Reason:

• Select the reason that best applies for editing or creating the PD.

Recruitment information:

• Select if PD is intended for immediate recruitment (shortly following approvals)
• Select if PD is intended for a direct appointment.
• If PD is for recruitment and a proposed hiring range is known, enter that range
• The Approved Hiring Range (HR Only) field will be completed by HR for OA positions

Team:

• Populated based on user completing PD

Position Title:

• This is the title that will display on the job posting and be the working title for the position

Position Classification:

• Populated once the job is created in Banner.
• If the position exists in Banner, the blue box displays key information about the position classification.

Position Number:

• Populated once the job is created in Banner.
• If the position exists in Banner, the blue box displays key information about the position.

Org Structure:

• Select the appropriate VP Area, School/College/Admin Unit, Division/Admin Sub Unit, and Department or Program. The first two org levels are required, the second two are optional.

Timesheet Org:

• Enter the timesheet org for the position.
• You can search the library of timesheet orgs by clicking the magnifying glass icon.
• Searches can be conducted by either org code or the Cost Center (department) name.
• The org code can be viewed in numerical order or alphabetically by cost center name.
• Putting a partial code or name in the search fields will bring back multiple possible results.

Type of Position:

• Select the type of position.
• The position type will be finalized by Human Resources when the Position Description is approved.

Appointment Type:

• Select the Appointment Type from the available choices.
• Note that some appointment types are specific to certain employee groups.

Duration:

• Select the Duration you expect for this position.

Rank:

• Select the Rank for this position.
• All non-faculty ranks, select No Rank.
• Searches can be conducted by either org code or the Cost Center (department) name.
• For faculty positions with multiple ranks, select the lowest rank possible for the position.
• You will confirm the rank for the successful candidate at the point of hire.

Annual Basis:

• Select the Annual Basis for the position.

Expected FTE:

• Enter the expected FTE for the position.
• Enter a number between 0.01 and 1.0.

Reports to (Position Number):

• Enter the position number (B#) of the position that this position reports to.
• You may use the magnifying icon to open the search window.
• HR recommends using Banner PWIVERI if you are having difficulty finding the B# of the supervisor.

Primary Job Location:

• Enter the primary location for the job.  Click on the binoculars to search by Site No. or Site Name.
• The primary location choices come from Banner.
• The table is organized by city in Oregon, State in the U.S., British Columbia, and Outside US for all other international locations.

Position Funding:

• Select the funding source for this position.
• If the funding is not yet final, select requested or anticipated as appropriate.

Labor Distribution:

• This section provides information about the initial labor distribution for the position.
• Please give the primary labor distribution for this position by listing index, account code, and percentage.
• For full FOAPAL elements or a split labor distribution, use the “Explanation” field to list additional items (such as another index, or a specific activity code).

Organizational Chart:

• Upload an org chart by clicking on the blue tab Documents at the top of the PD.
• From the drop down menu, select “Document from File.”
• Select Org Chart as the Document Category.
• Title your Org Chart (optional)
• Click “Upload file” to browse for the file and select the file you would like to upload.
• Click “save and close” to return to the Position Info tab to complete your Position Description.

Position Summaries and Qualifications:

• Each of these sections should be filled out completely.
• These fields will also be used to build out the job advertisement.
• For guidance on how to write summaries and define qualifications, please see our PD Guidance and other resource materials.

Supervisory Responsibilities:

• Select the level of supervisory responsibilities this position has. For full definitions, see our PD Guidelines.
• If multiple selections apply, pick the highest level regularly performed.

Employee Count:

• Indicate in the fields the amount of FTE for each type of employees this position has supervisory responsibilities for.

Banner Title:

• Populated once the job is created in Banner.

Posting Title:

• Title that will display on the job postings and be the working title for the position.

Position Classification:

• Populated once the job is created in Banner.
• If the position exists in Banner, the blue box displays key information about the position classification.

Position Number:

• Populated once the job is created in Banner.
• If the position exists in Banner, the blue box displays key information about the position.

Suffix:

• Populated once the job is created in Banner.
• Identifies whether or not the holder has more than one position.

Department or Program:

• Select the appropriate VP Area, School/College/Admin Unit, Division/Admin Sub Unit, and Department or Program.

Timesheet Org:

• Select the timesheet org this position is in.
• The timesheet org can be searched for by clicking on the binoculars.
• Searches can be conducted by either org code or the Cost Center (department) name.
• The org code can be viewed in numerical order or alphabetically by cost center name.
• Putting a partial code or name in the search fields will bring back multiple possible results.

Type of Position:

• Select the type of position.
• The position type will be finalized by Human Resources when the Position Description is approved.

Appointment Type:

• Select the Appointment Type from the available choices.

