...
Position Management is only available for users with Advanced permissions (Unit Manager/Admin roles).Within this functionality, the following actions are available for
Position Management for planned positions
For planned (not-yet-started (planned) positions user is able to:
Creating Create new position positions
Viewing View existing positionpositionsEditing
Edit existing positionpositionsDeleting
Delete existing position
...
positions
All these actions are available for positions, that are not linked to Personal Profiles.
Creating new position
To add a new position you need to click on Add Position button in the right upper corner of the Resource Plan. This will launch New Position state in the slide-out sidebar:
...
Workload calculation is conducted by this formula: (<Number of Position days> / <number of month working days>) *100%. Note: Percentage calculation result should be is rounded to the nearest integer.
...
It is possible to enter integer (even) numbers only.
Maximum input in a cell :
In case default pre-calculated workload < 100% ( e.g. cases, when Start Date <> the first day of the month or End Date <> the last day of the month):
...
=
...
In case default pre-calculated workload = 100%:
...
100%
...
If workload input exceeds maximum possible input it will be cut to match the maximum possible.
Minimum input is 0.
When Start Date/End Date for the position is changed:
...
Cells for fully eliminated months are removed
...
Cells for new months are added with pre-calculated default workload
...
In case the newly set Start Date/End Date is within the initially selected month (start/end month was not changed as a result):
The System will reset the workload to the default one for the newly specified date
...
If workload in some cell was edited, the System fixes the edited workload value and does not change it even if the subsequent Start/End Date change affects recommended value
If change of the Start/End Date leads to the cell removement (month is fully eliminated), then the recommended workload for this cell will be calculated again next time it is included into Start - End Date period
If Start/End Date change leads to new month cell being added, then recommended (MAX) workload for this cell is calculated
If the workload value was saved, then it is considered edited at the next edit phase
Note: this applies to all workload values present in panel at the time, when user clicked the submit button.
User will be able to create a new position only once all the mandatory fields in the sidebar are populated. After creation, new position will be displayed in the Resource Plan table of the corresponding unit. Note: to see the newly created position please make sure, that Show Planned Positions is turned ON.
Position linkage to profile
When Start Date for the position arrives AND the position has a proposed Candidate:
...
User cannot view or edit the position itself (launching the View Position and Edit Position states becomes unavailable)
User can edit perform the following actions via the Workloads & Dates state:
Edit workload of the position
Change the position's End Date
Change the position termination option
Terminate the position
Viewing existing position
There are 2 options for viewing a not-yet-started (planned) position:
...
In the Workload (Monthly, %) section panel:
For current and future workload (current month and following): cells are filled in with blue color in proportion to the specified workload number.
For past workload (previous month and earlier): cells are filled in with grey color in proportion to the specified workload number. Note: This case is only possible for positions without candidates, whose Start Date has already passed.
From the View Position state it is possible to continue managing the opened position by clicking on the buttons in the header area:
Delete
Edit
...
Editing existing position
There are 2 options to start editing a not-yet-started (planned) position:
...
Unit - this field is disabled for editing
Workload (Monthly, %) cells for the months that have already passed - they are filled in with grey color in proportion to the initially specified workload number and disabled for editing. Note: This case is only possible for positions without candidates, whose Start Date has already passed.
Deleting existing position
Deleting a not-yet-started (planned) position is only available by click on the 'Delete' button in the header area of View Position state:
...
After confirmation for the action is received from the user, corresponding position will be removed from the list on the Resource Plan perspective.
Editing workload for position linked to profile
This option is available for already started (actual)
Position Management for actual positions
For actual (already started) positions user is able to:
Edit workload
Change the position's End Date
Change position termination option
Terminate position
All these actions are available for positions, linked to Personal Profiles. To start editing the workload for the position you any of those you need to select Edit Workload Workloads & Dates option in Quick Menu displayed on hover over the corresponding cell in the Team Member column:
...
This will launch Edit Workload Workloads & Dates state in the slide-out sidebar:
...
...
Editing workload
In the Edit Workload state only workload-related data from the Workload (Monthly, %) section panel can be edited by clicking on the corresponding workload cell.
User is not able to edit workload for the current and future months onlyselect Start Date earlier than the first day of the previous year and End Date earlier than the first day of the month one year ago relative to today. Cells for the months that have already passed are filled in with grey color in proportion to the initially specified workload number and disabled for editinga.
It is possible to enter integer (even) numbers only.
Maximum input in a cell :
In case default pre-calculated workload < 100% ( e.g. cases, when Start Date <> the first day of the month or End Date <> the last day of the month):
Maximum input = default pre-calculated workload
In case default pre-calculated workload = 100%:
Maximum input = 100%
If workload input exceeds maximum possible input it will be cut to match the maximum possible.
Minimum input is 0.
User will be able to apply updates to the position only while all the mandatory fields in the sidebar are populated. After the update, changes in the corresponding fields are reflected in the Resource Plan table of the corresponding unit.= 100%
Minimum input is 0.
User will be able to apply workload updates to the position only while all the mandatory fields in the sidebar are populated with valid values. After the update, changes in the corresponding fields are reflected in the Resource Plan table of the corresponding unit.
Changing position's End Date
User is able to prolong/reduce the position's duration by changing the position's End Date.
...
Note: The availability of dates for selection in the calendar is regulated by the position termination option.
Available dates, when Position Termination = Automatic:
Future date relative to today
Available dates, when Position Termination = Manual:
Current date (if greater than Start Date)
Date in the past within the current month, if position Start Date is in the current month (but always greater than Start Date)
The last date of the previous month if position Start Date is in the previous month or earlier (but always greater than Start Date)
Future date relative to today
When the End Date of the position is changed:
Workload cells for fully eliminated months are removed from the Workload (Monthly, %) panel
Workload cells for new months are added to the Workload (Monthly, %) panel with pre-calculated default workload
If workload in some cell was edited, the System fixes the edited workload value and does not change it even if the subsequent End Date change affects recommended value
If change of the End Date leads to the cell removement (month is fully eliminated), then the recommended workload for this cell will be calculated again next time it is included into Start - End Date period
If the workload value was saved, then it is considered edited at the next edit phase
Note: this applies to all workload values present in panel at the time, when user clicked the submit button.
Changing position termination option
User is able to change position termination option in both ways: from Automatic to Manual and from Manual to Automatic depending on the current selection:
...
Ability to select Automatic option is disabled, when:
Position Termination = Manual and position End Date has passed
Position Termination = Manual and position End Date arrives today
Terminating position
Automatic termination
Automatic termination allows user to schedule automatic position termination upon the arrival of the position's End date. No manual confirmation is needed for this option.
Position with Position Termination =Automatic will be automatically hidden from the list on the Resource Plan perspective, when position End Date arrives.
It is possible to schedule automatic position termination only for the future dates relative to today.
Manual termination
User is able to terminate only positions with Position Termination = Manual option selected. For such positions Save and Terminate Position button will be displayed in the Workloads & Dates state:
...
Manual termination requires manual confirmation for position termination. When user clicks on the Save and Terminate Position button, confirmation modal is displayed:
...
After termination is confirmed in the modal, the position is hidden from the list on the Resource Plan perspective.
Save and Terminate Position button is disabled, when:
Position Termination = Manual and position End Date has passed beyond the allowed limits in the past, which are:
Date in the past within the current month, if position Start Date was in the current month (but always greater than Start Date)
The last date of the previous month if position Start Date was in the previous month or earlier (but always greater than Start Date)
Position Termination = Manual and position End Date is in the future