Purpose
The following guide is intended for a Planning and Budgeting Administrator who is looking to view or complete any of the following actions:
Actions:
· Setting Merit Rates by Organization
· Reviewing Individual Positions Loaded from Workday
· Leveraging Various Position Management Forms
· Updating Costing Allocations
· Filling and Opening a Position
· Closing and Opening New Positions
· Add/Modify/Delete Admin Supplement or Clinical Term Allowance
· Mass Update Position Allocations
· Mass Update Scheduled Weekly Hours
· Navigating Position Review Forms
· Reviewing Position Budget Reports
· Reviewing Position Roster by Home Organization Report
Terminology
· Individual Position
· Faculty, academic, and staff filled and open positions loaded into Planning from Workday.
· Position Pool
· Student, temporary academic, and temporary staff position types planned by FTE, workers, and hours pools.
· Other Pay Pool
· Budgets for other compensation accounts not driven from individual positions or position pools.
· Base Pay
· The sum of base salary and any allowances or supplements assigned to an individual position.
Setting Merit Rates by Organization
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select Vertical 5 in the side navigation pane .
5. Select the + icon to expand the Hierarchy down to Level 0 to find appropriate Organization level.
NOTE: A Level 0 organization level will not contain a prefix with a letter.
6. Decide where user wants merit rate included for the following columns: Faculty Merit, Academic Merit, Staff Merit, Admin Supplement Merit, and Clinical Term Allowance Merit.
7. Enter Merit Percentage in following columns.
NOTE: Lower-Level Merit rates will override upper-level Merit Rates.
8. Select Save on the top right-hand side of the page.
You have now completed the process of Setting Merit Rates by Organization.
Reviewing Individual Positions Loaded from Workday
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. This page displays individual positions loaded from Workday.
5. Select User_Org.
6. Enter the org number then press enter.
7. Select the checkbox next to the org you wish you use.
8. Select OK.
NOTE: Upon selecting the POV, you will be able to review the desired positions in the form
You have now completed the process of Reviewing Individual Positions Loaded from Workday.
Leveraging Various Position Management Forms
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. This page displays individual positions loaded from Workday.
5. Enter the org number then press enter.
6. Select the checkbox next to the org you wish you use.
7. Select OK.
8. The individual positions are the rows of the second column.
Note: The other columns available are Position Status, Staffing Status, Position Worker Type, Pay Basis, Employee Name, Chicago ID, Job Level, Time Type, Scheduled Weekly Hours, FTE, Job Category, Job Family, Job Profile, Earliest Hire Date, Employee Hire Date, End Employment Date.
9. Select 2. Vertical 2 organizes staffing status (open or filled).
10. Enter or adjust data for each position (each row) as needed.
11. Select Save.
NOTE: The Staffing Statuses are Open.
12. The Total Position Amount fields will populate.
13. Select Filled Positions.
14. Right-Select a position field.
NOTE: The Staffing Statuses are Filled.
NOTE: Ensure the entire row is highlighted by left Selecting before right Selecting
15. User can access various position functionality.
NOTE: These functions will be reviewed more in later sections.
16. Select 3. The 3rd vertical organizes positions by Academic, Faculty, and Staff positions.
17. Academic Positions will display. Select Faculty Positions to view faculty positions. Select Staff Positions to view staff positions.
18. Select 4 to review positions by Time Type.
19. Full Time positions will display. Select Part Time Positions to view.
You have now completed the process of Leveraging Various Position Management Forms.
Updating Open Positions
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select User_Org.
NOTE: This page displays individual positions loaded from Workday.
5. Enter the org number then press enter.
6. Select the checkbox next to the org you wish you use.
7. Select OK.
8. Right-Select a position field.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select.
9. Select Update Employee Dates.
10. Enter Employee Hire Date and Enter Employee End Date (if applicable).
11. Select Launch.
12. The Employee Hire Date field will then update.
You have now completed the process of Updating Open Positions.
Updating Costing Allocations
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Right-Select the position field of a row.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
5. Select Position Details.
6. Expand the view of the Position Detail – Allocations section by selecting the Maximize icon.
7. Adjust any of the COA segments by using the dropdown icon and (if applicable) add a row to split the allocation.
8. Select Save.
9. Select the X.
NOTE: You must include the percent sign when entering the Allocation Percent and Allocation Percents must equal 100.
10. Right-Select an allocation column field.
NOTE: Ensure the entire row is highlighted by left Selecting before right Selecting
11. Select Position Compensation Details.
12. Expand the view of the Position Detail – Allocated Compensation section by selecting the Maximize icon.
13. Both allocations will display in the Position Detail – Allocated Compensation section.
14. Select x to return to the Position Details screen.
15. Select the x again to return to the All Positions screen.
You have now completed the process of Updating Costing Allocations.
