Performing mass position changes

On the Position Selection page, use the following guidelines to enter field values:

Update Current Record

Select whether the most recent effective dated record for each selected position should be updated. If you select No, a new effective date value is required.

If you select Yes, you will not be able to clear out the existing values of the position fields.

New Effective Date

If you are not updating the most recent effective dated position record, enter the effective date that should be used to update the position.

Position Status

Select the position status value(s) to use when selecting position records. If you leave this field blank, all position status values are selected.

Beginning Position

If you want to select positions based on their position code, enter the first position to select. If a value is entered, then an ending position must also be entered.

If you select a value in this field, leave the Position Class or Employee Group fields blank.

Ending Position

If you want to select positions based on their position code, enter the last position to select.

If you select a value in this field, leave the Position Class and Employee Group fields blank.

Position Class

Select the position class for which positions should be selected. You select a value in this field, leave the Position and Employee Group field blank.

Employee Group

If you want to update positions held by a group of employees, select the employee group. If this update requires more than one position level, select whether to update the primary or all (non-ended) positions in the Use All Levels field.

If you select an employee group, leave the Position and Position Class field blank.

Use All Levels

If you select an employee group, select whether to update the primary position or all (non-ended) positions.

On the Assignment page, use the following guidelines to enter field values:

Stop Date

Type the new stop date value.

Remove Stop Date

Select whether the stop date should be removed. If you select Yes, a new stop date value cannot be entered.

Reason

Select the new position reason code.

Status

Select the new position status.

Process Level

Select the new process level.

Department

Select the new department.

User Level

Select the new user level.

Job Code

Select the new job code.

Location

Select the new location.

Supervisor

Select the new supervisor.

Indirect Supervisor

Select the new indirect supervisor.

Link to Supervisor

Select the new supervisor link.

On the Pay page, use the following guidelines to enter field values:

Union

Select the new union.

Bargaining Unit

Select the new bargaining unit.

Work Schedule

Select the new work schedule.

Shift

Select the new shift.

Security Level

Select the new security level.

Security Location

Select the new security location.

Annual Hours

Type the new annual hours.

Salary Class

Select the new salary class.

Pay Frequency

Select the new pay frequency.

Pay Rate

Type the new pay rate.

Note: Asterisks (*) cannot be entered in the Pay Rate field.

Delete Pay Rate

If the current pay rate value should be deleted, select Yes. If you select Yes, a new pay rate cannot be entered.

Currency

Select the new currency code.

On the Account page, use the following guidelines to enter field values:

Exempt from Overtime

Select whether the position is exempt from overtime.

Pay Plan

Select the new pay plan.

Schedule

Select the new salary schedule.

Grade

Select the new salary pay grade.

Step

Select the new step.

Expense Company

Select the new expense company.

Accounting Unit

Select the new accounting unit.

Account

Select the new account.

Sub Account

Select the new sub account.

Activity

Select the new activity.

Account Category

Select the new account category.

Encumbrance Position

Select whether this is an encumbrance position. Select an asterisk (*) to clear the field.

On the User Fields page, use the following guidelines to enter field values:

Field

Select the name of the Position user field that should be updated.

Alpha

If this is an alphabetic field, type the new alpha value for this position user field.

If you type a value here, leave the date and numeric fields blank.

Date

If this is a date field, type the new date value for this position user field.

If you type a value here, leave the alpha and numeric fields blank.

Numeric

If this is an numeric field, type the new numeric value for this position user field.

If you type a value here, leave the alpha and date fields blank.

Currency

If the user field holds currency information, select a currency code here.

Delete

Select whether the user field should be deleted. If you select Yes, a new alpha, date or numeric value cannot be entered.

When you run PA103, the application creates the following CSV files:

• Position Code Change (POSCSV)

• Position User Field Changes (USFCSV)

• Prior Position Codes (PRIORPOS)

• Prior User Fields (PRIORUSE)

PRIORPOS and PRIORUSE contain position and position user field data as it existed before the changes. These files are for reference only.