Maintain position versions (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Common > Organization > Positions > Positions. On the Action Pane, click Position tab > Versions > Maintain versions.

Use this form to maintain position versions. A position version is a type of date effective record. Date effective records contain changes to a record, in this case a position record, that are effective on a specific date and time. For more information, see Maintain records.

The following tables provide descriptions for the controls in this form.

Tabs

Each tab displays a grid of date effective records. When you modify a record on each tab, you must also enter effective and expiration dates that are specific to that record. The effective and expiration dates on one tab do not update the dates on another tab in this form.

Tab

Description

Position details

Update detailed information about the position.

Position worker assignments

Maintain worker assignments for the position.

Position durations

Maintain position durations. A position duration is the length of time that a position is effective.

Position hierarchies

Maintain position hierarchies. For more information about reporting relationships and position hierarchies, see About departments, jobs, and positions.

Payroll

Maintain payroll data associated with the position.

This control is available only if the Payroll - USA configuration key is selected.

Budget default values

Maintain budget default values for the position. This information is used when you create budget forecasts for positions. For more information, see Key tasks: Forecast positions.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Workers' compensation

Maintain worker’s compensation values for the position.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Budget lines

Maintain budget lines for the position. This information is used when you create budget forecasts for positions. For more information, see Key tasks: Forecast positions.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Labor union

Maintain labor unions for the position.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Fields

Field

Description

Effective (Position details tab)

Select the date and time when the position details become effective.

Expiration (Position details tab)

Select the date and time when the position details expire.

Description

Enter the description of the position.

Job

Select the job to associate with the position.

Title

Select the title of the position.

Department

Select the department that the position is located in.

Position type

Select the type of position. Position types are used to categorize the positions that you have throughout your company.

Full-time equivalent

Enter an employment factor for the position. For example, 1 indicates full-time employment and .5 indicates half-time employment.

Compensation region

Select the compensation region associated with the position.

Available for assignment

The date when the selected version of the position can be assigned to workers.

Worker

Select the worker to assign to the position.

Assignment start

Enter the starting date and time for the worker assignment.

Assignment end

Enter the ending date and time for the worker assignment, if applicable.

Reason code

Select a reason code that indicates why you are modifying or adding a worker assignment for the position.

Activation

Select the date and time when the position is effective.

Retirement

Select the date and time when the position will retire.

Hierarchy name

Select the hierarchy type to modify reporting relationships for. For more information about reporting relationships and position hierarchies, see About departments, jobs, and positions.

Reports to position

Select a position. For more information about reporting relationships, see About departments, jobs, and positions.

Effective (Position hierarchies tab)

Enter the date and time when the reporting relationship becomes effective.

Expiration (Position hierarchies tab)

Enter the date and time when the reporting relationship expires.

Pay cycle

The code that groups positions and workers for payroll processing. You select this when you generate pay statements.

Paid by

The legal entity that the worker is paid from.

Note

A legal entity must be selected in this field before you can select a schedule for the position.

Pay period overtime hours

The average number of overtime hours that is expected of this position each pay period. If no overtime is expected, leave this field set to zero.

Annual regular hours

The number of regularly-paid hours that the position is expected to have each year. This is used to determine salary adjustments. For example, you might enter 2080 for a regular salaried worker, which equals 40 hours each week. If a worker has eight hours of sick time, the system can automatically calculate the difference of 32 hours.

Insurance benefit

The general liability insurance benefit for the position.

Organizational officer

Indicates that an officer holds the position. This is required by certain states for tax purposes.

Earnings

  • Generate salary

  • Generate earnings from schedule

  • Default earning code

  • Schedule

The fields in this group interact in various ways to determine how earnings are generated and shown on earnings statements. Earnings can be generated from the position salary, from the schedule associated with the position, or from a combination of both.

  • If neither Generate salary nor Generate earnings from schedule is selected, base earnings statement lines for the position are not generated. Only the recurring earnings specified as payroll earning codes on the Worker form are generated.

  • If Generate earnings from schedule is selected and Generate salary is not selected:

    • A Schedule is required. You can select from among the calendars that have been composed for the legal entity that is selected in the Paid by field.

    • A Default earning code is required.

    • A day-by-day breakout of earnings for the position is shown in the worker’s earnings statement.

  • If Generate salary is selected and Generate earnings from schedule is not selected:

    • A Default earning code is required.

    • The worker is paid the uniform position salary amount for each pay period, and a single line is included in the earnings statement. The line will have the date of the last day in the pay period.

      Note

      If earnings statement lines were entered manually before the earnings were generated, the salary could be split across more than one line. The total of the manually entered lines and the single generated line is always the uniform salary amount.

  • If both Generate salary and Generate earnings from schedule are selected:

    • A Schedule is required. You can select from among the calendars that have been composed for the legal entity that is selected in the Paid by field.

    • A Default earning code is required.

    • The worker is paid the uniform position salary amount for each pay period.

    • A day-by-day breakout of earnings for the position is shown in the worker’s earnings statement.

Important

When a worker is on a paid leave, you must assign a schedule to the worker’s position in order to incorporate the leave settings. This is required even if you generate earnings by salary for that position, and not from a schedule.

If an earning code is assigned to the leave type in the leave record, earnings lines generated for the position during the leave will show a daily breakout. If no earning code is assigned to the leave type, the leave represents unpaid leave. No earnings lines will be generated during the leave period, and the salary amount will be adjusted, although you can manually modify the earnings statement to add earnings statement lines.

For more information about schedules, see Work schedule and leave tasks.

Budget default values

  • Add

  • Remove

  • Effective date

  • Budget defaults

View previous default values and create default values that will be used to create budget forecasts in the future. For example, if you know that the annual gross compensation estimate for this position will change on the first of the year, you can create a new version that will become effective then.

Click Add and enter the date when the change will occur, and then enter the new annual gross compensation amount.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Workers' compensation

  • Add

  • Remove

  • Compensation state

  • Compensation code

View previous workers’ compensation plans and add workers’ compensation plans that will become effective in the future. For example, if you know that a new workers’ compensation plan will be available at the beginning of the year, you can create a new version that will become effective then.

Click Add and enter the date when the plan will become available, and then select the state where the position will be available for workers’ compensation. After you select the state, all available compensation codes for that state on the date displayed will be listed. Select the appropriate compensation code to use to determine the cost of the compensation policy.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Budget lines

  • Add

  • Remove

  • Legal entities

  • Effective date

  • Main account

  • Percent

  • Amount

View previous budget lines and add default budget lines for this position that will become effective in the future. For example, if you know that this position will provide a car allowance of USD 500 next year, you can create a new version that will become effective then.

Click Add and select the legal entity that will pay for the car allowance. Enter the date when the car allowance will become available, select the main account that will be charged, and then enter the amount.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Labor union

  • Add

  • Remove

  • Legal entities

  • Effective date

  • Main account

  • Percent

  • Amount

View previous labor union agreements and add labor union agreements that will become effective in the future. For example, if you know that a new labor union agreement will become active at the beginning of the year, you can create a new version that will become effective then.

Click Add and enter the date when the agreement will become active, and then enter the details about the agreement.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

See also

About departments, jobs, and positions

Key tasks: New worker positions

Positions (form)

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).