Position Control Management

Position Control

Overview

The Position Control Management has the objective to detail by Budget Office, the vacants and occupied positions giving to each record of them an ordinal number as well as a budgeted salary which will have the reference of an already created Employee Position.  In addition it will allow to perform Bulk Modifications on existing records.

Navigation 

Human Resources  ► Position Management  ► Position Control Management ► Position Control

 

Position Control screen fields and tabs

 

FieldsDescription
Budget Officelookup to select Budget office for this position.
Ordinal NumberSequence by Budget Office
Effective DateIdentifies uniquely the date when changes took place.  It must be entered by the user.
Workflow StatusWorkflow status of the position control
Is ActiveWhen FALSE the Position Control is not available for the module anymore.
End Date ReasonIf the Is Active field is false then this fields is active to give reasons for inactive.
Institutionlookup to select Institution for this position control.
Employee Position

Employee position for this position control.
Employee Positions where its Institution is under the Budget Office selected in attribute Budget Office. 

Pay Codepay code applicable for this position control
Budgeted SalaryDefines the Budgeted Salary associated to the Position Control.
Type
This attribute could take one of the following values:
'Vacant'
'Occupied'
The default value is 'Vacant' 
Is ReservedDefines if the position is reserved.
If attribute Type is equal to 'Vacant' then this field must be Enable, otherwise Read-only.
Legacy ReferenceDefines the Legacy Reference associated with the Position Control.
Employee Assignment

Defines the Employee assignment associated to the Position Control.
If attribute Type is equal to 'Vacant' then the textbox and lookup button must be Read-only, otherwise must be enabled.

Created By
Read Only field.
Populated automatically by the system at creation time.
 
Created On
Read Only field.
Populated automatically by the system at creation time.
Approved By
Read Only field.
Populated automatically by the system when the workflow reaches the approval stage.
Approved On
Read Only field.
Populated automatically by the system when the workflow reaches the approval stage.
Position Control Financial Coding Blocks TabTab to select the Coding Block for the position control.

 

Position Control Financial Coding Blocks

Overview

This tab includes Financial Coding Block of the position control.

Position Control Financial Coding Block Tab screen fields

FieldsDescription
Serial NumberSerial number of the coding block tab
PercentagePercentage of the chargeable amount for this coding block. This is directly linked to the financial coding block.  When there is only 1 financial coding block, then the percentage is 100.  When there are many lines of financial coding block, the sum of all the lines (percentage field) must add up to 100.
Coding Blocklookup to select the coding block.
 

 

Position Control Historical

Overview

This entity provides information about the history of position control.

Navigation 

Human Resources  ► Position Management  ► Position Control Management ► Position Control Historical

 

Position Control Historical screen fields and tabs

 

FieldsDescription
Budget Officelookup to select Budget office for this position.
Ordinal NumberSequence by Budget Office
Effective DateIdentifies uniquely the date when changes took place.  It must be entered by the user.
Workflow StatusWorkflow status of the position control
Is ActiveWhen FALSE the Position Control is not available for the module anymore.
End Date ReasonIf the Is Active field is false then this fields is active to give reasons for inactive.
Institutionlookup to select Institution for this position control.
Employee Position

Employee position for this position control.
Employee Positions where its Institution is under the Budget Office selected in attribute Budget Office. 

Pay Codepay code applicable for this position control
Budgeted SalaryDefines the Budgeted Salary associated to the Position Control.
Type
This attribute could take one of the following values:
'Vacant'
'Occupied'
The default value is 'Vacant' 
Is ReservedDefines if the position is reserved.
If attribute Type is equal to 'Vacant' then this field must be Enable, otherwise Read-only.
Legacy ReferenceDefines the Legacy Reference associated with the Position Control.
Employee Assignment

Defines the Employee assignment associated to the Position Control.
If attribute Type is equal to 'Vacant' then the textbox and lookup button must be Read-only, otherwise must be enabled.

Created By
Read Only field.
Populated automatically by the system at creation time.
 
