Positions (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 to create a new position, or click Edit to change an existing position. 

–or–

Click Payroll > Common > Positions > Positions. On the Action Pane, click Position to create a new position, or click Edit to change an existing position.

Use this form to create and manage positions in your company.

Note

You can’t delete a position if a worker is assigned to it.

Tasks that use this form

Key tasks: New worker positions

Worker and position payroll tasks

Position actions

Action button

Description

Edit

Modify the position details.

If Microsoft Dynamics AX 2012 R2 is installed and the Personnel actions configuration key is selected, you have to enter a personnel action number and select a personnel action type to change the position.

Position

Create a new position. Before you create a position record, you must select the job for the position and specify the activation date and the retirement date for the position.

If AX 2012 R2 is installed and the Personnel actions configuration key is selected, you have to enter a personnel action number and select a personnel action type to create a position.

Copy position

Make one or more copies of the position.

For more information, see Key tasks: Existing worker positions.

This button isn’t available if AX 2012 R2 is installed and the Personnel actions configuration key is selected.

Hire

Create a new worker record and assign a worker to the position.

Transfer worker

Open the Transfer worker form, where you can transfer a worker to a different position.

Job

Open the Job form, where you can view information about the job that is associated with the position.

View actions for the selected position

Open the Position action inquiry form, where you can view the position actions for the selected position.

This is what you can do in the inquiry form:

  • Select Complete actions from the View list to view only the actions that are completed for the position.

  • Select Incomplete actions from the View list to view only the actions that aren’t completed for the position.

  • View the reason that the action was created and who created it.

  • Sort the actions by the date when the actions were created.

Tip

Expand the related information section of the FactBox to view links to the same information.

This button is available only if AX 2012 R2 is installed and the Personnel actions configuration key is selected.

Maintain versions

Open the Maintain position versions form, where you can maintain effective date information for the position.

Refresh

Redisplay the data in the form.

Export to Microsoft Excel

Export the information.

Attachments

Open the Document handling of Position form, where you can attach a document to the record or view a list of documents that are attached to the record.

General

Field

Description

Position

The identification number of the position to change.

The position ID is automatically generated by the system, if it is specified by number sequences in Human resources. You can set up number sequences in the Number sequence area of the Human resources shared parameters form. For more information about number sequences, see Number sequences (list page).

Description

Enter a description of the position.

Job

Enter or select the job ID that is associated with the position.

Department

Select the department that the position is a part of.

Reports to position

Select the position that a person in the position reports to. For example, select the person who manages the position or the person who approves absences for the worker who is assigned to the position.

Title

Select a title to associate with the current position, such as Manager, Secretary, or Consultant.

If the job that you selected in the Job field already has a title specified, that job title is displayed.

Position type

Select a position type for the position.

Tip

If you’re using cumulative update 6 for Microsoft Dynamics AX 2012 or later, move the pointer over the position type to see whether the position is full-time or part-time.

Full-time equivalent

Enter an employment factor between 0 and 1. A value of 1 indicates a full-time job. For part-time employment, enter a number that is less than 1. For example, a part-time job might be .5.

If the job that you selected in the Job field already has a full-time equivalent value assigned to it, that value is displayed.

Compensation region

The physical location or group of locations where the worker who is assigned to this position works.

For more information about this field, see Compensation regions (form).

Note

This field is available only if the Compensation configuration key is selected in the Configuration form.

Available for assignment

The date and time when the position can be assigned to a worker. The default setting for new positions is located in the Human resources shared parameters form

Use this date to place an active position on hold without deleting it so that a worker can’t be assigned to it. For example, enter a future date if a temporary hiring freeze is implemented or if a worker is on temporary leave so that the worker assignment can’t be changed.

Position duration

Button

Description

New

Create a new duration for the position. The position duration is the length of time that the position will be in your company. Many workers can be assigned to a position throughout the duration of a position. However, only one worker can be assigned to the position at a time.

Retire

Retire the position. When you retire a position, any current worker assignment for the position is ended. To reactivate a position, create a new duration for the position.

Field

Description

Activation

Enter the date when the position becomes active.

You can place an active position on hold by changing the Available for assignment value on the General tab. The position still exists in the system, but workers can’t be assigned to it until a future date.

Retirement

Enter the date when the position becomes inactive.

