Position Management: Copy an Existing Position | Scribe

    Position Management: Copy an Existing Position

    • Avry Schellenbach |
    • 19 steps |
    • 2 minutes
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    Want to see the instructions while you walk through a transaction? Add the [**Scribe Chrome extension**](https://get.scribehow.com/install-extension/) (for Chrome browsers only), then click the **Guide Me** button as you hover over Step 1.

    Navigation

    1
    Navigate to **UCPath**: <https://ucpath.universityofcalifornia.edu/home>
    2
    On the left navigation pane, click **PeopleSoft Homepage.**
    3
    Click the **Position Management** tile.
    4
    From the left side Navigation Pane, click the **Position Control Request** page.
    5
    Click the **Add New Position** radio dial. Even though we are going to copy position information from an existing position, we are still using that information to create a new position.
    6
    Click the **Next** button.

    Description Tab

    7
    To copy an existing position, click the **Initialize** button.
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    **Tip!** You will need the **Position Number** for the position you want to copy. You will also need the specific **Effective Date** corresponding to the slice of time in the position's history that you want to copy. Use the **Add/Update Information** page to search for those details. Refer to the [Position Management: Search for and View Position Information ](https://scribehow.com/shared/Position_Management_Search_for_and_View_Position_Information__SnlnSKooQEi80cy-QsN19w?referrer=workspace)job aid for step-by-step guidance.
    8
    Enter in the **Position Number** and **Effective Date** of the position you want to copy from.
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    **Alert!** Most, but not all, fields will copy over from the position you selected. Double-check all fields are correct for the new position you are creating and ensure you make any changes necessary.
    9
    Add your **Effective Date.**
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    Tip! **Effective Date** is a **critical field** that determines when the position is vacant and available to be hired into. A useful best practice is to **backdate the position by one month** of the expected hire date to allow for updates to the position, if necessary.
    10
    In our example, we need to update the **Reports To** position number to the Head Coach 5 position.
    In our example, we need to update the **Reports To** position number to the Head Coach 5 position.

    Specific Information Tab

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    **Tip!** Ensure you touch every tab and check every field for accuracy.
    11
    Click on the **Specific Information** tab.
    12
    Click into **FTE** field and make any necessary adjustments. In our example, we also want to adjust the **FTE** from .2 to **.4.**
    Click into **FTE** field and make any necessary adjustments. In our example, we also want to adjust the **FTE** from .2 to **.4.**