Changing position rules

If changes on Position Rules (PA06.1) affect employee history, it is recommended that you create a new position rule to accomplish the change. The following list illustrates changes for which a new position rule is recommended. Create a new position rule to:

  • Change the "Use Formal Position" field

  • Change the "Count Category" field

  • Change the "Head Count Max" field

  • Change the "Minimum or Maximum FTE" fields

If your changes are one of the above, follow the "To define a position rule" procedure.

If you create a new position rule or change an existing position rule it might impact your resource counts. Run Recalculate Assigned Resources (PA111) to update your resource counts.

Other fields on Position Rules (PA06.1) can be changed without requiring a new effective date and therefore a new position rule. Follow the "To change a position rule" procedure if you do not need to define a new position rule.

To change a position rule

  1. Access Position Rules (PA06.1).
  2. Select the company.
  3. If the change involves an existing process level or an existing process level and department, enter those fields.
  4. Type the appropriate existing effective date.
  5. Select the Inquire form function.
  6. Change the appropriate field.
  7. Select the Change Form function.
  8. Run Recalculate Resource Counts (PA111) to update your resource counts.

Related reports and inquiries

To Use
Identify situations where budget, employee, requisition, or position records do not conform to new position rules Rules Audit Report (PA406)
Related topics