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CONTENTS
Lesson 1: Define Positions ..........................................................1
Objectives ................................................................................................. 1
Positions Overview ..................................................................................... 2
Positions Setup and Maintenance ................................................................. 3
Lookups for Positions .................................................................................. 5
Positions Example: Retail Industry ............................................................... 6
Position Details .......................................................................................... 8
Instructor Note: Demonstration Timing ......................................................... 9
Demonstration: Creating a Position ............................................................ 10
Activity 1 Introduction: Creating a Position .................................................. 12
Activity 1: Creating a Position .................................................................. 13
Instructor Note: Position Trees .................................................................. 15
Position Trees .......................................................................................... 16
Lesson Highlights ..................................................................................... 17
Lesson Highlight Details .......................................................................... 18
i
Lesson 1: Define Positions
Objectives
After completing this lesson, you should be able to:
Positions Overview
A position is an instance of a job in a specific department and optional in a location.
Positions are typically used by industries that have the following characteristics:
The following screenshot is the Create Position page within the Manage Position task.
You can see the five train stops that guide you through the position creation.
Manage Positions
Manage Position Trees
ABC Corporation has high turnover. It loses approximately 5% of their cashiers monthly.
The job of cashier includes three positions: front line cashier, service desk cashier, and
layaway cashier. Each job is cross-trained to take over another cashier position. When
one cashier leaves from any of the positions, another existing cashier from the front line,
service desk, or layaway can assist where needed. But to ensure short lines and
customer satisfaction, ABC must replace each cashier lost to turnover.
Because turnover is high in retail, positions are recommended for this industry. If
customers are using positions, it is easy to track the open headcount because the
position is a separate entity that continues to exist in the system even if the person's
assignment has been terminated. The position exists even when there are no holders.
This is important if the person who leaves the company is a manager or supervisor with
direct reports. All direct reports continue reporting to the position even if it is empty. You
do not need to reassign these employees to another manager or supervisor; the
replacement manager is assigned to the existing position.
Another advantage to using positions is that when you hire a new worker, many of the
attributes are provided as default values from the position. This speeds up the hiring
process.
Position Details
Key concepts regarding positions:
At the position, you can see the current vacant Full Time Equivalent (FTE), the
name of the incumbent(s), and also the history of incumbents.
You add a position to a specific department and location.
You can associate evaluation criteria and a profile with positions.
Many of the existing fields at the job also exist at the position, and the application
populates the Valid Grades region with the grades that you set up for the job on
which you are basing the position.
The course was designed for you to perform the specified demonstration at this point.
Demonstration Scope
Demonstration Steps
Start Here
Setup and Maintenance work area
8. Click Next.
9. In the Department field, search for and select XX InFusion Financial Sales.
10. In the Job field, search for and select XX Sales Executive XX_SALESEXEC.
Information
The application populates the Valid Grades region with the grade that was set
up for the job.
11. In the Hiring Information region, in the Hiring Status field, select Approved.
13. Since this position does not include evaluation criteria, click Next.
14. Since this position does not include a profile, click Next.
At this point, you should have created the XX Sales Executive position.
Requirements
Use the bold text for the object names, replacing the XX with your student
number, as indicated by your instructor
Activity Scope
Create a position.
Start Here
Setup and Maintenance work area Implementation Project: XX Workforce
Deployment page
6. Click Next.
7. In the Department field, search for and select XX InFusion Financial Sales.
8. In the Job field, search for and select XX Sales Executive XX_SALESEXEC.
Information
The application populates the Valid Grades region with the grade that was set
up for the job.
9. In the Hiring Information region, in the Hiring Status field, select Approved.
11. Since this position does not include evaluation criteria, click Next.
12. Since this position does not include a profile, click Next.
18. In the Manage Positions task row, click the Status icon.
Position Trees
Using the predefined tree structure for a position tree, you can create a position tree
with a tree version. If you need to make changes to the tree, you can create a new
version. Only one version can be active at a time. If you need multiple position trees, for
example, for reporting purposes, then you can create multiple trees. You can have only
one top-level node for a position tree.
The following figure illustrates a position hierarchy that you can establish using a
position tree:
Lesson Highlights
In this lesson, you should have learned how to: