Add positions

You add all the positions you want to be able to budget. This allows you to determine the level of detail of your budget. Per employer you can budget by organisational unit or a combination of organisational unit and job.

To add positions there are three actions you can complete in the wizard:

• Add a position for an employer, organisational unit and job (mandatory).
• Record the first budget line with the number of FTE and the number of staff (optional).
• Once you have recorded the first budget line, you can link employees directly to the new position (optional).

The last two actions are optional, because you can carry these out individually at a later time.

You can budget by cost centre and cost unit if the relevant check boxes have been selected on the tab Journalising in the properties of an employer. You can also add positions by selecting HR / Management / Import HRM / Position.

To add positions:

1. Go to: HR / Organisation / Position management.
2. Click on: New.
3. Enter a code and description.
4. Select the organisational unit, employer and job.

   If the functionality Belgium has been activated, you also complete the data under Work location for delivery to the employers' social-accounting secretariat.

5. Select the Create budget check box.

   You can immediately add the first budget line and enter the data.

6. Click on: Next.

   You are going to link employees to the position. Profit shows all employees, based on their organisational unit/job and based on a link that has already been made to another position.

   If you did not record a budget in the previous step, Profit skips this step.

7. Select the employees to be linked.
8. Click on: Finish.