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Add a position
This article covers: Add position.
Before you start
- Access. You need access to Core HR > Job Positions. If you do not see it in the menu, ask your administrator for the role that covers this area.
- These lists must already have entries, because the window picks from them: job grades (add one); departments (add one); locations (add one); cost centers (add one).
Steps
Open Core HR > Job Positions.
Select Add position.
In the window Job position fill in the fields below.
| Field | Required | What it means and what to enter |
|---|---|---|
| Position code | No | A short, unique code that identifies the record. |
| Position title | Yes | Type the position title. |
| Job | Yes | Choose from the list. |
| Position type | Yes | Choose one: Permanent, Temporary, Contract, Seasonal, Project, Intern, Apprentice, Consultant, Other. |
| Employment type | Yes | Choose one: Full time, Part time, Contract, Intern, Consultant. |
| Work type | No | Choose one: Not set, On site, Hybrid, Remote, Field. |
| Job grade (default from the job) | No | Choose from the list. |
| Job level (default from the job) | No | Choose from the list. |
| Position description | No | Free text for your own notes. |
| Department | Yes | Choose from the list. |
| Team | No | Choose from the list. |
| Location | No | Choose from the list. |
| Branch | No | Choose from the list. |
| Cost center | No | Choose from the list. |
| Profit center | No | Choose from the list. |
| Find the reporting position (code or title) | No | Optional. Type part of a name or code to narrow the list next to it. |
| Reports to position | No | Choose from the list. |
| Approved headcount (seats) | No | A whole number of people or seats. |
| Budgeted | No | Choose one: Yes, No. |
| Annual budget per seat | No | Type the annual budget per seat. |
| Currency (for example USD) | No | The currency of the amounts on this record, for example USD or INR. |
| Effective from | No | The first day the record is in force. |
| Effective to | No | The last day the record is in force. Leave it empty if it has no end. |
| Apply an approved change on (optional) | No | Pick a date. |
- Select Save as draft.
The window closes and the table shows the result.
TIP
A star after a field name means the screen requires it.
If something does not work
- The button "Add position" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet. Add them first: Job Grades, Departments, Locations, Cost Centers.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.