Position action (form)
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:
|
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:
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
|
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.
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
|
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. |
See also
Position hierarchy types (form)
Maintain position versions (form)
Maintain position versions (form)
About departments, jobs, and positions
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