Terminating Positions Concept Terminating Positions Terminating Positions Step

Terminating Positions Concept

Terminating Positions

Terminating Positions Step 1 Begin by navigating to the My Planning Workspace page. Click the Planning and Budgeting menu.

Terminating Positions Step 2 Click the Activity Preparation menu.

Terminating Positions Step 3 Click the My Planning Workspace menu.

Terminating Positions Step 4 Enter the desired information into the Role Name field. Enter "Preparer".

Terminating Positions Step 5 Click in the Activity field.

Terminating Positions Step 6 Enter the desired information into the Activity field. Enter "POSBUD".

Terminating Positions Step 7 Click the Search button.

Terminating Positions Step 8 Use the My Planning Workspace page to perform and monitor budgeting and planning tasks, including reviewing the approval status of a plan or budget and preparing line item, position, and asset activities.

Terminating Positions Step 9 For this example, edit Version 2 for the 12000 planning center. Click the Edit link.

Terminating Positions Step 10 The Position Overview page is the primary component you use to access all of the position budgeting pages in which you can manage, adjust, add, copy, delete, transer, terminate, analyze, or inquire on position data.

Terminating Positions Step 11 Use the Position field to select the action that you want to take to manage your position activity, and then click the Go button. Click the Position list.

Terminating Positions Step 12 If you want to transfer a position from one planning center to another, you can select the Transfer action in the Position field, to automatically transfer positions between planning centers.

Terminating Positions Step 13 In this example, you want to select the Terminate action. Click the Terminate list item.

Terminating Positions Step 14 Click the Go button.

Terminating Positions Step 15 Use the Terminate Employee and Position page to terminate employee jobs and positions.

Terminating Positions Step 16 Use the Effective Date field to enter the date that you want to terminate the employee jobs or positions. For this activity, accept the default value.

Terminating Positions Step 17 Use the Search Criteria group box to enter the desired criteria to search for the employee job or position that you want to terminate.

Terminating Positions Step 18 Click in the Position field.

Terminating Positions Step 19 Enter the desired information into the Position field. Enter "NP_10831".

Terminating Positions Step 20 Click in the Employee ID field.

Terminating Positions Step 21 Enter the desired information into the Employee ID field. Enter "EPU 1010".

Terminating Positions Step 22 You can select the Include Position Default Data option so that the position default expense is also not picked up by the system. If you do not, the system treats it as an unfilled position for the remainder of the budget year.

Terminating Positions Step 23 Click the Search button.

Terminating Positions Step 24 Click the Select option.

Terminating Positions Step 25 Click the Terminate button.

Terminating Positions Step 26 The system prompts you to confirm that you are terminating the intended employee and position.

Terminating Positions Step 27 Click the OK button.

Terminating Positions Step 28 Click the Position Overview link.

Terminating Positions Step 29 Scroll down to view the remaining data. Click the vertical scrollbar.

Terminating Positions Step 30 Notice the position is still listed on the Position Overview page. This is due to the effective date of the termination. The effective date, for this example, was future dated.

Terminating Positions Step 31 You have successfully terminated a position. End of Procedure.