Posman ecu s answer to position control
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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

PosManECU’s Answer to Position Control

East Carolina University


Presentation topics
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?


What is posman
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


Ecu s business needs
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


Ecu s requirements document
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


The design
The Design

  • Includes all 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


The most frequently used posman reports
The Most Frequently Used PosMan Reports

  • Single Position List

  • Multiple Positions Listing

  • Multiple Position Detail Listing by Org and Vacancy


Posman ecu s answer to position control

PosMan Report – Single Position

  • Position and Fiscal Year are required.

  • Press enter or click on “View Report” to execute


Posman report by position cont
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




Posman ecu s answer to position control

PosMan Report – Multiple Positions Listing

  • Example of PosMan Report – Multiple Positions Listing


Posman ecu s answer to position control

PosMan Report – Multiple Positions Listing (cont.)

  • Fiscal Year is required.

  • Use any piece of the FOAP as criteria.


Posman ecu s answer to position control

PosMan Report – Multiple Positions Listing (cont.)

  • Fiscal Year is required.

  • Use any piece of the FOAP as criteria.

  • Press “enter” or click on “View report” to execute query.


Posman ecu s answer to position control

PosMan Report – Multiple Positions Listing (cont.)

  • Fiscal Year is required.

  • Use any piece of the FOAP as criteria.

  • Press “enter” or click on “View report” to

  • Sample report with Multiple Positions


Posman ecu s answer to position control

The Export Feature

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


Posman ecu s answer to position control

The Export Feature (cont.)

  • Select “Excel” from the drop down menu

  • Click on “Export”



Posman ecu s answer to position control

The Export Feature (cont.)

  • Example of report in Excel format


Posman ecu s answer to position control

PosMan Report – Multiple Position Detail Listing by Org and Vacancy

  • Example of PosMan Report – Multiple Position Detail Listing by Org and Vacancy


Posman report multiple position detail listing by org and vacancy
PosMan Report – Multiple Position Detail Listing by Org and Vacancy

  • Fiscal Year is required.

  • Select Owner Org Level 1 (Division) criteria.

  • Select Owner Org Level 2 (Dept or College) criteria.

  • Press “enter” or click on “View report” to execute query.


Multiple position detail listing by org and vacancy
Multiple Position Detail Listing by Org and Vacancy and Vacancy

  • Can pull data with or without vacant positions.


Ecu s position change form
ECU’s Position Change Form and Vacancy

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


Posman ecu s answer to position control

Position Change Form (PCF) and Vacancy

  • Enter the position that needs an update.


Posman ecu s answer to position control

PCF (cont.) and Vacancy

  • The PCF allows users to make permanent and temporary position budget changes.


Posman ecu s answer to position control

PCF (cont.) and Vacancy

  • The PCF allows users to make permanent and temporary position budget changes.


Posman ecu s answer to position control

PCF (cont.) and Vacancy

  • The PCF allows users to make permanent and temporary position budget changes.


Questions

Questions? and Vacancy

Nancy Phelps

University Budget Office (phelpsn@ecu.edu)

Angela Wilson

Systems Coordination

(wilsona@ecu.edu)