Creating Position Pools
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Position Pools.
NOTE: This section will review one vertical. The other verticals in this section function the same. Vertical 1 is Postdoc Pools, Vertical 2 is Seasonal Pools, Vertical 3 is Student Pools, Vertical 4 is Temporary Academic Pools, Vertical 5 is Temporary Staff Pools.
4. Enter an Average Monthly Salary, FTEs per month for each quarter, COA allocations, and an Allocation Percent.
5. Select save.
6. After saving, the YearTotal Total Position Amount will update.
7. Select Postdoc Pools – Multiple Organizations.
8. Enter an Average Monthly Salary, FTEs per month for each quarter, COA allocations, and an Allocation Percent for any other orgs.
9. Select save.
10. After saving, the YearTotal Total Position Amount will update for any orgs with added data.
11. Select Review Postdoc Pools.
12. Review all active Postdoc Pools.
NOTE: This web form is review only.
13. The user can then select a different pool by selecting verticals 2, 3, 4, or 5.
NOTE: Each vertical functions similarly with the same 3 web form tabs (a Single Organization form, a Multiple Organizations form, and a Review form).
You have now completed the process of Creating Position Pools.
Creating Other Pay Pools
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Other Pay Pools.
NOTE: This section will review one vertical. The other verticals in this section function the same. Vertical 2 is International Pools, and vertical 3 is CRSP Pools.
4. Enter an Account, a Time Type, a Pool Annual Amount, a Pool Spread Method, a Monthly Pool Amount, COA allocations, and an Allocation Percent.
5. Select save.
NOTE: If you select monthly or biweekly for the Pool Spread Method, it will auto-populate the pool monthly amounts.
6. After saving, the YearTotal Total Position Amount will be updated.
7. Select Other Pay Pools – Multiple Organizations.
8. Enter an Account, a Time Type, a Pool Annual Amount, a Pool Spread Method, a Monthly Pool Amount, COA allocations, and an Allocation Percent.
9. Select save.
10. After saving, the YearTotal Total Position Amount will update for any orgs with added data.
11. Select Review Other Pay Pools.
12. Review all active Postdoc Pools.
NOTE: This web form is review only.
13. The user can then select a different pool by selecting verticals 2 and 3.
NOTE: Each vertical functions similarly with the same 3 web form tabs (a Single Organization form, a Multiple Organizations form, and a Review form).
You have now completed the process of Creating Other Pay Pools.
Changing Base Pay
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Right-Select the position field of a row.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
5. Select Position Details.
6. Right-Select the first column in the Position Detail – Base Pay section.
NOTE: Select the salary grade first to select the rows, then right Select the salary grade to bring up the right Select menu
7. Select Update Salary Rate and then select Update Monthly Salary Rate.
8. Enter a Monthly Rate and Enter an End Date (if applicable).
9. Select Launch.
10. The Budget Rate will update with the new salary rate.
11. Select save.
12. Select the x.
You have now completed the process of Changing Base Pay.
Filling and Opening a Position
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Right-Select the position field.
NOTE: To fill a position, the Staffing Status must be Open.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
5. Select Fill Position.
6. Complete all required fields.
7. Select Launch.
NOTE: This will not immediately add the position to the Filled Positions form. A process runs overnight to sync the Open and Filled Positions forms
8. Right-Select the position field.
9. Select Open Position.
NOTE: To open a position, the Staffing Status field must be Filled.
NOTE: Select the desired position first ensuring the entire row is highlighted blue, then right Select.
10. Complete all required fields.
11. Select Launch.
12. The position will now have a Staffing Status of Open.
NOTE: This will not immediately add the position to the Open Positions form. A process runs overnight to sync the Open and Filled Positions forms.
You have now completed the process of Filling and Opening a Position.
Promote Employee
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select on the vertical icon labeled '1' on the left side of the page
5. Right Select Position to copy a position into a different position.
NOTE: There needs to be an Open Position with a Total Position Amount that has been already Budgeted, Check this on vertical '2'
6. Right Select the filled position in which you want the Employe being promoted to move to a different position, and Select Promote Employee
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
7. Confirm Source Position to be the Employee's current position.
8. Enter the position you want to copy in the employee, (the position employee will be promoted to) in the Confirm Target position.
