335-9682 and 335-9187
A department uses a Position Action/Position Review Request (PRR) form to create, abolish, or modify a position and/or its assignment of accounts.
The department may also use the form to request a position audit by Human Resource Services (HRS). Refer to 60.02 for position review request procedures.
ROUTING AND APPROVAL
The department routes the Position Action/PRR with any attachments to the area administrator.
Make a control copy, if desired.
Each Position Action must be approved by the dean, finance officer, equivalent administrator, or designee of the academic or administrative area.
After approval, the area administrator forwards the form with all attachments to Position Control.
Make a control copy, if desired.
After receiving the Position Action, Position Control does the following:
- Reviews the completed form for accuracy and compliance with University and state regulations.
- If necessary, routes the form to other offices for additional approval, e.g., Sponsored Programs Services.
- Enters the information into the online AIS HEPPS application and verifies the data afterwards.
- Retains the originals of Position Action forms. See 90.01 for retention requirements for departments and Position Control.
- If HRS is to audit the position, Position Control routes a copy of the form to HRS with any associated documentation. See 60.02.
Position Control usually does not return copies to the office of the area administrator or dean after processing the Position Action/PRR. Departmental personnel may review requested actions by accessing HEPPS.
Position Control forwards any Personnel Action Forms routed with Position Actions to the HRS office for processing.
Creating a Position
The originating department completes a Position Action/PRR to create a civil service, collective bargaining unit, administrative professional, faculty, or graduate assistant position.
See 60.25 for definitions of these employee types.
NOTE: If the new position is intended to be administrative professional or civil service position, check the PRR box and refer to 60.02. HRS audits such positions. Position Control establishes a "skeletal" position, pending audit results.
If the intended new position is covered by a collective bargaining unit agreement, do not check the PRR box. See the applicable collective bargaining unit agreement for position review procedures. Contact HRS for assistance.
Leave the section of the form titled Position Configuration Before Change blank.
Specify all proposed attributes of the new position under Proposed Position Configuration After Change.
Abolishing a Position
The originating department completes and submits a Position Action/PRR for all employee types.
Layoff or Discontinuation of Appointment
If the position being abolished is currently occupied, the department must follow proper layoff or discontinuation procedures. See 60.37, the Administrative Professional Handbook, and the Faculty Manual. Contact HRS for assistance.
Notify HRS well in advance if there is possibility of a layoff.
For civil service, collective bargaining unit, and administrative professional vacant positions Position Control forwards a copy of the Position Action to HRS. If the position is occupied, Position Control does not process the form until the employee's appointment is ended.
Modifying a Position or Assignment of Accounts
The originating department completes and submits a Position Action/PRR for all employee types.
If the change is a reclassification of a civil service or administrative professional position, the PRR information is required. See 60.02.
Reduction of FTE
If the FTE or term of an occupied position is being reduced, a layoff may occur. Refer to Abolishing a Position above.
COMPLETING THE POSITION ACTION FORM
Refer questions about completing the form to Position Control.
Approved electronic templates of the Position Action/PRR are available from the Office of Procedures, Records, and Forms. Telephone 335-2005 for information. Use of the electronic template permits completion of the form on a microcomputer.
Obtain form sets from University Stores. The inventory number is 3304.
Type or print the form. All data must be legible.
See the PDF version of 58.02.3, 58.02.4, 58.02.6, 58.02.8, and 58.02.9 for examples.
Check the PRR box at the top of the form if the requested action creates, reactivates, reclassifies, abolishes, or reduces a civil service or administrative professional position.
NOTE: If the requested action creates, reactivates, reclassified, abolishes, or reduces a position which is covered by a collective bargaining unit agreement, do not check the PRR box. See the applicable collective bargaining unit agreement for position review procedures. Contact HRS for assistance.
Person to Contact (1), Phone No. (2)
Enter the name and telephone number of an employee who can answer questions about the position. If this space is blank, it is completed by the area office when the Position Action/PRR is reviewed.
