Global Company Setup - Position Management Module

When Position Management is enabled for the company, the Position Management widget will become available on dashboards

To add, navigate to Company Settings > Global Setup > Company Setup after clicking the Edit Tabs link. By default, this widget will be added to the HR tab of Company Setup. When adding this widget to one company in a Multi EIN environment, it will be added for all companies.

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The widget contains both required and optional settings and controls default settings within the Position Budget widget under Company Settings > HR Setup > Positions.

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Required Fields

  • Budgeted / Assigned FTE Is Required – When checked, the full-time equivalency, or FTE field will be required within the Budgeted section of the Position Budget widget under Company Settings > HR Setup > Positions.
  • Budgeted / Assigned Amount Is Required – When checked, the Total Amount Per Year field will be required within the Budgeted section of the Position Budget widget under Company Settings > HR Setup > Positions.
  • Budgeted / Assigned Hours Are Required – When checked, the Total Hours Per Year field will be required within the Budgeted section of the Position Budget widget under Company Settings > HR Setup > Positions.

Allow Exceed Budgeted

Each setting in this section contains a drop-down with options of Do Not Allow, Allow – Notify If Exceeds, and Allow – Do Not Notify If Exceeds.

  • FTE – What is selected here will become the default setting in the Allow Exceed Budgeted FTE field within the Budgeted section of the Position Budget widget under Company Settings > HR Setup > Positions. Once selected here, the position’s default field will not be editable unless the user edits the row.
  • Do Not Allow – Select to not allow budgets to exceed full time equivalency (FTE).
  • Allow – Notify If Exceeds – Select to allow budgets to exceed full equivalency (FTE), but notify user if the amount entered exceeds the budget. Upon saving, a notification warning will appear at the top of the screen. Users are also notified upon saving an employee assignment, if amount exceeds what is configured.
  • Allow – Do Not Notify If Exceeds - Select to allow budgets to exceed full equivalency (FTE), and do not notify user if the amount entered exceeds the budget.
  • Amount - What is selected here will become the default setting in the Allow Exceed Budgeted Amount field within the Budgeted section of the Position Budget widget under Company Settings > HR Setup > Positions. Once selected here, the position’s default field will not be editable unless the user edits the row.
  • Do Not Allow – Select to not allow budgets to exceed budgeted amount.
  • Allow – Notify If Exceeds – Select to allow budgets to exceed budgeted amount but notify user if the amount entered exceeds the budget. Upon saving, a notification warning will appear at the top of the screen. Users are also notified upon saving an employee assignment, if amount exceeds what is configured.
  • Allow – Do Not Notify If Exceeds - Select to allow budgets to exceed budgeted amount, and do not notify user if the amount entered exceeds the budget.