Position Types

Position Types are optional, and are used to group positions to filter or sort various tabs and reports within Personnel Budgeting. Organizations can choose what position types work for them according to their needs.  

Position types are managed in Personnel Budgeting > Personnel Budgeting Setup > Position Types.

Adding a Position Type

1. Navigate to Personnel Budgeting > Personnel Budgeting Setup > Position Types.
2. Enter the Position Type name.
3. Click Save to save the new type, or click Cancel to leave without saving.
   
   

How To Assign A Position Type

1. Navigate to Personnel Budgeting > Scenarios > Positions.
2. Click the Edit (pencil) icon for the position for which you want to assign the position type.
3. Select the desired Position Type from the dropdown.
4. Click Save.

Common examples of position types are below.

Example 1: Employee Status

• Full-Time Salary
• Full-Time Hourly
• Part-Time Hourly
• Seasonal
• Intern

Example 2: Organizational Level

• Executive
• Director
• Manager
• Associate
• Specialist
• Administrative

Notes about Position Types

• They are global and apply to all years and scenarios.
• They can be imported via the Pay Data File.
• The position type can be adjusted on each position via the Positions tab of the scenario or via the Pay Data File import.
  
  

Use the links below to navigate the learning path.

Employees <<  Introduction to Personnel - Learning Path  >> Pay Data File