Worker assignment

Button

Description

New

Assign a worker to the position and provide this information:

  • Worker

  • Assignment start

  • Assignment end

  • Reason code

End

End the worker assignment for the position.

Field

Description

Worker

Select a worker to assign to the position.

Assignment start

Select the first day when a worker can start working in the position.

Note

This position is included in the calculated totals of the Totals form only when you enter an As of date that is later than today’s date, even if the Assignment start date is earlier than today. To avoid this issue, you can change the effective date for the position in the Maintain position versions form to be the same as the Assignment start date.

Assignment end

Select the last day that a worker can work in the position.

Reason code

Enter a reason code, such as the reason that an assignment in a position is ended.

Note

This field is available only if the Human resource I configuration key is selected in the Configuration form.

Relationships

Field

Description

Hierarchy name

Select the hierarchy to add this position to.

Reports to position

Select the position that a worker in this position reports to for the selected hierarchy. For example, if a worker who is assigned to this position is on more than one team, you can indicate who they report to on the other team.

Payroll

The controls in this table are available only if the Payroll - USA configuration key is selected.

Field

Description

Pay cycle

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

Work cycle

The code that defines a group of work periods. Certain earnings, such as the overtime premiums that are required by the Fair Labor Standards Act (FLSA), are based on work periods and not pay periods.

This control isn’t available prior to Microsoft Dynamics AX 2012 R3 Cumulative Update 8. For more information, see Work cycle and work period tasks.

Paid by

The legal entity that pays the worker.

You must select a legal entity 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, enter 0 (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 calculates the difference of 32 hours.

Insurance benefit

The general liability insurance benefit for the position.

Organizational officer

Indicates whether 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 that is 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 aren’t generated. Only the recurring earnings that are specified as payroll earning codes in the Worker form are generated.

  • If Generate earnings from schedule is selected and Generate salary isn’t selected:

    • A schedule is required. You can select from the calendars that were created 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 on the worker’s earnings statement.

  • If Generate salary is selected and Generate earnings from schedule isn’t 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 on the earnings statement. The line has 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 the calendars that were created 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 on the worker’s earnings statement.

Important

When a worker is on a paid leave, you must assign a schedule to the worker’s position 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 that are generated for the position during the leave show a daily breakout. If no earning code is assigned to the leave type, the leave represents unpaid leave. No earnings lines are generated during the leave period and the salary amount is adjusted, although you can manually change the earnings statement to add earnings statement lines.

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

Workers' compensation

  • Add

  • Remove

  • Compensation state

  • Compensation code

Click Add to add a new workers’ compensation entry to the grid.

Select the state where the position is available for workers’ compensation, and then select the appropriate compensation code to use to determine the cost of the compensation policy.

The compensation codes that are displayed are limited to those that are available in the state that is selected.

Note

To remove a compensation code that is assigned to the position, select the compensation row in the grid and then select Remove. This just removes the compensation code from the selected position.

Labor Union

Note

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

Field

Description

Union agreement

The name of the union agreement that governs the position.

Labor union

The organization that holds the labor contract for the position.

Agreement description

A detailed description of the labor union agreement.

Legal entity

The legal entity that is legally bound to the labor union agreement.

Financial dimensions

Note

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

Field group

Description

Legal entities

The legal entities from whose bank accounts the payroll funds are disbursed for this position.

Distribution template

The template that is used to determine the default dimension values and percentages for earning distributions. You can change this information on an individual earning line.

Note

If you select a template in this field and for the earning code, the earning code template is used when you create pay statement earning lines.

Default financial dimensions

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

Note

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

Note

The dimension values from the earning code and the position are added to the earning line and can be changed. When a value for the same dimension is specified for both the earning code and the position, the dimension value for the earning code is used.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

Note

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.

Annual gross compensation

The estimated annual gross income of the position. This is used for budget forecasting only. If the budget purpose type is based on a percentage, the annual gross compensation amount is multiplied by the percentage to determine the net amount.

Currency

The currency that is assigned to the grid values. The default value is from the selected legal entity.

Budget defaults

This information is used to identify the expenses for the position so that the amounts can be used in budget forecasts. For more information, see Key tasks: Forecast positions.

See also

Job (form)

Operating units (form)

Position hierarchy types (form)

Maintain position versions (form)

Document handling (form)

License configuration (form)

Total (form)

Maintain position versions (form)

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