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Position Control- Part 2: Understanding Permanent and Temporary Positions

Learn the differences between permanent and temporary positions, and how actions impact expenses, allocations, and base assignments. Discover how to add permanent and temporary differentials.

frederickcole
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Position Control- Part 2: Understanding Permanent and Temporary Positions

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  1. February 2010 Presenters: Rick Grunewald Pama Manoranjan Position Control-Part 2

  2. Produce more complex position control forms Discuss the differences between permanent and temporary positions Explain the impact of an action on expense, allocation and base assignments Demonstrate how to add a permanent and/or temporary differential Course Objectives

  3. Find the Salary Accrual and Allocation Adjustment Policy on the Budget Office web page Cite which position control transactions are calculated at mid-step Course Objectives – Continued

  4. Change permanent funding and department number Sample 1

  5. Position 199900 Voluntary reduction in effort to 80% on 2/1/2010, Vicki Jackson Reduction of Allocation to 80% Change permanent funding on 2/1/10 to 001-01-01M-8601-0002 Exercise 1

  6. Carry a permanent allocation of funds on one or more account(s).Salaries are expended on these accounts from the permanent dollars on that position. If salary expenditures are not made, the allocation for that time period accrues to the area reserve, or a central reserve, according to the accruals policy. Permanent Positions

  7. No permanent allocations are made to these positions. Expenditures post to the operating account and draw from the operating account (non-pbl) or the area reserve (pbl). Temporary Positions

  8. Funding which is allocated to a position, department or area and continues for the foreseeable future Only in these funds: 001 143 148, except 148-01 Permanent Budget Level (PBL)

  9. Expense Assignments Allocation Assignments Base Assignments Three Kinds of Assignments

  10. These are the accounts that the person is paid from. The position may or may not be permanently assigned to these accounts. Expense Assignments

  11. These are current year assignments to accounts the position is permanently funded on Allocation Assignments

  12. These show the accounts where the ongoing position funding comes from on a permanent basis. They always have future begin dates. Base Assignments

  13. Change permanent funding and department number, effective 1/1/08 Temporary funding change for January 2008 Sample 2

  14. Title change to 0117, Dean and Professor, on 1/1/08 Term change to 12, Fulltime base value change to 20,000 Permanent funding change on 1/1/10 to 001-01-06B-4302-0002 Temporarily expense from 1/1/10 to 3/31/10 on 145-01-11B-4815-5116, 100% Position 186237 Exercise 2

  15. Amounts paid above the base rate for specific additional duties or nonstandard work. ADR-Additional responsibilities CHR-Chair responsibilities S/D -Nonstandard work shift L/D –Location differential Differentials/Stipends

  16. Monthly Fulltime Base does not change Monthly allocation amount changes if permanent. Enddate = 99/99/99 No change to monthly allocation amount if temporary. Enddate = real date Differentials/Stipends

  17. Add permanent stipend Sample 3

  18. Add temporary stipend with an EAA Sample 4

  19. Position 123561 Add permanent stipend for additional responsibilities effective 1/16/10 900/month on same account Change title to 0105, Director and Professor. Exercise 3

  20. Go to Budget Office Web Page Click on Budget Policies Click on Salary Accrual and Allocation Adjustment Policies and Procedures Accrual and Allocation Policy

  21. (for Civil Service and Bargaining Unit positions only) Creating new positions Abolishing positions Changing to or from temporary status Moving to or from PBL funds Adjustments at Mid-Step

  22. Basis of service changes Increases or decreases in allocation percent Moving a position from one area to another Adjustments at Mid-Step

  23. Reclassification to title 107N, Program Coordinator, effective 1/1/10 Range 37D, 2,724/month Exercise 4

  24. See sample 5 Retroactive transfer of salaries effective 10/16/07 Expense Assignment Action

  25. See sample 6 Set up a group position Group Positions

  26. ?

  27. Thank you for attending Position Control Training!

  28. WSU employees attending this session via videoconferencing and who wish to have it documented on their training history must notify Human Resource Services within three days of the session date: hrstraining@wsu.edu

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