PeopleSoft Fluid Position Management now allows a Position Administrator to identify a primary incumbent in a position. A new ‘Manage Primary Incumbents’ tile has been enabled on the Position Management dashboard to allow Position Administrators to access a new fluid page where they can review the list of current incumbents of a position and mark one of them as a Primary Incumbent.
Having a Primary Incumbent in a managerial position ensures that any approvals routed to such positions are routed to the correct approver. The following are the key highlights of the feature:
A Start Date is required to determine when an incumbent becomes a Primary Incumbent. On any day, a position can have only one Primary Incumbent. The ‘Include Future Incumbents’ button allows you to review incumbents moving into the position as of future Job Effective Date and mark any of them as a Primary Incumbent as of a future Start Date.
Improved Approval Routing for Guided Self Service Transactions: Once Primary Incumbent is identified for a managerial position, any Guided Self Service transactions requiring a manager approval will now be routed to the Primary Incumbent of the position for approval.
Note: Primary Incumbent status is updated automatically to ensure the system is able to find a manager while routing a transaction for approval. Based on the job movement of the employees, administrators should work with the business to review and update the Primary Incumbent information for a managerial position.
To summarize, the Manage Primary Incumbent feature provides Position Administrators more power to maintain managerial information for a position using the new Fluid user interface.
Don’t forget to watch the HCM Image 33 highlights video below and also read the PeopleSoft Online Help for a more in-depth feature overview of the new feature.