Dynamics 365: Jobs and Positions for Your Organization

Establishing your company’s organizational hierarchy is an important part to your Human Resource implementation in Dynamics 365 for Finance and Operations, Enterprise Edition (the artist formerly known as Dynamics AX). Once completed, the structure can be used for tracking your org. chart, route timecards, route expense reports, utilize the payroll module and more.

In order to have a hierarchy, one needs to create the jobs and positions within the organization. Below we will explore the use of both.

Jobs

A frequent question when implementing HR functionality in Dynamics 365 / AX is why do I need jobs and positions? What’s the difference?

Think of a job as your job description. What are the qualifications of being a Sales Manager?

In navigating to Human Resources > Jobs > Jobs, we can see a list of all created jobs and create new ones. Within the Jobs Form you use each Fast Tab to build up the requirements of someone with this job; their skills, education, required tests and certifications, jobs tasks and areas of responsibility. The job is the foundation to then move onto positions.

See the full post here to learn about adding positions to the job!