Create Matrix Position Structure

Explanation

This activity is used to create and manage matrix position structures. Each matrix position structure can be connected to multiple companies. By arranging positions into a hierarchical chart, you can define distribution of responsibility within the organization. Access rights, default jobs, export groups, and other data can be linked to a position. This allows for a quick and easy management of employees through the position assignment. It is important to note that matrix structures can encompass multiple companies, allowing for more complicated organization setups.

Highest ranking positions should be placed at the top, with subordinate positions added to their respective superiors. That will create a chain of authority that has an impact on many parts of the IFS Cloud, such as employee assignments or data access.

Each position can have multiple subordinate positions, but only one superior.

To view valid positions by date, indicate a date using Data Valid On function at the top of the page. By default, only active positions on a certain date will be visible. The option Valid Positions as at User Date will determine if you are able to view invalid positions as well.

Select the Expand option and select a position. Use General section to edit general position details and create new positions. To display a position, select it from a graphical object structure. To add a new position, select its direct superior and select New Position option. If the position is not supposed to have any superiors, select the structure name at the top of the graphical object structure.

• Indicate ID of the position, Title of the position and the Direct Supervisor.
• If you select the Exclude from Export option, the position will not be included in a position structure export.
• If you select the Default Access Extension option, you will extend default access rights of the position. By default, position access works only within the organization unit where the position holder is assigned. Setting this option to Yes allows this access to spread to all subordinate organization units.
• If you select the Protected Person option, certain information about position holders will become inaccessible to anyone without special access rights.
• If you select the Export Assigned option, the employees assigned to the position will be included in a structure export.
• In the Transfer Group field, you can assign the position to a transfer group. Transfer groups can be used during a payroll data export, allowing every group to be exported separately.
• In the Jobs Linked section, you have an option to assign a default job. It will be automatically suggested when the position is selected for an employee in the New Employment assistant.
• Click Generate in order to create a new access result.

Prerequisites

In order to perform this activity, a matrix structure has to be registered in the system.

System Effects

As a result of this activity

• Matrix position structure will be defined for a company.
• Position IDs will become available for assignment.

Pages

Graphical Position Structure

Activity Diagrams

Define Position Structure