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academy:business_positionmanagement_setupandprocessingfornewusers [2021/03/25 18:19] emorenoacademy:business_positionmanagement_setupandprocessingfornewusers [2025/11/04 21:35] (current) emoreno
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 </WRAP> </WRAP>
  
-{{page>general:pmisdocsdate}}+**Created:** 12/07/2020 
 +\\ 
 +**Reviewed:** 06/29/2022 
 +\\ 
 +**Revised:** 11/4/2025
  
-<WRAP Round Intro>This guide provides new users with the necessary steps to begin using the Position Management application.+<WRAP Round Intro>The purpose of this document is to guide you through the necessary steps to begin using the Position Management application.
  
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
  
 <div #message></div> <div #message></div>
  
 +{{page>general:image_example_message}}
 +
 +----
  
  
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   - ++Copy current year staff to next year payroll.|{{page>general:pmis_roll_cy_tablesemployees_to_ny_payroll&inline}}++   - ++Copy current year staff to next year payroll.|{{page>general:pmis_roll_cy_tablesemployees_to_ny_payroll&inline}}++
  
 +----
  
 =====Set up District Administration Options ===== =====Set up District Administration Options =====
  
    
-  - ++Update PMIS district options.|{{page>general:pmis_district_admin_setup_pmis_options&inline}}+++  - ++Update Position Management options.|{{page>general:pmis_district_admin_setup_pmis_options&inline}}++
   - ++Set up category codes.|{{page>general:pmis_district_admin_categories&inline}}++   - ++Set up category codes.|{{page>general:pmis_district_admin_categories&inline}}++
   - ++Update first pay date codes.|{{page>general:pmis_district_admin_setup_first_pay_date&inline}}++   - ++Update first pay date codes.|{{page>general:pmis_district_admin_setup_first_pay_date&inline}}++
   - ++Set up action reason codes.|{{page>general:pmis_district_admin_action_reason&inline}}++   - ++Set up action reason codes.|{{page>general:pmis_district_admin_action_reason&inline}}++
   - ++Set up inactivate reason codes.|{{page>general:pmis_district_admin_action_inactivate_reason&inline}}++   - ++Set up inactivate reason codes.|{{page>general:pmis_district_admin_action_inactivate_reason&inline}}++
-  - ++Transfer positions from one first pay date code to another.|{{page>general:pmis_district_admin_action_first_pay_date_conversion&inline}}++ 
   - ++Update forecast conversion data.|{{page>general:pmis_district_admin_setup_forecast_conversion&inline}}++   - ++Update forecast conversion data.|{{page>general:pmis_district_admin_setup_forecast_conversion&inline}}++
  
  
 +----
  
 ===== Import Position and Distribution Data ===== ===== Import Position and Distribution Data =====
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   - ++Verify imported data.|{{page>academy:pmis_initial_setup_new_users_import_position_distribution_data_2&inline}}++   - ++Verify imported data.|{{page>academy:pmis_initial_setup_new_users_import_position_distribution_data_2&inline}}++
  
 +----
  
 =====Perform Position Management Maintenance ===== =====Perform Position Management Maintenance =====
academy/business_positionmanagement_setupandprocessingfornewusers.1616696387.txt.gz · Last modified: 2021/03/25 13:19 (external edit)