Configure a Position

Review all Position concept and reference topics. A thorough understanding of position concepts and configuration scenarios is required before you begin to create positions to prevent or minimize configuration mistakes.

Customers using Dimensions create positions in this application using Primary Jobs managed in Dimensions. This means if a job is missing in the Rank menu, you will need to add the primary job in Dimensions and synchronize.

Recommended Topics: About Assigning Shifts to Positions, and Configuring for Unassigned Personnel

To open or create a new Position:

  1. Go to Setup > Organizations > Institutions > Agency > Region > Station >Units > Positions.
  2. Choices are:
    • Select a Unit and click Add Position to place this new Position in the selected Unit.

    • To copy a Position, select the desired Position and click Clone.
  3. Select a Rank for this position.

    Customers using Dimensions, when selecting a job in Rank, note the External ID tag. This is the tag that identifies the pay rule in Dimensions for the employee working the selected position.

  4. In Active When, enter the day this Position is active. This field applies to newly created Positions; not Positions generated during the initial creation of the database.
  5. Configure the remaining fields and check boxes provided as desired.
  6. Click Save.