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Position ProcessorCreated on 4/30/2018 9:24:00 PM
Training Guide
Table of ContentsPosition Processor..........................................................................................................1
Creating New Position.................................................................................................2Update an Existing Position......................................................................................12HR Position Manager.................................................................................................17
Approve a Position Transaction............................................................................................18Approve a Position Transaction by Budget Office.................................................................22
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Training Guide
Position Processor
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Training Guide
Creating New PositionLearning Objective : In this topic you will learn how to create a new position.
You can create a new position using the position transaction form for a single position.
Upon completion of this topic you will be able to:
Access Position Transaction form.
Navigate through the position transaction tabs.
Enter position number, bargaining unit payroll frequency and salary basis.
Send the new position for approval.
Procedure
This topic will cover:
- Creating a New Position.
Time to complete: 10 minutes
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Training Guide
Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To create a new position, click your valid HR responsibility link.
In this example, click the CCG HR Position Processor, Cook County BG link.
2. Click the Position Transaction link.
Step Action3. The Perform Tasks window is displayed. Use this window to select the
appropiate task you want to perform for a position.
Click the Task List of Values (LOV) button to view more options.
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Step Action4. The Templates form is displayed.
All the available templates are displayed. Select the appropriate template from the list.
In this example, Create Position options is selected by default.
Click the OK button.
5. Click the Apply button.
6. The Position Transaction form is displayed.
Click in the Date Effective Name field to enter the new position detail.
7. The CC_Position_Flexfield window is displayed.
Note: The Position Number is autogenerated.
Click the Office List of Value (LOV) button to view more options.
8. The Office window is displayed.
Click in the Find field.
9. Enter the appropriate office into the Find field.
In this example, enter "48%".
10. Click the Find button.
11. All the matched office numbers are displayed. Select the appropriate number from the list.
In this example, click 4897.
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Step Action12. Click the OK button.
13. Click the Program List of Value (LOV) button to view more options.
14. The Program window is displayed.
All the available program numbers are displayed.
Note: Always select 00000.
In this example, 00000 is selected by default.
Click the OK button.
15. Click the Job List of Values (LOV) button to view more options.
16. The Job window is displayed.
All the available job numbers are displayed. Select the appropriate number from the list.
In this example, click 0014.
17. Click the OK button.
18. Click the OK button.
19. Click the Type List of Values (LOV) button to view more options.
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Step Action20. The Position Type window is displayed.
Select the appropriate position type from the list.
In this example, click Single Incumbent.
21. Click the OK button.
22. Click in the Organization field.
23. Click the Organization List of Values (LOV) button to view more options.
24. The Organizations window is displayed.
Click in the Find field.
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Step Action25. Enter the appropriate organization number.
In this example, enter "48%".
Step Action26. Click the Find button.
27. All the matched organizations are displayed.
Select the appropriate organization from the list.
In this example, click 4897.STROGER HOSPITAL OF COOK CNTY.
28. Click the OK button.
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Step Action29. Click in the Job field.
30. Click the Job List of Values (LOV) button to view more options.
31. The Job window is displayed.
Click in the Find field.
32. Enter the appropriate job into the Find field.
In this example, enter "001%".
33. Click the Find button.
34. All the matched jobs are displayed.
Select the appropriate job from the list.
In this example, click 0014.Recorder.
35. Click the OK button.
36. Click in the Hiring Status field.
37. Click the Hiring Status List of Values (LOV) button to view more options.
38. The Availability Status window is displayed.
All the avaiable statuses are displayed. Select the appropriate option from the list.
In this example, click Proposed.
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Step Action39. Click the OK button.
40. Click in the Descriptive Flexfield.
41. The Additional Position Details window is displayed.
Click in the Shakman field to activate the List of Values icon.
42. Click the Shakman List of Values (LOV) button to view the options.
43. The Shakman window is displayed with the available list of values.
In this example, click Exempt.
44. Click the OK button.
45. Click the OK button.
46. Click the Hiring Information tab.
47. The Hiring Information tab is displayed.
Click in the Full Time Equivalent (FTE) field.
48. Enter the appropriate FTE number into the Full Time Equivalent field.
In this example, enter "1".
49. Click in the Bargaining Unit field.
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Step Action50. Click the Bargaining Unit List of Values button to view more options.
51. The Bargaining Unit window is displayed.
All the available bargaining units are displayed. Select the appropriate bargaining unit from the list.
In this example, click AFSCME 3692.
52. Click the OK button.
53. Click in the Payroll field.
54. Click the Payroll List of Values (LOV) button to view more options.
55. The Payroll Frequency window is displayed.
Click in the Find field and the appropriate search payroll frquencyt to searh.
In this example, enter "cc".
56. Select the CCH- Stroger Hospital option.
57. Click the OK button.
58. Click in the Grade field.
59. Click the Grade List of Values (LOV) button to view more options.
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Step Action60. The Grade window is displayed.
All the available grades are displayed.
