Position Management (Early Adopter) - Reporting

Reporting in Position Management provides the necessary data and insights to optimize workforce planning, compliance, resource allocation, and decision-making by:

Enabling organizations and administrators to report on Position and Job-related data to export relevant information for your positions and jobs.
Including the assigned Position(s) and Job(s) into User reports.
Supporting the ability for users to differentiate between current, planned, & past Positions and Job assignments.
Providing permissions and constraints capabilities.

With this release, Position Management introduces two new report types:

Position Report
Job Report

The User Report is also updated for use with Position Management.

Note: Currently, it is not possible to combine Position and Job-related reports with other report types.

Note: You must enable Position Management to view the new report types.

Position Management Reporting Fields

Position Management provides reporting fields for the Position Report, Job Report, and User Report.

Position Report Fields

Field Name	Sub-section	Description	Type
Assigned Employee	Employee Assignment	Assigned employee name	Text
Assigned Employee Effective Date	Employee Assignment	Effective date of position-employee assignment	Date
Assigned Employee End Date	Employee Assignment	End date of position-employee assignment	Date
Assigned Employee ID	Employee Assignment	Assigned employee ID	Text
Assigned Job	Job Assignment	Assigned job title	Text
Assigned Job Effective Date	Job Assignment	Effective date of position-job assignment	Date
Assigned Job ID	Job Assignment	Assigned job ID	Text
Assigned Unit	Unit Assignment	Assigned unit name	Text
Assigned Unit Effective Date	Unit Assignment	Effective date of position unit assignment	Date
Assigned Unit End Date	Unit Assignment	End date of position unit assignment	Date
Assigned Unit ID	Unit Assignment	Assigned unit ID	Text
Employee Assignment Notes	Employee Assignment	Notes on the employee assignment	Text
Employee Assignment Type	Employee Assignment	Employee assignment type (History, Current or Planned)	Text
FTE	Position Status	Full-time equivalent (FTE) of position (can be 1 as a maximum)	Decimal
FTE Utilized By All Employees	Position FTE Overview	FTE Utilized By All Employees assigned to the Position	Integer
FTE Utilized By Employee In This Position	Employee Assignment	FTE of position-employee assignment	Decimal
Is Current Employee Assignment	Employee Assignment	Yes / No field to indicate if the employee assignment is current or not	Boolean
Is Current Job Assignment	Job Assignment	Yes / No field to indicate if the job assigned to the position is current or not	Boolean
Is Current Parent Assignment	Parent Relation	Yes / No field to indicate if the parent position assignment is current or not	Boolean
Is Current Position Status	Position Status	Yes / No field to indicate if the position status (active or inactive) is current or not	Boolean
Is Current Unit Assignment	Unit Assignment	Yes / No field to indicate if the position unit assignment is current or not	Boolean
Job Assignment Notes	Job Assignment	Notes on the job assignment	Text
Job Assignment Type	Job Assignment	Job assignment type (History, Current or Planned)	Text
Multiple Incumbents Allowed	Position Basic Details	Position setting to allow or not to assign multiple employees to the same position	Boolean
Number Of Assigned Employees	Position FTE Overview	Number Of Assigned Employees to the Position	Integer
Parent Assignment Notes	Parent Relation	Notes on the parent position assignment	Text
Parent Assignment Type	Parent Relation	Parent assignment type (History, Current or Planned)	Text
Parent Effective Date	Parent Relation	Effective date of parent position assignment	Date
Parent End Date	Parent Relation	Unassign date of parent position assignment	Date
Parent Position	Parent Relation	Assigned parent position title	Text
Parent Position ID	Parent Relation	Assigned parent position ID	Text
Parent Relation	Parent Relation	Position reporting hierarchy type: direct or functional (ie. dotted line relationship)	Text
Position Description	Position Basic Details	Position description	Text
Position ID	Position Basic Details	Unique identifier for the position	Text
Position Status	Position Status	Position status (Active or Inactive)	Boolean
Position Status Effective Date	Position Status	Effective date of position status	Date
Position Status Notes	Position Status	Notes on the position status	Text
Position Status Type	Position Status	Position status type (History, Current or Planned)	Text
Position Title	Position Basic Details	Position title	Text
Primary Incumbent	Employee Assignment	Yes / No field to indicate if an employee is the primary incumbent of assigned position	Boolean
Primary Position	Employee Assignment	Yes / No field to indicate if a position is the primary position of an assigned employee	Boolean
Remaining FTE In This Position	Position FTE Overview	Remaining FTE In this Position	Integer
Unit Assignment Type	Unit Assignment	Unit assignment type (History, Current or Planned)	Text
Unit Type	Unit Assignment	Unit type of position unit assignment (ie. Location, Division, Grade, Cost Center)	Text
Utilization Control	Position Basic Details	Position setting to prevent exceeding the FTE allocated to the position across employees FTEs	Boolean

