Select Master Position Management from the Human Resources menu, and the window opens.
Click Add, and the Master Position Detail window opens.
Complete the fields in the Positions section as described. Fields marked with a red asterisk (*) are required.
Name: Enter up to 26 characters. Not accounting cycle-specific.
Controlled: Select from No or Yes. See description here. Not accounting cycle-specific.
Type: Select from Daily, Hourly, or Salary. This value defaults on employee jobs, and the default can be changed when adding jobs to an employee.
Prefix: Enter a short, unique alphanumeric abbreviation that will be used as the prefix of the position numbers for positions created from this master position. If applicable, use the naming convention required by your state. Not accounting cycle-specific.
Calendar: Select from the calendars defined in HR Configuration. Note: If different calendars are used for employees who have the same position, you'll need to create additional master positions for the positions using other calendars.
Classification: Select from the position control classifications specified in HR Configuration. Not accounting cycle-specific.
Supplemental: Select from No or Yes. Only jobs marked as supplemental can be selected when applying supplemental pay in Manage Payroll. Not accounting cycle-specific.
Encumber: Select from No or Yes. Even if using encumbrance, not all jobs must be encumbered. For example, supplemental jobs are usually not encumbered. Note: The Encumbrance feature will encumber the full annual salary, and then be released when payroll is processed. If using this feature, it is important to close jobs that are no longer being used or if a person leaves the district.
Position Counts: Select from FTE or Position.
When FTE is selected, the total count of positions in Position Management is based on FTE. If the FTE is greater than zero, the total count in Position Management will be based on the number of positions created from this master position. If the FTE zero, the total count will be zero in Position Management, even if there are filled positions.
When Position is selected, the total count of positions in Position Management is based on the number of positions when the FTE is 0.
Job Requisition: This feature is available for an additional cost. Please contact Harris Support for more information.
Rollover Linked Positions: Select from Yes or No. When set to Yes, the positions associated with this master position will roll over to the new fiscal year.
Designations:
You can use designations to further define a position and cut
down on the number of master positions in your system. For example,
a Coach master position could have designations like Boys Basketball,
Girls Basketball, etc. When adding a job to an employee, you can
select the appropriate designation for that employee.
Enter each value on a separate line.
Complete the fields in the Position Defaults section.
Begin
Date: DO NOT set all begin dates to the begin date of the
fiscal year.
For salary jobs, enter
the contract begin date. For hourly/daily
jobs, enter a date within the date range of the payroll periods
set up in Payroll
Configuration > Payroll Cycles. If you're using Attendance
Enterprise to track hours, the dates must be compatible with AE.
End
Date: DO NOT set all end dates to the end date of the fiscal
year.
For salary jobs, enter
the contract end date.
For hourly/daily jobs,
enter a date within the date range of the payroll periods set
up in Payroll
Configuration > Payroll Cycles. If school is out in May,
but the employee will be working during the summer, the end date
must extend into the summer months. If you're encumbering
these jobs, then you may need to adjust your calendars
so the later end date doesn't over-inflate the encumbrance for
these jobs.
If you're using Attendance Enterprise to track hours, the dates
must be compatible with AE.
FTE: Enter a default value that can be changed when you add the job to an employee. Enter 1.0 for full-time jobs, 0.0 for supplemental/substitute-type jobs, and a value between the two for part-time jobs.
Salary Schedule: Select from the schedules defined in HR Configuration. The default salary schedule is displayed when you add a job based on this master position to an employee, but you may change it at that time. The salary will be prorated based on the number of total work days in relation to the contract days on the master position.
Rate: Only required for Controlled, Hourly positions. Enter an hourly or daily pay rate to be used as the default rate.
Hours Per Day: Enter a default value that can be changed when you add the job to an employee. Supplemental-type jobs must have a value of 1 or more.
Contract Days: Read only. This field is calculated based on the designated begin and end dates and the selected calendar.
Salary: Only required for Controlled, Salary positions, AND only if you didn't select a salary schedule. If using Position Control, this number is used as the median value for vacant positions.
Account Code: Use the account code assistant and the account code allocation window to enter the default account code(s) for the position. The default can be changed when adding the job to an employee.
Complete the fields in the Contract section if you're printing contracts from AptaFund.
Contract Type: Select from the list created in HR Configuration.
Multiple Jobs: Options are No or Yes, if used.
Complete any fields in the Custom section. These fields are set up during implementation. Contact Harris Support for further help.
Click Save. Once saved, you can enable this position individually or enable a group of positions. Click here to enable a group of positions.
If you want to enable this position immediately, click Enable Master Position. You're asked to confirm the action.
Click Yes. Once enabled the position is available to be assigned to employees.
Note: Once a master position is assigned to an employee, the supplemental, controlled, type, calendar, and salary schedule fields on the master position are locked.
Continue with Enable Master Position
Return to Master Position Overview
Return to HR Overview
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