E-Mail Address (3)
Enter the e-mail address assigned to the contact person if he or she actively uses e-mail.
Mail Code (4)
Enter the Mail Code of the contact person.
Position Number (5)
Enter Position Number if the position exists. The number can be found on a previous Position Action/PRR, in HEPPS, in Account Balances/Detail, or the department's Payroll Expenditure Audit Report.
If the Position Action/PRR creates a new position, leave the space blank. Position Control enters this number on the form.
WSU Organization Name (6)
Enter department and area names.
File No. (7)
The File Number if for area use and provides the area with a reference number for the position. It is not required. Position Control does not refer to this number. The following examples are suggested numbering systems.
Enter P (for Position Action/PRR), position number, fiscal year and ascending numerical count.
Enter P (for Position Action/PRR), budget number, fiscal year and ascending numerical count.
By Position By Budget P-123456-94-l P-2452-94-1 P-115345-94-2 P-2452-94-2 P-223405-94-3 P-2452-94-3
Enter G if this is a group position and the effort is greater than 100 percent. Otherwise, leave this space blank.
Tran Type and Control No.
These are internal control numbers entered by Position Control.
Effective Date (8)
Enter the month, day and year that this action affects this position. If there is more than one account assignment date specified on the form, enter the earliest date.
If the position is to be audited, enter the requested effective date. The date may be changed by Position Control as a result of the audit.
Types of Action (9)
Provide a brief explanation of the requested action, e.g., create new position, change base value, change assignment of accounts.
Position Location (10)
Leave this space blank if the position is located at WSU Pullman. Otherwise, enter the appropriate campus or other location name, e.g., WSU Vancouver, Intercollegiate College of Nursing (ICN).
Date Prepared (11)
Enter date of preparation.
Position Begin Date (12)
Required for new positions. Leave blank for existing positions.
Position End Date (13)
Enter the last day the position is active if the position is being abolished.
Enter 12/31/49 if the position is temporarily funded.
Enter 99/99/99 if the position is permanently funded.
Reason for Action/Comments (14)
Explain the reason for the action or any comment which will assist in review and approval of this transaction.
If the position is supported by an account in programs 11-14 (sponsored programs) enter social security numbers of associated employees.
If the PRR box at the top of the form is checked, indicate the reasons for establishing, abolishing, or reducing the position, e.g., reasons for lack of work or lack of funding for the position. Attach additional pages if necessary.
Position Configuration Before Change (15-27)
Complete this section of the form for existing positions. Enter the current position configuration as shown in HEPPS. Leave this section blank when creating new positions.
Position Home Area No. (15)
Enter the appropriate two-digit area code to indicate the home area of the position.
Position Home Dept. No. (16)
This is a four-digit code. Enter home department number which represents the home department of the position.
Perm./Temp. Position (17)
Enter the applicable current code:
P = permanent (permanently funded)
T = temporary (not permanently funded)
Title Description (18)
Enter the current position title (job class).
Position Identifying Description (19)
Enter the current identifier.
Generally, enter the name of the employee, last name first.
Title Code (20)
Enter the current Title Code (job class) for the position.
Position Term (21)
Enter the Position Term as a number of months, e.g., 9, 12.
Cycle Start Date (22)
Supply a position Cycle Start Date (month and day) if the basis of service is academic or cyclic. Enter the first date within a fiscal year that the cyclic year begins. NOTE: Twelve-month positions have a 07/01 cycle start date.
Full Time Monthly Base Rate (23)
Enter the current full-time monthly base rate for the position. Note: Base rate does not include differential or stipend amounts.
Position Allocation Percent (24)
Enter for permanently-funded positions only.
Enter the current percentage of the position supported by permanent funds with a numeric value such as 100.0000 or 50.0000. This figure is the sum of the Assignment Percentage, space 50, supported by permanent funds.
Monthly Allocation Amount (25)
Enter the current monthly position allocation for permanently-funded positions only.
