Positions are the 'Jobs' that employees are assigned to. You will set up all of your company positions here. Employees pay is usually calculated from the position that they are assigned to, so this is a particulars important section. Be sure that account for all of the positions that your company has set up.
Select Positions from the Setup menu, click Add. The 'Enter Positions' window will appear:
Enter a Position code (maximum of 6 characters)
Enter a brief description for the Position.
Enter a Rate (00.00 format).
Enter the Earning Codes and General Ledger Account Numbers for Regular time, Time and a half(1.5), and Double Time(2.0) (Optional). As explained earlier, these codes are for use with the Payroll Export, you may or may not require them.
Click the Save button.
Note: If you click Exit before clicking Save, the new Position will not be saved!
Exit the window, the 'Positions' setup window will appear. At this point you can either Add/Edit/Copy/Delete a Position, Renumber an existing Position code or Exit the window.
In the 'Gray' box (Positional Rate History) on the left side of the window, click the Add/Edit button, the following pop-up window will appear:
Enter the date of the rate change, then enter the new rate.
TIP: You can enter the current date by double clicking in the Date box (yellow if selected) or use the Quick-up Calendar button beside the Date box
Click OK to save the new rate. It will now appear in 'Gray' box.
Note: If you click Exit before clicking OK, the new rate will not be saved!
In General, you should not have any reason to delete a positional rate. If you want to change to rate due to a wage increase etc., go to Operations->Positional Rate Increase Run. Otherwise, avoid deleting any Positional rates if possible.
Click on the rate you wish to delete (it will then be highlighted in blue).
Click the Delete button.
Note: Before you delete a Positional rate, be SURE it will not affect other records in ETP. You may have a positional rate assigned to group of employees etc. Contact Advanced Solutions for further assistance.
Click the button to access positional information from an external source. The instructions may be outlined in an MSWord document or an Adobe PDF document.
When the work instructions button is clicked, the following screen appears...
Click the ADD button to include a new external document, the following window will appear ...