9. Enter the new Salary Rate (enter monthly amount if monthly position, enter hourly amount if hourly position)
10. Select launch on the upper right hand side
NOTE: This will not immediately update Open and Filled Positions forms. A process runs overnight to sync the Open and Filled Positions forms
11. Find the Target position and confirm Employee Name and Chicago ID and make sure its associated with the Target Position.
12. Find Source Position and confirm Employee Name and Chicago Position had disappeared or is open.
13. Right Select Target Position and select Position Compensation Details.
14. Validate Position Detail Allocated Compensation.
You have now completed the process of Promoting an Employee.
Closing and Opening New Positions
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Right-Select in a blank space.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
5. Select New Position and then select Add New Position.
6. Complete all required fields.
NOTE: Comments are optional
7. Select the Member Selector Icon.
8. Enter the Salary Grade if known.
9. Select the arrows to drill down to the needed salary grade.
10. Select the checkmark next to the Salary Grade.
11. Select OK.
12. Select Launch.
NOTE: Comments entered will appear on the last column of the data form
13. Right-Select the position field.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select.
14. Select Close / Reopen and select Close Position.
NOTE: The Position Status must be Active to close a position.
15. Select a Start Month.
16. Select Launch.
17. The Position Status will change to Closed.
18. Right-Select the position field.
19. Select Close / Reopen
20. Select Reopen Position.
NOTE: The Position Status must be Closed to open a position.
21. Select Launch.
You have now completed the process of Closing and Opening New Positions.
Delete a New Position
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select the vertical icon labeled '1' on the left side of the page.
5. Right Select New Position and Select Delete New Position under New Position Drop Down.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select.
6. Confirm New Position in the run time prompt.
7. Select Launch.
8. Confirm New Position is now gone.
You have now completed the process of Deleting a New Position.
Change Merit Rate
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select the vertical icon labeled '1' on the left side of the page.
5. Right Select position that has a Merit Assignment, and Select Position Details.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select.
6. Expand the Position Detail - Base Pay Form by Selecting the Maximize icon in the top right corner of the form.
7. Right-Select the first column in the Position Detail – Base Pay section.
NOTE: Select the salary grade first to 'select' the rows, then right Select the salary grade to bring up the right Select menu
8. Select Update Salary Rate and then select Update Merit Percent.
9. Confirm the Salary Grade
10. Enter the Merit Percent as a whole number
11. Select Launch
12. Confirm New Merit Percent shows on Academic Merit Increase Rate and Merit Override Rate rows.
13. Right Select the Salary Grade and Select Position Compensation Details.
14. Validate Position Detail - Allocated Compensation the allocation should reflect any updates made to the allocation.
You have now completed the process of Change Merit Rate.
Add/Modify/Delete Admin Supplement or Clinical Term Allowance
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select ..
4. Select the vertical icon labeled '1' on the left side of the page.
5. Right Select position that has a Merit Assignment, and Select Position Details
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
6. Expand the Position Detail - Base Pay Form by selecting the Maximize icon in the top right corner of the form.
7. Right-Select the first column in the Position Detail – Base Pay section.
NOTE: Select the salary grade first to 'select' the rows, then right Select the salary grade to bring up the right Select menu
8. Select Add Allowance or Supplement in the pop up menu.
9. In the Allowance/Supplement, select the member selector on the right-hand side of the box.
10. Scroll down the hierarchy and select either a Clinical Term Allowance or an Admin Supplement member and select OK.
11. Enter the Monthly Rate for the supplement
12. Enter Start Month of the Supplement
13. Enter End Date if applicable.
14. Select Launch.
15. Confirm that the Supplement appears on the form.
16. Right Select the Supplement Position and go to Position Compensation Details.
17. Confirm the Allowance or Supplement Appears below the salary rate under Position Detail - Allocated Compensation.
NOTE: The costing allocation for the supplement for the allowance defaults to the Base Salary Allocation.
18. Return to Position Details near the bottom tabs by selecting it.
19. Right Select the Supplement or Allowance under Position Detail - Base pay.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
20. Go to Allowance and Supplement Allocations.
21. Populate an allocation and allocation percent for the allowance or supplement.
NOTE: Fill in the following Allocated dimensions: Organization, Fund, Purpose, Program, Activity and Site. Ensure Allocation Percent is also populated
NOTE: The red cells in the allocation percent column will turn yellow upon new data entry. When successfully saved, the cells will turn white.
22. Select save.
23. Right Select Allocation Position and Select Position Compensation Details
24. In the Position Detail - Allocated Compensation Validate the Allocation Supplement or Allowance reflects the Allocation Test User entered.
