Summary

Position Maintenance is used to create and maintain positions. The positions you create do not necessarily have to be the same as the job titles attached to employee records. For example, some Springbrook users create generic positions and apply those positions to different job titles in different departments. You can create a position titled Clerk, and then apply the Clerk position to employees with the job title Payroll Clerk and Billing Clerk. Other Cirrus users create a position for each job title in the organization. These users would create two positions: Payroll Clerk and Billing Clerk.

The Position Control feature (PR> Maintenance> Position Control) is used to set up and control the number and kinds of positions that are allowed in each department. If you are going to use position control (PR> Utilities> Setup> Use Position Control toggle), all positions and departments must be created before you can set up the positions that are allowed in each department.

A plan attached to a position functions like a template on employee records created or modified using the Applicant Screening process (HR> Applicant Screening). The Applicant Screening process is used to fill a position with either an external applicant or a current employee. When the position is filled through the Applicant Screening process, users can select the plan that is applied to the employee record. The selected plan functions like a template for the employee record. Information attached to the plan (pay code, FTE, pay schedule, workers' compensation, grade, step, hours per year, deductions, benefits, and accruals) will populate on the employee record of the hired employee. The plan information will only populate on employee records generated from the Applicant Screening process.

You can attach multiple plans to a single position. This allows Cirrus users that have generic positions to create separate plans for job titles that are grouped together onto a single position. For example, if you have a position titled Clerks, you can create a separate plan for Payroll Clerks and Billing Clerks.

The information attached to a plan generally only applies when an employee record is created or modified using the Applicant Screening process (HR> Applicant Screening). You cannot attach a plan to a position, change the position of an employee in the Employee Maintenance window (PR> Maintenance> Employee) and have the information attached to the plan populate on the Employee Maintenance window. This doesn't apply to the unit attached to the plan (HR> Maintenance> Plan> General tab> Union Unit field). If there is a union unit attached to the plan, the union unit will populate on the employee record when the position and plan combination is attached to an employee record (PR> Maintenance> Employee> General tab> Position field). The validation associated with the union unit will be applied to the employee record when you try to save the changes.

Step by Step

1     View the existing positions.

• Open the Position Maintenance screen (PR> Maintenance> Position).
• The Position Maintenance screen will display a separate line item for each position that has been set up in the application.
• Select a position and click DELETE if you would like to delete a position.
  • You cannot delete a position that is attached to an employee record.
• Select a position and modify or view the selected position in the Edit Position section to the right.
• Click the Create Position button to create a new position. This will open the Create Position section to the right.

2     Create or modify a position.

• Enter a unique Position.
  • The Position field is required and is limited to 30 alphanumeric characters. Once the position has been saved, this field cannot be edited.
• Enter a description of the position in the Description field.
  • The optional position description can be up to 64 alphanumeric characters long.
• Select the Plans to associate with the position.
  • Plans are created and maintained using the Plan Maintenance window (HR> Maintenance> Plan).
• Click the Save button when complete.