Select the appropriate grade from the list.
In this example, click 18-A1111.
61. Click the OK button.
62. Click the Step List of Values (LOV) button to view more options.
63. The Step window is displayed.
Select the appropriate step from the list.
In this example, click 1.
64. Click the OK button.
65. Click in the Salary Basis field.
66. Click the Salary Basis List of Values (LOV) button to view more options.
67. The Salary Basis window is displayed.
Select the appropriate option from the list.
In this example, click Hourly Pay.
68. Click the OK button.
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Step Action69. Click the Work Terms tab.
70. The Work Terms tab is displayed.
Check for all the details and click the Save button.
71. The Routing form is displayed.
Click the Forward option to send it for approval.
72. Note: The Role field is auto filled.
Click the OK button.
73. This topic covered:
- Creating a New Position.End of Procedure.
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Training Guide
Update an Existing PositionLearning Objective : In this topic you will learn how to update an existing position.
You can update existing position using the position transaction form for a single position.
if there is a need to update more than a few, the mass position update function is available.
Upon completion of this topic you will be able to:
Access Position Transaction form.
Navigate through the position transaction tabs.
Update position number, bargaining unit payroll frequency and salary basis.
Send the updated position for approval.
Procedure
This topic will cover:
- Updating an Existing Position.
Time to complete: 10 minutes
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Training Guide
Step Action1. After logging on with your username and password, the Oracle Applications
Home Page is displayed.
To update an existing position click your valid HR responsibility link.
In this example, click the CCG HR Position Transaction, Cook County BG link.
2. The Position Transaction functionality is where you create a new position or update an existing position.
Click the Position Transaction link.
Step Action3. The Perform Tasks form is displayed.
Click the Task List of Values (LOV) button to view more options.
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Training Guide
Step Action4. The Templates form is displayed.
All the available templates are displayed. Select the appropriate template from the list.
In this example, select Update Position options.
5. Click the OK button.
6. Update Position is available by default.
Click the Apply button to accept it.
7. The Action_Window is displayed.
Click the OK button to accept the date.
8. The Position Name form is displayed.
Enter the appropriate position number into the Find field.
In this example, enter "141414%".
9. Click the Find button to execute the search.
10. The available position is selected by default.
Click the OK button.
11. Click the Hiring Information tab.
12. You can update any detail on this form to match the updated position.
13. Click in the Bargaining Unit field.
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Step Action14. Click the Bargaining Unit LOV button to view more options.
15. The Bargaining Unit form is displayed.
All the available options are listed. Select the appropriate option from the list.
In this example, click the AFSCME1178 option.
16. Click the OK button.
17. Click in the Payroll field.
18. Click the Payroll LOV button to view more options.
19. The Payroll Frequency form is displayed.
All the available options are listed. Select the appropriate option from the list.
In this example, click the COC - County Clerk option.
20. Click the OK button.
21. Click the Salary Basis LOV button to view more options.
22. The Salary Basis form is displayed.
All the available options are listed. Select the appropriate option from the list.
Annual Salary option is selected by default.
Click the OK button.
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Step Action23. Click the Grade LOV button to view more options.
24. The Grade form is displayed.
Enter the appropriate grade into the Find field.
In this example, enter "19-A%".
25. Click the Find button to execute the search.
26. All the matching options are displayed.
Select the appropriate grade from the list.
In this example, 19-A111 option is selected by default.
Click the OK button.
27. Double check if there are any other updates needed and click the Save button.
28. The Routing form is displayed.
Click the Forward option to send it for approval.
29. Note: The Role field highlighted above is auto filled.
Click in the Comments field.
30. Enter the appropriate comment into the Comments Multi-line field.
In this example, enter "This is for training purposes".
31. Click the OK button.
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Training Guide
Step Action32. This topic covered:
- Updating an Existing Position.End of Procedure.
HR Position Manager
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Training Guide
Approve a Position TransactionLearning Objective : In this topic you will learn how to approve position transaction.
Position notifications are listed in the worklist. You can click on the notification to review or approve the position transaction sent to you.
Upon completion of this topic you will be able to:
Select the correct notification and view its details.
Access the position transaction form and make changes needed.
Approve, forward or send the notification back to the initiator.
Procedure
This topic will cover:
- Approving a Position Transaction.
Time to complete: 10 minutes
Step Action1. Use the "Worklist" on the Oracle Home Page to manage your pending worklist
queue and take actions.
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Training Guide
Step Action2. To approve a position transaction from the worklist, click on the appropriate
notification link.
In this example, click the Position Transaction 9999410.4897.00000.0014 needs approval/review link to view the position transaction and perform the necessary action.
3. The notification is displayed.
Review the notification to verify all the details before performing any action.
The Related Applications and the Response links on this page will help you review and take the necessary action on this position transaction.
4. Click the Open Transaction Form link to open and review the position transaction.
5. Click the CCG HR Position Manager - Cook County BG link.
6. The Position Transaction form is displayed.
Review the position transaction details in this form.
