Tag: control

Position Control with FTEs

If your organization manages staffing based on the number of  budgeted and approved FTEs (Full Time Equivalency), PeopleWerksHR can help.  Each position can be defined with a budgeted and approved FTE number.  By setting up each position in this manner, you can run reports or search on those positions that are under or over the number of FTEs defined for that position.  There are several very good general reports in the Report Area of Position, that show details as well as summaries based on the FTE data.

To set up the budgeted and approved FTE data, use the Positions menu item and click on the edit icon to edit the position.  Enter the  budgeted and approved FTE number.

If you have not assigned any employees to that position, the Current FTEs will show 0.  When you assign a person or people to the position, the Current FTE count will be calculated based on the FTE information that you provide in the Job Assignment for the employee(s).

The Position Fill Status field uses the Current FTE count and the Approved FTE count to set the status to Filled (current = approved), Partially Filled (current < approved), or Over-Filled (current > approved).

 

Position Management Overview

Positions define the staffing structure of your organization.  Positions are managed separate from your personnel so that you can decipher whether you have open positions in your organization to fill or not.

There are multiple ways for managing positions.  You may want one employee per position where you can easily see openings when employees leave or transfer.  On the other hand, you may want to assign multiple people into a single position when you do not need to differentiate the position in any way.  If the same position resides in different work buildings, you may want to consider setting up a position by building and then assign multiple people into it.  You will need to decide what works best for your HR management process.

As a note, positions that are assigned to employees are referred to as Jobs or Job Assignments in PeopleWerksHR.  It is important to understand this differentiation of Positions and Job Assignments.