type the maximum number of days that the position is eligible to work. This number is used when calculating the annual pay based on a daily rate, and when calculating the annual salary using the annual salary table. This is a required field.
  Max Payments	Type the maximum number of payments allowed. This is a required field.
  Overtime Eligible	Select if the position is eligible to receive overtime pay.
  Supervisor Position	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 . The Positions pop-up window is displayed 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 item from the list. Otherwise, click Cancel.
  Billet	Type the billet number of the supervisor, or click to select a billet for the position. The field can be a maximum of five numeric characters.
  Employee Number/Name	Displays the employee number and name.
  Ignore Pct of Day for Salary Calcs	Select to ignore the percent of day and allow full salary amounts to be calculated even if the percent of day value does not equal 100%. This field is only displayed if the Display Options to Ignore Pct of Day and Pct of Year for Position Records field is selected on the District Administration > Options > Position Management page.
  Ignore Pct of Yr for Salary Calcs	Select to ignore the percent of year and allow full salary amounts to be calculated even if the percent of year value does not equal 100%. This field is only displayed if the Display Options to Ignore Pct of Day and Pct of Year for Position Records field is selected on the District Administration > Options > Position Management page.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Position Admin > Distribution

  This tab provides a list of the accounts used to fund the positions. This tab only allows you to enter percentages. Any Position Management change prompts a salary calculation which is then distributed using the percentages. The distribution functions like the next year salary calculations.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position. The following fields are display only:

  • Job Code
  • Budgeted Salary
  • Actual Salary
  • Actual Daily/Hourly Rate

  ❏ 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 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.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Position Admin > Date

  This tab is used to create, modify, or delete dates related to a position record.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  Under Dates:

  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 Authorization Ends	Populated with the date the position authorization ends, or you can type a date in MMDDYYYY format.
  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 Inactivated	Populated with the date the position was inactivated, or you can type a date in MMDDYYYY format.
  Reason Inactivated	Click to select the reason the position was inactivated.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Position Admin > Budget

  This tab is used to create, modify, or delete budget data related to a position record. It allows you to set a base salary for which to budget when a position is vacant and sets default information for new hires.

  • If the position is vacant, the budget values are used to calculate the budget requirements for the position.
  • If the position is for a new employee, the budget values are populated to the new employee's payroll records (e.g., job information and pay information).
  • If the position is for an existing employee, the budget values are not used.

  In addition, this tab is used to indicate unemployment eligibility, FICA/Medicare status, and TRS status data for new employees.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Vacancy/Budget Information:

  Pay Grade	Type the three-character code for the pay grade, or click to select a pay grade from the list.
  Pay Step	Type the two-character code for the salary level within the indicated pay grade, or click to select a pay step from the list.
  Schedule	This field is used for positions tied to an annual table. 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 the maximum number of days employed, or click to select a schedule from the list.
  FTE	Type the full-time equivalent amount used to calculate salaries in payroll.
  Midpoint Base	Click to select the midpoint base. D - Midpoint N - Minimum X - Maximum
  Plus Percent of Midpoint
  Unemployment Eligible	Select if the position is to have unemployment taxes calculated as part of the budgeting process.
  FICA/Medicare Eligible	Click to select the FICA/Medicare eligibility for the position.
  TRS Status	Click to select the TRS eligibility status for the position.

  ❏ Click Save.

PMIS Position Modify - This page is used to modify existing positions. If there are LEA employees who require restricted access (e.g., employees who should not create positions), provide those users with permission to this page. Each position contains data on the following tabs:

• Position Management > Maintenance > PMIS Position Modify > Position Record

  This tab is used to maintain the position record for each position in the school district.

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  The following fields are display only:

  • Billet
  • Sch YR
  • Description
  • Status
  • Freq
  • Emp Nbr
  • First Name
  • Middle Name
  • Last Name
  • Gen

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Occupant:

  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.
  Increase Eligible	Select if the employee is eligible to be moved to the next pay step.
  New Employee	Select to indicate a new employee record. This field is only displayed on forecast position records. If selected, the salary simulations will budget the employer contribution for new employees even though they do not have current year payroll records. Notes: This field is not displayed on supplemental position records. If the position is changed to any status other than Active, the field is disabled.
  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.
  State Step	Type the state step that the employee has earned based on years of service plus career ladder step(s), if applicable.
  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. This number is deducted from the actual days.
  Nbr Days Employed	Type the number of days that the employee is employed by the LEA per year.
  Hourly/Daily 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 remaining payments to be made to the employee during the current contract period. This is a required field.
  Exclude Days for TEA	Select to exclude the number of days employed (for the selected job) from TEA reporting. For example, this field would be used for an employee who performs two separate jobs on the same day.

