Position Maintenance (PSMT)

• This transaction captures general information, such as Department, Position Number, effective date in the From field, and a short description in the Short Description field. The Unit, a long description and an expiration date can also be entered. Note: Enter a five digit number for Position Number. Do not enter Position Number if the Position Status is New, since it is auto-generated by the system. For more information on automatic generation of Position Number, refer to the "Automatic Generation of Position ID" topic.

• Enter the position attribute information, including the Assignment Type, Title, Position Status, Pay Class, and Payroll Number. There are other optional fields like Department by Job Type, which can be used if the Department by Job Type (DJBT) page is configured to add job specifications at département, title, unit, subtitle level.

• The Budgeted Position flag on the Position Attributes scalar indicates whether a position is budgeted. By default, this flag is unchecked. For new positions interfaced from Budget Preparation systems, the flag can be used and set to true.

• The Critical Position flag helps identify critical staffing positions so that the hiring process can be expedited. A critical designation also provide the CEO with increased control and oversight. For example, a position in a hiring freeze will have a Frozen status which does not allow employees to be assigned to the position.  When the position is flagged as critical, the CEO will know that an exception needs to be made. As a result, the position status can be changed to a status that allows employees to be hired. Similarly on the Position Action Control (POACTRL) and Personnel Action Control (PACTRL) page the sites can define if they need to bypass controls on certain position/personal actions for any positions that are critical.

• The Study In Progress flag helps identify positions that a site would need to review to determine if the job responsibilities performed are in line with the budgeted position. These positions are considered to be ‘under study.’ If the site makes any changes to a position’s job responsibilities, the position may need to be reclassified, and the incumbent may be required to take a reclassification exam to qualify for the position. By adding a flag to identify under study positions, incumbents of these positions can be tracked.

• Enter override profile and pay information.

• Define evaluation details.

• Enter the accounting source information in the Labor Distribution Override Option field. If Use Appointment Accounting Values is selected, no override accounting attributes are allowed. If Use Entered Accounting Values is selected, the override accounting attributes are required. If Use Entered Labor Distribution Profile is selected, an override labor distribution profile is required and should be entered in the Labor Distribution Profile field.

• Fund accounting and detail fund accounting information can be entered.

• You can track the "reporting to" information or organizational charting.

• Capture Old Unit information.

• Capture new unit information for manual reorganization/reclassifications.

• The Bill To Tracking and Revenue Tracking section tracks billing and revenue source information and collects information for cost accounting purposes. These two accounting sections are for reporting purposes only, the values in these fields have no impact on where the costs are recorded.

• On the Bill To Tracking - the Accounting Source section in the Bill To Tracking Labor Distribution Override Option field, if Use Appointment Accounting Values or Use Position Accounting Values is selected, no override accounting attributes are allowed. If Use Entered Accounting Values is selected, the override accounting attributes are required. If Use Entered Labor Distribution Profile is selected, an override labor distribution profile is required and should be entered in the Bill To Tracking Labor Distribution Profile field.

• Bill To Tracking Fund Accounting and Bill To Tracking Detail Fund Accounting information can be entered.

• On the Revenue Tracking - the Accounting Source section in the Revenue Tracking Labor Distribution Override Option field, if Use Appointment Accounting Values or Use Position Accounting Values is selected, no override accounting attributes are allowed. If Use Entered Accounting Values is selected, the override accounting attributes are required. If Use Entered Labor Distribution Profile is selected, an override labor distribution profile is required and should be entered in the Revenue Tracking Labor Distribution Profile field.

• Revenue Tracking Fund accounting and Revenue Tracking Detail fund accounting information can be entered.

• The Loan/Borrow scalar provides tracking of intra and inter departmental loaning of positions (mid-year changes). For details on the Loan/Borrow related fields refer to the "Loan/Borrow a Position" section under Common Business Tasks.

Refer to the following topic that contains instructions on the task that can be performed using the Position Maintenance transaction: 

• Creating a New Position

• Modifying a Position

• Loan/Borrow a Position