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Human Resources Basics - Positions

As you work with Human resources, you’ll decide how to structure your organization, using elements, such as departments, jobs, and positions. These are among the foundational elements that you’ll configure in Human resources. Individual employees are assigned to positions which are associated with jobs.

Positions are an important element of the lower level of an organization hierarchy. A position is an individual instance of a job. For example, the position, “Sales manager (East),” is just one of the positions that is associated with the job, “Sales manager.” Positions exist in a department and are assigned to workers.

Position creation and maintenance

  • You can view a history of position-related system changes in an easy-to-access list page.
  • You can create reason codes that your users can select when they create or modify positions.
  • You can create personnel action types and assign a number sequence to personnel actions.
  • You can set up workflow so that position additions and changes can require approval.

Position duration
Every position has a length of time that the position is effective. This length of time is referred to as duration. For example, summer positions might have duration of May 1, 2017 until August 31, 2017.

Worker assignments
When you assign a worker to a position, you fill that position. You can assign workers to multiple positions, but only one worker can be assigned to a position at the same time.

Reporting relationships
Positions are important elements of the lower level of an organization hierarchy. In the Position form, you can specify the position that a position reports to. When you assign a worker to a position that reports to another position, you create a reporting relationship between the workers who are assigned to the two positions. For example, position “Accountant-A” reports to position “Accounting Supervisor”. Kim Akers is assigned to position “Accounting Supervisor” and Sanjay Patel is assigned to position “Accountant-A”. This means that Sanjay Patel reports to Kim Akers.

If your organization uses a matrix hierarchy or another custom hierarchy, you can set up position hierarchy types and then add reporting relationships to positions for each hierarchy type that you set up. For example, Lori Penor is a general manager at Adventure Works and is assigned to the “General Manager” position. Lori manages the development of a product that is used to clean widgets. Lori requires an accountant to help her with the finances for developing the product. Therefore, she has recruited Sanjay Patel to be her accountant. Sanjay reports directly to Kim Akers, but also works with Lori Penor on his work related to the finances for developing the widget cleaner.

For the previous example, you would complete the following tasks to set up the working relationship between Sanjay Patel and Lori Penor:

  1. Create a custom position hierarchy type called “Widget” to create a hierarchy that includes positions responsible for working on the widget cleaner product.
  2. Assign the General Manager position to be the position that the Accountant-A position reports to in the Widget hierarchy.

You can use the position hierarchy to view the reporting structure of positions. If you have multiple position hierarchies, you can view the hierarchy for each hierarchy type in the position hierarchy. Also, you can search for a position by position ID or by the name of the worker who is assigned to the position. The position hierarchy is an organizational hierarchy.

Please download the PDF version here: Human Resources Basics - Positions

To learn more about SAGlobal you may visit our website www.saglobal.com or contact us directly at: info.us@SAGlobal.com

About Author
Tom Elliott is a Functional Consultant for SAGlobal, where he helps Human Resources teams design and deploy solutions on the Dynamics platforms. He has over 12 years of HR experience, with a background spanning recruitment, personnel administration, organisational development, management information and employee relations in a variety of sectors and settings.

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