To calculate this amount, multiply the Full Time Monthly Base Rate, space 23, times the Position Allocation %, space 24, and add any permanent stipend or differential.
Position Effort Percent (26)
Enter the current total assignment of this position with a numerical value, such as, 100.0000 or 50.0000. The Position Effort % may exceed the Position Allocation % but may not exceed 100% for nongroup positions.
For civil service and collective bargaining unit positions enter the current applicable range and step.
Proposed Position Configuration After Change (28-40)
The same definitions apply to this section as described above in the Position Configuration Before Change section.
Complete only those boxes that are changing. For new positions, all boxes should be completed.
If box 32, the Position Identifying Description (name), is the only change, complete a Position Identifying Description Change form instead of the Position Action. See 58.04.
Assignment of Accounts (41-52)
Use a Position Action/PRR form to make permanent changes to account assignments.
Use an Expense Assignment Action form (see 58.03) to make temporary changes to account assignments that do not involve position changes.
Admin. Initials (41)
The area administrator or designee responsible for the assigned account initials the line if the account is not under the area indicated in space 28 (or space 15 if 28 is blank).
Account Area No. (42)
If the assigned account is not in the area indicated in space 28 (or space 15 if 28 is blank), indicate the account's area. Enter the appropriate two-digit area code to indicate the account's area.
Expense Type (43)
Enter one of the following three-letter codes.
Expense Type Limitations REG Annual (12-month positions) Not used for graduate assistants. RGA Academic (9-month faculty positions only) Not used for graduate assistants. RGC Cyclic (civil service, collective bargaining unit, AP, nonacademic faculty) Not used for graduate assistants. R/T Graduate assistants (RA/TA/SA) Not used for graduate assistants. SUM Summer session and summer appointments L/D Location differential S/D Shift differential ADR Added responsibility/Administrative stipend CHR Chair stipend S/S Special skills/Multi-lingual skills differential PER Perquisite CAI County additional income (Program 09A only)
Enter complete account coding even if there is no change. Position Control uses this information to verify signature authority. If there are changes in account coding, enter the current account code(s) with end dates(s), and the changes on additional lines with begin and end dates.
Differential Amount (49)
Complete this space for differential amounts and perquisite values, and stipends.
Assignment Percentage (50)
Enter the percent supported by the indicated account.
For permanently funded positions, the total of the current permanent Assignment Percentage must equal the Position Allocation Percent (space 24 if no change is proposed in the Position Allocation Percent or space 37 if a change is proposed in the Position Allocation Percent). EXAMPLE: If the Position Allocation Percent is 75.0000, then the permanent Assignment Percentage must total 75.0000.
For nongroup positions, the total of the current Assignment Percentage must equal the Position Effort Percent (space 26 if no change is proposed in the Position Effort Percent or space 39 if a change is proposed in the Position Effort Percent).
When changes occur to Assignment Percentage, allocation and expense assignments are affected.
Enter the numeric value, e.g., 100.0000 or 50.0000. Up to four decimal places may be used.
Assignment Begin Date (51)
Enter the first day the position is funded by this account.
NOTE: An interruption in the dates between assignments results in an interruption in pay for the employee appointed to the position.
Assignment End Date (52)
Permanently Funded Positions
Enter 99-99-99 if the assignment is permanent.
Temporarily Funded Positions
Enter the last date the position is funded by the specified account.
Enter the last day the assignment is active if a position is being abolished.
Enter the applicable administrators names. The administrators sign and date the form in the spaces provided.
Positions supported by sponsored accounts in programs 11-14 require the signature of the requestor, usually the principal investigator.
Create a new position (Skeletal Position Action/PRR)
Change permanent budget assignment
Change demographic data
Create permanently-funded faculty position
Create temporarily-funded faculty position
Add partial shift differential
Multiple actions on one Position Action/PRR form
Change a position end date
Change position percent
Change position funding
Extending a position and changing funds
Permanently adding a Differential/Stipend