Edit or add a new position by opening it from the Position List.
Position Details
Edit position details by clicking the Position Details navigation link on the left.
The following fields can be edited for a position:
- Position ID*
- Selected
- Use the search icon in the input field to search for a Position ID.
- This list of Position IDs are those that have been added to Workday since the application snapshot date.
- Application-created (“PB-“)
- If no Position ID is selected, the application will create one automatically after editing the required fields and clicking Save.
- These positions will begin with the prefix “PB-” followed by a number.
- Important: Costing allocations associated with “PB” position IDs cannot be submitted to Workday.
- Selected
- Workstation
- Employee Type
- Adloc
- Work Period
- Percent Effort
- Include in budget
- Controls whether the position will be displayed in the 901 budget report.
- Primary job
- Exempt from OAHI**
- Exempt from OASDI**
- Pay Rate Type (Hourly or Salaried)
- Pay Rate ($)
- Merit (%)
- Additional (%)
- Promotion (%)
* These fields are editable for new positions only.
** If uncertain about these values, leave unchecked.
Important: Workday will not be updated with any changes made to these fields.
Compensation
The following fields can be modified to adjust the overall position compensation and related calculations that will be displayed on the 901:
- Work Period
- Percent Effort
- Pay Rate Type
- Pay Rate
- Adjustment Percent Increases (merit, additional promotion)
Annual Pay
Displays the monthly or hourly rate over the annual work period, with and without applied adjustment amounts.
Pay
Edit the Pay Rate Type and Pay Rate, displaying the new rate with applied adjustment amounts.
Adjustment
Edit adjustment increase percents for merit, additional, and promotion. The amount for each each increase and the sum of all adjusted amounts is displayed.
Automatically calculate the percent from a specific amount by clicking the icon to the right of the input field.
Fill or Vacate Position
Fill a position or change a position’s worker by clicking the Edit button under the Worker panel and searching for a specific UIN or name.
Vacate the position by clicking Vacate.
Updating the Job Profile
Change a position’s job profile by clicking the Edit button under the Job Profile panel and searching for a specific Job Profile ID or description.
Change History
View date and time of position and costing changes, as well as undo position and costing changes, by clicking the History navigation link on the left.
See Position Change History for more information.
Costing Allocations
Edit costing allocations associated with a position by clicking the Costing navigation link on the left.
See Editing Costing Allocations for more information.
Reporting
Positions will be excluded from BusinessObjects budget reports based on the following:
- The position meets criteria specified in System member configuration
- The position’s Include in budget option is deselected on the Position Details page, as described above.