Position

Details of the selected employee's position is viewed and maintained on this window. Information such as Position ID and Description, the Position the employee reports to and the current status of that position is displayed. It also displays the Organisation Hierarchy for that particular position.

Set-up for this Screen

  • At least a minimum default Position is required.
  • Program Control PODFT Position 15 (This is set to Blank by default. If individual Payroll and Costing Defaults are required, set this to Y.)

 

Using this Screen

 

Screen and Field Information

 

Rules and Guidelines

  • Information that populates this window is derived from the Hire process.
  • Position Information can be changed and deleted.
  • If this position is held as the primary of a set of multiple positions, the message Multiple positions exist for this employee is displayed.
  • History of the employee primary positions can be looked at on this screen by navigating backwards with the effective dating toolbar. Position History screen displays this information along with the corresponding information to any secondary positions previously held.
  • When saving a new Position record and this position does not have defaults attached to it, there will be no adjustment or record insertion on any other Preceda screens such as Costing, Leave Entitlements, Average Hours, Salary, or Allow/Deduct.
  • Everytime a Position record is saved and the position attached to the employee has defaults attached to it (i.e. applied by default or by checking the "Apply Position Defaults" checkbox), the following message is displayed on the screen as a warning: "New position has defaults assigned. Please review all screens to ensure correct information."
  • Upon deleting a Position record, the record before the one that was deleted will extend over the period time of the deleted record. However, deleting a Position record will not modify any data related to Payroll or Costing defaults applied as a result of moving the employee to the position being deleted. The user should perform manual adjustments on the affected screens, if required. Note that it will not be possible to delete the Position record that corresponds to the employee's Hire Date or is the first one on the set in an Active employee record.
  • In the search result, if there are employees with roles and with Position included as a Role Feature, a Role column will be available and visible by default. That allows users to review and maintain employee role position record.

  • When editing Position information for an employee, the Mandatory Effective Dating model will be followed such as:

    • There are no gaps allowed.

    • If a Position record is deleted, the previous Position record will be extended to fill the gap.

    • The first record for the employee cannot be deleted.

  • When reviewing a role position record, the Full Time Equivalency and Orginasation Hierarchy sections are hidden; Position Defaults Applied field is hidden; Payroll Default and Costing Defaults fields are hidden.