  
  

  ❏ Under Position:

  Accept Changes	Select to indicate that any changes made in the current year will be reflected in the next year. Any changes made in forecast do not reflect in the current year regardless of the field selection.
  Status	Click to select a position status. A - Active - The position is occupied. H - Position on Hold - The position is vacant and is not included in the budget. I - Inactive - The position is vacant and is not included in the budget. P - Proposed - The position is vacant, never filled, and may become a vacant or active position. A proposed position can be included in the budget if needed. V - Vacant - The position is vacant and is included in the budget.
  Frequency	Click to select a payroll frequency. This is a required field.
  School Year	Type the school year in the YYYY format. This is a required field. If the year is the same as the Current Year on the District Administration > Options > Position Management page, the current year salary, first pay date codes, and job code are used for validation.
  Category	Type the code used to categorize positions, or click to select a code from the Category Code list. The field can be a maximum of five characters.
  Supplement Attached	Select if there is a supplement position record tied to this position.
  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.
  Calendar Code	Type a calendar code, or click to select the calendar code for the position. This is a required field.
  Primary Campus	Type the primary campus code, or click to select a primary campus. This is a required field.
  Dept	Type the code used to categorize the department associated with the position. The field can be a single digit.
  Hours Per Day	Type the number of hours per day an employee works. This data is used for the positions with salaries based on an hourly rate.
  Percent Day Employed	Type the number that represents the total percent of the day that the position works. For example, if the position works only 50% of the day, enter 50.
  Percent Year Employed	Type the number that represents the total percent of the year that the position works. For example, if a position works every other day (50%) or 4 days out of the week (80%). This field used to reduce the actual days worked which, in turn, reduces the calculated salary.
  State Minimum Days	Click to select the minimum number of state days required for the position.
  Pay Concept	Displays the method used to calculate the employee's pay.
  EEOC	Displays any notation related to the Equal Employment Opportunity Commission.
  Workers' Comp	Displays the type of workers' compensation insurance used for the account.
  TRS Member Pos	Click to select the employee's TRS classification. This is a required field.
  Max Days	Type the maximum number of days that the position is eligible to work. 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.
  Max Payments	Type the maximum number of payments allowed. This is a required field.
  Overtime Eligible	Select if the position is eligible to receive overtime pay.
  Supervisor Position	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 . 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 item from the list. Otherwise, click Cancel.
  Billet	Type the billet number of the supervisor, or click to select a billet for the position. The field can be a maximum of five characters.
  Employee Number/Name	Displays the employee number and name.
  Ignore Pct of Day for Salary Calcs	Select to ignore the percent of day and allow full salary amounts to be calculated even if the percent of day value does not equal 100%. This field is only displayed if the Display Options to Ignore Pct of Day and Pct of Year for Position Records field is selected on the District Administration > Options > Position Management page.
  Ignore Pct of Yr for Salary Calcs	Select to ignore the percent of year and allow full salary amounts to be calculated even if the percent of year value does not equal 100%. This field is only displayed if the Display Options to Ignore Pct of Day and Pct of Year for Position Records field is selected on the District Administration > Options > Position Management page.

  ❏ Click Calculate Salary to complete the salary calculation.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Position Modify > Distribution

  This tab provides a list of the accounts used to fund the positions.

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.
  
  ❏ Click to display the position detail information for the selected position. The following fields are display only:
  
  Job Code
  Budgeted Salary
  Actual Salary
  Actual Daily/Hourly Rate
  
  ❏ 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 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.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Position Modify > Date

  This tab is used to create, modify, or delete dates relating to a position record.

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Dates:

  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 Authorization Ends	Populated with the date the position authorization ends, or you can type a date in MMDDYYYY format.
  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 Inactivated	Populated with the date the position was inactivated, or you can type a date in MMDDYYYY format.
  Reason Inactivated	Click to select the reason the position was inactivated.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Position Modify > Budget

  This tab is used to create, modify, or delete budget data related to a position record.

  • If the position is vacant, the budget values are used to calculate the budget requirements for the position.
  • If the position is for a new employee, the budget values are populated to the new employee's payroll records (e.g., job information, pay information).
  • If the position is for an existing employee, the budget values are not used.

