Defining position rules

Use Position Rules (PA06.1) to define rules that indicate how you use positions for reporting and budgeting. Position rules are used throughout employee and requisition processing. Position rules are required for each company within your organization.

Once company-level position rules are defined, rules specific to a process level or department are defined if needed. You cannot delete a company level rule if a process or department level rule still exists for that company.

To define a position rule

  1. Access Position Rules (PA06.1).
  2. Type the effective date for the position rule.
  3. Select the Main tab to define rules for employee and position relationships, counting, and multiple positions. Use the following guidelines to enter field values:
    Use Formal Positions

    Select whether you will use position codes for this company. If you select Yes (1), a position is required when adding a new employee or opening a requisition. If you select Allow for Requisition (3), a position is not required to open a requisition, but is required to fill the requisition or to add a new employee. This option lets you create a requisition for a new position before all the details of the position are worked out.

    Note: If you use position codes, the Position Defaults button appears. Use this when defining position codes.

    Defining position data item attributes

    One Position, Job Per Employee

    Select whether an employee will be allowed to concurrently hold more than one position or job.

    Automatic Counting

    Select whether assigned resource counts are updated automatically when employee or requisition information changes. If you select Yes, assigned resource counts will be updated automatically when employee or requisition data changes and budget comparisons are performed. If you select Yes, the Count Category field is required. If you select No, you must run Recalculate Assigned Resources (PA111) periodically to generate a current assigned resource count. How are assigned resources tracked?

    Count Category

    Select how assigned resource counts display in Assigned Resources (PA11) and how budgeting is performed.

    If salary encumbrance are performed for positions, this field impacts how encumbered amounts are calculated

    Head Count

    Select how the assigned resource head count should be calculated for employees holding multiple positions.

    FTE

    Select how the assigned resource FTE should be calculated for employees holding multiple positions.

  4. Select the Limit tab to define rules related to the values allowed for head count and FTE.
    Budget , Max Head Count

    Type the maximum allowable head count per count category.

    Budget, FTE Min and Max

    Type the minimum and maximum allowable FTE per count category.

    Employee, Employee Per Position Min and Max

    Type the minimum and maximum FTE for each requisition and each position assigned to an employee.

    Employee, Employee All Position Min and Max

    Type the minimum and maximum allowable FTE for an employee, considering all positions or jobs assigned to them.

  5. Select the Counts tab to define what is included in the count and what of that count is compared to the budget.
    Compare to Budget, Head Count

    Select whether the head count should be checked when comparing to the budget.

    Compare to Budget, FTE

    Select whether FTE should be checked when comparing to budget.

    Compare to Budget, Employees

    Select whether budget comparisons should be performed when employee changes are made.

    Compare to Budget, Requisitions

    Select whether budget comparisons should be performed when requisition information changes.

    Compare to Budget, Use Authorized Counts

    Select whether authorized counts should be used for calculating head count and FTE variance.

    Compare to Budget, Restrict to Budget

    This field indicates whether head count and FTE are restricted to the amount budgeted.

    Compare to Budget, Budget Approved Through

    Type the date through which budgets have been approved and through which current budget information may be entered into the application.

    Note: The application will not allow you to enter budget information on Position Budget (PA70.1) and Job Budget (PA71.1) beyond the date entered here.
    Include in Counts, Active Employee

    Select whether active employees should be included when calculating the total assigned-resource head count and FTE.

    Note: Active employees are determined by the status code assigned on Employee (HR11) and by the value in that status code's Count field on Employee Status Codes (HR03).
    Include in Counts, Not Active Employees

    Select whether non-active employees should be included when the application calculates the assigned-resource total head count and FTE.

    Note: Non-active employees are determined by the status code assigned on Employee (HR11) and by the value in that status code's Count field on Employee Status Code (HR03).
    Include in Counts, Active Requisitions

    Select whether counts for active requisitions should be included when calculating the total assigned-resource head count and FTE.

    Note: The active status for a requisition is assigned on Requisition (PA42.1).
  6. If you use the Infor Payroll application, select the Payroll tab to define the way the Payroll application uses position information. For more information on the defaulting rules, see the Infor Payroll User Guide.
    Pay Rate

    Select the manner in which you want the pay rate to default to the time records from positions.

    GL Expense, Activity

    Select whether you want General Ledger expenses and activities to default to time records from positions.

    Process Level, Department

    Select whether you want the process level and department to default to the time records from positions.

    Job Code, Shift

    Select whether you want the job code and shift to default to the time records from positions.

    Schedule

    Select whether you want the schedule, pay grade, and step to default to the time records from positions.

    Location Code

    Select how the location code will default to the time record.

    Select Ignore Positions if you want the location code to default from the employee record instead of positions. Select Primary Positions if you want the location code to default from the employee's primary position. Select All Positions if you want the location code to default from the employee's primary or secondary position.

  7. Select the Add form function.
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