Maintain position versions (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Human resources > Common > Organization > Positions > Positions. On the Action Pane, click Position tab > Versions > Maintain versions.
Use this form to maintain position versions. A position version is a type of date effective record. Date effective records contain changes to a record, in this case a position record, that are effective on a specific date and time. For more information, see Maintain records.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Each tab displays a grid of date effective records. When you modify a record on each tab, you must also enter effective and expiration dates that are specific to that record. The effective and expiration dates on one tab do not update the dates on another tab in this form.
Tab |
Description |
---|---|
Position details |
Update detailed information about the position. |
Position worker assignments |
Maintain worker assignments for the position. |
Position durations |
Maintain position durations. A position duration is the length of time that a position is effective. |
Position hierarchies |
Maintain position hierarchies. For more information about reporting relationships and position hierarchies, see About departments, jobs, and positions. |
Payroll |
Maintain payroll data associated with the position. This control is available only if the Payroll - USA configuration key is selected. |
Budget default values |
Maintain budget default values for the position. This information is used when you create budget forecasts for positions. For more information, see Key tasks: Forecast positions. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Workers' compensation |
Maintain worker’s compensation values for the position. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Budget lines |
Maintain budget lines for the position. This information is used when you create budget forecasts for positions. For more information, see Key tasks: Forecast positions. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Labor union |
Maintain labor unions for the position. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Fields
Field |
Description |
---|---|
Effective (Position details tab) |
Select the date and time when the position details become effective. |
Expiration (Position details tab) |
Select the date and time when the position details expire. |
Description |
Enter the description of the position. |
Job |
Select the job to associate with the position. |
Title |
Select the title of the position. |
Department |
Select the department that the position is located in. |
Position type |
Select the type of position. Position types are used to categorize the positions that you have throughout your company. |
Full-time equivalent |
Enter an employment factor for the position. For example, 1 indicates full-time employment and .5 indicates half-time employment. |
Compensation region |
Select the compensation region associated with the position. |
Available for assignment |
The date when the selected version of the position can be assigned to workers. |
Worker |
Select the worker to assign to the position. |
Assignment start |
Enter the starting date and time for the worker assignment. |
Assignment end |
Enter the ending date and time for the worker assignment, if applicable. |
Reason code |
Select a reason code that indicates why you are modifying or adding a worker assignment for the position. |
Activation |
Select the date and time when the position is effective. |
Retirement |
Select the date and time when the position will retire. |
Hierarchy name |
Select the hierarchy type to modify reporting relationships for. For more information about reporting relationships and position hierarchies, see About departments, jobs, and positions. |
Reports to position |
Select a position. For more information about reporting relationships, see About departments, jobs, and positions. |
Effective (Position hierarchies tab) |
Enter the date and time when the reporting relationship becomes effective. |
Expiration (Position hierarchies tab) |
Enter the date and time when the reporting relationship expires. |
Pay cycle |
The code that groups positions and workers for payroll processing. You select this when you generate pay statements. |
Paid by |
The legal entity that the worker is paid from. 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, leave this field set to 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 can automatically calculate 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 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 generated for the position during the leave will show a daily breakout. If no earning code is assigned to the leave type, the leave represents unpaid leave. No earnings lines will be generated during the leave period, and the salary amount will be 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. |
Budget default values
|
View previous default values and create default values that will be used to create budget forecasts in the future. For example, if you know that the annual gross compensation estimate for this position will change on the first of the year, you can create a new version that will become effective then. Click Add and enter the date when the change will occur, and then enter the new annual gross compensation amount. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Workers' compensation
|
View previous workers’ compensation plans and add workers’ compensation plans that will become effective in the future. For example, if you know that a new workers’ compensation plan will be available at the beginning of the year, you can create a new version that will become effective then. Click Add and enter the date when the plan will become available, and then select the state where the position will be available for workers’ compensation. After you select the state, all available compensation codes for that state on the date displayed will be listed. Select the appropriate compensation code to use to determine the cost of the compensation policy. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Budget lines
|
View previous budget lines and add default budget lines for this position that will become effective in the future. For example, if you know that this position will provide a car allowance of USD 500 next year, you can create a new version that will become effective then. Click Add and select the legal entity that will pay for the car allowance. Enter the date when the car allowance will become available, select the main account that will be charged, and then enter the amount. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Labor union
|
View previous labor union agreements and add labor union agreements that will become effective in the future. For example, if you know that a new labor union agreement will become active at the beginning of the year, you can create a new version that will become effective then. Click Add and enter the date when the agreement will become active, and then enter the details about the agreement. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
See also
About departments, jobs, and positions
Key tasks: New worker positions
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).