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Vacancy/Budget Information:

  Pay Grade	Type the three-character code for the pay grade, or click to select a pay grade from the list.
  Pay Step	Type the two-character code for the salary level within the indicated pay grade, or click to select a pay step from the list.
  Schedule	This field is used for positions tied to an annual table. 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 the maximum number of days employed, or click to select a schedule from the list.
  FTE	Type the full-time equivalent amount used to calculate salaries in payroll.
  Midpoint Base	Click to select the midpoint base. D - Midpoint N - Minimum X - Maximum
  Plus Percent of Midpoint
  Unemployment Eligible	Select if the position is to have unemployment taxes calculated as part of the budgeting process.
  FICA/Medicare Eligible	Click to select the FICA/Medicare eligibility for the position.
  TRS Status	Click to select the TRS eligibility status for the position.

  ❏ Click Save.

• 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 . 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 . 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. 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 position:

  • Billet
  • Sch YR
  • Update Date
  • Description
  • Orig Type
  • Begin/End
  • Freq
  • Emp Nbr
  • Name

  ❏ Click to open the position details pop-up window.

  ❏ Click the Position Record, Distribution, and Date tabs to view the historical data for the selected record.

  Other functions and features:

  Retrieve	The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.
  	Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. Click Save.

Supplemental positions include flat rate stipends and extra days. Flat rates are exact dollar amounts (e.g., $200 for travel or $200 for a student council sponsor) and extra day stipends allow for a number of days to be entered (e.g., five days for cheer or 15 days for football). The extra day stipend uses the following calculation: # of extra days x the daily rate (regular position) = payment amount.

Supplemental positions are managed on the PMIS Supplement Admin, PMIS Supplement Modify, PMIS Supplement History pages. Similar to the regular positions, each supplemental position record contains data on the Position Record, Distribution, Data, and Budget tabs.

PMIS Supplement Admin - This page is used to create, modify, and delete supplemental positions, and is only available when logged on to the current year. Each position contains data on the following tabs:

• Position Management > Maintenance > PMIS Supplement Admin > Position Record

  This tab is used to maintain the supplement position record for each supplement position in the LEA.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ If you click +Add, billet information is populated when data is entered under Occupant. For existing supplement positions, the billet information is display only.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Occupant:

  Employee Nbr	Type the employee number, or click to select one from the list.
  Employee Name	Populated based on the selected Employee Nbr.
  Recalculate	Select to recalculate the supplemental pay amount during the forecast processing.
  Amount	Type the supplement amount.
  Remaining Payments	Type the number of payments remaining to be made to the employee during the current contract period. This is a required field.
  Nbr Extra Days	Type the actual number of days the employee worked.
  Attached to Position	Type the name of the position attached to the selected supplement position, or click to select one from the list.
  Billet	Type the billet number of the position attached to the selected supplement position. The field can be a maximum of five characters.
  Emp Nbr/Name	This field is display only.

  ❏ Under Position:

  Status	Click to select the status of the supplement position. A - Active - The position is occupied. H - Position on Hold - The position is vacant and is not included in the budget. I - Inactive - The position is vacant and is not included in the budget. P - Proposed - The position is vacant, never filled, and may become a vacant or active position. A proposed position can be included in the budget if needed. V - Vacant - The position is vacant and is included in the budget.
  Frequency	Click to select a payroll frequency. This is a required field.
  School Year	Type the school year in the YYYY format. This is a required field.
  Extra Duty Code	Type the extra duty code, or click to select a code from the Extra Duty Code list.
  Type	This field is display only.
  Category	Type the code used to categorize positions, or click to select a code from the Category Code list. The field can be a maximum of five characters.
  Pay Amount Based on Employee	Select to attach the supplement to the position. When selected, the daily rate from the position is multiplied by the extra number of days to calculate the supplement pay amount.
  Primary Campus	Type the campus to which the position is assigned, or click to select a campus from the Campuses list.
  Dept	Type the department code associated with the selected campus.
  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.
  Max Payments	Type the maximum number of days the position is funded. This is a required field.
  Max Amount	Type the maximum amount of the supplement position.
  Percent of Year	Type the percentage of year by which calculate the supplemental pay amount for the new school year flat-rate stipends. If the percent of day is less than one hundred percent, the percent of day is used to calculate the salary amount by multiplying the percent of day by the amount in the supplemental pay code table for flat-rate stipends.
  One Time Supplement	Select if the supplement pay is to be paid in one payment. If selected, the Pay Date field is required. Note: For type G accounts, if One Time Supplement is not selected, the supplement is added to the base salary for the job associated to the Attached to Position field (or the primary job if the Attached to Position field is blank) and is paid with each contract payment.
  Pay Date	Select the date the one-time supplement is to be paid, or click to select a pay date from the Pay Dates list.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Supplement Admin > Distribution

