Many of PeopleSoft’s capabilities can be optimized when there is a one-to-one relationship between employee and Position. Having multiple employees on a position can cause confusion when position attributes need to be updated. In addition, having multiple employees on a position is the greatest cause of corrections needed to the Department Budget Table (DBT).

Outcomes

• Improve data quality and reduce the need for data corrections
• Enhance user experience
• Streamline processes for recruiting and hiring Faculty and Staff.
• Reduce risk of errors to the Department Budget Table (DBT)
• Improve employee life cycle reporting, turnover analysis & recruitment metrics

Approach

• Identify where a one-to-one setup for employees and positions is applicable
• Clean up vacant positions to determine if they can be changed to inactive
• Review and clean-up of position attributes (including chartfield/combination code)
• Review of HR and Finance Security

Accomplishments

• Position-based configuration vs employee-based configuration
• Enabling for full optimization of PeopleSoft capabilities
• Cleaned up to 20,000 employee records
• Deactivated over 6,000 positions
• Chartfield and department budget tables (DBT) corrected
• Updated documentation of process driving payroll calculations
• Set the stage for eForm capabilities to prevent chart

Position Management Toolkit

For an in-depth guide detailing the changes of the Position Management project, check out the Position Management Toolkit. 

Questions about the Position Management Project? Contact Business Analyst Alyssa Guarraci.