25. Return to Position Details near the bottom tabs by selecting it.
26. In the Position Details base pay form, Right Select the Supplement or Allowance and select Update Allowance or Supplement Rate Under Supplement or Allowance.
27. Enter the new Monthly Rate
28. Select Start Month
29. Enter End Date if applicable.
30. Select Launch.
31. Confirm that the Supplement reflects the new monthly rate under Position Detail - Base Pay.
32. Right Select Allocation and select Position Compensation Details.
33. Confirm the Admin Supplement or Allowance is calculated with the new rate.
34. Return to Position Details near the bottom tabs by selecting it.
35. Right Select the Supplement or Allowance and select Delete Allowance or Supplement Rate Under Supplement or Allowance.
36. Confirm the Supplement or Allowance
37. Select Launch.
38. Confirm that the supplement or allowance is deleted from the form under Position Detail - Base Pay.
You have now completed the process of Add/Modify/Delete Admin Supplement or Clinical Term Allowance.
Apply Mid-year Increase
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select the vertical icon labeled '1' on the left side of the page.
5. Right Select position that has a Merit Assignment, and Select Position Details.
NOTE: Before right Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select.
6. Expand the Position Detail - Base Pay Form by Selecting the Maximize icon in the top right corner of the form.
7. Right-Select the first column in the Position Detail – Base Pay section.
NOTE: Select the salary grade first to 'select' the rows, then right Select the salary grade to bring up the right Select menu
8. Select Update Salary Rate and then select Apply Midyear Increase.
9. Enter Mid-year increase Percent in the whole number.
10. Select the start Month for the increase.
11. Select Launch.
12. Confirm the mid-year increase appears on the form starting in the Start Month.
13. Right Select Salary Grade under Position Detail - Base Pay
14. Select Position Compensation Details in the pop-up menu.
15. Under Position Detail - Allocated Compensation validate the Position Mid-year increase amount column.
You have now completed the process of Applying a Mid-year Increase.
Mass Update Position Allocations
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select the vertical icon labeled '1' on the left side of the page.
5. Expand the Position Detail - Allocation Form by Selecting the Maximize icon in the top right corner of the form.
6. Right-Select the first column in the Position Detail – Base Pay section.
NOTE: Select the salary grade first to 'select' the rows, then right Select the salary grade to bring up the right Select menu.
7. Select Position Details.
8. Select any Allocated Fund, Allocated Purpose, Allocated Program, Allocated Site in the Form and change as desired.
NOTE: Must select and update within the grid below the column headers
9. Select Save on the top right of the page.
10. Select OK in the pop-up menu.
11. Right-Select the position you updated.
12. Select Position Compensation Details in the pop-up menu.
13. Look at the Position Detail - Allocated Compensation form.
14. Confirm the funding allocation that was updated is now reflected in the form.
15. Select the vertical icon labeled '1' on the left side of the page.
16. Right Select any Position.
17. Select Position Details in the pop up menu.
18. Create a second allocation row.
NOTE: Fill in all members of the row
19. Select Save on the top right of the page.
20. Select OK in the pop-up menu.
21. Ensure new allocation is appearing in the Form.
You have now completed the process of Updating Mass Position Allocations.
Mass Update Scheduled Weekly Hours
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Manage Positions by Org.
4. Select the vertical icon labeled '2' on the left side of the page.
5. Update Hours in Scheduled Weekly Hours Column
NOTE: Ensure you are updating in the row below the column header
6. Select Save on the top right of the page.
7. Select OK in the pop up menu .
8. Right select on one of the hourly positions that changed scheduled weekly hours
NOTE: Before right Selecting, select a member in the dimension closest to the grid so that the row highlights in blue, then right Select
9. Select Position Details and note the Hourly Rate on the bottom form of the dashboard.
NOTE: Hourly rate can be found on the Position Detail - Base Pay form
10. Right Select the Position Detail - Base Pay form and select 'Position Compensation Details
NOTE: Before right Selecting, select member in the dimension closest to the grid so that the row highlights in blue, then right Select
11. On the Position Detail - Calculated Base Pay form (top left form in dashboard), confirm the annual salary calculation.
You have now completed the process of Updating Scheduled Weekly Hours.
Position Comparison
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Position Comparison.
4. In the Position dropdown, select a position you modified on the Manage Positions by Org Card.
5. Select desired Position in the drop down menu at the top left of the page.
6. Select the right pointing Arrow on the top right of the page.
7. Right Select within the 'Position Comparison - Working' Form.
NOTE: Before right-Selecting, Select a member in the dimension closest to the grid so that the row highlights in blue, then right Select.
