5Jobs and Positions

This chapter contains the following:

Jobs and positions represent roles that enable you to distinguish between tasks and the individuals who perform those tasks.

Note the following:

  • The key to using jobs or positions depends on how each is used.

  • Positions offer a well-defined space independent of the person performing the job.

  • Jobs are a space defined by the person.

  • A job can be defined globally in the Common Set, whereas a position is defined within one business unit.

  • You can update the job and department of a position at any time. For example, if you hire someone into a new role and want to transfer the position to another department.

During implementation, one of the earliest decisions is whether to use jobs or a combination of jobs and positions. The determinants for this decision are:

  • The primary industry of your enterprise

  • How you manage your people

Primary Industry of Your Enterprise

The following table outlines information about Primary industries and how they set up their workforce.

Primary Industry Workforce Setup

Mining

Positions

Utilities

Positions

Manufacturing

Positions

Retail Trade

Positions

Transportation and Warehousing

Positions

Educational Services

Positions

Public Transportation

Positions

Agriculture, Forestry, Fishing, and Hunting

Jobs

Construction

Jobs

Wholesale Trade

Jobs

Information

Jobs

Finance and Insurance

Jobs

Professional, Scientific, and Technical Services

Jobs

Management of Companies and Enterprises

Jobs

Administrative and Support and Waste Management and Remediation Services

Jobs

Arts, Entertainment, and Recreation

Jobs

Accommodation and Food Services

Jobs

Other Services (Except Public Administration)

Jobs

Management of People

Consider the following scenarios how industries manage their employee turnover:

  • Scenario 1: Replace employees by rehiring to the same role.

  • Scenario 2: Replace headcount but the manager uses the headcount in a different job.

  • Scenario 3: Rehire employees to the same position, but the manager requests reallocation of budget to a different post.

The following table displays suggestions of what the industry should use, either jobs or positions, in these three scenarios:

Industry Scenario 1 Scenario 2 Scenario 3

Project (An industry that supports project-based forms of organization in which teams of specialists from both inside and outside the company report to project managers.)

Positions

Jobs

Jobs

Controlled (An industry that's highly structured in which all aspects of work and remuneration are well organized and regulated.)

Positions

Positions

Positions

Manufacturing

Positions

Jobs

Positions

Retail

Positions

Jobs

Positions

Education

Positions

Jobs

Positions

Other

Positions

Jobs

Jobs

Jobs are typically used without positions by service industries where flexibility and organizational change are key features.

Software Industry

For example, XYZ Corporation has a director over the departments for developers, quality assurance, and technical writers.

  • Recently, three developers have resigned from the company.

  • The director decides to redirect the headcount to other areas.

  • Instead of hiring all three back into development, one person is hired to each department, quality assurance, and technical writing.

In software industries, the organization is fluid. Using jobs gives an enterprise the flexibility to determine where to use headcount, because the job only exists through the person performing it. In this example, when the three developers leave XYZ Corporation, their jobs no longer exist, therefore the corporation has the flexibility to move the headcount to other areas.

This figure illustrates the software industry job setup.

A figure that illustrates an example of jobs setup in
the software industry. The Technology Department in XYZ Corporation
has three job titles, which are Developer, Quality Assurance Specialist,
and Technical Writer.

Positions are typically used by industries that use detailed approval rules, which perform detailed budgeting and maintain headcounts, or have high turnover rates.

Retail Industry

ABC Corporation has high turnovers. It loses approximately 5% of its cashiers monthly. The job of the cashier includes three positions: front line cashier, service desk cashier, and layaway cashier. Each job is cross-trained to take over another cashier's position. When one cashier leaves from any of the positions, another existing cashier from the front line, service desk or layaway can assist where needed. But to ensure short lines and customer satisfaction, ABC Corporation must replace each cashier lost to turnover. Since turnover is high in retail it's better for this industry to use positions.

Note the following:

  • You have to create a vacancy manually when position synchronization is used and an employee terminates employment (when an incumbent moves out of the position).

  • The position exists even when there are no holders. Having the position continue to exist is important if the person who leaves the company is a manager or supervisor with direct reports.