  This tab provides a list of the accounts used to fund the supplement positions.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  The following fields are display only:

  • Extra Duty Code
  • Account Type
  • Budgeted Salary
  • Actual Salary

  ❏ 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	This field is display only.
  Workers' Comp	This field is display only.
  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.
  Percent	Type the distribution percentage.
  Amount	This field is display only.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Supplement Admin > Date

  This tab is used to create, modify, or delete dates relating to a supplement position record.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Dates:

  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 Authorization Ends	Populated with the date the position authorization ends, or you can type a date in MMDDYYYY format.
  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 Inactivated	Populated with the date the position was inactivated, or you can type a date in MMDDYYYY format.
  Reason Inactivated	Click to select the reason the position was inactivated.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Supplement Admin > Budget

  This tab is used to create, modify, or delete budget data related to a supplement position record.

  • If the position is vacant, the budget values are used to calculate the budget requirements for the position.
  • If the position is for a new employee, the budget values will be populated to the new employee's payroll records (e.g., job information, pay information).
  • If the position is for an existing employee, the budget values are not used.

  

  Add or modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Vacancy/Budget Information:

  Budget Pay Amount	Type the salary for the position.
  Equivalent Units	Type the full-time equivalent number used to calculate the number of units. This field is used when a supplement amount is allocated to more than one employee. For example, if two employees with the same position number but different billet numbers share the supplement, type .50 in the field.
  Unemployment Eligible	Select if the position is to have unemployment taxes calculated as part of the budgeting process.
  FICA/Medicare Eligible	Click to select the FICA/Medicare eligibility for the position.
  TRS Status	Click to select the TRS eligibility status for the position.

  ❏ Click Save.

PMIS Supplement Modify - This page is used to modify existing supplement positions. If you have LEA employees who require restricted access (e.g., employees who should not create positions), you can provide those users with permission to this page. Each position contains data on the following tabs:

• Position Management > Maintenance > PMIS Supplement Modify > Position Record

  This tab is used to maintain the supplement position record for each supplement position in the LEA.

  

  Modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Occupant:

  Employee Nbr	Type the employee number, or click to select one from the list.
  Employee Name	Populated based on the selected Employee Nbr.
  Recalculate	Select to recalculate the supplemental pay amount during the forecast processing.
  Amount	Type the supplement amount.
  Remaining Payments	Type the number of payments remaining to be made to the employee during the current contract period. This is a required field.
  Nbr Extra Days	Type the actual number of days the employee worked.
  Attached to Position	Type the name of the position attached to the selected supplement position, or click to select one from the list.
  Billet	Type the billet number of the position attached to the selected supplement position. The field can be a maximum of five characters.
  Emp Nbr/Name	This field is display only.

  ❏ Click Calculate Salary to complete the salary calculation.

  ❏ Under Position:

  Accept Changes	Select to indicate that any changes made in the current year will be reflected in the next year. Any changes made in forecast do not reflect in the current year regardless of the field selection.
  Status	Click to select the status of the supplement position. A - Active - The position is occupied. H - Position on Hold - The position is vacant and is not included in the budget. I - Inactive - The position is vacant and is not included in the budget. P - Proposed - The position is vacant, never filled, and may become a vacant or active position. A proposed position can be included in the budget if needed. V - Vacant - The position is vacant and is included in the budget.
  Frequency	Click to select a payroll frequency. This is a required field.
  School Year	Type the school year in the YYYY format. This is a required field.
  Extra Duty Code	Type the extra duty code, or click to select a code from the Extra Duty Code list.
  Type	This field is display only.
  Category	Type the code used to categorize positions, or click to select a code from the Category Code list. The field can be a maximum of five characters.
  Pay Amount Based on Employee	Select to attach the supplement to the position. When selected, the daily rate from the position is multiplied by the extra number of days to calculate the supplement pay amount.
  Primary Campus	Type the campus to which the position is assigned, or click to select a campus from the Campuses list.
  Dept	Type the department code associated with the selected campus.
  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.
  Max Payments	Type the maximum number of days the position is funded. This is a required field.
  Max Amount	Type the maximum amount of the supplement position.
  Percent of Year	Type the percentage of year by which calculate the supplemental pay amount for the new school year flat-rate stipends. If the percent of day is less than one hundred percent, the percent of day is used to calculate the salary amount by multiplying the percent of day by the amount in the supplemental pay code table for flat-rate stipends.
  One Time Supplement	Select if the supplement pay is to be awarded in one payment. If selected, the Pay Date field is required. Note: For type G accounts, if One Time Supplement is not selected, the supplement will be added to the base salary for the job associated to the Attached to Position field (or the primary job if the Attached to Position field is blank) and will be paid with each contract payment.
  Pay Date	Select the date the one-time supplement is to be paid, or click to select a pay date from the Pay Dates list.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Supplement Modify > Distribution

  This tab provides a list of the accounts used to fund the supplement positions.

