Position Change Request

In this topic you will go through the steps of completing a position change request.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "marti.robinson"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Position Change Request menu.

   Step 8

9. Click the Add a New Value tab.

   Step 9

10. Click the Attachments tab.

    Step 10

11. NOTE: Not all position change request require a completed Position Description Questionnaire (PDQ) form. Use the instructions tab to see details.

    Step 11

12. Download the PDQ form, complete and save to attach to request.

    Step 12

13. Once you have completed the PDQ and saved the file you will need to attach it to your position change request.

     

    Step 13

14. Click the Form tab.

    Step 14

15. Enter the position number or use the look up to select from a predefined list of options.

     

    Click in the Position Number (PIN) field.

    Step 15

16. a valid value
     e.g.
    Enter
     "001080"
     into the Position Number (PIN) field.
    Step 16

17. The Position Number (PIN) will auto populate the Subject and Position Attribute Changes.

     

    Update the details of the position atribute, if needed.

    Step 17

18. Click the Type of Change drop-down list.

    Step 18

19. The type of change menu list provides all the options available for the position change.

     

    Click the Reclassification list item.

    Step 19

20. Enter the employee ID or use the look up to search by last name or first name.

     

    Click in the Employee ID field.

    Step 20

21. a valid value
     e.g.
    Enter
     "000002078"
     into the Employee ID field.
    Step 21

22. The Employee ID will auto populate the Employee Name.

    Step 22

23. Enter or click the calendar to choose the date when the position change must take effect.

     

    Click in the Effective Date field.

    Step 23

24. a valid value
     e.g.
    Enter
     "8/31/2015"
     into the Effective Date field.
    Step 24

25. Click in the Title field.

    Step 25

26. Press [Backspace].

    Step 26

27. a valid value
     e.g.
    Enter
     "HR Officer II"
     into the Title field.
    Step 27

28. Click the Veritcal scrollbar to move down the page.

    Step 28

29. Click the Essential Position drop-down list.

    Step 29

30. Click the No list item.

    Step 30

31. Click in the Justification field.

    Step 31

32. a valid value
     e.g.
    Enter
     "The employee qualifies to be reclassified to a higher level."
     into the Justification field.
    Step 32

33. Click the scrollbar.

    Step 33

34. You must save the form first and then submit for approval.

     

    Click the Save button.

    Step 34

35. Click the Vertical scrollbar to move up the page.

     

    Step 35

36. Click the Submit button.

    Step 36

37. The first approver will have a status of "Pending" when the form is submitted. If the form is saved and not submitted the status will show as "Not Routed".

    Step 37

38. The approval chain displays the individuals who will receive notifications, review, and either approve or deny the request.

    Step 38

39. Click the OK button.

    Step 39

40. Click the Home link.

    Step 40

41. Click the scrollbar.

    Step 41

42. Click the Sign out link.

    Step 42

You have completed the steps of completing a position change request.

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