03_10_16_Position Change Request


Concept

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


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems button.

    Step 2

  3. Click the Manager Self Service menu.

    Step 3

  4. Click the Position Change Request menu.

    Step 4

  5. Click the Add a New Value tab.

    Step 5

  6. Click the Attachments tab.

    Step 6

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

    Step 7

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

    Step 8

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

     

    Step 9

  10. Click the Form tab.

    Step 10

  11. 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 11

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

    Step 12

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

     

    Update the details of the position atribute, if needed.

    Step 13

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

    Step 14

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

     

    Click the Reclassification list item.

    Step 15

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

     

    Click in the Employee ID field.

    Step 16

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

    Step 17

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

    Step 18

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

     

    Click in the Effective Date field.

    Step 19

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

    Step 20

  21. Click in the Title field.

    Step 21

  22. Press [Backspace].

    Step 22

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

    Step 23

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

    Step 24

  25. Click the Essential Position drop-down list.

    Step 25

  26. Click the No list item.

    Step 26

  27. Click in the Justification field.

    Step 27

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

    Step 28

  29. Click the scrollbar.

    Step 29

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

     

    Click the Save button.

    Step 30

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

     

    Step 31

  32. Click the Submit button.

    Step 32

  33. 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 33

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

    Step 34

  35. Click the OK button.

    Step 35

  36. Click the Home link.

    Step 36

  37. Click the scrollbar.

    Step 37

  38. Click the Sign out link.

    Step 38

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

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