Position Management - Users

The User record determines which Organizational Unit the user is associated with, such as Position, Job, Function, Cost Center, Division, Grade, Location or custom OU Types.

With Position Management, the organization is maintained and controlled via a Position structure and essential organizational information of the User is derived from the current Position assignments. The connection between the organizational data and the employee data is now established by assigning users to positions. Reporting Relationships (Manager and Subordinates), and the Organization Structure memberships are derived from User’s current Position assignments.

To access the User Records Administration page, go to ADMIN > TOOLS > CORE FUNCTIONS > USERS.

The following User record information is now derived from all current Position assignments:

  • User’s Positions - All assigned Positions.
  • User’s Jobs - All assigned Jobs (Across all current assigned Positions).
  • User’s Functions - All assigned Functions (Across all current assigned Positions).
  • User’s custom Position OUs - All assigned custom units (Across all current assigned Positions).
  • User’s custom Job OUs - All assigned custom units (Across all current assigned Positions).

The following User record information is now derived from current primary Position assignment:

  • User’s (Legacy) Position* - Assigned primary Position. Only applies if synchronization is activated.
  • User’s Manager - Primary incumbent of parent position (Direct Relationship) of assigned primary Position.
  • User’s Cost Center - Assigned Cost Center unit of assigned primary Position.
  • User’s Division - Assigned Division unit of assigned primary Position.
  • User’s Grade - Assigned Grade unit of assigned primary Position.
  • User’s Location - Assigned Location unit of assigned primary Position.