The Position Allocation Report displays employee information including position allocation figures, and allows users to revert allocation values to their default values as assigned in Position Control.
1. In the Human Resources menu, click Position Allocation Report.
2. Select the Contract Year by clicking Calendar icon or clicking the FY field to display the pull-down.
All position allocations for the selected fiscal year display including EIN, Name, Job, Pay Type, Position, Facility, Start date, Percent, accounting strip, such as Fund, Function, Object, etc., and Job Allocated.
Hover over the yellow highlighted figures to view the default value assigned in Position Control.
3a. Select the individual Revert check boxes for the applicable employees to revert set allocations to the default allocations originally applied to the job assigned to the employee.
3b. Click the Select All Actionable Rows icon to select all rows of data that can be reverted to the default allocation. Notice, not all rows of data can be altered because no defaults have been assigned.
4. Clear or deselect the Revert check box for any rows of data that shouldn't be reverted to the default or click the Deselect All Rows icon to clear all selections made.
5. Click the Hide Rows With No Defaults icon to remove all employees and jobs without a default allocation from the report.
a. Click the Show Rows With No Defaults icon to display rows without allocation defaults in the report.
6. Once all selections have been made, click the Reset Selected Employees to Default Allocations icon to reset all allocations to their assigned defaults.
a. In the pop-up window, click Yes to continue to reset the allocations.
Once reset to the default allocation assigned in Position Control, the process cannot be reversed.