Certification, Core HR, Microsoft Dynamics 365 for Talent, People/Employees/Manager

MB6-898 Create and assign positions to workers

Read about what positions and jobs are and how they are connected to each other.

To create a position, you go to the position page in the organization administration and click the new button if you want to create one from scratch, or the copy position if you wish to make a copy of an existing position.

Create new position
Create new position

As a position is connected to a job, you always need to create the job before you create the position, and then connect the job to the position.

All positions
All positions

The positions contains several tabs:

General where you connect the position to a job, department and other fields.

In position duration you set the date when the position is active from and if you retire the position.

Position duration

Reports to position is the tab where you build the position hierarchy, you set which position this position

Reports to position
Reports to position

In worker assignment you can register the a worker in the position.

Worker assignment
Worker assignment

In the relationships tab you can set up relationships which can be outside of the standard positions hierarchy.

Positions relationships
Positions relationships

Payroll is where you set some information about the how often and whom pays.

Positions payroll
Positions payroll

The workers’ compensations tab you set the compensation state.

Workers’ compensation

Labor unit is where you register information if the Union agreement is needed.

Labor unit
Labor unit

The last tab is the Financial dimensions where you set information about what legal entities the position is under and other financial information.

Financial dimensions

To assign a position to a worker you can do it from the position page in organization administration by clicking a position without a worker and pressing hire in the top-menu.

Position without worker
Position without worker

This opens a right bar where you can register a new worker.

Hire new worker

You can also do the same from the open positions tab in personnel management. or from the candidates to hire which comes from Attract.

Hire worker from personnel management
Hire worker from personnel management

Remember that you also can use the Excel Add-in to create a new worker and connect a worker to a position or create a new position.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.