Positions catalog

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The Positions catalog stores information about a company's job positions.
The Positions catalog is a mandatory part of the payroll process. You will need to specify positions in the following documents:

• Employment contract
• Timesheet
• Transfer and promotion

You might also need to specify positions in other documents such as work orders while assigning work items to employees.

The Positions catalog is available if the Enable Payroll subsystem checkbox is selected in Settings > Payroll.

To open the Positions catalog, go to Payroll and, under See also, click Positions.

In the Positions catalog, you can do the following:

• View positions.
• Create positions
• Edit position details.

Viewing positions

To view positions:

1. Go to Payroll.
2. Under See also, click Positions.

The Positions list is displayed.

To quickly find a position:

• Sort the list by column by clicking a column header. To change the sorting order, click the header again.
• Search the list using the search field above the list.

Creating positions

To create a job position:

1. Go to Payroll.
2. Under See also, click Positions.
3. In the Positions catalog, click Create.
4. In the Position (create) dialog, in the Description field, enter a job position name.
5. If headcount budget is set up (the Use headcount budget checkbox is selected in Settings > Payroll):
   To include the job position in a company's headcount budget, on the link bar, click Headcount budget. Then, in the Headcount budget dialog, click Create and specify the job position budget details. To learn more, see Setting headcount budget.
6. Click Save and close.

Editing position details

To edit position details:

1. Go to Payroll.
2. Under See also, click Positions.
3. In the Positions catalog, double-click a position line.
4. Edit the position details. For the description of the fields, see Creating positions.
5. Click Save and close.

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