  • All direct reports continue reporting to the position even if the position is empty.

  • You don't have to reassign these employees to another manager or supervisor. The replacement manager is assigned to the existing position.

Also, an added advantage to using Positions is when you hire somebody new, many of the attributes are inherited from the position. This speeds up the hiring process.

This figure illustrates the retail position setup.

A figure that illustrates the positions setup for a retail
store and the incumbent in each position. The cash supervisor position
is currently vacant and there are ten open positions for the front
line cashier, three open positions for the service desk cashier, and
two open positions for the layaway cashier.

Health Care Industry

Health care is an industry that must regulate employment, roles, and compensation according to strict policies and procedures. Fixed roles tend to endure over time, surviving multiple incumbents. Industries that manage roles rather than individuals, where roles continue to exist after individuals leave, typically model the workforce using positions.

The hospital has a structured headcount and detailed budgeting. For example, a specific number of surgeons, nurses, and interns of various types are needed. These positions must be filled in order for the hospital to run smoothly. Use jobs and positions when you apply detailed headcount rules.

This figure illustrates the hospital position setup.

A figure that illustrates the positions setup for an
health care industry with surgeons, nurses, and interns in different
positions.

If position synchronization is enabled, assignments inherit specified values from the associated position.

Synchronized Attributes

You can select any of the following attributes for synchronization when position synchronization is enabled:

  • Department

  • Job

  • Location

  • Grade

  • Grade Ladder

  • Manager

  • Full Time or Part Time

  • Regular or Temporary

  • Assignment Category

  • FTE and Working Hours

  • Start Time and End Time

  • Probation Period

  • Union, Bargaining Unit and Collective Agreement

  • Synchronize Mapped Flexfields

Position Changes

All active assignments that are synchronized from position automatically inherit changes from the position. Assignment attributes synchronized from position automatically inherit changes from the position. For those attributes not synchronized from position, you can either retain the existing values or update values from the position.

The Review page in the Edit Position page displays the list of impacted assignments with a status for each assignment. The status indicates if there are any issues due to the position change. You must correct all errors before submitting the position changes.

Assignment Changes

When you change the position in existing assignments you have a choice whether to inherit the values for those attributes which aren't synchronized from the position. If you choose not to inherit, then the previous values remain unchanged.

Position Synchronization Configuration Changes

If the position synchronization configuration is changed after person and assignments are created, then the Synchronize Person Assignment from Position process must be run to apply the changes in assignments.

Position Hierarchy Configuration Changes

When the manager is synchronized from the HCM position hierarchy and you change the parent position, all assignments inherit the new manager from the current parent position. When you remove a position from the hierarchy, all child positions move one level up in the hierarchy. Hence, the grandparent position is the new parent position.

The incremental flattening process is triggered when you add or change a parent position. The flattening process will update the changes in the position hierarchy.

When you change the position in an existing assignment, the manager value is updated based on the parent position of the changed position. If the parent position doesn't have an incumbent, the incumbent in the position in the next level up in the hierarchy is the new manager.

Uploading Changes Using HCM Data Loader

When you create or update assignments using HCM Data Loader, you can synchronize them from positions. In this case, you must:

  • Enable position synchronization before you load the assignments. If you enable it after the assignments are loaded, then you can synchronize from positions for current and future dates only.

  • Set the Synchronize from Position (Position Override) attribute on the employment terms or assignment object to Y.

After loading the assignments, you must run the Synchronize Person Assignments from Position process to synchronize the assignments. When you run the process, set the Past Period to Be Considered in Days parameter to an appropriate value. For example, if you set this parameter to 60 days, then any assignment records with start dates during the previous 60 days are synchronized from positions. By default, Past Period to Be Considered in Days is set to 30 days.

Position synchronization is inheritance of values in an assignment from the values specified in the associated position. You can enable position synchronization at the enterprise and legal entity levels using the Manage Enterprise HCM Information and Manage Legal Entity HCM Information tasks (in the Setup and Maintenance work area) respectively.