8. Select 'Sync Position with Workday' in the pop up menu.
9. Select 'Launch' in the top right.
10. Select 'Ok' in the pop up menu.
11. Confirm the HR Data is appearing correctly.
12. Select 'Launch' in the top right.
13. Select 'Ok' in the pop up menu.
14. Confirm the HR Data is appearing correctly.
You have now completed the process of Position Comparison.
Navigating Position Review Forms
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select b.
4. Right-Select the position.
5. Select Push Organization to FIN and PSTN_RPT.
NOTE: This will not work if the position is missing any COA segment allocations or the allocation percentage(s) do not equal 100%.
Position Budget by COA
6. Select Position Budget by COA.
NOTE: Forms contained in this card are all in the PSTN_RPT Cube
7. The first vertical, Position Budget All Segments will display.
8. Select vertical '2'.
NOTE: This vertical displays positions by Costing Allocations.
9. The first tab provides Position Budgets by Org.
10. Select Position Budgets by Fund.
NOTE: This form displays position budgets by org, fund, purpose, and then position.
11. Review data by Fund.
12. Select Position Budgets by Purpose.
NOTE: This form displays position budgets by fund, org, purpose, and then position.
13. Review positions by purpose.
14. Select vertical '3'.
NOTE: This form displays position budgets by purpose, org, fund, and then position.
15. Review Position Budgets by Position, Org, Fund, and Purpose.
NOTE: This is a review only form that displays any dollars that were mapped to an org by position or pool.
Comp Budgets by COA Level
16. Select Comp Budgets COA Level.
NOTE: Forms contained in this card are all in the FIN Cube
17. Review the data.
18. Select vertical '2'.
NOTE: This review form shows all Salary and Benefit Accounts by COA Level.
19. Review salary and benefits by Fund.
20. Select Salary and Benefit Accounts by Purpose.
21. Review Salary and Benefit Accounts by Purpose.
You have now completed the process of Navigating Position Review Forms.
Reviewing Position Budget Reports
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Position Budget.
3. Select Mass Position Updates.
4. Select the 1 vertical.
5. Select Position Costing Allocations Missing Segments.
6. Review the report.
7. Select the cogwheel.
8. Select Download as PDF or Download as Excel.
9. Select Position Costing Allocations – Not 100%.
NOTE: This report provides positions with errors. Return to the position's position details and ensure all segments have a value.
10. Review the report.
11. Select the cogwheel.
12. Select Save as PDF or Save as Excel.
NOTE: This report provides positions with errors. Return to the position's position details and ensure all segments have a value.
You have now completed the process of reviewing Position Budget Reports.
Reviewing Personnel Reports
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Reports.
3. Expand the Library folder.
4. Expand the Reports folder.
5. Expand the Operating Budget Reports folder.
6. Expand the Budget Development Reports folder.
7. Select Desired Personnel Report.
NOTE: For this example, we will use the 'Personnel by Account' Report. The Steps for viewing each Personnel report are the same
NOTE: Included next to each report in the App is a brief description of the report
8. Select the POV for any selectable Members Desired in Report.
NOTE: In this report, the selectable POV is the Years, Scenario and Organization Dimensions.
9. Select a Year.
NOTE: To select, Select the checkmark next to desired selection.
10. Select a Scenario.
NOTE: To select, select the checkmark next to desired selection
11. Select an Organization.
NOTE: You can use the search box to find the desired Organization by Alias or Org #
12. Select the Go Button.
13. Select the Gear Icon.
14. Download Report in one of the desired options.
NOTE: Reports can be viewed as a PDF, in Excel or in SmartView.
15. Select the Close button to exit out of the report.
NOTE: The Previous Steps can be completed for all Personnel Reports
You have now completed the process of Reviewing Personnel Reports.
Reviewing Position Roster by Home Organization Report
1. Select the OKTA Single-Sign On button and then complete the steps to sign in.
2. Select Reports.
3. Expand the Library folder.
4. Expand the Reports folder.
5. Expand the Operating Budget Reports folder.
6. Expand the Budget Development Reports folder.
7. Select Desired Position Roster by Home Organization Report.
8. Select the POV and select Organization.
9. Select a Organization.
NOTE: You can use the search box to find the desired Organization by Alias or Org #.
10. Select the Go Button.
11. Select the Gear Icon.
12. Download Report in one of the desired options.
NOTE: Reports can be viewed as a PDF, in Excel or in SmartView.
13. Select the Close button to exit out of the report.
NOTE: The Previous Steps can be completed for all Personnel Reports.
You have now completed the process of reviewing Position Roster by Home Organization Report.