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Today, I am going to put the spotlight on a great function Dynamics GP has and not many use; after reading this blog you may want to think about using Position Control for your organization!
Position Control was designed and developed to fill a specific need within the Public Sector such as State and Local Government, Education, Special Districts; but any industry can use this.
Position Control allows businesses to define specific “seats” for each Position. A seat can be thought of as a chair at a table, where the table represents the position. Only one employee can fill a specific seat at any point in time. So, conceptually, two half-time employees could sit in the same full FTE (Full-Time Equivalent) position seat. While most information will be driven to the employee from the position, compensation amounts can alternatively be driven from the seat if the user desires.
Position Control integrates with Payroll processing such that position seat assignments can override payroll compensation rates to use those rates assigned to the position seat. This assists payroll clerks so that they don’t have to modify pay code assignments for permanent and temporary assignments. Fund accounting is supported as well, allowing Payroll to pull certain segments of the posting accounts from payroll and portions from the position. This can greatly reduce the number of posting account setup records required. Pay step table increases are supported as an attribute of the position as well.
A super cool feature is Position Information Inheritance. Each role will have attributes such as location, division, pay, benefits etc. all these attributes can be rolled down to each employee within this position!
Position Control includes several reports that allow the user to track budget excesses by department, division, reports to position, supervisor and more. With these options, the user can quickly identify critical areas of the business that require intervention to ensure fiduciary responsibilities are met.
One important consideration with Position Control, a traditional “Position” in Dynamics GP cannot be reused across multiple departments because, with Position Control, a Position is unique within the organization. For example, if you have a “Fireman” position, you could not use that code in both “Fire House 1” and “Fire House 2” departments. This is important when planning your implementation of Position Control.
Set-up Position Control
Make sure you have the registration marked in Tools > Setup > HR > Position Control > Enable Position Control in Sample Company.
Microsoft Dynamics GP menu > Tools > Setup > Human Resources > Position Control > Position Control
Set-up Position Plan Codes
Microsoft Dynamics GP menu > Tools > Setup > Human Resources > Position Control > Position Plans Position plan codes
If you print a report during this process, and if the plan has any inactive employees assigned to the position seats, the report will display the plan information for inactive employees only.
Set up Position code for a position plan
Microsoft Dynamics GP menu > Tools > Setup> HR > Organization > Position
Import a Position plan from Excel
Microsoft Dynamics GP menu > Tools > Setup > Human Resources > Position Control > Position Plans
Warning: If you choose to import the Microsoft Excel plan workbook into a plan, the existing information in the plan will be overwritten with the information from the workbook.
Position Information Inheritance
Use the Position Information Inheritance window to change the position information and other details for the employee.
Position Control Tables
Position YTD Summary Amounts
PC Position Setup History
PC Position Pay Codes History
PC Position Benefits History
PC Position Seats History
PC Position Seats Detail History
PC Setup Information
PC Fund Setup
PC Fund Accounts Setup
PC Position Setup
PC Position Pay Codes
PC Position Benefits
PC Position Seats
PC Position Seats Detail
PC Position Setup Budget
PC Position Setup Budget Funds
PC Position Seat Budgets
PC Position Seat Budget Funds
PC Position Seat Inheritance
PC Position Pay Codes Inheritance
PC Position Benefit Inheritance
PC Report Options
It is always recommended to set up a test company with a copy of your live company. Once you have the test company refreshed, you can use this to set up Position Control and test and make changes however you need to. Here is a link to KB 871973 - "How to set up a test company that has a copy of live company data ": http://support.microsoft.com/kb/871973
While Position Control can be somewhat daunting to setup and configure, once fully implemented, Position Control can greatly enhance the ability of organizations to control costs, reduce the time it requires for fiscal year changes to employee compensation and benefits, and simplify position assignment changes for an organization.
I hope this information will is useful and will guide you in your set up of Position Control!
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