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HR - Titles/Positions/Jobs

  • 1.  HR - Titles/Positions/Jobs

    GOLD CONTRIBUTOR
    Posted Jul 13, 2020 08:47 AM
    In the HR module, employees can have titles, positions and jobs.  These seem interchangeable.  We'd like to understand these fields better than what is explained in the help screens.

    We are implementing AX 2012 R3 (CU 13).

    What are the differences between titles, positions and jobs?  Is there functionality behind any of these that we need to be aware of?

    An example would help most.

    #AX2012
    #Functional
    #Intermediate

    Thanks,​​​​​​

    ------------------------------
    Mark Yankovich
    Allegheny Bradford Corporation
    PA
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: HR - Titles/Positions/Jobs

    GOLD CONTRIBUTOR
    Posted Jul 13, 2020 01:12 PM
    Hi Mark,
    Not sure how applicable this is because we're on D365 F&O, but I'll leave this here just in case it's similar enough:

    - We use jobs and titles interchangeably, so not sure what the difference there is, I know that one or the other is tied to a signing limit policy we have in place. That policy regulates who has to approve purchase requisitions, i.e. a manager has a signing limit of $50K and a PR is for $45K, it would be submitted by an "employee", approved by the supervisor if applicable, but the manager would be the last to approve as it's within that job/title's signing limit.
    - Positions are tied into this as that is how the system decides who to assign the record to next, i.e. the employee reports to a supervisor (position 1 reports to position 2), so employee submits a record, it gets assigned to position 2/supervisor in the next step if the workflow is set up to use the managerial hierarchy.

    I hope this helps, feel free to send a message if you have more questions on this.

    ------------------------------
    Kerstin Newman
    Business Analyst
    StarTech.com
    London ON
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: HR - Titles/Positions/Jobs

    GOLD CONTRIBUTOR
    Posted Jul 13, 2020 01:32 PM
    Hello,

    the title is a non-required field in a position record. Its a formal way of referring to a position. However the relationship between job and position is a many to one. One job could have multiple positions. (Ex Job = Accounting Manager , Postions= East Accounting manager, South accounting manager, North Accounting manager) and a position is what gets assigned to an employee record. Position is the main field used in hierarchies, compensation, employment records and so on.

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    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: HR - Titles/Positions/Jobs

    GOLD CONTRIBUTOR
    Posted 17 days ago
    Thank you Kerstin and Juan.  Your responses helped us.

    ------------------------------
    Mark Yankovich
    Allegheny Bradford Corporation
    PA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: HR - Titles/Positions/Jobs

    TOP CONTRIBUTOR
    Posted 16 days ago
      |   view attached
    Here's a guide I wrote up for our HR department as an intro to D365 for Talent. Most of it applies to Core HR as well. We're going a different route, instead of doing HR in D365 or D365 for Talent, but it may be helpful to you.

    ------------------------------
    Steve Latta
    Accountant
    Ortec, Inc.
    Easley SC
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: HR - Titles/Positions/Jobs

    GOLD CONTRIBUTOR
    Posted 15 days ago
    Steve - that is a well written and concise guide.  It was forwarded to our HR department as well.  It is helping them.

    Thank you.

    ------------------------------
    Mark Yankovich
    Allegheny Bradford Corporation
    PA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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