Enterprise Level Setup

You can enable position synchronization either at the enterprise or the legal employer levels. Select the Enable Position Synchronization attribute in the Edit Enterprise page to enable position synchronization for the enterprise. By default, this attribute is deselected. You can also specify whether the inherited values can be overridden at the assignment level.

If you enable position synchronization at the legal entity and the enterprise levels, then the settings specified at the legal employer level takes precedence over the settings specified at the enterprise level.

Legal Employer Level Setup

Set the Enable Position Synchronization attribute to Yes in the Position Synchronization page to specify the attributes to be configured with the position for the legal employer.

Select No for the Enable Position Synchronization attribute, to exclude a specific legal employer.

You can also use the same settings as defined for the enterprise. In this case, you must select the Use Enterprise option, which is the default value. If position synchronization is configured at the enterprise level, then the assignment inherits the attribute values from the position selected. You can also override these values at the assignment level.

Enabling Position Synchronization Post Setup

Here are the steps to enable position synchronization for the enterprise or legal entity post setup..

  1. On the Home page, under My Client Groups tab, click the Show More link to access more quick actions.

  2. Navigate to Workforce Structures > Manage Enterprise HCM Information page or Manage Legal Entity HCM Information page.

  3. Under Position Synchronization Configuration section, select the attributes that you want to synchronize.

  4. Select the Allow Override at the Assignment option if you want to exclude an assignment from synchronization.

  5. Using HCM Data Loader, you need to update all assignments that you want to must be synchronized from the position (as of the date you want to enable position synchronization).

  6. Set the Synchronize from Position (position override check in HCM Data Loader) attribute on these assignments to Y. This enables position synchronization even if you don't want to allow override at the assignment.

  7. Run the Synchronize Person Assignments from Position process to synchronize the assignments.

If you enable position synchronization, assignments inherit specified values from the associated position. You can also specify whether the inherited values can be overridden in the assignment. You can specify this at the enterprise and legal entity levels using the Manage Enterprise HCM Information and Manage Legal Entity HCM Information tasks respectively.

Overriding of Assignment Values

When you enable position synchronization, you specify which attributes the assignment inherits from the position due to synchronization. Assignment attributes synchronized from position inherit their values from the position and aren't editable. The restriction on editing values in the assignment applies only to the information that's entered in the position. For example, if the Bargaining Unit isn't entered in the position, you can edit this value in the assignment even though it's one of the attributes inherited from the position. If override is allowed at the assignment level, then you can specify at the assignment level whether you want to synchronize from position or not. By default, the Synchronize from Position attribute on the Edit Assignments page is set to Yes. If you prevent override at the assignment level, users can't update the specified attributes that the assignment has inherited from the position. You can use personalization to enable managers to specify a value for the Synchronize from Position field.

You can choose to either retain the existing values in the assignment or update the values from the position for any attributes that aren't synchronized. So, if you don't select the grade attribute for synchronization and update the grade value in the position, you can either retain the existing grade value in the assignment or update it from the position.

If a synchronized attribute is empty at the position, then this attribute won't be synchronized in the assignment. You can enter any value for this attribute in the assignment. If a value already exists for this attribute, it will be retained and you can change it to any other value.

Note: If you choose to specify your own values for an assignment, then that assignment won't be synchronized with any future position changes.

Position hierarchy defines positions' relationships. The HCM position hierarchy is built based on these relationships. You enable the HCM position hierarchy on the Manage Enterprise HCM Information page in the Setup and Maintenance work area.

When you enable HCM position hierarchy:

  • You can specify the parent position for a position on the Create and Edit Position pages in the Workforce Structures work area. When you search for positions based on a parent position, it will show all child positions for the specific parent position.

  • You can also use the hierarchy to synchronize the line manager in the assignment from the line manager value in the parent position.

  • You can view the positions that are part of the HCM position hierarchy on the My Team page and view the incumbents for a position.

  • You can inactivate a position only if an incumbent with an inactive assignment exists.

Updating the Position Hierarchy

You can only correct the HCM position hierarchy. You can enable or disable the position hierarchy configuration by flattening the existing hierarchy. You must run the Synchronize Person Assignments from Position process to flatten the position hierarchy.

