Position action (form)

Article
05/05/2014

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

Click Human resources > Common > Organization > Positions > Positions. On the Action Pane, click Position to create a position.

–or–

Click Human resources > Common > Organization > Positions > Positions. On the Action Pane, click Edit to modify an existing position.

Use this form to create positions or modify existing positions. The new or updated positions will be available in the Positions form, unless your organization requires that certain types of actions require a review process. If a review process is required, you must submit the request for approval before the position is created or the changes are made. Approvers are specified on the Human resources workflows list page, and you use the Personnel action types form to specify which types of actions require workflow.

Tip

Have a question? Check out our Personnel actions FAQ’s!

You cannot change this form if the status of the position action is Completed, so that you have a historical record of the position information at the time of action completion. If a review process was used, the new or updated positions are available in the Position form after the final approver approves of the action.

Note

This option is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed and the Personnel actions configuration key is selected.

Tasks that use this form

Key tasks: New worker positions

Key tasks: Existing worker positions

Navigating the form

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

Buttons

Button	Description
Edit	Modify the position action that is displayed. You can modify actions that have a status of Draft, but not actions that have a status of Completed or Error. To modify actions that have a status of Error, click the Reactivate button.
Copy values from position	Copy the values from an existing position to the new position. Caution If you have entered values in any fields in this form, they are cleared and replaced with the existing position value, even if the position value is blank.
Delete	Delete the position action that is displayed. Note You can delete only position actions that have a status of Draft, Canceled, Failed, or Error.
Reactivate	Submit the information again and set the Status field to Draft. Note This button is available only if an error message is displayed, or if the position action is in a Failed status.
Position action	Create a new position action.
Budget register entry	Open the Budget register entry form, where you can create a new budget register entry.
Error text	Open the Personnel actions message log, where you can view messages and the time and date when they were received.

Form-level fields

Field	Description
Personnel action number	The unique identifier that was assigned to the action when it was created.
Personnel action type	The action type that was selected when the position was created. The values for this field are entered in the Personnel action types form. For more information, see Configure personnel actions.
Number of new positions	The number of new positions to add if the action is successfully completed.
Status	The status of the action: Draft – If workflow is used, the action has not been submitted. If workflow is not used, the Complete button has not been clicked. In review – Workflow is used and the action has been submitted, but the workflow is not completed. Approved waiting – Workflow is complete, but changes are still being processed. Canceled – The workflow was canceled, or the action was recalled. Rejected – The action request was rejected by the approver. Processing action – The action request has been approved and the changes are being processed. Workflow complete – The workflow is complete and the changes have been processed. Failed – The workflow failed because the information is out of date. Click Reactivate to load the latest information and continue. Completed – The position has been successfully created or modified. Error – An error occurred, other than information that is out of date. Open the Personnel actions message log to determine the cause of the error. Denied – The action request was denied by the approver.
Action requested by	The person who requested the action, if you entered the action on behalf of someone else.
Reason code	The reason that you are completing the action.
Comment	Additional information about why the position was created.
Related action	A related action is when one position action relates to another position action. For example, if you entered a new position incorrectly last week, you can modify the position and associate the change with the position that was created last week.
Budget comment	Additional budget information about the personnel action.

Newly created positions

Field group	Description
Position	The identifier of the positions that you just created. Tip Click the Position link to open the Position form, where you can view the position details.

General

Field	Description
Description	A description of the position.
Job	The identifier of the job that is associated with the position.
Department	The department that the position is assigned to.
Reports to position	The position that a person in the position reports to. For example, this might be the person who manages the position or the person who approves absences for the worker who is assigned to the position.
Title	The title to associate with the current position, such as Manager, Secretary, or Consultant. Note If the job that you selected in the Job field already has a title specified, that job title is displayed by default.
Position type	The type of position.
Full-time equivalent	Enter an employment factor between 0 and 1: An employment factor of 1 equals a full-time job. An employment factor between 0 and 1 equals a part-time job. For example, a part-time job can be .5. Note If the job that you selected in the Job field already has a full-time equivalent value assigned to it, that value is displayed by default.
Compensation region	The physical location or group of locations where the worker who is assigned to this position works. The information in this field is maintained in the following form: 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. Note Use this date to place an active position on hold without deleting it so that a worker cannot be assigned to it. For example, you could enter a future date if a temporary hiring freeze is implemented or if a worker is on temporary leave so that the worker assignment cannot change.

Position duration

Field	Description
Activation	The date when the position becomes active. Note To place an active position on hold, change the Available for assignment field on the General tab. This allows the position to exist in the system, but prevents a worker from being assigned to it until a future date.
Retirement	The date when the position becomes inactive.

Relationships

Field	Description
Hierarchy name	The area of the organizational hierarchy to which the position belongs.
Reports to position	Select the position a person in the position reports to for the selected hierarchy. For example, if a person who is assigned to this position works on more than one team, you can indicate whom they report to on the other team.
Expire	The date when the reporting relationship expires, if known.

Payroll

The controls in this table are available only if Payroll for Microsoft Dynamics AX 2012 is installed.

Field	Description
Pay cycle	The code that is selected when pay statements are processed.
Paid by	The legal entity that pays the worker. 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, the value in this field should be 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 automatically calculates 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 are 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 that are specified as payroll earning codes in 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 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 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 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 among the calendars that have been 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 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 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 modify 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 Expire	Click Add to add a new worker’s 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 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 select Remove. This removes the compensation code only from the selected position.

Labor union

Field group	Description
Union agreement	The name of the union agreement that governs the position.
Labor union	The organization that holds the labor contract for this position.
Agreement description	The description of the union agreement.
Legal entity	The legal entity that holds the agreement with the labor union.

Financial dimensions

Field group	Description
Legal entities	The legal entities whose bank account the payroll funds are disbursed from for this position.
Distribution template	The template that is used to determine the default dimension values and percentages for earning distributions. This information can be changed 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 for 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 Percent value to determine the net amount.
Currency	The currency that is assigned to the grid values. This value in this field is the default value from the selected legal entity.
Budget defaults	This information is used to identify the expenses for the position. This information is used only for budget forecasting. For more information, see Key tasks: Forecast positions.