Job Report Fields

Field Name	Sub-section	Description	Type
Assigned Position	Assigned Positions	Assigned position title	Text
Assigned Position Effective Date	Assigned Positions	Effective date of position-job assignment	Date
Assigned Position ID	Assigned Positions	Assigned position ID	Text
Assigned Unit	Unit Assignment	Assigned unit name, such as name of the function	Text
Assigned Unit Effective Date	Unit Assignment	Effective date of function assigned to the job	Date
Assigned Unit End Date	Unit Assignment	End date of job unit assignment	Date
Assigned Unit ID	Unit Assignment	Assigned unit ID, such as ID of the function	Guid
Is Current Job Status	Job Status	Yes / No field to indicate if the job status (active or inactive) is current or not	Bit
Is Current Unit Assignment	Unit Assignment	Yes / No field to indicate if the job status (active or inactive) is current or not	Bit
Job Description	Job Basic Details	Job description	Text
Job ID	Job Basic Details	Unique identifier for the job	Text
Job Status	Job Status	Job status (Active or Inactive)	Text
Job Status Effective Date	Job Status	Effective date of job status	Date
Job Status Notes	Job Status	Notes on the job status	Text
Job Status Type	Job Status	Job status type (History, Current or Planned)	Text
Job Title	Job Basic Details	Job title	Text
Number Of Employees	Job FTE Overview	Number Of Assigned Employees to the job (through positions)	Integer
Number Of Positions	Job FTE Overview	Number Of Assigned Positions to the job	Integer
Number Of Vacant Positions	Job FTE Overview	Number Of Vacant Positions across all positions assigned to the job	Integer
Total Position FTE	Job FTE Overview	Total Position FTE across all positions assigned to the job	Decimal
Total Utilized FTE By All Employees	Job FTE Overview	Total Utilized FTE By All Employees across all positions assigned to the job	Decimal
Unit Assignment Type	Unit Assignment	Unit assignment type (History, Current or Planned)	Text
Unit Type	Unit Assignment	Unit type of job unit assignment. It will be Function for Jobs	Text

User Report Fields

Field Name	Sub-section	Description	Type
Assigned Unit	Unit Assignment	Assigned unit name	Text
Assigned Unit ID	Unit Assignment	Assigned unit ID	Guid
Effective Date	Positions	Effective date of position-employee assignment	Date
End Date	Positions	End date of position-employee assignment	Date
Job	Jobs	Job title	Text
Job Description	Jobs	Job description	Text
Job ID	Jobs	Unique identifier for the job	Text
Position	Positions	Position title	Text
Position Description	Positions	Position description	Text
Position ID	Positions	Unique identifier for the position	Text
Primary Incumbent	Positions	Yes / No field to indicate if an employee is the primary incumbent of assigned position	Boolean
Primary Position	Positions	Yes / No field to indicate if a position is the primary position of an assigned employee	Boolean
Unit Description	Unit Assignment	Assigned unit Description	Text
Unit Type	Unit Assignment	Unit type of user unit assignment (Division, Location, Grade, Cost Center, Function)	Text

Reporting Permissions

PM provides reporting permissions for the report level simplified model and granular model.

Simplified Model

The simplified permission model is ideal for customers with less complex reporting needs, and allows the ability to quickly grant access by report type.

PERMISSION NAME

PERMISSION DESCRIPTION

Granular Model

The granular model uses the Reporting 2.0 permissions to allow you to create more specific reports by report field. For this reason, permissions are at more of a granular level with this functionality.

PERMISSION NAME

PERMISSION DESCRIPTION

Reporting - Position Management - PositionReport - View	Grants users the ability view the Position Report. This permission can be constrained by: User's Standard OU User's Custom OU User's Positions User's Jobs User's Functions AND Standard OU Custom OU Positions Jobs Functions	Reports - Position Management
Reporting - Position Management - PositionReport – Manage	Grants users the ability to make changes and run the Position Report. This permission cannot be constrained.	Reports - Position Management
Reporting – Position Management – JobReport – View	Grants users the ability to view the Job Report. This permission cannot be constrained.	Reports - Position Management
Reporting – Position Management – JobReport – Manage	Grants users the ability to make changes and run the Job Report. This permission cannot be constrained.	Reports - Position Management

Reporting - Position Management - View	Grants users the ability to view the Position Report. This permission cannot be constrained.	Reports - Position Management
Reporting - Position Management - Manage	Grants users the ability to make changes and run the Position Report. This permission cannot be constrained.	Reports - Position Management
Reporting – Position Management – JobReport – View	Grants users the ability to view the Job Report. This permission cannot be constrained.	Reports - Position Management
Reporting – Position Management – JobReport – Manage	Grants users the ability to make changes and run the Job Report. This permission cannot be constrained.	Reports - Position Management
Reporting - Position Management - Position – View	Grants users the ability to view the Position Report. This permission can be constrained by: User's Standard OU User's Custom OU User's Positions User's Jobs User's Functions AND Standard OU Custom OU Positions Jobs Functions	Reports - Position Management
Reporting - Position Management - Position – Manage	Grants users the ability to make changes and run the Job Report. This permission cannot be constrained.	Reports - Position Management