When the position hierarchy is flattened, then schedule to run the Synchronize Person Assignments from Position process. This will apply the manager changes in assignments if the position hierarchy is changed after person and assignments are created. The assignment changes can exist on the current date, date in the future, or in the past.

You can't change the position hierarchy configuration if the line manager is synchronized based on the HCM position hierarchy. However, if line manager synchronization was configured as of a date in the past, then you can correct the position hierarchy configuration.

The HCM position hierarchy shows the relationship between positions and their parent positions. You can view and edit the hierarchy on the HCM Position Hierarchy page, if your data security profile allows you.

You can identify a position's parent on the Manage Positions page if the Use HCM Position Hierarchy option is enabled for the enterprise.

The nodes of the position hierarchy represent positions and parent positions. You can:

  • Add child positions under a position either by creating a new position or by selecting an existing position as the child.

  • Create a copy of an existing position by specifying a new name and code. The rest of the information is copied from the original position to the copy. You can change any information that you want.

  • Edit the position.

  • View the incumbent details including name, person type, person number, position entry and exit dates, and their status as of the current date.

  • Delete any position that doesn't have any incumbents or child positions.

In each position node, you can view:

  • Position name and code.

  • Business unit, job, department, and location.

  • Number of incumbents for the position.

  • Open Full Time Equivalent (FTE)

  • Current incumbents in the position.

How You Create a Graphical Position Hierarchy

Vision Corporation is reorganizing its workforce and defining the hierarchy for all positions. You must create a position hierarchy as shown below:

The figure shows the position hierarchy for Vision Corporation.

The following table summarizes the key decisions for this scenario.

Decisions to Consider In this Example

Which business unit do these positions belong?

Vision Corp. US

What is the method for position code generation?

Manual

You must do the following before creating the position hierarchy:

  1. On the Manage Enterprise HCM Information page, enable HCM Position Hierarchy.

  2. Ensure you have the Manage HCM Position Hierarchy privilege, which enables you to update the hierarchy.

  3. Create the following positions -Executive Vice President, Vice President, Senior Sales Manager, and Senior Operations Manager.

  4. Display additional fields on the Create and Edit Position pages using personalization, if required.

Add a Parent Position to an Existing Position

  1. On the My Client Groups tab, click Workforce Structures.

  2. On the Manage Positions page, search and select the Vice President position.

  3. On the Position: Vice President page, click Edit and select Update.

  4. Select Reorganization.

  5. Click OK.

  6. Search and select the Executive Vice President position as the parent position.

  7. Click Review.

  8. Click Submit.

  9. Click Yes.

  10. Click OK.

Create a New Child Position

  1. On the HCM Position Hierarchy page, click the orange arrow icon in the Vice President node and select Create Child Position.

