Assigning responsibilities to positions

Position responsibilities describe the duties that are specific to a position. Responsibilities can also be used on job requisition descriptions and performance appraisals.

The responsibilities that are assigned to a position consist of all of the responsibilities that are assigned to the job with which the position is associated, plus the responsibilities assigned only to the position.

You can add multiple responsibilities at a time if you have a responsibility group that fits the position. You can also add responsibilities individually. If a position has a unique responsibility that is not displayed in the list of responsibilities defined for your organization, you can add a new responsibility that is saved only with the position. The responsibility is not accessible to other jobs or positions.

Note: You can update or remove any of the responsibilities that are displayed on the Detailed Responsibilities panel, including the weights, whether they are part of a responsibility group or not. The changes or deletions do not affect the original responsibility group or responsibility. The changes are reflected in the requisitions and performance appraisals associated with the position. You are prompted to specify an effective date when you make a change.

You can also copy responsibilities from an existing position.

See Copying components to another position.

  1. Select Administrator > Set Up > Jobs And Positions > Positions.
  2. On the Positions tab, open the position and click the Responsibilities tab. If a responsibility group was added to the job, it is displayed in the Responsibility Groups Included From Job pane. The detailed job responsibilities are displayed in the Detailed Responsibilities pane.
  3. To assign a responsibility group to a position:
    1. On the Responsibility Groups pane, click Create.
    2. Specify this information:
      Effective Date
      Specify the date on which the responsibility group becomes effective on the position.
      Responsibility Group
      Select the responsibility group.
      Appraisal Criteria
      This check box is selected by default. Clear the check box if the responsibilities are not to be used in performance appraisals.
      Active
      This check box is selected by default. Clear the check box to inactivate this responsibility group for the position.
    3. Click Save. The responsibilities included in the responsibility group are listed in the position's Detailed Responsibilities pane, with the responsibility group name.
  4. To assign a single responsibility to a position:
    1. On the Responsibilities tab, in the Detailed Responsibilities pane, click Create New > Add Responsibility.
    2. Specify this information:
      Effective Date
      Specify the date on which the responsibility becomes effective on the position.
      Responsibility
      Select the responsibility.
      Appraisal Criteria
      This check box is selected by default. Clear the check box if the responsibility will not be used in performance appraisals.
      Weight
      Specify the weight of the responsibility, if applicable. This field is displayed only if Use Weighted Responsibilities is selected on Administrator > Set Up > Performance > Organization Configuration. If a weight was specified on the original responsibility, it defaults in this field. You can override the weight at the position level.
      Active
      This check box is selected by default. Clear the check box if to inactivate this responsibility for the position.
    3. Click Save. The responsibility is added to the Detailed Responsibilities list.
  5. To create a responsibility that is unique to the position:
    1. On the Responsibilities tab, in the Detailed Responsibilities pane, click Create New > Add Other Responsibility.
    2. Specify this information:
      Effective Date
      Specify the date on which the responsibility becomes effective on the position.
      Short Description
      Specify the name of the responsibility.
      Description
      Specify a description for the responsibility.
      Note: 

      This is the criterion that is used in performance appraisals if the measurement level is "Responsibility."

      If the measurement level is "Duty", responsibilities created as "Other Responsibility" are not displayed on the appraisal form.

      Appraisal Criteria
      This check box is selected by default. Clear the check box if the responsibility will not be used in performance appraisals.
      Weight
      Specify the weight of the responsibility, if applicable. This field is displayed only if Use Weighted Responsibilities is selected on Administrator > Set Up > Performance > Organization Configuration.
      Active
      This check box is selected by default. Clear the check box if to inactivate this responsibility for the position.
    3. Click Save. The responsibility is added to the Detailed Responsibilities list.
    You can update or remove any of the responsibilities that are displayed on the Detailed Responsibilities panel, including the weights, whether they are part of a responsibility group or not. The changes or deletions do not affect the original responsibility group or responsibility. The changes are displayed in new requisitions and performance appraisals based on the position. You are prompted to specify an effective date any time you make a change.
    Note: If the position uses weighted responsibilities, the total weight of all of the job and position responsibilities must equal the value specified in the position's Responsibilities Total Weight Must Equal field on the Detail tab. You can modify weights for responsibilities in the Detailed Responsibilities list. You cannot update weights that are in the Responsibilities Included In the Job list. These weights must be modified on the job itself.