Positions: Details
The Position Details Screen displays salary, position, and tenure information for each employee. Users with edit rights can modify the fields from this page. To reach this page, simply click "Positions" from the Structure Navigator.
The following is a screen shot of the Position Details Screen and an explanation of key terms and functions.
Update a Position Record
Users can make any updates to the existing position record details from this page for the available fields. Simply make any updates to the record as needed, and click Save Modifications.
To cancel any changes, click Cancel.
If you make any changes to the position title, organization, pay plan, or series from this page, a prompt will appear asking if you would like to create a new position for this employee or save the existing. Note: This only applies to official records. If you make these changes to a planning record and click save, you will not receive this message.
If you simply would like to make updates to the existing position record, click "NO - Save Existing". If you would like to add a new promotion, lateral move, or re-assignment position to the database for the employee currently in view, click "YES - Add New". The Beacon HR Position Wizard will appear. Otherwise, click "Cancel".
While viewing a position record, you can use the "Highlight Official Fields" function to have a visual display of any fields that are downloaded from an official source.
If you save any updates to a record that is matched to an official counterpart and if these updates do not reflect the same values as the position's official source, an 
button will appear. You can click on this button to view the discrepancies that exist for this position record.
Updating the Merge Source for a Position Record
Every planning record in Beacon HR is assigned a merge source. A planning record applies to any record that does not have an official counterpart in the database. There are several visual indications available to users to alert them as to whether they are viewing an official record or a planning record.
Beacon HR users will indicate the merge source for a planning position upon initial input of the position into the database. Users can always change a merge source from the Position Details screen.
On the Position Details screen, a dropdown list of potential merge sources will appear in the blue header of the content area. Simply click on the dropdown, change the selection, and click "Save Modifications" on the bottom of the Position Details screen to save your changes.
Delete a Position Record
Users can delete a planning position record from the Positions Details page. If you are viewing an unofficial record and would like to delete the planning position record, click Delete.
At the prompt: "Are you sure you want to delete this position? Continue?", click OK. To cancel the delete, click Cancel.
Note: If you try to delete a position record that is tied to an official source in the database, you will receive an error message reading The system cannot delete this position since there is an official record matching this position.