Created On
Read Only field.
Populated automatically by the system at creation time.
Approved By
Read Only field.
Populated automatically by the system when the workflow reaches the approval stage.
Approved On
Read Only field.
Populated automatically by the system when the workflow reaches the approval stage.
Position Control Financial Coding Blocks TabTab to select the Coding Block for the position control.
 

 

Position Control Financial Coding Blocks

Overview

This tab includes Financial Coding Block of the position control.

Position Control Financial Coding Block Tab screen fields

FieldsDescription
Serial NumberSerial number of the coding block tab
PercentagePercentage of the chargeable amount for this coding block. This is directly linked to the financial coding block.  When there is only 1 financial coding block, then the percentage is 100.  When there are many lines of financial coding block, the sum of all the lines (percentage field) must add up to 100.
Coding Blocklookup to select the coding block.
 

 

Bulk Increase Budgeted Salary

Overview

Bulk Increase Budgeted Salary entity used to increase the budgeted salary of position controls.

Navigation

Human Resources ►Position Management ►Position Control Management ►Bulk Increase Budgeted Salary

Bulk Increase Budgeted Salary screen fields

FieldsDescription
Application IdUnique ID. Can be set as manual or automatic.
Workflow StatusWorkflow status of the Bulk Increase Budgeted Salary entity.
Effective DateDate when this bulk increase going to affect.
Is Increase Based On FileIf this fields is True then the Increase Based On File.
Is Increase Based On Financial Coding BlockIf this fields is True then the Increase Based On Financial Coding Block.
Financial Coding BlockFinancial Coding Block of the Bulk Increase Budgeted Salary entity.
Percentage Of IncreasePercentage Of Increase of budgeted salary.
Amount Of IncreaseAmount Of Increase of budgeted salary.
New Fixed AmountIf there is any Fixed amount of salary increase.
Is Obtain Not Included Data In FiltersIf this fields is True then Obtain will Not Included Data in Filters
Position Controls Tab
A collection of one to many Position Control which is going to affect by the Increase Budgeted Salary.

 

Bulk Reserve (Vacants)

Overview

This process has as objective to perform bulk reserves into the Position Control entity only for the records where the value of attribute Type is equal to VACANT and attribute Status is equal to APPRVED and attribute Is Active is equal to TRUE. 

Navigation

Human Resources ► Position Management Position Control Management ► Bulk Reserve (Vacants)

Bulk Reserve screen fields 

FieldsDescription
Budget OfficeBudget office of the position control. Filter criteria to perform search position control.
Ordinal NumberOrdinal Number of the position control. Filter criteria to perform search position control.
Effective DateEffective Date of the position control. Filter criteria to perform search position control.
InstitutionInstitution of the position control. Filter criteria to perform search position control.
Employee PositionEmployee Position of the position control. Filter criteria to perform search position control.
Budgeted SalaryBudgeted Salary of the position control. Filter criteria to perform search position control.
Is ReservedIs Reserved field of the position control. Filter criteria to perform search position control.
Legacy ReferenceLegacy Reference of the position control. Filter criteria to perform search position control.

 

Bulk Modification

Download Template

Overview

This entity allows users to download the bulk update import template. 

Navigation

Human Resources ► Position Management Position Control Management  ► Bulk Modification  ► Download Template

Download Template screen fields

FieldsDescription
Budget OfficeThis field used for Data Access Security.

 

Upload Template with changes

Overview

This entity allows users to import the bulk update import template. 

Navigation

Human Resources ► Position Management Position Control Management  ► Bulk Modification  ► Upload Template with changes

Upload Template with changes screen fields

FieldsDescription
Import FileThis field used for choosing the import file.

 

Bulk Modification Execution Log

Overview

This entity allows users to download the bulk update import template. 

Navigation

Human Resources ► Position Management Position Control Management  ► Bulk Modification  ► Bulk Modification Execution Log

Bulk Modification Execution Log screen fields

FieldsDescription
Process Start TimestampWhen the import process starts
 
Process Finish TimestampWhen the import process ends
Application UserApplication User who performs the import process.
InstitutionThe institution of the import file.
Execution Result TypeExecution Result. possible values are Failed, Fully Imported, Partially Imported, No Records Imported, validation Errors.