  2. On the Create Child Position page, enter the following details:

    Field Value

    Name

    Sales Director

    Code

    SALES_DIR

    Job

    Director

    Type

    Single Incumbent

    FTE

    1

    Headcount

    1

  3. Click Save and Close.

  4. For the Vice President node, repeat steps 1 and 2 using the following details:

    Field Value

    Name

    Operations Director

    Code

    OPS_DIR

    Job

    Director

    Type

    Single Incumbent

    FTE

    1

    Headcount

    1

  5. Click Save and Close.

Add an Existing Position as a Child Position

  1. In the Sales Director node, click the orange arrow icon and select Add Existing Position as a Child.

  2. Search and select the Senior Sales Manager position.

  3. Click OK.

  4. On the Edit Position: Senior Sales Manager page, click Save and Close.

  5. In the Operations Director node, click the orange arrow icon and select the Add Existing Position as Child option.

  6. In the Select Position window, search and select the Senior Operations Manager position.

  7. Click OK.

  8. On the Edit Position: Senior Operations Manager page, click Save and Close.

Create Duplicate Positions

  1. In the Senior Sales Manager node, click the orange arrow icon. and select Duplicate Position.

  2. On the Create Duplicate Position page, enter the following details:

    Field Value

    Name

    Sales Manager

    Code

    SALES_MGR

    Type

    Single Incumbent

    FTE

    1

    Headcount

    1

  3. Click Save and Close.

  4. In the Senior Operations Manager node, click the orange arrow icon. and select Duplicate Position.

  5. On the Create Duplicate Position page, enter the following details:

    Field Value

    Name

    Operations Manager

    Code

    OPS_MGR

    Type

    Single Incumbent

    FTE

    1

    Headcount

    1

  6. Click Save and Close.

Move the Sales Manager Node

You added the Sales Manager node under the Sales Director node instead of under the Senior Sales Manager node. You can drag the node and drop it on the Senior Sales Manager node.
  1. Select the Sales Manager node and drop it on the Senior Sales Manager node. The Sales Manager position automatically becomes a child of the Senior Sales Manager position.

    If you created a node in a wrong place, you can just drag and drop the node to the correct place. The hierarchy automatically adjusts itself when you do so.

Review and Submit the Position Hierarchy Changes

  1. On the HCM Position Hierarchy page, click Review. This page shows the positions that you added to the hierarchy or the changes made to existing positions.

  2. Click Submit.

  3. Click Yes.

  4. Click OK. If approval rules are set up, you'll be able to see the hierarchy changes after they are approved/

To select a line manager synchronization option for the enterprise or for individual legal entities, use the Manage HCM Enterprise Information and Manage HCM Legal Entity Information in the Setup and Maintenance work area respectively. This topic discusses the line manager synchronization options available.

HCM Position Hierarchy

Use the HCM Position Hierarchy to synchronize the line manager on the assignment with the incumbent of the parent position in the position hierarchy.

When there is a change in the position hierarchy, the affected assignments are automatically updated. Alternately, when you update a position using the HCM Data Loader run the Synchronize Person Assignments from Position process for the assignments to inherit the position changes. For example, if a position is moved under a different parent position, if there are any direct reports they're automatically reassigned to the incumbent in the new parent position. If there is no manager in the parent position, the application checks for the incumbent in the grandparent position, or until it finds an incumbent. If there are multiple incumbents in a parent position, the incumbent with the longest tenure in the position is assigned as the new manager, You can change the manager to the other incumbent on the Employment page.

If you move a position or remove it from the hierarchy, the grandparent position becomes the new parent position for all the child positions. For example, if you have a hierarchy as follows: Manager (grandparent), Team lead (parent), and Developer (child), and you move the Team Lead position to a different branch. The Manager position is the new parent position for the Developer position.

Note: If you're using HCM position hierarchy, remove the function privilege for the Manage Position Trees task in the Setup and Maintenance work area for your users. You can also hide the Manager field on the Create Position and Edit Position pages using personalization if you synchronize the line manager using position hierarchy.

Position Manager

Use the position manager to synchronize the line manager on the assignment with the line manager defined for the position. You can use this option if you're not using the HCM Position Hierarchy and want to manually maintain the manager at the position. .

To synchronize the position changes with the affected assignments, run the Synchronize Person Assignments from Position process. The Initialize Position Synchronization process to load position synchronization changes is incorporated into the Synchronize Person Assignments from Position process. Run the Synchronize Person Assignment from Position to:

  • Update affected assignments in the enterprise or legal entity if position synchronization is enabled (either initially or later, as a change).

  • Prevent data corruption

  • Synchronize the line manager based on the HCM position hierarchy.

  • Update assignments affected by the position changes, uploaded using HCM Data Loader.

Note: You must schedule this process to run on a regular basis. If you’re synchronizing the manager, then it's recommended to run this process daily.

Use the Schedule New Process page in the Scheduled Processes work area to run the Synchronize Person Assignment from Position process.

Before you run the process, you must enable position synchronization on the Manage Enterprise HCM Information or Manage Legal Entity HCM Information tasks in the Setup and Maintenance work area

Process Parameters

Past Period to Be Considered in Days

Number of days in the past to be considered for updating the attribute in the assignments. The default value is 30 days. Note that even if position synchronization was enabled in the past and you loaded position data with an effective date of 6 months back, you don’t need to specify 180 days as the number of days. This is because the process detects the effective date and the last updated date of the position data. You can enter 2 days as the parameter value though changes are effective 6 months back.

