Washington State University
BUSINESS POLICIES AND PROCEDURES MANUAL
POSITION CONTROL
58.01.
Revised 5-97
Reviewed 8-06
Position Control
335-9682 and 335-9187
Position Control--Summary
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OVERVIEW
Position control is the process of creating and modifying positions
within WSU's Higher Education Payroll Personnel System (HEPPS). The Office
of Position Control processes position transactions.
Position/Position Number
A position is a specific set of duties and responsibilities
that are identified and assigned to a position number.
Account Assignment
A department assigns accounts to positions using Position Action
or Expense Assignment Action forms.
Permanent assignment changes affect allocation, base, and expense accounts.
Temporary assignment changes affect expense accounts only.
See definitions for allocation, base, and expense below for additional information.
Appointment
A department appoints an employee to a specific position or
positions. The appointment of an employee is a personnel function, and is
not administered by Position Control.
NOTE: Changes to positions (changes in salary, term, FTE, etc.) often affect
employees or their appointments and may also require the preparation of
Personnel Action Forms. See 60.25
for details.
WHAT FORM TO USE
Position Action
Use a Position Action (PA) for position related transactions,
e.g., a change of position, title code, term, or area. Also use this form
for permanent changes to the assignment of accounts. See 58.02.
Expense Assignment Action
Use an Expense Assignment Action (EAA) for temporary changes
to the assignment of accounts. See 58.03.
Position Identifying Description
Use a Position Identifying Description (PIDD) for name changes
only. See 58.04.
DEFINITIONS
Academic Year
The nine-month period (or term) that coincides with WSU's academic
school year, generally used in reference to faculty and assistants only.
Accrual
The difference between the allocation and expense for a position
calculated on a pay cycle basis.
Allocation
The amount of funding permanently budgeted to a position for
the current fiscal year. The allocation is adjusted for permanent changes
that occur during the year.
Allocation Adjustment
A change to a position's permanent funding.
Annual Year
The 12 month period that coincides with WSU's fiscal year (July
1 - June 30).
Base
Also referred to as Permanent Budget Level (PBL). Base is similar
to allocation except that base reflects the annualized impact of transactions
that have occurred during the year, e.g., percent changes, salary changes.
Base is often thought of as "next year's allocation."
Base Value or Base Rate
The full time salary amount assigned to a position, not including
stipends or differentials.
Cycle Start Date
The date (month and day) which is the first day within a fiscal
year that a specific cyclic year for a position begins.
Cyclic Year
A period of time (or term) that is less than one full year.
It is usually expressed in months, e.g., 9.50 or 10.00.
Differential/Stipend
A compensation supplement to the base salary for specific additional
duties, nonstandard work shift or nonstandard work place, e.g., chair duties,
administrative stipend, required multilingual ability, shift differential,
or location differential.
Expense
The actual payroll cost for an employee for a pay period or
periods. The expense account for a position is the account supporting the
payroll cost of the position.
Full-Time Equivalent (FTE)
The amount of effort associated with a position. Full-time equals
1.000 FTE and half-time equals .500 FTE.
Group Position
A position that has more than one FTE associated with it. Group
Position is generally used for accommodating multiple faculty or TA appointments
that share a single funding source.
HEPPS
Acronym for the Higher Education Payroll Personnel System. This
acronym identifies a mainframe computer system used to process position
control, personnel and payroll data. See 85.33
for a description of HEPPS and associated access approval procedures.
Home Area
A two-digit code which represents the administrative area or
college to which a position primarily belongs. Positions which are shared
between areas must have one designated home area which assumes administrative
responsibility for the position and its maintenance. See 10.05
for a description of organization numbers.
Home Department
A four-digit code which identifies the department to which a
position primarily belongs. See 10.05
for a description of organization numbers.
Job Class (or Title Code)
A category of duties and responsibilities as defined by WSU
or the state.
Permanent Budget Level (PBL)
Funds which are allocated to a position, department or area
and continue for the foreseeable future.
Perquisite
Nonmonetary compensation such as University-provided housing
or meals.
Position Allocation Percent
The percentage of a position supported by permanent funds.
Position Identifying Description
A descriptive identifier established by the department with
a maximum of 20 characters. Normally this is the incumbent employee's name.
See 58.04
for more information.
Position Effort Percent
The percent of FTE supported by a position. The Position Effort
Percent may exceed the Position Allocation Percent but must not exceed 100%
for nongroup positions. See above for a definition of Group Position.
Skeletal Position
A new classified or administrative/professional position that
is undergoing an HRS audit and does not yet have a Title Code assigned to
it.
Staff Month
The full-time effort of one 100% employee for one month.
Staff Year
The full-time effort of one 100% employee for one year. NOTE:
A full-time 9 month (academic) faculty member has 1.00 FTE but has .75 Staff
Years.