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Step Action7. Click the Work Terms tab.
8. Review all the details under this tab.
If changes are required, you can send the position transaction back to the initiator.
9. Click the Save button to proceed.
10. The Routing window is displayed.
If there are needed corrections, click the Send Back radio button and select the Position Initiator in the Role field. You can use the Comments field to provide feedback to the initiator.
11. In this example, click the Forward option to send it to the next step.
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Step Action12. Note: The Role field is auto filled.
Click in the Comments Multiline field.
13. Enter the appropriate comment into the Comments Multiline field.
In this example, enter "This is good to approve".
14. Click the OK button to approve the position transaction.
15. This topic covered:
- Approving a Position Transaction.End of Procedure.
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Training Guide
Approve a Position Transaction by Budget OfficeLearning Objective : In this topic you will learn how to approve position transaction.
Position notifications are listed in the worklist. You can click on the notification to review or approve the position transaction sent to you.
Upon completion of this topic you will be able to:
Select the correct notification and view its details.
Access the position transaction form and make changes needed.
Approve, forward or send the notification back to the initiator.
Procedure
This topic will cover:
- Approving a Position Transaction by Budget Office.
Time to complete: 10 minutes
Step Action1. Use the "Worklist" on the Oracle Home Page to manage your pending worklist
queue and take actions.
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Training Guide
Step Action2. To approve a position transaction from the worklist, click on the appropriate
notification link.
In this example, click the Position Transaction 9999410.4897.00000.0014 needs approval/review link to view the position transaction and perform the necessary action.
3. The notification is displayed.
Review the notification to verify all the details before performing any action.
The Related Applications and the Response links on this page will help you review and take the necessary action on this position transaction.
4. Click the Open Transaction Form link to open and review the position transaction.
5. Click the CCG HR Position Manager - Cook County BG link.
6. The Position Transaction form is displayed.
Review the position transaction details in this form.
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Training Guide
Step Action7. Click in the Hiring Status field.
8. Click the Hiring Status List of Values (LOV) button to view more options.
9. The Availability Status window is displayed.
Select the appropriate status from the list.
In this example, Active is selected by default.
Click the OK button.
10. Click the Hiring Information tab.
11. Review all the details under this tab.
If changes are required, you can send the position transaction back to the initiator.
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Training Guide
Step Action12. Click the Save button to proceed.
13. Click the OK button.
14. Click the Actions menu.
15. Click the Position Budget menu.
16. The Position Budget form is displayed.
The highlighted fields are auto-populated from the position attributes.
The Fiscal Year is auto-populated based on the date in the Date Track field.
17. Click in the Total Budgeted Amount field to enter the funding amount for the position.
18. In this example, enter "60000".
19. Click the Cost Code Allocation List of Values (LOV) button.
20. The Budget Allocation Distribution form appears. Use this form to enter in the funding allocation for the position.
You will be required to enter the fund, office, program, object, interfund and future values.
In this example, enter the appropriate information into the Fund field. Enter "41210".
21. Click the Office List of Values (LOV) button to enter the appropriate Office account.
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Step Action22. The appropriate Office account number is entered.
Click the Program List of Values (LOV) button.
23. The Program form is displayed with a list of available numbers for use.
In this example, select the appropriate program number by clicking "10820 Blood Bank".
24. Click the OK button.
25. Click the Object List of Values (LOV) button.
26. The Object form is displayed.
In this example, select the appropriate object number by clicking "501201 Differential Dollars-Budget".
Click the OK button.
27. The Interfund and Future fields are auto-populated by default.
Click the OK button.
28. Click in the Distribution field.
29. Enter the desired distrbution amount for the budget.
In this example, enter "100".
30. Click in the Funding Start Date field to enter the day in which the funding will begin for the budgeted position.
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Training Guide
Step Action31. Click the Funding Start Date List of Values (LOV) button.
32. The Calendar window is displayed.
In this example, click "May 7".
33. Click the OK button.
34. A Decision form is displayed warning thay the funding start date is not on a pay period start date.
Click the Yes button.
35. Click the Funding End Date List of Values (LOV) button.
36. The Calendar window is displayed. Select the day in which the funding will end for the budgeted position.
Click the Next Year button to display the dates for next year, 2019.
37. In this example, click "May 6".
38. Click the OK button.
39. An Error window is displayed stating the funding end date should not be after the last pay period of the year. However, Oracle will auto-correct the Funding End Date to the correct period.
Click the OK button.
40. The Funding End Date has been auto-corrected to the appropriate period.
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Training Guide
Step Action41. Click the Save button.
42. The Routing window is displayed.
If there are needed corrections, click the Send Back radio button and select the Position Initiator in the Role field. You can use the Comments field to provide feedback to the initiator.
43. Click the Approve option.
44. Click the Apply Transaction option.
45. Click the OK button to approve the position transaction.
46. This topic covered:
- Approving a Position Transaction.End of Procedure.
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