Managing Positions
Subject to a member’s specific criteria, all positions in Workday for a specific adloc/workstation will be loaded into the app on the snapshot date. After the initial phase II snapshot (usually around mid-May), no more loads will be made from Workday.
After the positions have been loaded and the app is made available, positions can be added and/or edited; the process is similar for both. An important thing to note about new positions is that they are assigned a special “PB-” Position ID by default. As a result, costing allocations assigned to an added position will not post to Workday at the end of the budget cycle unless the Position Budgeting administrator updates the Position ID to the value assigned to the position in Workday.
Once a position has been added or found in the position list, its details can be edited.
Add Position
When a position is not available in the Position List, the user can click the ‘Add position’ button next to the filter button.
The app will search all positions that have been created in Workday since the snapshot date.
- Position exists in Workday
- Only the Position ID (PIN) will be brought forward, all data for the position will still need to be added
- Position does not exist in Workday
- New position can be created from Scratch
- Position ID will be PB-nnnn
- Workday does not know about this position, no costing allocations created in this app will not feed to Workday
- There are checkboxes at the bottom. Some are required and the user will not be able to save the position until all required fields are completed
- Include in budget
- Primary job
- Eligible for longevity
- Exempt from OAHI or OASDI
- New position can be created from Scratch