1. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas INTRO Position Control Education Solutions Development, Inc.

2. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Reason for using Position Control Monitoring Template Budgeting Position Control

3. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Set Up Sys Admin-Application Settings-Param- HR/Payroll Sync Next FY Control Required FTE Calculation Type Use Position Control Description System Admin > HR/Payroll > Maintenance Tables Cost Center Job Class Job Title Calendar Salary Schedule/Salary Matrix Salary Basis Timesheet – Payroll Period Code & Type Position Control

4. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Position Control Search Position Control

5. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Data Maintained on Position Control Position Control

6. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Position Control – Benefit Details Position Control

7. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Position Control – Incumbent Details Position Control

8. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas One to One Relationship with Job and Payment Identify specifically who the previous incumbent was – giving more knowledge about open positions Identify what if any FVR’s have been processed Identify what is any PTR’s have been processed Processes to Accomplish Audit Inconstancies between Position Control and Job and Payment – adjust Job and Payment if necessary Run Position Control Restructure Position Control

9. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budgeting – Choose Year From Which to Budget Current Year Advantage – uses current employee records, do not need to run bring forward jobs Disadvantage – less flexible as to what you can change on the job and payment record Future Year Advantage – flexibility in adding and changing employee data Disadvantage – more record keeping (FY Synch option offsets this to some degree) Position Control

10. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budgeting – Using Current Year Employee Job and Payment Records to Budget Job and Payment records exist in 2013 - Update the Salary Next field on the 2013 Job and Payment record 1.Bring the Salary Matrix Forward to 2014 2.Run the job Calculate New Salary to update the Salary Next field on the 2013 Job and Payment Record – use the Salary Schedule created above or formula in the Calculate New Salary job Minor program revisions will be made to: - “normalize” late start records - add option to not increment salary scheduled row when calculating the new salary Position Control

11. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budgeting – Using Future Year Employee Job and Payment Records to Budget Job and Payment records exist in 2013, create Job and Payment records in 2014 1.Bring the Salary Matrix Forward to 2014 2.If using Calendars, create them in 2014 3.Bring Forward Position Control to 2014 4.Bring Forward Job and Payment Records to 2014 5.Calculate New Salary for Job and Payment records that do not contain a salary schedule Position Control

12. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budgeting – Report for Verification of Employee Job and Payment Information HR>Batch>Budget Report Key parameter: Source of projected Salary Salary Next or Current Salary Increased by ____ Specify 1. to use existing salary or Specify 1.05 to increase existing salary by 5% Position Control

13. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budgeting – Transfer Salary Information to Budget System Finance>Batch>Budget HR/Salary Transfer Key parameters: Payroll/HR Source Fiscal Year _____ Amount-Annual Salary or Next Salary Finance>Batch>Budget HR/Salary Open Position Key parameter: Payroll/HR Source Fiscal Year ____ Position Control

14. Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Budgeting – Transfer Benefit Information to Budget System Finance>Batch>Budget HR/Benefits Transfer Key parameters: Incumbent or Position Control Payroll/HR Source Fiscal Year _____ Computed on Annual Salary or Next Salary Specify No of Distributions by Deduction Cycles Formula-needed if different than the Deduction and Benefit Code Table Finance>Batch>Finance>Batch>Budget HR/Salary Open Position Position Control