Run at Enterprise Level

Select Yes to run the process for the enterprise, or No to run it for a specific legal entity.

Legal Entity

Legal entity for which you want to run the process.

Process Results

This process updates all affected assignments with the changes from the position. This includes:

  • Changes due to position synchronization.

  • Past or future-dated changes to the position hierarchy.

  • Rollback of line manager changes in assignments for reverse termination.

  • Line manager hierarchy changes

  • Flexfield-mapping changes.

  • Changes in position loaded using HCM Data Loader

You map position flexfields with assignment flexfields using the Manage Assignment Flexfields Mapping task in the Functional Setup Manager.

Use the task to map assignment descriptive flexfield segments to position descriptive flexfield segments. Synchronizing mapped flexfields includes the following steps:

  1. Define flexfield mapping

  2. Enabling flexfield synchronization

  3. Synchronizing assignment flexfields from position flexfields

Define Flexfield Mapping

To map flexfields, follow these steps.

  1. In the Functional Setup Manager, click the Manage Assignment Flexfields Mapping task.

  2. Specify the following information.

    Field Description

    Source Context

    The context for the position descriptive flexfield. If you want to map a global position flexfield segment, leave the source context blank

    Source Segment

    The position descriptive flexfield segment of the selected context or the global segment if the context was left blank

    Destination Context

    The context for the assignment descriptive flexfield you want to map the position flexfield to. If you want to map it to a global assignment flexfield segment, leave the destination context blank.

    Destination Segment

    The assignment descriptive flexfield segment of the selected assignment context or the global segment if the context was left blank.

    Enterprise Configuration: Enable Position Synchronization

    Specify whether you want to use this flexfield mapping for position synchronization for the enterprise. Leave this field blank if the flexfield mapping applies to a specific legal employer.

    Legal Employer Configuration: Legal Employer

    Use this option if the flexfield mapping doesn't apply to the enterprise. You can select multiple legal employers. Select the legal employer.

    Legal Employer Configuration: Enable Position Synchronization

    Specify whether you want to use this flexfield mapping for position synchronization for the selected legal employer.

  3. Add more mappings as required and specify information described in step 2 for each row.

  4. Save the mapping.

Enabling Flexfield Synchronization

To enable flexfield synchronization, follow these steps.

  1. In the Setup and Maintenance work area, click the Manage Enterprise HCM Informationtask to enable the setting for the enterprise, or click the Manage Legal Entity HCM Information task to enable the setting for a specific legal entity.

  2. Click Edit and select Update.

  3. Select the Enable Position Synchronization and Synchronize Mapped Flexfields check boxes in the Position Synchronization Configuration section.

  4. Click Submit.

Synchronizing Assignment Flexfields from Position Flexfields

To synchronize assignment flexfields from position flexfields, follow these steps.

  1. In the Navigator, click Scheduled Processes.

  2. Click Schedule New Process.

  3. Run the Synchronize Person Assignments from Positions process.

You map position descriptive flexfields to assignment descriptive flexfields using the Manage Assignment Flexfield Mapping task in Oracle Fusion Functional Setup Manager.

Use this mapping to automatically populate values for those assignment flexfields mapped to the position flexfields, when position synchronization is enabled. This topic describes what to consider when you're mapping flexfields.

Enterprise or Legal Entity Levels

Before you map flexfields, you must decide whether you want the mapping to be available for the enterprise or for specific legal entities only. You can reuse a mapping across different legal entities. Settings at the legal employer level takes precedence over enterprise settings, if both are specified.

Context Specific or Global

You must decide whether to map context specific or global flexfield segments because you can't map a context specific flexfield segment to a global flexfield segment. You can't map two or more segments of different contexts or multiple position segments to the same assignment segment.

When you change the position value in an assignment, all synchronized global segments inherit the value from the new position. You can manually update those segments that have a blank value in the position.

When you change the position value in an assignment, all context specific segments inherit the value from the new position. If the new position has similar values to the old position and additional contexts defined, the assignments retain the same values and inherit the additional values from the new position.

