HR020_Report_on_Position_Activity
Application: HRMS
Module: Human Resources
Business Process: Manage Job Classifications and Positions
Requirement Number: HR020
Requirement Title: Ability to report on position activity.
Module Leads: Lina Simonu, Lisa Lagus
1. Requirement Description
Describe the requirement (gap). Include a description of the delivered PeopleSoft functionality.
The Office of Policy and Management currently reviews all position activity for agency and state budget purposes, however, they do not have the capability of generating a list of transactions they performed or were performed within an agency. The current APS system did not provide for statewide reporting either. As delivered, PeopleSoft produces Personnel Activity History Reports on the employee side, not on the position side.
2. Business Need
Provide a justification for the requirement. Include information about frequency, volume, number of users impacted, etc.
This summary log would enable OPM to review the management of positions at the agency level. OPM and agencies could review volumes of establishments, refills, reclassifications, within a period of time, for specific agencies, and cost.
3. Required By: (Y/N)
Federal ____ Agency __Y__ Bargaining Unit ____
State Statutory ____ State Regulatory ____ State Procedural _ ___
4. Requirement Priority
Low (High, Medium, Low – please see “Requirements Prioritization Criteria”)
5. Recommended Solution
Enter an “X” next to the appropriate category
______ Process Solution
__ Option Number
___X___ Application Modification
_1__ Option Number
6. Explanation for Recommendation
Provide reasons for recommendation. Please do not re-state the description of the solution itself.
This report should be set up as a query for downloading into a spreadsheet.
7. Organizational Impact of Recommendation
Describe the changes to the organization that result from the recommended solution. Include a description of any role, process, statute, or bargaining unit agreement affected.
Need to train OPM and Agency staff on how to produce this report.
8. Process Solutions
Describe the possible Process Solutions. Include a description of impacts and benefits of each solution.
Option 1. None
9. Application Modifications
Describe the possible Application Modifications. Include a description of impacts and benefits of each solution.
Option 1.
Modification Type (On-line, Batch, Interface, Report, Workflow): Report
Complexity (Easy, Medium, Difficult): Medium
Description: Create a report that could be downloaded into a spreadsheet (Excel) that would report during a date range, on transaction types (establishments, refills, reclassifications), and cost to end of year. The cost to end of year would only be available if encumbrance processing was implemented.
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