Getting Started with Position Management Dashboard

This dashboard focuses on positions rather than jobs. It shows funding for all non-vacant and vacant positions that have a Funding Entry record in UCPath. It includes an Exceptions report to indicate positions that need review.

  • Position Management has data starting from March 2019. Use the Legacy Campus Position Management dashboard for data March 8, 2019 and prior.
  • When you need information specific to a job rather than a position, use the Workforce Detail dashboard.

Topics

Access the Position Management dashboard

Reports and documentation

View, print, and export report results

Customize the report

Additional resources

Access the Position Management dashboard

Request Access

You must request access to the dashboards in the Workforce Detail subject area. Request Workforce Detail including Ad Hoc.

Open the Dashboard

  1. Go to calanswers.berkeley.edu to log in to Cal Answers.
  2. Enter your CalNet ID and passphrase if prompted.
  3. From the Cal Answers home page, expand the Workforce Detail subject area.
  4. Select Position Management.

Reports and Documentation

Reports

Position Roster

Position Funding

Position Location

Exceptions

Position Roster

Position Roster shows all positions, both non-vacant and vacant, and key fields. This report helps you manage your personnel and determine your remaining capacity to hire. 

  • Before selecting Apply, update the As of Date if needed and replace the "-" in Parent Org Node Code with an org code, or make sure at least other filters are selected. If you leave all filters blank, the report might take longer to run and return more results than you need.
  • Select any additional filters you want.

Position Management dashboard Position Roster report filters

Position Funding

Position Funding displays the associated funding chartstrings for non-vacant and vacant positions that have a Funding Entry record in UCPath. This report helps you manage the chartstrings payroll is charged to. 

  • Before selecting Apply, update the As of Date if needed and replace the "-" in Parent Org Node Code with an org code, or make sure at least other filters are selected​. If you leave all filters blank, the report might take longer to run and return more results than you need.
  • Select any additional filters you want.

Position Management dashboard Position Funding report filters

Position Location

Position Location displays the location associated with each position to help you ensure current data is reported to unions and to manage personnel by physical location.

  • Before selecting Apply, replace the "-" in Parent Org Node Code with an org code, or make sure at least other filters are selected​. If you leave all filters blank, the report might take longer to run and return more results than you need.
  • Select any additional filters you want.

Position Management dashboard Position Location report filters

Exceptions

Exceptions helps you determine what actions may need to be taken by flagging positions that have funding anomalies, position anomalies, or are about to expire.  

  • Before selecting Apply, replace the "-" in Parent Org Node Code with an org code.
  • Select one of the checkboxes if you want to focus on a particular exception. Otherwise, leave them all blank to return all exceptions.

Position Management dashboard Exceptions report filters

View, print, and export report results

View

Use the buttons below the report to view first 25 rows, previous 25 rows, next 25 rows, and all rows

View buttons presented below Cal Answers reports

Print

Once you have run a report, you can use the Print link below the report to print it.

Export

Once you have run a report, you can use the Export link below the report to export the formatted report to a PDF file, or an Excel or Power Point file. If you'd like to further manipulate the data, you can export to Data. The CSV Format is recommended because it exports unformatted data from all columns, not only the ones visible in the report.

Export data menu

Customize the report

Each report is built with a default set of columns arranged in a specific order. You can right-click on a report heading to present a menu of options to customize your reports including:

  • Include a column that isn’t present or exclude a column that isn’t needed
  • Change the order that columns are displayed
  • Move a column to a prompt so that you can further filter the results
  • Move a column outside of the table to create sections for your report

The Customize Reports chapter of the Cal Answers Basic Navigation self-study course includes detailed descriptions and instructions on ways you can customize your reports. The Work Efficiently chapter describes how you can save the customizations you made to filters and report output so that you can apply them again and again.

Additional resources

Workforce Detail Dashboard Comparison

Workforce Dashboards Data Dictionary