Duration:

• Select the Duration you expect for this position.

Rank:

• Select the Rank for this position.
• All non-faculty ranks, select No Rank.
• Searches can be conducted by either org code or the Cost Center (department) name.
• The org code can be viewed in numerical order or alphabetically by cost center name.
• Putting a partial code or name in the search fields will bring back multiple possible results.

Annual Basis:

• Select the Annual Basis for the position.

FTE:

• Enter the expected FTE for the position.
• Enter a number between 0.01 and 1.0.

Primary Job Location:

• Enter the primary location for the job.  Click on the binoculars to search by Site No. or Site Name.
• The primary location choices come from Banner.
• The table is organized by city in Oregon, State in the U.S., British Columbia, and Outside US for all other international locations.

Budgeted Salary:

• What is currently budgeted salary for this position?
• Enter the maximum amount only, not including OPE.

Position Funding:

• Select the funding source for this position.
• If the funding is not yet final, select requested or anticipated as appropriate.

Labor Distribution:

• This section provides information about the initial labor distribution for the position.
• An account code, and percentage are required.  Use fields as necessary.
• If the position has more than 1 funding source, use the large text field titled Explanation (if needed) to list additional information.

Anticipated Recruitment Start Date:

• Enter the date you would like to open the position for recruitment. 
• If no recruitment is being done on this position, leave this field blank.

Position Summary & Essential Duties:

• Each of these sections should be filled in with the appropriate information that is required to perform the essential duties of the position. 
• These fields will also be used to build out the job advertisement.

Reports to:

• Enter the position number or title of the position that this position reports to. 
• This field cannot be searched by person.

Budgetary Responsibilities:

• Enter the level at which this position will have responsibilities over a budget. 
• Budgets less than a unit-level budget are entered as “none".

Employees Supervised:

• Indicate in the fields the amount of FTE for each type of employees this position will supervise. 
• Do not make a selection if this position has no supervision responsibilities for that employee type.

Job Duties:

• To enter a job duty, click “new.”
• Enter the percentage of time, duties/responsibilities, and then select whether the duty is essential or incidental.
• Click add to save the entered information under Job Duties.

Organizational Chart:

• Upload an org chart by clicking on the blue tab Documents at the top of the Position Description page.
• Select from the drop down options "Document from a file."
• Select Org Chart as the Document Category.
• Title your Org Chart (optional).
• Click “Upload file” and select the file you would like to upload.
• Click “save and close” to return to the Position Info tab to complete your Position Description.

Typical Work Functions Environment and Hazards:

• Check all the necessary work functions required by this position.
• Select “none” if there are none.
• Check all the Environmental and Hazards required by this position.
• Select “Normal Office Environment” if there are none.

Lifiting Demands:

• Enter the lifting demands for this position.
• Minimum lifting demands are 10 pounds.

Additional Physical Demands or Work Conditions:

• Enter any additional physical demands or work conditions not covered by the selections above.

Frequency of Travel:

• Enter the percentage of time this position may be required to travel.
• Minimum travel frequency is “up to 10%.”

Work Schedule (if not typical):

• Enter the work schedule if not typical. Typical schedule is defined as 8 a.m. to 5 p.m.
• A flexible work  agreement may be required and can be uploaded to the system at the point of offer.

Position coding, Salary, Bargaining Unit, & FLSA Status:

• These fields are populated by Human Resources as part of hte PD review.
• The salary range displays the approved salary range or comp band for the position.
• The range/band is visible in the blue box

Background Checks:

• These fields are populated by Classification & Compensation as part of the PD review.
• All positions require a criminal background check.
• Additional required checks will be selected as part of the position review.

User Fields:

• Enter your unit’s HR Administrator, the Hiring Manager for the position, and the Unit Director/Head in these fields (see description of roles).
• The Unit Director/Head field is located below the approval process section.
• The Hiring Manager field will auto-fill to the person who began creating the Position Description.
• You can either type the name of the appropriate individual in the box, or click on the binoculars to search for the appropriate individual.
• This information will stay with the job and the individuals selected will receive communication about this Position Description.

Approval Process:

• Select the appropriate approval process.
• Enter the appropriate HR Administrator Approver and Unit Director/Head for the approval process.  This information is used to route the job for approval(s).

Saving the Position Description:

• Save a draft can be used when you need to save the PD you are working on without starting the approval process.
• Submit will save and begin the approval process on your position description.
• Submit and exit will save and begin the approval process and exit your screen back to the home screen.
• Cancel will exit the position description without saving.

Notes Tab:

• You can add notes about the position description using the notes tab.
• Select “note” and add your note.
• Notes can be emailed directly to users.
• You can attach files to your notes.
• Notes remain with the position description and are visible to anyone who can access the position description.