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PeopleSoft HCM 9.2: PeopleSoftHuman Resources Manage PositionsJanuary 2022

PeopleSoft HCM 9.2: PeopleSoft Human Resources Manage PositionsCopyright 1988, 2022, Oracle and/or its affiliates.This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreementor allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute,exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, ordecompilation of this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. If youfind any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalfof the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software,any programs embedded, installed or activated on delivered hardware, and modifications of such programs) andOracle computer documentation or other Oracle data delivered to or accessed by U.S. Government end users are"commercial computer software" or “commercial computer software documentation” pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, reproduction,duplication, release, display, disclosure, modification, preparation of derivative works, and/or adaptation of i) Oracleprograms (including any operating system, integrated software, any programs embedded, installed or activatedon delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) otherOracle data, is subject to the rights and limitations specified in the license contained in the applicable contract. Theterms governing the U.S. Government’s use of Oracle cloud services are defined by the applicable contract for suchservices. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications. It isnot developed or intended for use in any inherently dangerous applications, including applications that may create arisk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsibleto take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporationand its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerousapplications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of theirrespective owners.Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are usedunder license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMDlogo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of TheOpen Group.This software or hardware and documentation may provide access to or information about content, products, andservices from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim allwarranties of any kind with respect to third-party content, products, and services unless otherwise set forth in anapplicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for anyloss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except asset forth in an applicable agreement between you and Oracle.Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx acc&id docacc.Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit http://www.oracle.com/pls/topic/lookup?ctx acc&id info or visit http://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.

ContentsPreface: Preface.viiUnderstanding the PeopleSoft Online Help and PeopleBooks. viiHosted PeopleSoft Online Help.viiLocally Installed Help.viiDownloadable PeopleBook PDF Files.viiCommon Help Documentation. viiField and Control Definitions. viiiTypographical Conventions.viiiISO Country and Currency Codes.viiiRegion and Industry Identifiers. ixTranslations and Embedded Help. ixUsing and Managing the PeopleSoft Online Help. xRelated Links for PeopleSoft HCM. xContact Us.xFollow Us. xChapter 1: Getting Started with Manage Positions. 13Manage Positions Overview. 13Manage Positions Integrations.13Manage Positions Implementation.13Chapter 2: Understanding Position Management.15Using Positions Versus Jobs to Structure Your HR System.15Deciding When To Use the HR Manage Positions Business Process.15Chapter 3: Setting Up Positions. 17Understanding Positions.17Setting Up Tables. 17Managing Position Data. 18Managing Position Data Security. 22(USF) Setting Up Occupation Series Classifications, Standards, and Cyber Security Specialities. 22Pages Used to Set Up Occupation Series Classifications, Standards, and Cyber SecuritySpecialities. 23Occupation Series USF Page. 23Classification Standard Table Page.24Classification Factor Table Page.25Classification Level Table Page. 26Grade Conversion Table Page.27Specialty Area/Work Role Page.28Cyber Security Specialty USF Page. 29(USF) Setting Up Position Titles.30Pages Used to Set Up Position Titles. 31Official Position Titles Page. 31Organizational Position Title Page.32Creating Positions. 32Pages Used to Create Positions.33Understanding the Manage Position Search and Add Pages. 33Position Data - Description Page.37Position Data - Specific Information Page. 46Copyright 1988, 2022, Oracle and/or its affiliates.iii

ContentsPosition Data - Budget and Incumbents Page. 50(USF) Running Reports on Position Data and Related Tables. 51Pages Used to Run the Reports. 51Assigning Employees to Positions. 52Chapter 4: Using the PeopleSoft Fluid User Interface to Manage Positions.53Configuring Position Management for Fluid. 53Pages Used to Configure Position Management for Fluid. 53Implementing and Maintaining Fluid Position Management.53Position Management Installation Page. 55Performing Position Management Tasks as an Administrator Using Fluid. 59Pages Used to Manage Positions as an Administrator Using Fluid.59Prerequisites to Using Fluid Position Management.59Position Management Tile.60Position Management Dashboard.61Creating Positions Using Fluid.62Pages Used to Create Positions Using Fluid. 62Understanding the Manage Position Search and Add Pages. 63Manage Position Tile.68Position Details Page.69Clone Page.70Request Details Page.71Edit Position Page. 71The Activity Guide Composer Framework for the Manage/Create Position Component.72Manage/Create Position - Position Data Page. 77Current Incumbents Page. 86Manage/Create Position - Additional Information Page.87Manage/Create Position - Attachments Page.89Manage/Create Position - Budget Incumbents Page.90Manage/Create Position - Review and Submit Page. 94Position Confirmation Page. 96View Position Page. 97Viewing Position Summary Information as an Administrator Using Fluid. 98Pages Used to View Position Summary Information as an Administrator Using Fluid.99Administer Positions Tile. 99Managing Primary Incumbent Information for a Position. 100Pages Used to Manage Primary Incumbent Information for a Position. 101Manage Primary Incumbents Tile. 101View Primary Incumbents (Search) Page. 102Manage Primary Incumbents Page. 105Primary Incumbent History Page.113Using Fluid Approvals to Approve Position Data. 114Pages Used to Approve Position Data.114Understanding How to Grant Edit Abilities to an Approver. 115Pending Approvals - Create Position Page or Pending Approvals - Manage Position Page. 115Attachments Page. 118Chapter 5: Managing Position Data. 119Maintaining Position Data. 119Determining Where To Update Data. 119(USF) Updating the Data. 120(E&G) Changing FTE Data. 120Distinguishing Incumbent and Position Data.121ivCopyright 1988, 2022, Oracle and/or its affiliates.

ContentsUpdating Position Data.122Making Changes to Position Data. 122Understanding Effective Dates and Updating Position Data. 122Updating Incumbent Job Data. 123Pages Used to Update Incumbent Data. 124Following Guidelines. 124Updating Job Data.124Inserting New Rows. 125Refresh Person Org Assignments Page.125Deleting Rows. 126Making Corrections. 127When You Don't Want to Update Job Data. 127Verifying Position Data.128Pages Used to Verify Position Data.129Chapter 6: Maximizing Position Data. 131Understanding How to Maximize Position Data.131Common Elements. 131Creating Departmental Budgets.132Pages Used to Create Departmental Budgets. 132Update Dept Budget Data Page. 133Position Budget Detail Page. 135Viewing Budget Summary Information.136Pages Used to View Budget Summary Information. 136Budget Status Page.137Salary Components Page.139Rate Code Details Page.142Viewing and Reporting on Vacant Budgeted Position Information. 143Pages Used to Run Reports on Vacant Budgeted Positions.144Vacant Budgeted Positions Page. 144Reviewing Position Summary Information. 145Pages Used to View and Run Reports of Position Summary Information.145Common Element Used to View and Run Reports of Position Summary Information. 147Position Summary Page. 147Position History Page. 149Position History - Current Position Data Page. 150Position History - Salary Components Page.151Maintaining Your Organizational Structure.152Establishing Position Hierarchies.152Maintaining Position Hierarchies in PeopleSoft Tree Manager.154Running the Organizational Structure Reports.155Pages Used to Run the Organizational Structure Reports. 156Create Organizational Report Page. 156Copyright 1988, 2022, Oracle and/or its affiliates.v

ContentsviCopyright 1988, 2022, Oracle and/or its affiliates.