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PosMan ECU’s Answer to Position Control

PosMan ECU’s Answer to Position Control. East Carolina University. Presentation Topics. What is PosMan ? What are ECU’s business needs? What are the requirements for PosMan ? What is included in the design of PosMan ? PosMan demo

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PosMan ECU’s Answer to Position Control

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  1. PosManECU’s Answer to Position Control East Carolina University

  2. Presentation Topics • What is PosMan? • What are ECU’s business needs? • What are the requirements for PosMan? • What is included in the design of PosMan? • PosMan demo • What is the PCF (Position Change Form) and how does it interact with PosMan? • Technical Aspects of PosMan

  3. What is PosMan? • PosMan is ECU’s answer to Position Control in lieu of using just Banner-HR or spreadsheets • PosMan uses ODS to join together many production tables as well as other ECU created tables to present position data in a very useful manner for our end users • Designed in-house based on specifications from ECU’s Position Management Team • PosMan is updated at night after the ODS refresh

  4. ECU’s Business Needs • The need for an easy to use, on-line tool to track and manage position budgets and FTE’s • The data has to be easily accessible by the entire campus community • To provide one central source for all position information

  5. ECU’s Requirements Document • The ability to accurately capture Lapsed Salaries • To accurately project Position Budget Availability • The ability to incorporate Temporary Budget changes • The ability to accurately track Vacant Positions

  6. The Design • Includes all permanent positions except those with zero dollars and FTE • Excludes certain earnings codes (for example: Vacation Bonus Payout, Regular Vacation Payout, Severance, etc.) • Pulls data from many Banner-HR production tables and several ECU created tables • The ability to inquire by Position or FOAP

  7. The Most Frequently Used PosMan Reports • PosMan Report #1 – Single Position Listing • PosMan Report #2 – Multiple Positions Listing • PosMan Report #3 – Multiple Pos. w/ Vacancy

  8. PosManReport – Single Position Listing • Position and Fiscal Year are required. • Press enter or click on “View Report” to execute

  9. PosMan Report by Position (cont.) This presentation shows 5 different sections of data. • Section 1: Position Budget • Section 2: Projected Pay • Section 3: Pay History • Section 4: Redistribution History • Section 5: Temporary Position Changes

  10. PosManReport – Single Position Listing (cont.) 1 2 2

  11. PosManReport – Single Position Listing (cont.) 2 3 4 5

  12. PosMan Report – Multiple Positions Listing

  13. PosMan Report – Multiple Positions Listing

  14. PosMan Report – Multiple Positions Listing (cont.)

  15. PosMan Report – Multiple Positions Listing (cont.)

  16. PosMan Report – Multiple Position Listing by Org and Vacancy

  17. PosMan Report – Multiple Positions Listing by Org and Vacancy (cont.)

  18. PosMan Report – Multiple Positions Listing by Org and Vacancy

  19. PosMan Report – Multiple Positions Listing by Org and Vacancy

  20. The Export Feature • The “Export” feature allows the user to export the report to an excel spreadsheet.

  21. The Export Feature (cont.) • Select “Excel” from the drop down menu • Click on “Export”

  22. The Export Feature (cont.)

  23. The Export Feature (cont.) • Example of report in Excel format

  24. ECU’s Position Change Form The Position Change Form (PCF) allows end users to change position information. • Permanent or Temporary Budget Transfers • Position FTE Changes • Position E-Class Changes • Position Funding Changes • Owner Org or Location Changes

  25. Position Change Form (PCF) • Enter the position that needs an update.

  26. PCF (cont.) • The PCF allows users to make permanent and temporary position budget changes.

  27. PCF (cont.) The PCF allows users to make permanent and temporary position budget changes.

  28. PCF (cont.) The PCF allows users to make permanent and temporary position budget changes.

  29. Questions? • Nancy Phelps University Budget Director University Budget Office (phelpsn@ecu.edu) • Angela Wilson Director of Systems Coordination Systems Coordination (wilsona@ecu.edu)

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