Register Position

Explanation

Use this function to enter a position structure. You can register new positions as well as change the current structure by using drag and drop (i.e. moving positions around in the graphical structure using the mouse).

The position concept is used to describe the company’s hierarchical structure. The purpose is to later be able to create the correct authorities for the employees. An employee, who is linked to a certain position, also receives a set of basic data.

The position’s main purpose is to describe the company authority hierarchy. By registering positions for each employee and arranging the positions in a hierarchical tree, you can define the distribution of responsibility within the organization. You may also link data to a position, which then becomes associated with any employees linked to the position. Employees with the same supervisor, transfer group, etc., can also use the same position. This minimizes the number of positions related to the employees.

Prerequisites

Before registering a position, the following must have been completed:

• Common HR Basic Information must have been entered. An organization code forms an integral part of the data in the position. These codes should be registered before you start with the positions. See the section for Organization Codes.

System Effects

There are no system effects.

Window

Graphical Position Structure
Positions

Related Window Descriptions

Graphical Position Structure
Positions

Procedure

Register positions using Graphical Position Structure window;

1. Open the Graphical Position Structure window.
2. Select from the tree navigator the position which should be the parent of the new position you are going to create. The root of the position structure (*) is selected by default.
3. Place the cursor in a field in the General tab and create a new record. Enter an ID and title for the new position in the Position ID and Position Title fields.
4. In the Org Code field, use the list to specify the organization to which the position should belong.
5. If required, use the list to enter a transfer group in the relevant field. This can be used as a selection criteria when transferring information to the payroll system.
6. Specify the valid period of the position using the Valid From and Valid To fields.
7. In the Time Format field, enter Minute by Minute as the time format if you want the attendance clocking records created by employees linked to this position to be accounted on the exact minute that clocking is registered.
8. Select the Protected Person check box if all employees linked to this position should be protected.
9. Select the Export Assigned Employees check box if details of employees linked to the position should also be used when position structure is exported to create organization chart.
10. Select the Exclude from Export check box if it should not be possible to create an organization chart by using this position as a root position. This option cannot be used if the Export Assigned Employees check box is already selected.
11. Save the information
     
12. If required, you can change a position code's place in the structure by dragging the position code and placing it as required in the navigator.