Overview

Positions

Positions are created and maintained using the Position Maintenance window (HR> Maintenance> Position). The positions you create do not necessarily have to be the same as the job titles attached to employee records. For example, some Springbrook users create generic positions and apply those positions to different job titles in different departments. You can create a position titled Clerk and then apply the Clerk position to employees with the job title Payroll Clerk and Billing Clerk. Other Springbrook users create a position for each job title in the organization. These users would create two positions: Payroll Clerk and Billing Clerk.

There is an optional feature called Position Control which allows you set up positions by department and then limit the employee records that can be attached to each position based on the number of positions in each department. For example, if there should be only two accounting clerks in the payroll department, you can set up two accounting clerk positions in the payroll department using position control. When positions and departments are attached to employee records, there can be only two employees in the payroll department with the accounting clerk position. Position Control is an optional feature that can be enabled in the Setup window (HR> Utilities> Setup> Use position control toggle).

Plans

Plans have two functions: they work are templates when you create new employee records using the Applicant Screening process and they are used to attach union units to employee records in the Payroll module.

Grade and Steps

The Grade Maintenance window is used to create and maintain employee grade and step amounts. Grades and steps are used to categorize and control the hourly wages or annual salaries of employees. For example, you can create a grade titled Police Officer and set up the various Police Officer salaries as step amounts (step 1 - $45,000 to $55,000, step 2 - $56,750 to $68,000, etc.). When you hire a new police officer, attach the Police Officer grade and a step to the new employee record (PR> Maintenance> Employee> Open an employee> Finance tab> Grade and Step fields), the salary level attached to the Grade and Step will populate on the employee record.

The grade and step amount also functions as a validation and control on the employee record. When the salary or hourly wage amounts are modified on an employee record, the Employee Maintenance window verifies that the amounts are correct based on the grade and step amounts attached to the employee record.