Hiring Employees to Positions

Objectives

After completing this lesson, you will be able to:
  • Hire a new employee to a position
  • Correlate Full Time Equivalent (FTE) and To Be Hired status.

Hiring Employees

You can hire an employee directly from the Position Org Chart screen, using the Add New Employee button. This makes it easy when an administrator sees that there is a vacant position that needs to be filled. A vacant position is a position that has the "To Be Hired" icon. Usually, the Full-time equivalent (FTE) of a position corresponds to position having a status of "To Be Hired" or not.

Add New Employee

The Add New Employee page displays the process flow or steps to add a new employee. You must enter a Hire Date, Company / Legal Entity, an Event Reason (from those related to the Hire/Rehire event), an employee’s identity information, and continue through the hiring process. You can fill out the fields as necessary when hiring a new employee.

The areas and fields to fill in during the hiring process might be related to the Hire Template being used, and to which of these details are required.

Position Assignment

The most important part to fill out is under Job Information. Here we can link the employee to a position, by assigning a position to them. When you select a position, fields from the Position record can be propagated onto the Job Information record, such as Job Classification, Job Title, Pay Grade, Regular/Temporary, etc. The FTE should be set to 1 when hiring to a position or will be calculated based on the Standard Hours of the employee (if hiring and employee for a position that the FTE is 40 hours, but the standard hours will be 20h, the employee will be hired part-time and the FTE will be calculated to 0.5).

Direct Reports

If you are hiring an employee to a position that has lower-level positions with incumbents (direct reports), the system prompts the administrator with a decision on how to handle the incumbents. The administrator can choose between the option to transfer the direct reports to the new hire or to leave them with the current manager they were already reporting to.

Default Job Information Fields

If you select a position, the data from the position record you selected can be propagated onto the fields of Job Information. This greatly increases data entry efficiency and accuracy. For example, when selecting the position Director of Marketing, the Pay Grade field propagates automatically to Salary Grade 16. Additionally, the Supervisor field is automatically populated with the incumbent of the Parent Position of the position selected.

Default Supervisor on Hire

Under the Hierarchy Adaptation section, you can set that the system defaults the Supervisor on Hire, MSS UI (Manager Self-Service), and when making changes in the Job History of an employee’s Job Information record.

Note

This option should be always set to Yes when Position Hierarchy is the leading hierarchy. Default the supervisor based on the position is what we should expect to happen, and if switching it off the Position and Reporting Hierarchy would not be in sync, and they would diverge.

Full Time Equivalent

Full time equivalent (FTE) indicates the amount of headcount targeted for a position. FTE is calculated from the standard weekly hours in an employee’s Job Information in comparison to the standard weekly hours of a position. For example, an employee might have the standard weekly hours of 40, and the position requires 40 weekly hours of work to be done. The employee is able to fill the position as 1 full time equivalent since they can do as many hours as the position requires. Typically, each employee represents 1 FTE. Positions can have 1 Target FTE, or sometimes more.

If the FTE is lower than the target FTE for a position, then the position needs to be staffed, and it would display a "To Be Hired" graphic. When an administrator sees this, they can assign an existing employee to this position, or choose to hire a new employee. If the admin selects the Add New Employee button, it directs to the Add New Employee page, used to hire employees into the system.

On the Position Key Information details you can see the current status based on current/planned FTE that indicates if the position is understaffed, fully staffed or overstaffed.

To Be Hired

"To Be Hired" indicates a position is vacant. You can specify that the To Be Hired status for a position is automatically updated for the position whenever an employee is assigned to the position or unassigned from the position.

You can specify that the position To Be Hired status is automatically set or reset if the position Target FTE is changed, if the incumbent’s FTE is changed via manager self-service, or job information import.

Caution

To Be Hired status will NOT update if the position assignment or the incumbent's FTE is changed from the Job History.

In case of a Job History import, the TBH adaptation only takes place if the position is changed.

Automatic Update of To Be Hired Field

In the Position Management Settings tool, administrators can determine how the system behaves in certain scenarios. In the General Settings tab, there is an area to set the "To Be Hired" Status Adaptation to display on the Position Org Chart when certain circumstances occur. For example, the "To Be Hired" Status can be set or reset if an Incumbent's FTE changes.

Administrators can specify that the "To Be Hired" status is automatically updated for the position whenever an employee is assigned to the position or unassigned from the position. When configuring the settings related to assigned/unassigned from a position, you can choose between Never, Always, or based on FTE Value for the position. You can also specify that the position To Be Hired status is automatically set or reset if the position Target FTE is changed. These are configured to a simple Yes/No.

Allow Selection Only of To Be Hired Positions

Under UI Customizing tab, available in Position Management Settings, you can set up options on how the UI behaves. For example, you can select Yes for Allow Selection Only of Positions That Have Status "To Be Hired" in Manager Self-Service Job Information, Hire, and Quick Actions.

The result of that setting, would be that only positions that are set "To Be Hired" can be viewed and selected in any of these scenarios (MSS, Hire, Quick Actions). This makes it easier to control position management and assignments in your system.

Hire a New Employee

Business Example

In the following exercise, you will be hiring a new employee via the Position Org Chart. In order to complete the process, you need to identify an open FTE position, and hire the new employee to that position.

Steps

  1. Verify that the following values are set in Position Management SettingsGeneral'To Be Hired' Status Adaptation as the table below:

    FieldValue
    Set 'To Be Hired' Status if Incumbent is Unassigned from a PositionOnly If Current FTE Value is Below Planned Value
    Reset 'To Be Hired' Status if Incumbent is Assigned to a PositionOnly If Current FTE Value is Reached
    Set or Reset 'To Be Hired' Status if Position 'FTE' is ChangedYes
    Set or Reset 'To Be Hired' Status if an Incumbent's 'FTE' is ChangedYes
    1. In the Action Search, enter Position Management Settings.

    2. Choose the Position Management Settings tool from the search results to navigate to the tool.

    3. In the General tab, locate the 'To Be Hired' Status Adaptation section and verify the field values are set as given in the above table.

    4. Choose Save.

  2. Hire a New Employee from the Position Org Chart to the Director of Marketing (DIR_MKT) position.

    Add New Employee

    FieldValue
    Hire DateToday's date
    CompanyAce USA (ACE_USA)
    Event ReasonNew Hire (HIRNEW)
    First NameJennifer
    Last NameJohnson
    PositionDirector of Marketing (DIR_MKT)
    1. In the Position Org Chart, click on the Add New Employee icon from the toolbar found on the top right section.

    2. Add the following details as explained on the table. You only need these fields, so you can click Continue to jump on to the next page from First Name and Last Name until Position (Job Information).

    3. In the Position field, select the Director of Marketing (DIR_MKT). Verify that other job information fields will propagate the data based on the position, including the Job Classification.

    4. You can leave the Position Entry Date blank. The system will take the hire date as the entry date for the position.

    5. Click Continue and Submit once you get to the end of the New Hire wizard.

    6. A confirmation dialog will display to confirm you will be Submitting New Hire request for Jennifer Johnson. Notice that an approval workflow will trigger.

    7. Click Confirm

    8. Navigate to the name menu and select Proxy Now. Select Carla Grant (cgrant) as the target user. Click OK.

    9. On the Approvals section in the Home Page, locate the New Hire request for Jennifer Johnson and select Approve.

    10. Navigate to the name menu and select Become Self to navigate back as an Administrator.

    11. Navigate back to Position Org Chart and verify the Director of Marketing (DIR_MKT) position has now Jennifer Johnson as the incumbent and position is fully staffed (1 of 1 FTE).

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