Employee Position Detail

Sample Employee Position Detail

Fields on the Employee Position Detail

All current Position Details for an employee are considered the current record for Benefit and Payroll processing purposes.

Employee Number. The employee whose position detail information is defined on this record is seen in the Employee Number field.
Primary? For the employee's primary position, select the checkbox for Primary position. One position record should be designated as the Primary position for the employee. For any secondary positions, clear this checkbox.

Position Information

Position Code. Select the Position Code. An employee may only have the same Position code assignment for two position details if the Position Begin dates differ.

Click on the ellipses button next to the Position Code field to open the Position Codes Table.

Job Code. Select the Job code as needed.
Position Begin. Enter the position start date for the employee. When adding a position detail for a position that the employee had previously, be sure to enter the new begin date for the position.
Position End. If the position has a pre-defined End date, enter it now.

Click on the ellipses button next to the Job Code field to open the Job Codes Table.

Shift Code. If the employee will work a shift, select the Shift Code
Supervisor Code. Select the Supervisor Code.
Perf Profile. The Performance Profile associates the employee with a profile for performance reviews for Performance Management.
Talent Profile. The Talent Profile associates the employee with a profile for talent ratings for Performance Management and succession planning.
Job Title. The Job Title field is a longer text field to describe an employees title for their job or position.
FTE Allocation. Enter the Full Time Equivalency (FTE) for this position. The total of all FTE allocations for current positions should equal 1.0.
Hourly Rate or Use Master Hourly Rate? Enter the Hourly (Pay) Rate for this position, or select the Use Master Hourly Rate indicator to default the hourly rate to the rate for the primary position.
Create Time Entry Distribution? If entering a record to allocate pay according to the FTE distribution, select the Create Time Entry Distribution checkbox. This allocates pay entry distribution at a fixed rate of distribution based on the FTE, the labor distribution, and the pay rate. Clear this checkbox for records that aren't defined for split distribution.

Secondary positions can be entered, and time entry can be allocated at a for Payroll processing purposes.

Workers Comp. Use the Workers Comp selection to identify the employee with a workers comp rate..
EEO Class Code. Enter the EEO class associated with this Job. An EEO change for an employee's primary position updates the Assignment tab when the tab is refreshed.

Note: The EEO class from the Primary position (as seen on the Master record) is used for EEO reporting.

Organization Information

It is recommended that the labor distributions 1 through 4 be unique per position record for a particular employee.

Company (required). The employee's assigned Company.
Location (required). The employee's assigned Location.
Department. The employee's assigned Department.
Tier 3. The employee's assigned Tier 3 (if any).
Tier 4. The employee's assigned Tier 4 (if any).
Tier 5. The employee's assigned Tier 5 (if any).
Tier 6. The employee's assigned Tier 63 (if any).
Labor 1 (required). Labor distribution level 1 is required.

Selecting SPLIT as the labor segment 1 value stops an Employee Pay Rate Detail from being created based on a new Employee Position Detail. Typically, SPLIT isn't selected as labor distribution 1 on this detail screen.

Labor 2. Labor distribution level 2 code, if any.
Labor 3. Labor distribution level 3 code, if any.
Labor 4. Labor distribution level 4 code, if any.

Note: To call a variable pay rate during detailed pay entry, all four labor distributions on the Position detail (or any associated Employee Pay Rate Detail) need to be identical to what is entered during pay entry, including any blank labor distributions.

Position Appointment Code. A position appointment code can be selected to identify how or why and employee was assigned to the position.

Saving an Employee Position Detail

If position control is activated, saving an Employee Position Detail checks the budget for the position.

If the budgeted dollars or FTE allocation will be exceeded if this change is saved, a warning prompt displays. Click OK. You will be prompted, "Do you want to save this record with the position violations?" Click Cancel to avoid saving an over-budget position. You may then change the position assignment or may cancel add or edit mode. Alternatively, it is possible to click OK and save the record.

If you accessed the Employee Position Details screen in a secondary window, close the secondary window.

You may need to navigate away from the Assignment tab to see it refresh with new information from changes to a "Primary" position.