Human Resources

Use when requesting that a position (vacant or occupied) be reorganized from one department to another on the same campus. This is a result of the position physically moving into a new department with new reporting lines. The system does not allow for the reorganization of a position from one campus to another. Contact IU HR for instructions. Note: The new department is responsible for initiating the REO eDoc.

Initiate a Maintain Position with action reason REO (Reorganization). The effective date can be current or future.  However, do not submit if the future date is more than 30 days. Submit closer to that time.

For occupied positions only, add a note indicating the Voucher Code assigned to the reorganized position in the new department and Account Numbers(s) if need changed.

Once all fields have been completed, click on the “submit” button. The eDoc will automatically route electronically for approvals.

Note: An organizational chart is not required for this action. However, once the duties and role of the position are defined within the new department, it is requested that an organizational chart be submitted via a Maintain Position UPD eDoc.

Use when requesting that a position be inactivated (frozen, deleted, temporarily inactivated) from the system because the position is no longer funded or needed or is the result of a Reduction in Force (RIF).

First, check to see that the position you are inactivating doesn’t have active positions reporting to it by running the Employee List of Positions Report in IUIE. The report can be reached from the Reporting and Tools page.

If there are active positions that report to the one you wish to inactivate, an action of either updating the “reports to” or inactivating those positions needs done first.

When the position is ready to be inactivated - Initiate a Maintain Position INA eDoc. The effective date is the date the eDoc is initiated. The “Position Status” field defaults to “Deleted.” If the position is not to be permanently deleted, change the “Position Status” field to “Temporary.” Once all fields have been completed, click on the “Submit” button. The eDoc will automatically route electronically for approvals.

Use when requesting that a Temporarily Inactive Positon (only) be activated for reuse or to Inactivate to delete the position permanently.

Initiate a Maintain Position ACT eDoc. The effective date is the date the eDoc is initiated. Changes can be made to the “Reports To,” and “Standard Hours.”  Add a note in the “Notes and Attachments” section indicating where the funds for this position are coming from. Once all fields have been completed, click on the “Submit” button. The eDoc will automatically route electronically for approvals.

Department should follow the instructions, guidelines, and policies laid out for 10-Month Requests.