Employee Positions

[313-4] | Payroll | Maintenance Setup | Position Setup


Positions defines generic job titles or roles in an Organisation. The roles must accurately reflect the nature of the position, for example, the generic role of Manager could occur at multiple levels in the business and each instance would have different accountabilities

Position records must be unique, with only one record for a particular position. For example, if there are 5 employees with the position as "Consultant", 5 different positions shold be created as consultant.

Organisational Charting is based on the Reports To field. Each Position reports to a Parent Position. A Position can have only one Parent Position. This creates the reporting relationships between the Position records.

Before you create a position, you should create the required records for each position in the following menus:

Users can search for existing positions on the Employee Positions screen by searching for the Position Code or descripiton under "Find" on the search panel.Refer to Figure 1.


Figure 1: Employee Positions Screen

Employee Positions contain the following types of information:

Fields

Description

Position Code

Set of alphanumeric values to uniquely identify each Position.

Name

Detailed description for the Position Code.

Reports To

This code shows which parent position this position reports to.

Organisational Charting is based on Positions. Each Position reports to a Parent Position . A Position can have only one Parent, but a Parent Position can have many ‘children’. This creates the reporting relationships between the Position Records.

Create Date

This field by default will show the date the Position was created.

Territory

The physical site an employee position is based. For example, 'NSW'.

Branch

The physical site within the Territory selected above. For example, 'Sydney'.

Cost Centre

Cost Centres group financial costs from employee payments into categories.  These categories or Cost Centres are customised according to your organisational requirements. Cost Centre can also refer to an operational area within the Branch selected above. For example, 'Administration'.

Status

When a new Position is created, the status will show as Vacant. This changes to Active once the Position is attached to an Employee record.
Addnl These are the User Defined Fields .