Adding a TBA Position

Please review the tutorial on Using the Budget Construction Selection screen before beginning this tutorial.

1.) Click the show button on the Expenditure tab.

2.) Click the salary setting button for the Salary funding line you would like to add a TBA Position to.

3.) On the Quick Salary Setting screen, click the add position button.

4.) On the Budget Construction Position Lookup screen, search for the TBA positions that belong to your organization by populating the “Z*” in the Position Number field, University Fiscal Year, and your department ID in the Position Department Identifier field to restrict the search to applicable positions.

5.) Click the Posn Salset link for the appropriate TBA Position that matches the Salary funding line that is being edited.

5110: Use TBA CLASSIFIED

5111: Use TBA FACULTY

5112: Use TBA OTHER

6.) On the Salary Setting by Position screen, enter the incumbent name that begins with “TBA” and click add incumbent. You may name the TBA position such as “TBA – person’s name” for the individual TBA or “TBA – 5 Admin pros” for a pooled TBA position. Make the name unique and easy to identify for the Budget Office as well as for your unit.

7.) Fill in following fields for the Request row:

• Amount
• Months
• Percent Time
  
  

8.) Click the add button. The Position Funding section will be added to the Position record.

You have completed the tutorial for Adding a TBA Position.