POSITION MANAGEMENT
ACTION FORM
HUMAN RESOURCES | 408-924-2250
classcomp@sjsu.edu
Instructions:
1. To be used for all position management actions. Actions may include updating an existing
position, establishing a new position, or changing the funding of a position. (For multi-incumbent
positions, only one position number is required per Department ID, unless different funding
sources are used.) For definitions of fields, refer to the attached Quick Reference for Position
Management Form.
2. Before completing this form, print and review a current Active Position List from PeopleSoft for
your department. (Home > SJSU Human Resources > Organizational Development> Active
Position List).
3. Type and email this form to classcomp@sjsu.edu.
Contact Information
Requestor:
Extended Zip:
Requestor’s Phone:
Department Name:
Department Contact:
Contact Phone:
Action Requested
Establish New Position
Update Existing Position
Position #:
Reason:
Effective Date:
Classification Title:
Job Code:
Working Title:
Grade/Range:
Department Name:
Dept. ID:
Fund Description:
Check Sort Unit:
Chart Field (Dept. ID-Fund-Account-Class/Project ID):
Reports to Name:
Regular Position
Temporary Position
Reports to Position #:
Full-Time
Part-Time
Authorized Approver Signature:
Single Incumbent
Multi Incumbent
Date:
For Human Resources/Faculty Affairs Use Only
Position #:
FA Signoff:
Completion Date:
Pool ID:
MPP Job
Family Code:
HR Signoff:
MPP Job
Function:
Completion Date:
MPP Reporting
Category:
HR Revised 12/15/2014
Page 1 of 2
QUICK REFERENCE FOR POSITION
MANAGEMENT FORM
HUMAN RESOURCES | 408-924-2250
classcomp@sjsu.edu
Required Information
The following information is required in order to establish or update a position:
√
√
√
√
√
√
Reason for the Request
Working Title
Effective Date
Classification Title/Grade
Regular or Temporary
Full-Time or Part-Time
√
√
√
√
Chart Field (Dept. ID-Fund-AccountClass/Project ID)
Reports to Name(normally immediate
supervisor)
Check Sort Unit (normally the least 3
digits of the extended zip)
Position # (if position already exists)
√
√
√
√
√
Single Incumbent or MultiIncumbent
Fund Description
Department Name
Dept. ID
Job Code
Helpful Definitions
Working Title:
Assigned to a particular position to reflect the position’s job functions.
Classification
Title/Grade:
A title that corresponds to the CSU Classification Standards(http://www.calstate.edu/HRAdm/Classification/index.shtml)
Check Sort Unit:
Check Sort Unit reflects a unit for pay check distribution. Check Sort Unit is usually the last
three digits of the extended zip and must be initiated before the 20th of the month for staff and
the 14th for students so the new Check Sort Unit can be reflected in time for the next payday.
Fund
Description:
The value entered in this field identifies the permanent funding source.
Split Funding:
Reports to:
HR Revised 12/15/2014
Valid Fund Description values:
6. OTH = Other
1. CERF = Continuing Education
7. Parking
2. GFND = General Fund
8. RA Reimbursed Activities
3. HSE = Housing
9. STH = Student Health
4. LTRY = Lottery
10. TRST = Trust, Other
5. NA Not Applicable
Funding paid from two separate chart fields. Split funding can be permanent or temporary. For inquiries,
please contact your Workforce Planning Analyst.
List the name of the position this position reports to. This is used in the Absence Management
function and in the Recruiting function of PeopleSoft.
Page 2 of 2