2 May 21, 2014 The Position Management CAT Client Advisory Team - - PowerPoint PPT Presentation

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May 21, 2014

Position Management Project

• Phase One
• Salary Table functionality (Batch Wage Changes)
• Delivered SU54507.48-1805*44 Q2 2011
• Phase Two
• Position Control features added to Position Budgeting;

becomes Position Management

• Phase Three
• Position Control Reporting
• Enhance Position Budgeting and financial data added

to Position Management

The Position Management CAT

• Client Advisory Team (CAT)
• A group of clients
• that collaborates with Ellucian
• during the planning and development of new

functionality

• Created in April 2010
• Focus on Position Management

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May 21, 2014

Position Management CAT Member Institutions

• Birmingham Southern College
• Clackamas Community College
• Coastal Carolina University
• College of Wooster
• Columbus State Community College
• Contra Costa Community College
• Elgin Community College
• Lakehead University
• Lethbridge College
• Loyola MD
• Nazareth College of Rochester
• North Central College
• Ohlone College
• San Diego Community College District
• Saint Xavier University
• Widener University

Our Awesome Betas

Position Control Overview

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May 21, 2014

Position Control Features

• You will be able to:
• Assign position control number(s) and associated status

and effective date to position control number(s)

• Transfer position control numbers while maintaining a

complete audit trail

• View a warning if new data will cause a controlled

position to exceed maximum headcount or FTE

• Define the status of each position control slot (active,

frozen, inactive)

• Run intended vs. actual reports

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May 21, 2014

Position Control – What’s New

• Processes and infrastructure to:
• Place existing positions under position control
• Create slots associated to positions
• Maintain slots and slot assignments
• View current and past slot assignments and information
• Move slots around and get rid of old slots
• Report on slots
• FTE Expected vs. Actual
• Headcount Expected vs. Actual
• Total of 19 new processes

A Deeper Look

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Putting Positions Under Control

• You choose which positions to control
• You choose when to put positions under control
• Control by headcount, by FTE, or by both
• Type of control may be different for each position
• Manage headcount by the number of slots

allocated to a position

• Each slot represents one headcount
• Manage FTE by the FTE of each slot

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Initiate Position Control

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May 21, 2014

Maintain Slots

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Preparing Your Positions

When you initiate control of a position, Colleague:

• Creates a slot for each incumbent
• Be sure position assignments are accurate and up to

date

• Sets the FTE for a slot to the FTE of a position’s

incumbent

• Verify the FTE for employee position assignments
• With the concept of slots, you might be able to

consolidate positions

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May 21, 2014

Place Employees in Positions Under Control

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May 21, 2014

Select a Slot

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Change Primary Position

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May 21, 2014

Rapid Rehire

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Headcount/FTE Warning Messages

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More Warning Message Examples

What’s Next?

Anticipated Position Budgeting Features

• Budget at the slot level
• Budget for filled and vacant slots
• Enhanced budgeting for benefits
• Ability to budget as a percent, flat amount, or both
• Ability to update position budgeting with HR

activity as positions are changed, filled, vacated, eliminated or added

• Ability to see unspent funds for vacant positions
• Ability to transfer budget dollars when transferring

a person and/or slot to a different position

Stay Connected

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May 21, 2014

Roadmaps

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May 21, 2014

Forums

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May 21, 2014

Follow Change Requests

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May 21, 2014

Follow Change Requests