The BC Create a Position Process is a new process within PeopleSoft that allows users to initiate a new position request and submit it through an automated workflow for approval.
To reach the BC Create a Position page, select Home > Bc Custom > BC Custom > Use > BC Create a Position
BC Create a Position Search Page allows the user to:1. View a list of open position requests
2. Select the "Inquire on Position Requests" link to show a list of all position requests approved and created, inlcuding information such as status, description and position number
3. Initiate a new position request for creation/approval
Inquire on Position Requests
This is a closer view of the link shown above, Inquire on Position Requests. This view shows a complete list of position requests as well as the assigned position numbers, if they have been created. It also provides additional information about the position such as Status, Department Number and Description.
NOTE: The user will only see the positions under their departmental row level security within PeopleSoft HR.
Another way to view this information is: Home > Bc Custom > BC Custom > Inquire> BC Create Position Inquiry
Position Details
The Position Details page is where the user will enter all the information needed to create a position request. Certain fields are marked as required and must be completed before submitting the request.
A request ID is assigned upon saving the information and displayed at the top
of the page. This ID is used for inquiry throughout the approval process. The
first and most important step is to select the correct position type to ensure
the the proper workflow gets triggered.
Fields |
Description |
Request ID |
ID automatically assigned by PeopleSoft when request
is saved and submitted. This ID is used to track the position request
throughout the process. |
| Create Position Status |
Provides the current status of the position request
and where it is in the approval process. |
Position Type |
Displays the types of positions. Each position type
has a different workflow approval process so it is critical that the
correct position type is selected. This is a required field. |
Effective Date |
Enter the Effective Date of requested position. This
is a required field. |
Link to Role Description Form |
Information and a link to access the Role Description
form on the HR Website. This is used with certain Positionfor those
positions |
Job Title |
Enter the Job Title for the position. This is a required
field. |
Department |
Enter the department number where the position is
located. This is a required field. |
Location Code |
Defaults in when department number is entered. This
is a required field. |
Job Family |
Enter the Job Family aligned with the position type. |
Reports To Position Number |
Enter the position number of who the new position
will report to. This is a required field. |
Recruit As |
Select the radio button of how Employment should recruit
the position. |
Pay Group |
Enter the pay group for the position. This is a required
field. |
Employee Type |
Defaults in when pay group is entered. This is a required
field. |
Salary Grade |
Enter salary grade for position. This is a required
field. |
MRP |
Enter if applicable. |
Hire Salary Range |
Enter if applicable. |
Periods Paid |
Enter periods paid for position. This is a required
field. |
Hours per Week |
Enter hours per week for position. This is a required
field. |
Max Head Count |
Defaults to one |
Union Code |
Enter if applicable. |
Full/Part Time |
Select the field based on the position. This is a
required field. |
Regular/Temporary |
Select the field based on the position. This is a
required field. |
HR Account Code |
The lookup table is limited based on the departmental
row level security of the user. When using the lookup table, only those
account codes associated with the user's department security access
will be displayed. This is a required field. |
Distribution Percent |
Enter the percent of the budget amount that is directed
to the account code selected. If it is split-funded, another row must
be inserted and a new account code/distribution percent must be entered.
This is a required field. |
Budget Amount |
Enter the amount being budgeted from the identified
account code. This is a required field. |
From Date/Thru Date |
Enter if applicable. |
Detailed Job Description |
The job description can be typed or cut/pasted into
this field. This description will be saved into the Position Data panels.
It will also default into the eRecruit job posting page if the job requisition
needs to be posted. |
Comments |
Comments can be entered at any stage in the position
request process. They are also displayed to the other approvers within
the specific workflow along with name of the person who entered the
comment, the date it was sent and the action of the user. This will
allow users at any time to track the request. |
Save for Later |
Use this to save the information entered into the
form, but is not ready to be submited through the approval workflow
process. |
Submit |
Use submit when all information has been entered correctly
and the request is ready to be sent through the approval workflow process. |
Workflow/Notification
The Workflow/Notification tab under BC Create a Position is used to view the required approval steps as well as where each pending position request is within the approval process. It displays who has already approved it and when it was approved.
It also provides an area for each user involved in the approval process to add one or more email addresses in order to be notified when the position has been created in Position Administration.