Selecting and removing a position in an assignment makes the context and segments editable but the current values aren't removed if they're synchronized from the position.

Numeric or Character

You can map flexfields of the same type (for example, numeric-to-numeric or character-to-character only), same precision, and the same value set (same value set ID).

Create a Position Profile

Profiles help you in identifying the requirements and competencies for a position. You can associate an existing profile. You can also create a new profile and associate it with the position by updating or correcting the position.. You can associate a profile to a position using any of these pages - Position Details, Position Change, and Request a New Position. Here's how you create a position profile.

  1. On the Home page, click My Client Groups.

  2. Navigate to the quick actions and click the Show More link.

  3. Under Workforce Structures, click Position Details.

  4. Search for and click the position for which you want to associate the profile.

  5. On the Position Details page, click Create Profile under the Actions menu.

  6. On the Create Position Profile page, enter these details.

    Field Description

    Position Responsibility

    Responsibilities that are required for the position.

    Position Qualifications

    Qualifications that are required of the people in the position.

  7. Click Save.

FAQs for Jobs and Positions

When can I enable position synchronization?

You can enable position synchronization at any time but if there are existing assignments in an enterprise or legal employer, you can enable it only as of the current or future date. If you update an assignment as of a past date the values from the new position won't be updated in the assignment. For example, if you create a transfer as of a past date before enabling position synchronization, the values from the new position won't be updated in the assignment.

You can specify a parent position when you enable HCM position hierarchy using the Manage Enterprise HCM Information task in the Setup and Maintenance work area. A parent position is one, which is the next position up in the position hierarchy.

On the Manage Positions page, click the parent position link to view the position details and click the icon next to the parent position to refresh the search with the parent position.

As a prerequisite, you specify a parent position to synchronize the line manager from the parent position. When you select to synchronize the line manager using the position hierarchy the incumbent in the parent position is populated as the new manager.

In an assignment, the standard working hours are inherited from the position. The working hours and the standard working hours provided in the position are used to calculate the FTE (Full Time Equivalent) in the assignment. If there is a FTE value already existing in the position, you can choose to update it based on the ratio of the working hours to standard working hours.

When position synchronization is enabled, even if FTE value exists for the position, it is not copied to the assignment during synchronization. Instead, the assignment FTE value is calculated as a ratio of working hours to standard working hours, if specified.

What happens when grades are synchronized?

The profile options to default or enforce valid grades are ignored when grades are synchronized.

If multiple valid grades exist at the position, then you can select an appropriate grade in the assignment. If you hire a person into the position, which has an entry grade specified, then the entry grade will be the default value in case of multiple valid grades.

If the assignment has both position and job, then synchronization from the position always takes precedence and the values at the job will be ignored. Let's say you haven't defined any valid grades for the position. However, valid grades are defined for the job and the assignment has a position. Then any valid grades for the job are ignored.

How can I exclude some assignments from position synchronization?

If you want to use position synchronization only for a section of workers, you need to enable position synchronization at the legal employer level.. To exclude some assignments from synchronization, select Allow Override at the Assignment in the Position Synchronization Configuration section on the Manage Enterprise HCM Information page.

To exclude a specific assignment from synchronization, select No in the Synchronize from Position field in the assignment (even if override is allowed). All read-only fields become editable but the assignment won't be synchronized and will no longer inherit any changes made at the position level. However, it isn't possible to exclude only some synchronized attributes.

How do I override position synchronization at the attribute level?

If you want to capture a different value for one attribute only, leave that attribute blank at the position. Let's say the location attribute is synchronized from the position but except in a few cases it doesn't matter into which location the person is hired, then you can leave the location field blank at the position. Since blank values aren't synchronized, the location will be editable in the assignment enabling you to select a value manually.

What happens if I select Synchronize Mapped Flexfields?

When you select this option, assignment flexfields are synchronized with the mapped position flexfields.

You must first map position flexfields to assignment flexfields using the Manage Assignment Flexfield Mapping task in the Functional Setup Manager, and then select this option in the Manage Enterprise HCM Information task. When position synchronization is enabled, the position flexfields are inherited in the assignments.