Create Position eDoc

Create Position eDoc Process

screen shot

In this example we have selected Staff Appointed Position.  Now select continue button and the Position Data section will be displayed.

Position Data

  1. Fill in the required fields, following the instructions in the screen shot below, using the lookup links as necessary.  Note: fields labeled with an asterisk are required to be completed.
screen shot

Note: The position Type defaults to Staff Biweekly for ALL staff positions.  This will be updated after the position has been reviewed and classified.  Also note that you can refer to the Job Code Title Abbreviation list when entering a Position Title.  With PeopleSoft’s limitation of 30-characters for both job titles and position titles, it is necessary to abbreviate many of the words used within the job titles.  The abbreviation list may also be used as a resource to help interpret the meaning of abbreviated job titles. sos.uhrs.indiana.edu/Job_Code_Title_Abbreviation_List.htm

Detailed Position Description

A detailed position description may be added in the Detailed Position Description section. You may utilize the university-wide form; Position Description for Staff Position. hr.iu.edu/pubs/forms/position_descript.html

Notes and Attachments

Below is a typical note you might add. You may also add an attachment such as a spreadsheet, PDF file or a Word document.

screen shot

Once you’ve reviewed your eDoc one final time, select submit button to route the eDoc for approval. The eDoc should say, “Document was successfully submitted”. Now select the close button at the bottom of the document.

Take Action

During document preparation you may want to save or close the eDoc to finish it later or for whatever reason you may have a need to cancel it.  Otherwise, once you have reviewed your document and you are ready to route it, you will be presented with the possible actions listed below.

submit button save button close button cancel button

 

submit button

Take this action when you have completed and reviewed your eDoc and you are ready to submit for routing.

save button

This action saves the eDoc back to your Action List if you need to complete and route it at a later time.

close button

This action closes the eDoc and appears once you save, cancel or submit for routing.

cancel button

This action cancels the eDoc for you. Please use the cancel button rather than the “X” in the upper right corner of your browser screen. Closing an eDoc using the “X” in your browser, will leave the eDoc in INITIATED status, causing any further actions on the employee’s record to be blocked without help from the HRMS Support Center.

 

The final eDoc should look like this:

screen shot