Office of Budget and Financial Planning

University of MA – BostonSummit Position Management

& Summit HR

& Human Resources

Summit Position Management

Position ManagementThemes

1. Best practice

2. Business intelligence

3. Information for decision-making

Vacant positions can present a financial risk

Risk management related to vacant positions involves

Identification $9.9 million and 129 (HCT) long-term vacancies over half vacant for over 12 months

Assessment 2.5% of long-term vacancies filled at mid-year

Acceptance or mitigation Position management systems / tools

Position Management

Position management is the continuous, dynamic

management process to determine: short- and long-term priorities what work needs to be done what skills and experience is needed

Position Management

Position management informs both the organizational

structure and funding required to accomplish the

functional assignments of the department.

Position ManagementNew Dashboard within Summit

For the first time, PeopleSoft HR and Finance are combined to provide real time reporting on both filled and vacant funded positions.

Finance

HRPosition

Management

Position ManagementNew Dashboard within Summit

Developed by UITS, UML, UMM

UMB partnership between HR and Budget & Planning

All VC areas now have access Looking to areas to identify additional access

All security mirrors PeopleSoft Finance access Summit security only determines which dashboards are shown, not what data is displayed on those dashboards

Position ManagementProcess

Used to establish departmental personnel budgets

Only positions in the system are funded going forward Grant funded positions will continue to be reviewed by

ORSP

Department Admin DashboardPosition Management – Boston Tab

Summit Position ManagementPosition Information

Information related to the position:

Summit Position ManagementEmployee Information

Information related to the person performing the job duties:

Summit Position ManagementFunding Information

Information related to the funding:

Managing chairsaround a table

Position Management

Position ManagementThemes

1. Best practice

2. Business intelligence

3. Information for decision-making

Summit HR

HR SUMMITLeave Accrual provides you with graphs and tables that display basic vacation, sick and

personal time information.

Alerts display employees who: Have reached their Accrual Max (red flag) Are nearing accrual max within 25 hours (yellow flag) Are within 50 hours of accrual max (white flag).

HR SUMMITEmployee Roster Identifies, based on criteria filters, which employees are in a

particular group and how they are funded.   Tells you what an employee can expect to be paid in a specific pay

period, their standard rates, how they are funded and their annual allocation.

HR SUMMITPersonnel Transaction History of transactions by specific pay periods, using calendar prompts

HR SUMMITEncumbrance Expiration Encumbrance in this dashboard applies to payroll. It signifies money set

aside for employee payroll through a specific date. This report also displays annual rate.

In Alerts section the Impending Encumbrance Expiration shows employees whose funding ends in the current or next pay period.

HR SUMMITBi-Weekly Ad Comp Reports on additional compensation that employees receive on a

regular and continuing schedule.

HR SUMMITExpected End Date Used mostly to provided information on temporary appointments and

student employees.

HR SUMMITTime and Labor Contains the details of all time and labor entries for employees.

The report is to confirm the entries for each individual listed on the final report, reflect the actual time worked and/or paid time used.

HR SUMMITPayroll Register Payroll earnings display. Page will show what was paid out in terms

of hours and earnings on a person’s pay advice.

THANK YOU!!