Creating Position Records

Objective

After completing this lesson, you will be able to create positions

Position Management Administration

The process of creating and maintaining positions is similar to managing other objects in Employee Central, where an administrator can choose to make corrections or insert new records. These records are effective-dated. The benefit of having the Manage Positions tool is that an administrator can have control of administering and maintaining Positions in Position Management, without having access to other data records in the Metadata Framework.

Therefore, in role-based permissions, a Manage Position permission can be found on the Metadata Framework permission category, and this permission is separated from the Manage Data permission that allows to create records for any generic object. Other examples of this "separation" from the global permission to create and manage records for specific generic objects only, are the permissions Manage Sequence or Manage Mass Changes for Metadata Objects, that will be also used in this training.

Create New Positions

Note

The first position in the system can be created from either Manage Positions tool in Admin Center or using the Position Org Chart, but we recommend you create subsequent positions from the position organization chart, from where you can then create any other positions you require. It is not recommended to create positions from the Manage Data UI.

Positions can also be mass-created through a CSV file import using the Import and Export tool, just like other generic objects.

Creating a New Position from the Position Organization Chart

You can add a new position on the Position Org Chart. Here you can fill out fields to create a new position. By adding a parent position to the position record, you can add the new position to your existing organization structure.

Create a new Position

In the following steps, your customer would like to create a new position as part of the headcount planning and the newly created position should be linked to a lower level position using a Matrix Relationship association.

Steps

  1. Create a new position with the following details:

    FieldValue
    Position CodeDIR_MKT
    Position TitleDirector of Marketing
    Parent PositionVP, Sales (VP_SALES)
    Job CodeDirector, Marketing
    StatusActive
    Start DateSelect the first day of the current year (example: 01/01/2xxx)
    To Be HiredYes
    Standard Weekly Hours40
    FTE1
    Incentive PlanExecutive (EXEC)
    Onsite / RemoteOnsite
    Mass PositionNo
    Position ControlledYes
    Job TitleDirector of Marketing
    Job LevelDirector
    Employee ClassEmployee
    Regular/TemporaryRegular
    Pay GradeSalary Grade 16 (GR-16)
    CompanyAce USA
    Business UnitCorporate Industries
    DivisionIndustries
    DepartmentMarketing
    LocationNew York (US_NYC)
    Cost CenterMarketing Staff
    1. Use the main navigation and navigate to Company InfoPosition Org Chart

    2. In the tool bar found on the top right section, locate the Add Position option.

    3. In the Position dialog window, enter the details of the new position as given in the above table.

    4. Choose Save to save your changes.

    5. Close the Position dialog window. Verify that the new position displays in the Position Org Chart.

  2. Set the Matrix Relationship between the new position created and one existing position that will be used to test the new association you enabled in the previous exercise, to set up the Position Object. You want the future incumbent for the Director, Marketing position, to be the Matrix Manager of the incumbent assigned to Procurement Manager (MGR_PROCR).

    Note

    When completing this step, the matrix position relationship will be set, however, since the Director, Marketing position is still vacant (To Be Hired), there will not be incumbent yet as Matrix Manager for the incumbent of the Procurement Manager position. You will be hiring an employee for that position at a later exercise.
    1. Within the Position Org Chart, search for Procurement Manager (MGR_PROCR) position. The incumbent is Jane Dekker .

    2. Select the Position Card and open the card icon to edit the position. Select Edit to insert a new record.

    3. Set Today's date as the effective date. Select Proceed to continue.

    4. Scroll down and verify that a Matrix Position association appears.

    5. Add the following details:

      • Type: Matrix Manager (matrix manager).
      • Related Position: Director of Marketing (DIR_MKT).
    6. Select Save.

    7. Verify that MGR_PROCR position has now 1 Matrix Position (DIR_MKT).

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