  

  Modify a 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 . 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 . 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. The associated billet information is displayed.
  
  Click to display the position detail information for the selected position. The following fields are display only:
  
  Extra Duty Code
  Account Type
  Budgeted Salary
  Actual Salary
  
  ❏ 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.
  Percent	Type the distribution percentage.
  Amount	This field is display only.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Supplement Modify > Date

  This tab is used to create, modify, or delete dates relating to a supplement 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Dates:

  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 Authorization Ends	Populated with the date the position authorization ends, or you can type a date in MMDDYYYY format.
  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 Inactivated	Populated with the date the position was inactivated, or you can type a date in MMDDYYYY format.
  Reason Inactivated	Click to select the reason the position was inactivated.

  ❏ Click Save.

• Position Management > Maintenance > PMIS Supplement Modify > Budget

  This tab is used to modify budget data related to a supplement position record.

  • If the position is vacant, the budget values are used to calculate the budget requirements for the position.
  • If the position is for a new employee, the budget values are populated to the new employee's payroll records (e.g., job information, pay information).
  • If the position is for an existing employee, the budget values are not used.

  

  Modify a 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 . 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 . 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. The associated billet information is displayed.

  ❏ Click to display the position detail information for the selected position.

  ❏ Under Vacancy/Budget Information:

  Budget Pay Amount	Type the salary for the position.
  Equivalent Units	Type the full-time equivalent number used to calculate the number of units. This field is used when a supplement amount is allocated to more than one employee. For example, if two employees with the same position number but different billet numbers share the supplement, type .50 in the field.
  Unemployment Eligible	Select if the position is to have unemployment taxes calculated as part of the budgeting process.
  FICA/Medicare Eligible	Click to select the FICA/Medicare eligibility for the position.
  TRS Status	Click to select the TRS eligibility status for the position.

  ❏ Click Save.

PMIS Supplement History - This page is used to create a historical record view changes for changes that occur in the current year. The admin and modify pages display the Position Management information as it currently exists, and the historical page displays previous (historical) information. You must be logged on to the current year to view historical data.

• Position Management > Maintenance > PMIS Supplement History

  This page is used to view historical records of data changed on the Maintenance > Supplement Admin or Maintenance > Supplement Modify pages. Since each change made to a supplement position management record creates a new historical record, many records may exist for an employee. Since this data serves as a historical record, the data should not be altered.

  

  Retrieve a historical supplement 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 . 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 . 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. 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 dialog box with three tabs (Position Record, Distribution, and Date) is displayed.

  ❏ Under Occupant, the following fields can be modified unless the billet number is 00000.

  Emp Nbr	Type the employee number, or click to select an employee from the Employees list.
  Emp Name	Type the employee name.
  Amount	Type the supplement amount.
  Remaining Payments	Type the number of payments remaining to be made to the employee during the current contract period. This is a required field.
  Nbr Extra Day	Type the actual number of days the employee worked.
  Attached to Position	Type the name of the position attached to the selected supplement position, or click to select one from the list.
  Billet	Type the billet number of the position attached to the selected supplement position. The field can be a maximum of five characters.
  Emp Nbr/Name	This field is display only.

  ❏ 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.
  Extra Duty Code	Type an extra duty code, or click to select a code from the Extra Duty Codes lookup.
  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.
  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.
  One Time Suppl	Select if the supplement pay is to be awarded in one payment. If selected, the Pay Date field is required. Note: For type G accounts, if One Time Supplement is not selected, the supplement will be added to the base salary for the job associated to the Attached to Position field (or the primary job if the Attached to Position field is blank) and will be paid with each contract payment.
  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. Move Forecast to CYR Maintenance Change In Compensation Separation Non-Comp Position Changes Non-Comp Funding Changes
  Begin/End	Click to indicate the beginning and ending position history records.

  On the Distribution tab, the 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.