Position Management - View Position Details

Once you create a Position, you can edit or delete its details.

You can view the following details for each Position:

  • General Information
  • Advanced Data (Custom Fields)
  • Position Status and FTE Information
  • Employee Assignment
  • Organizational Structure
  • Capabilities

To view position details:

  1. Click the Positions tab and select a position in the Position Title column.
  2. Review the options below to continue.

Position General Information Section

This section displays the following general information:

  • Title - Title of the position.
  • Description: Description details for this position.
  • Position ID - Position identification number
  • Multiple Incumbents Allowed - Whether more than one incumbent user is allowed for this position.
  • Utilization Control - Whether over-utilization is allowed for this position.
  • Description - Short description details for this position.

You can edit position details or delete a position.

Position Status and FTE Information Section

This section displays the following status and FTE information:

  • Position Status tab - View, add, edit, and delete past, current, and future status information for this position. Each position must have a current status value.
  • Position FTE Overview tab - View the Current FTE utilization for this position. This information is read-only.

Employee Assignment Section

This section displays the following information about employees assigned to a position:

  • Overview area - Displays information for employee assignments divided by Assigned Employees (Current), Planned Assignments (Future), and Incumbent History (Past).
  • Employee Assignment table - View, edit, unassign, or delete employee assignments.

Note: If there are no employees assigned to this position, a Vacant Position message displays.

Organizational Structure Section

This section displays the following information about Organizational Structure:

  • Overview tab- Job and Organizational Unit (OU) information for this position, including Job name, Parent Position, Division, Grade, Staff. Cost Center, and Location. This tab is read-only.
  • Job Assignment tab - View, add, edit, and delete job assignments for this position.
  • Hierarchy tab - View the current Parent Position and Subordinate positions. This tab is read-only.
  • Relationships tab - View, add, edit, and delete Parent Positions and view Subordinate Positions.
  • Organizational Units tab - View, add, edit, and delete standard and custom OU assignments.

Capabilities

See Position Management – Capabilities.