The Positions master file allows you to create the positions that identify the employee occupations in your company. Positions are used to group employees. Examples of positions include nurses, bookkeepers, and cashiers.
The Use Positions box in the System Parameters must be checked to enable this window.
To access the Positions window, go to Payroll > Master Files > Positions. [+]
The following tasks can be performed from this window:
To display all positions on file, click Find without entering any search criteria. The grid displays the positions by Description in alphanumeric order. You can click any column heading to sort the list based on that column. Click the column heading again to reverse the order (i.e., ascending or descending).
Change or narrow your search results by entering specific search criteria:
In the Search By field, use the drop-down list to select how you want to search the list and sort the results. Select from the following sort options: Code or Description.
In the Search For field, enter the specific term to search for based on the Search By field choice. Enter all or part of the term (or, if a drop-down list displays, select an option) to retrieve all records that match the criteria.
Click Find to display the search results in the grid.
Click New located at the bottom of the Positions window. The Add Position window is displayed. [+]
In the Code field, enter a unique, three-character alphanumeric code to assign to the position.
In the Description field, enter a full-text description of the position.
In the EEOC Classification field, enter the classification to use for the EEOC report.
In the Default Workers Comp. Code field, click the Search button to select a valid Workers Compensation code to associate with the position.
In the Departments grid, enter the department(s) to associate with the position. In the Code field, click the Find button to select a valid department. Upon selection, the department name is displayed in the Name field. To remove a department from the grid, select the department, and click Remove.
In the Wages grid, enter the default wage codes to associate with the position. In the Wage Code field, click the Find button to select a valid wage code. To remove a wage code from the grid, select the code, and click Remove.
The Active check box defaults to checked, indicating that the position is available for use in the Centriq system. Uncheck the box to make the position unavailable/inactive.
Click Save to save the position and the close the window, or click Cancel to close the window without saving.
The Edit button allows you to edit the position field values, or change the active/inactive status of the position.
In the Positions window, find and select the position that you want to edit.
Click Edit. The Edit Position window is displayed.
Edit the fields as needed; refer to the field descriptions from To create a position (above).
Click Save to save your changes and close the window, or click Cancel to exit without saving.
Follow the instructions below to delete a position from the master file if it is not in use. NOTE: You can also choose to deactivate the position, rather than delete it, by unchecking the Active box in the edit screen.
In the Positions window, find and select the position that you want to delete.
Click Delete. A verification message is displayed.
Click Yes to delete the position, or No to keep it.
Follow the instructions below to display and/or print a list of positions on file.
In the Positions window, choose your search criteria and click Find to display the positions that you want to print. All records that are visible in the grid will be included in the report.
Click Print. The report is displayed in the Report Viewer, where you can save the list to the PC/network or print the list to an assigned printer. See To preview the report for more information on options within the viewer.
