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Administrator Guide
Last Updated: 2023-06-23
Create Positions

Create Positions

  • Create supervisory organizations.
  • Set up basic staffing information.
  • Set up the job catalog.
  • Configure the
    Create Position
    business process and security policy in the Staffing functional area.
    • If you use commitment accounting, include the
      Assign Pay Group for Position Restriction
      and
      Request Default Compensation for Position Event
      subprocesses.
    • You can hide or require optional fields.
    • If you want to track additional data on position restrictions, you can add custom fields.
  • For academic positions, enable educational institution features and tenure tracking in the
    Edit Tenant Setup - HCM
    task.
  • You can enable job overlap on the position restrictions in the
    Edit Tenant Setup - HCM
    task.
Before you can hire, transfer, promote, or demote workers into a supervisory organization, you must:
  • Open positions.
  • Apply hiring restrictions to job profiles.
Hiring restrictions control these factors and more:
  • The location of the positions.
  • Which of the positions you can fill.
  • Which workers can fill the positions.
Optionally, you can select the
Allow Override of Restrictions on Staffing Events
check box in the
Edit Tenant Setup - HCM
task. If you use job requisitions, this option enables you to override job profile restrictions specified on job requisitions.
  1. Access the
    Create Position
    task.
  2. Select the
    Supervisory Organization
    in which you're opening the position.
  3. On the
    Hiring Restrictions
    tab, add the hiring restrictions that apply.
    Option Description
    Availability Date
    Enter the date when the position is available for staffing transactions. The target hire date on job requisitions can't be earlier than this date. Also, you can't change this date after you fill a position for the first time.
    The
    Availability Date
    , which is associated with the supervisory organization, also determines when the position displays in prompts. If you view the position before its availability date, the supervisory organization is blank.
    Earliest Hire Date
    Enter the earliest date that you can hire a worker into the position.
    This date can be later than the position
    Availability Date
    .
    No Job Restrictions
    Makes all job profiles in the job catalog available for staffing. Provides more flexibility than restricting hiring based on location, worker type, or time type.
    Job Family
    Makes all job profiles associated with these job families available for staffing.
    Job Profile
    Makes individual job profiles from one or more job families available for staffing.
    Job Description Summary
    Automatically populates from the first
    Job Profile
    that you select, but you can override it. If you select a job family with multiple job profiles, the job description summary won't automatically populate.
    Job Description
    Enables you to use rich text formatting when creating job descriptions.
    Location
    Limits hiring to the listed locations. If you don't select a location, all location partners can hire workers into the position.
    Time Type
    Limits hiring to the listed time types.
    Worker Type
    Limits hiring to the listed worker type.
    Worker Sub-Type
    Limits hiring to the specific type within the worker type.
    Critical Job
    Automatically populates from the
    Job Profile
    , but you can override it.
    Difficulty to Fill
    Automatically populates from the
    Job Profile
    , but you can override it.
    Available for Overlap
    Enables you to backfill a position that already has a worker with an unknown vacating date.
  4. (Optional) Enter full-time equivalent information for the position on the
    Hiring Restrictions
    tab.
    These fields display when you opt in to the
    Enable FTE for Position Restrictions
    check box on the
    Edit Tenant Setup – HCM
    task.
    Option
    Description
    Scheduled Weekly Hours
    Default Weekly Hours
    Automatically populates based off of the location and time type that you select.
    For both fields, when you select multiple or no locations, and select any time type, Workday uses a default value of zero.
    When a position restriction has a corresponding job requisition, the position restriction now uses the default and scheduled weekly hours on the requisition:
    • The
      Default Weekly Hours
      field is based on the primary location that you select on the job requisition.
    • Workday inherits the
      Scheduled Weekly Hours
      field from the
      Scheduled Weekly Hours
      field on the job requisition.
    For
    Scheduled Weekly Hours
    , Workday uses the time profile of the location you select to determine the default value for weekly hours. When you select a single location with the:
    • No or
      Full Time
      time types, Workday uses the value in the
      Default Weekly Hours
      field. If the value is too large, you can manually update the value to be less than 168 hours.
    • Part Time
      time type, Workday uses a value of zero.
    FTE
    This value is calculated by dividing the
    Scheduled Weekly Hours
    by the
    Default Weekly Hours
    , and displays as a percentage.
  5. Complete the
    Qualifications
    tab.
You can view position information with these reports:
  • View All Positions
    displays open, filled, frozen, and future-dated positions.
  • Position Summary
    displays filled positions, pending offers, future hires, and the number of position restrictions available for hire by quarter.
  • Modify the hiring restrictions placed on a position.
  • Correct the details of a position.
  • Add custom data to position restrictions by selecting
    Additional Data
    Edit
    or
    Additional Data
    Edit Effective-Dated Custom Object
    from the related actions menu.