Position management

Position management allows you to record a budget per position in FTE and compare it with the actual occupancy.

Video

Description

You can budget positions per employer by organisational unit or by organisational unit and job.

Example of classifying positions

The 'Administration' department is small and for this reason it only has positions by organisational unit; positions by job would add very little value.

The Education & Consultancy department has a very extensive distribution that allows you to budget the number of FTEs per job.

The actual number of members of staff per position is in the 'Number of realised FTEs' column. The difference between realised and budgeted will show you immediately which positions still need to be filled.

Link position per employee

You can link a position per employee; only employees with a linked position count for the realisation.

You can automatically add these links in the following situations:

• Start of employment wizard

  If you select a position, Profit automatically copies the corresponding job and organisational unit (and any cost centre and cost unit).

• New position

  When adding a position you can immediately link the appropriate employees.

If an employee can be classified under two positions, this can be specified in the position allocation of the employee.

Example: 

An employee works 50% of the time for Administration and 50% as a planner in the Education Department.

If you use the Employee authorisation based on position allocation activation, Profit automatically adds a new position line when the start of an employee's employment is reported or if a job line is added. This contains the parent job and organisational unit. Profit also displays the employees on the organisation chart on the basis of their position allocation. If, as a result of the position allocation, an employee belongs to two organisational units, Profit displays this employee in both organisational units.

Changes over time

A budget for a position always has a specific validity period, because over time the position may be subject to changes.

Example: 

The 'Consultancy / Software Consultant' position is budgeted as follows:

• 01-01-2008 to 31-12-2008: 7 Fte
• 01-01-2009 to 31-12-2009: 9 Fte
• 01-01-2010 to...: 12 Fte

  The end date of the last line has not been entered. This budget will take effect on 1 January 2010, until you enter a new period budget.

Payroll journalising

The position allocation affects journalising in Profit Payroll. If an employee gets a new job line, Profit journalises the whole period based on the new job line. If you want to use the start date of the new job line for journalising, you need to add a position allocation to the properties of the job line.

Preparation

• Configure an organisation chart

  Position management is based on the organisation chart, so this must be configured.

Procedure

• Add positions
• Budget a position
• Budget multiple positions simultaneously
• Link or unlink an employee/position
• Link a position to an employee
• View positions

Also see