Personnel>>Personnel>> Positions>> Positions Re-Organisation
Positions Re-Organisation
There are three steps involved in conducting a Positions Re-organisation. They are:
STEP 2 - Select the Positions to be Edited
Note sure what is Position Re-Organisation? Click the link to find out more: What is a Position Re-Organisation?
STEP 1 - Create a New Batch
Batch No: Enter a user-defined, unique batch no to identify the batch. This allows you to group similar Filled Positions that are to be re-organised. You will, however, need to make changes to each Position in the batch individually.
Effective Date: Enter a date that has not yet passed.
Update Fill Date: Select "Yes" if you wish to make any updates. Otherwise select no.
Update Company Start Date: Select "Yes" if you wish to make any updates. Otherwise select no.
Update Dept Start Date: Select "Yes" if you wish to make any updates. Otherwise select no.
Update Position Start Date: Select "Yes" if you wish to make any updates. Otherwise select no.
Update Position No Effective Date: Select "Yes" if you wish to make any updates. Otherwise select no.
Transaction Reason: Select transaction reason codes from the drop-down list.
Click on the diskette icon to save the batch.
- Note: Batch Numbers can be automatically generated when entering Position Re-Organisation records by enabling Auto-Generate Batch Id via System Configurations>>Feature Management>>Auto-Generate Batch Id.
STEP 2 - Select the Positions to be Edited
- You will notice that the pop-up window is the same used to create positions.
Company and Pay Group Access are required to auto-populate Position details.
STEP 3 - Approve the Changes
- After adding all the positions to be re-organised to the Batch and making the appropriate changes, click on the Approve Batch Button.
- Finally, when you are certain that you are ready for the changes made to take effect, click on the Post button. Once a batch is posted, the changes cannot be un-done and a further positions re-organise exercise will have to be carried out.
- Note, you must ensure that the positions being changed do not belong to Pay Groups that have UNARCHIVED or RUNNING payrolls.
- If payrolls are in the process of being run or the last run payroll is unarchived, you will receive the follow error message and the changes will not be reflected in the employees’ profiles.
- Here we can see that Batch 20246 is awaiting Approval i.e. until it is approved, changes can be made to it. Batches 20243 and 20247 were both Approved and Posted by KHADIJAD AND ADRIANNAR on 23/07/2024 and 20/06/2024 respectively and Batch 20244 has been Approved but not yet Posted by FAIEEMAH on 25/06/2024.
- Note, this function cannot be used to transfer a person from one company to another. To do so, see the Company Transfer Tab in Employee Transactions.
- To enter a Company Transfer Record: How to perform a Company Transfer
Once POSTED, the Position re-Organisation is complete!
If necessary, you can check to see if the changes have been updated in the employee's position details. Use this article to see how: How to tell if the Positions Re-Organisation was successful?
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