Creating a Position Record

Modified on Tue, Aug 29, 2023 at 8:10 AM

On the Personnel > Positions screen, select the Add Position button to create a new position


The Add Position screen opens:

                   

 

  1. Select the Job Code 
    1. Job codes are managed on the Personnel >>>  Setup >>> Jobs tab
    2. Job codes are based on NJ Certification codes but can be customized for your needs.
  2. Select the Location 
    1. Location codes are managed on the Personnel >>>  Setup >>> Locations tab
    2. Location codes are set up in accordance with the NJ School Code.
    3. Location codes can be customized but we recommend you consider the impact on approval chains for timesheets & employee forms.
  3. Select the Department 
    1. Department codes are managed on the Personnel >>>  Setup >>> Departments tab
    2. Department codes are set up in accordance with the NJ Minimum Chart of Accounts.
    3. Department codes can be customized but we recommend you consider the impact on approval chains for timesheets & employee forms.
  4. The Position code will auto create after the Job Code, Location & Department are entered.  This is a sequential number.
  5. The “Non contractual salary” checkbox MUST be checked for any position that is NOT included in base (pensionable) salary. 
  6. The Description is the “Title” for the position.  This will be included on the Board Agenda Report and on the Employment Contract as the “Title” for the position.
  7. The Default Charge-To 
    1. You can enter the budgetary account(s) and percentages that will be automatically added to a position tracking record when an employee is assigned to the Position.
    2. You will have the option of modifying the default Charge To after an employee is assigned to the position. 
  8. The Default FTE 
    1. You can enter the FTE that will be automatically added to a position tracking record when an employee is assigned to the Position.
    2. You will have the option of modifying the default FTE after an employee is assigned to the position. 
  9. The Default Term Code 
    1. You can enter the Term Code that will be automatically added to a position tracking record when an employee is assigned to the Position.
    2. You will have the option of modifying the default Term Code after an employee is assigned to the position.  
  10. The date the Board of Education created the position
  11. The Quantity of positions that you want to create 
    1. If you want to create a number of positions at the click of the “add” button, enter the number of positions that you want to create.  For example, you want to create 5 First Grade Teacher positions, enter 5.
  12. Comments for the position

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