D365 Finance & Operations and Dynamics AX Forum

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
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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.

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Kerstin Newman
Business Analyst
StarTech.com
London ON
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Original Message:
Sent: Jul 13, 2020 08:46 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

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
------------------------------

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
------------------------------

Original Message:
Sent: Jul 13, 2020 08:46 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

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
------------------------------

Thank you Kerstin and Juan.  Your responses helped us.

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

Original Message:
Sent: Jul 13, 2020 08:46 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

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
------------------------------

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
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Original Message:
Sent: Jul 29, 2020 11:53 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

Thank you Kerstin and Juan.  Your responses helped us.

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

Original Message:
Sent: Jul 13, 2020 08:46 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

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
------------------------------

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
------------------------------

Original Message:
Sent: Jul 30, 2020 09:07 AM
From: Steve Latta
Subject: HR - Titles/Positions/Jobs

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

Original Message:
Sent: Jul 29, 2020 11:53 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

Thank you Kerstin and Juan.  Your responses helped us.

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

Original Message:
Sent: Jul 13, 2020 08:46 AM
From: Mark Yankovich
Subject: HR - Titles/Positions/Jobs

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
------------------------------