February 2011 Presenters: Rick Grunewald Pama Manoranjan Position Control-Part 2 February 2011 Presenters: Rick Grunewald Pama Manoranjan

Recording date of this workshop is February 22, 2011. Some of the rules and procedures discussed in this workshop are subject to change. Please check university resources before relying exclusively on this recorded presentation.

Course Objectives Produce more complex position control forms Discuss the differences between permanent and temporary positions Explain the impact of an action on expense, allocation and base assignments Demonstrate how to add a permanent and/or temporary differential These are our course objectives. After today’s session you will be able to:

Course Objectives – Continued Find the Salary Accrual and Allocation Adjustment Policy on the Budget Office web page Cite which position control transactions are calculated at mid-step

Sample 1 Change permanent funding and department number

Exercise 1 Position 199900 Voluntary reduction in effort to 80% on 2/1/2010, Vicki Jackson Reduction of Allocation to 80% Change permanent funding on 2/1/10 to 001-01-01M-8601-0002

Permanent Positions Carry a permanent allocation of funds on one or more account(s). Salaries are expended on these accounts from the permanent dollars on that position. If salary expenditures are not made, the allocation for that time period accrues to the area reserve, or a central reserve, according to the accruals policy.

Temporary Positions No permanent allocations are made to these positions. Expenditures post to the operating account and draw from the operating account (non-pbl) or the area reserve (pbl).

Permanent Budget Level (PBL) Funding which is allocated to a position, department or area and continues for the foreseeable future Only in these funds: 001 143 148, except 148-01

EMPLOYEE Appointment POSITION POSITION Assignment ACCOUNT

Three Kinds of Assignments Expense Assignments Allocation Assignments Base Assignments

Expense Assignments These are the accounts that the person is paid from. The position may or may not be permanently assigned to these accounts.

Allocation Assignments These are current year assignments to accounts the position is permanently funded on

Base Assignments These show the accounts where the ongoing position funding comes from on a permanent basis. They always have future begin dates.

Sample 2 Change permanent funding and department number, effective 1/1/10 Temporary funding change for January 2010

Exercise 2 Title change to 0117, Dean and Professor, on 4/1/11 Term change to 12, Fulltime base value change to 20,000 Permanent funding change on 4/1/11 to 001-01-06B-4302-0002 Temporarily expense from 4/1/11 to 4/30/11 on 145-01-11B-4815-5116, 100% Position 186237

Differentials/Stipends Amounts paid above the base rate for specific additional duties or nonstandard work. ADR-Additional responsibilities CHR-Chair responsibilities S/D -Nonstandard work shift L/D –Location differential

Differentials/Stipends Monthly Fulltime Base does not change Monthly allocation amount changes if permanent. Enddate = 99/99/99 No change to monthly allocation amount if temporary. Enddate = real date

Sample 3 Add permanent stipend

Sample 4 Add temporary stipend with an EAA

Exercise 3 Position 123561 Add permanent stipend for additional responsibilities effective 1/16/10 900/month on same account Change title to 0105, Director and Professor.

Accrual and Allocation Policy Go to Budget Office Web Page Click on Budget Policies Click on Salary Accrual and Allocation Adjustment Policies and Procedures

Adjustments at Mid-Step (for Civil Service and Bargaining Unit positions only) Creating new positions Abolishing positions Changing to or from temporary status Moving to or from PBL funds

Adjustments at Mid-Step Basis of service changes Increases or decreases in allocation percent Moving a position from one area to another

Exercise 4 Reclassification to title 107N, Program Coordinator, effective 1/1/10 Range 37D, 2,724/month

Expense Assignment Action See sample 5 Retroactive transfer of salaries effective 10/16/07

Group Positions See sample 6 Set up a group position

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Thank you for attending Position Control Training!

WSU employees attending this session via videoconferencing and who wish to have it recorded on their training history must notify HRS within three days of the session date: hrstraining@wsu.edu