Topics Map > Human Resource System (HRS) > HRS Human Resources Administration

Correcting Missing Position of Trust Checklist Items via WED

Overview:

This document identifies how to correct missing Position of Trust checklist items for employees. It is required to have at least the UWPOTN Position of Trust checklist item on the Person Assignment Checklist for each employee.

If missing reporting may not be accurate.

Process Considerations:

  • When using TAM Prepare for Hire and the Manage Hires process, the Applicant Checklist UWPREC will be copied over to Person Assignment Checklist UWDATE.  This includes the Position of Trust designation. The Position of Trust checklist item on the Applicant Checklist page cannot be removed.
Click on the links below to skip directly to a section:

Instructions for Correcting Missing Position of Trust Checklist Item

  1. From the Workflow Exception Dashboard (WED), click the UW_HR_MISSING_POSN_TRUST Query link.
    NOTE: Once the query results are shown, there are filters above the list: Business Unit, DeptID, DeptID (Like), Claimed, Completed.
  2. Click the "Check to Claim" check box. Your name will appear in the Claimed by section with the Date and Time noted.
  3. For the employee you have claimed, click the EMPLOYEE_CHECKLIST link in the Link to Correct column.
  4. A new browser tab opens with the employee's Person Assignment Checklist, click on the + sign to add a new Checklist row.

    PAC Add Missing Position Trust
  5. Then follow the same instructions when updating Person Assignment Checklist (Update Records on the Person Assignment Checklist).

    Click on the + (plus) sign to add a new checklist row. The Checklist Date will default to the current date - change accordingly. Then enter in the correct Checklist Code (UWDATE) and add the appropriate Position of Trust checklist item. Make sure to change the status to Complete and change the dates for the new checklist item. Click Save.
  6. To return to the main WED page, you can either click the Home icon or use the NavBar.

To the top

Additional Resources

Related KBs:

Get Help

To the top