Use the Position Transaction window to define and maintain position definitions for organizations that you have selected as position-control organizations.

For information about selecting organizations for position control, refer to Creating Organization Hierarchies

Use the Position Transaction window to create or change a position definition. To view position history prior to updating, choose Position Transaction History from the Tools menu.

   To create or change a position:

1. In the Apply Template dialog, select task template(s) from the list of values. Select the Enabled check box to use the template(s).

   The Apply Template dialog is available only to the initiator. If you receive a routed transaction and wish to apply an additional task template, choose Apply Template from the Tools menu.

   The application automatically applies your role template to the task template(s).

2. Enter a position name.

   • To create a position definition, complete the fields in the Position Flexfield dialog and choose OK.

   • To update a position definition, select the position name from the list of values.

   Note: When entering data in the window, you must enter the mandatory fields (shown in yellow) before saving or routing the transaction. You must complete the required fields (shown in blue) prior to applying the transaction.

3. In the Action Date field, enter the position's effective date.

   The checkmarks in the Open, Under Review, and Approved Future Actions check boxes indicate the status of the transaction:

   • Open: You can fill the position. The hiring status is active and the FTE is still available.

   • Under Review: A pending transaction for the position has an Under Review template applied. No one can process a transaction for that position until a user updates the current transaction.

   • Approved Future Actions: There is at least one pending transaction with a future effective date.

4. Complete the fields for the Position Details, Hiring Information, Work Terms, and Additional Details as covered in Defining a Position. Begin with step 4 that describes selecting the position type.

5. Choose the Work Choices tab and select the relevant domestic deployment boxes if the position requires the holder to:

   • Work in all locations

   • Relocate

   • Travel

6. Select the relevant international deployment boxes if the position requires the holder to:

   • Work in all countries

   • Relocate

   • Hold a passport

7. Choose the Extra Information tab to define additional information about positions such as:

   • Overlap Information

   • Seasonal Information

   • Reserved Information

   • Position Family Information

   See: Position Extra Information Types

8. Click on the grey arrow to the right of the Extra Information tab.

9. Choose Requirements from the list to enter position requirements such as ADA Disability Accom's and OSHA - reportable incident

   Entering Budget Information

10. You can add your position to an existing control budget using the Budgets tab. In the Budgets region, in the Budget Name field, select a control budget from the list. The budget must be in force on your effective date. The application displays budget information you defined in Budget Characteristics, such as version, effective dates, and default budget set.

11. In the Budget Detail region, the application displays the measurement units the budget is tracking. You can enter total allocations for each measurement unit in the Allocated fields.

12. In the Periods region, you can also enter date ranges in the Start Date and End Date fields to identify budget periods you defined in your budget version. Here you can enter allocations at the period level.

    When you update a position, you can edit allocations on the Budgets tab to the period level.

    If you attached a default budget set in Budget Characteristics, the budget set provides the element and funding source information found in the budget set. Use the Budget Set and Budget Characteristics windows to make changes.

    See: Defining Budget Sets

    See: Defining Budget Characteristics

13. Save your work. Route the transaction to gather the necessary approvals, and then apply and update the transaction when you have completed it.

    See: Routing Budget Worksheets and Position Transactions

14. After you approve and update the data to the database, choose Position Transaction History from the Tools menu.

    You can view all changes made to the currently selected position. These include changes made using the Position window and those that have a transaction status of Submitted or Applied.