Set up positions

Important

The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

Applies to these Dynamics 365 apps:
Human Resources

Positions are an important element of the lower level of an organization hierarchy. A position is an individual instance of a job. For example, the position, "Sales manager (East)," is one of the positions that is associated with the job, "Sales manager." A position exists in a department and may have only one worker associated with it. In this task we will walk through the steps required to create a position. This procedure is intended for Human Resources Specialists.

  1. Select Workforce management.

  2. Select Open positions.

  3. Select New to open the drop-down dialog box.

  4. In the Job field, enter or select a value.

    The Job description, Title, and Full-time equivalent employment factor fields are automatically copied from the selected job into the position.

  5. Select Create position.

  6. In the Department field, enter or select a value.

  7. In the Position type field, enter or select a value.

  8. In the Compensation region field, enter or select a value.

    The Compensation region field determines the compensation eligibility rules and fixed increase budgets that apply to an employee in that position.

  9. In the Available for assignment field, enter a date and time.

  10. Expand the Position duration section.

    The position duration is entered by default, based on activation and retirement dates that were entered earlier.

  11. Expand the Reports to position section.

    When you assign a worker to a position that reports to another position, you create a direct reporting relationship between the workers who are assigned to the two positions.

  12. Select New to open the drop-down dialog box.

  13. In the Reports to field, enter or select a value.

  14. Select Create.

  15. Expand the Worker assignment section.

  16. Expand the Relationships section.

    If your organization uses a matrix hierarchy or another custom hierarchy, you can set up position hierarchy types and then add reporting relationships to positions for each hierarchy type that you set up.

  17. Select Add.

  18. In the list, mark the selected row.

  19. In the Hierarchy name field, enter or select a value.

  20. In the Reports to position field, enter or select a value.

  21. Expand the Payroll section.

  22. In the Pay cycle field, enter or select a value.

  23. In the Paid by field, enter or select a value.

  24. In the Annual regular hours field, enter a number.

    The value that you enter is the number of regularly paid hours that the worker in this position is expected to work each year.

  25. Expand the Labor union section.

  26. Collapse the Labor union section.

  27. Expand the Financial dimensions section.

  28. In the Distribution template field, enter or select a value.

  29. In the Department field, enter or select a value.

  30. Select Save.

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