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

2. 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.

3. 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:

4. 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

5. Sample 1
Change permanent funding and department number

6. Exercise 1
Position
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 M

7. 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.

8. 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).

9. 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

10. EMPLOYEE
Appointment
POSITION
POSITION
Assignment
ACCOUNT

11. Three Kinds of Assignments
Expense Assignments
Allocation Assignments
Base Assignments

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

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

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

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

16. 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 B
Temporarily expense from 4/1/11 to 4/30/11 on B , 100%
Position

17. 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

18. 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

19. Sample 3
Add permanent stipend

20. Sample 4
Add temporary stipend with an EAA

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

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

23. 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

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

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

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

27. Group Positions
See sample 6
Set up a group position

28. ?

29. Thank you for attending Position Control Training!

30. 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: