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Position management details question for your collective input

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Posted on by Steve Deur

Hi,

How do you all manage positions?

I can't see a way not to create a new position every time a position detail changes, to avoid the display of incorrect worker position history.

Business scenario. A position with the description "Operator" vacated by departing Worker A is filled with Worker B. However, the position description changes from "Operator 1" to Operator 2", and Job assigned to the position also changes.

As-is: The problem is when viewed from HR/Workers/Positions. Worker A now appears to have occupied an "Operator 2" position for the date range they occupied the position. The position details that were effective when worker A occupied the position do not display. Instead, the current position details display.

It causes creating a new position if any details need to change versus simply updating the position details.

The correct data is accessible because position details are effective dated and reportable from the Positiondetails entity. It's just not showing correctly on the front end.

How do you all manage positions? I can't see a way not to create a new position every time a position detail changes.

Appreciate some wisdom from the gurus.

Thanks,

Steve.

Different example using an change in a test case to make the point.

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Steve Deur 30 on at

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RE: Position management details question for your collective input

Hi Andre,

If I understand correctly, creating a new position when the description changes (Tech 1 to Tec 2) is the best practice for D365. It seems in D365HR, changing a position description is for correcting errors, not maintaining positions over time. However, the database structure appears to have effective dating for it within the positiondetails entity. Effectively though D365 is not capable of position management.

Thanks for the insight.

Steve

After following up with MS support, this is part of the answer I received:

The description field is not a field that is tracked with Maintain Versions, since it is just the description on the position. So the results that you are seeing is what I would expect to see. When you have a position the position ID and Description this would normally not be changed. If the position has been changed and is no longer useful, the recommendation would be to retire that position and create a new position. If the position did not change then the description would not need to be changed.
André Arnaud de Cal... 291,431 Super User 2024 Season 2 on at

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RE: Position management details question for your collective input

Hi Steve,

I do understand your issue here. There are various ways to manage this. HR is a SaaS solution where you can't change the existing form behavior with a customization.

How many changes like this, you expect monthly or yearly? Eventually, you can contact Microsoft Support or create an idea on the Dynamics experience website (ideas.dynamics.com).
Steve Deur 30 on at

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RE: Position management details question for your collective input

Hi André,

I don't mean that worker 2 is an existing worker, but that can also happen.

It is the best practice with D365 to create a new position if the position details change?

From the PostionsDetails entity, there is effective-date tracking. I don't understand why the description returned to the user in the screenshot above is not correct for the corresponding assignment date range—the position description relevant to worker 1.

In practice, it's impossible to reuse a position if the position details have changed due to the display of misleading first worker position history.

Open to the suggestion's Example change in the position description: Lab Tech 1 to Lab Tech 2. Creating a new position for every hire or promotion, if any of the position details change, makes vacancy tracking more difficult, but open to suggestions.

Thank you,

Steve.
Steve Deur 30 on at

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RE: Position management details question for your collective input

Hi André,

Appreciate the insight. The position details change after worker 1 departs. The problem is worker 1, and worker 2 now have the same position description. I'm saying worker 1 should have the position description that was active when worker 1 was in the position.

The business scenario: Every time a position is vacated, the position details are updated before the replacement starts. However, this 'changes' the first worker's position history on the front end, as shown in the previously shared screenshots.

Thanks,

Steve.
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André Arnaud de Cal... 291,431 Super User 2024 Season 2 on at

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RE: Position management details question for your collective input

Hi Steve,

There can be multiple changes to positions. In your example above, I do understand that there was a person who left the company. Now another existing worker took over that position. In that case, I would change the position assignment and not the details of the current assigned position itself.