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Version: 1.3.2

Position Slot

Create position slots to plan the number of employees recruited to a position, and the salary range for each of them.

Main information about the position slots registered in the system is stored in the Position Slot (hrm_position_slot) table of the agent interface.

Access to the position slot​


OperationRole required
Read
  • hrm_manager, hrm_finance_controller
  • hrm_agent and admin except the fields for specifying the salary and its type
  • hrm_budget_owner if the position slot is related to their company
  • organizational unit heads, the direct and indirect managers of organizational unit heads, and the heads of higher organizational units with access to the agent interface can view only the records that belong to their organizational units
Create
  • organizational unit heads, hrm_manager except the Hiring horizon, Job post, and Employment contract fields
  • admin can fill in only the Hiring horizon, Job post, and Employment contract fields
Update
  • hrm_manager, organizational unit heads, the direct and indirect managers of organizational unit heads, and the heads of higher organizational units with access to the agent interface if the position slot is in the New, Approved, or Available state; the Hiring horizon, Job post, and Employment contract fields are available for editing only if the position slot is in the Agreed or Available state
  • only hrm_admin can edit the Employment contract field of the position slot is in the New state
Deletehrm_admin

Create a position slot​


To create a position slot, follow one of the paths below:

PathSteps
Via the Position Slots list
  1. In the agent interface, navigate to Human Resource Management (HRM) → Recruitment Planning → Position Slots.
  2. Click New in the upper-left corner of the page and fill in the required fields.
  3. Click Save or Save and exitto apply the changes.
Via the Position form
  1. In the agent interface, navigate to Human Resource Management (HRM) → Registers → Positions.
  2. Click New in the upper-left corner of the Position Slots related list and fill in the required fields.
  3. Click Save or Save and exitto apply the changes.

Position Slot form fields​

FieldMandatoryDescription
PositionYSpecify the position to which the slot is related.
Hiring horizonN

Specify the planning horizon for hiring an employee to fill this position slot. The field becomes available for editing as soon as the budget owner approves the position slot.

The field is cleared if the specified employment contract enters the Archived status.
Job postN

Specify the job post for the position to which the slot is related. The field is available for editing after the approval of the position slot by the budget owner.

The field is cleared if the specified employment contract enters the Archived status.
Employment contractN

Specify the employment contract concluded with the new hire who has filled in the position slot. The field becomes available for editing as soon as the budget owner approves the position slot.

The field is cleared if the specified employment contract enters the Archived status.
Start dateNSpecify the recruitment start date.
End dateNSpecify the recruitment end date.
Select salary typeYSelect a salary type. Available options:
  • Net
  • Gross
Minimum net salaryNSpecify the minimum net salary. The field is available for editing if the Net option is selected in the Select salary type field. The value is calculated automatically if the Minimum gross salary is specified.
Maximum net salaryNSpecify the maximum net salary. The field is available for editing if the Net option is selected in the Select salary type field. The value is calculated automatically if the Maximum gross salary is specified.
Minimum gross salaryNSpecify the minimum gross salary. The field is available for editing if the Gross option is selected in the Select salary type field. The value is calculated automatically if the Minimum net salary is specified.
Maximum gross salaryNSpecify the maximum gross salary. The field is available for editing if the Gross option is selected in the Select salary type field. The value is calculated automatically if the Maximum net salary is specified.

Approvals – the list of approval requests that displays their states and the approvers' names.

Position slot control​


You can control a position slot with the buttons on its form. To do so, navigate to Human Resource Management → Recruitment Planning → Position Slots and open the required record form.

UI actionDescriptionRole required
Send for approvalClick to send a New position slot for approval. The employees who are budget owners (hrm_budget_owner) in the company where the position slot is available will receive corresponding approval requests.
  • the head of the organizational unit that includes the related position
  • hrm_agent
ApproveClick to approve the position slot.hrm_budget_owner
RejectClick to reject the position slot.hrm_budget_owner
EditClick to edit the form fields. The position slot transitions from the Rejected to the New state. Another approval is required after saving an edited position slot.
  • caller
  • hrm_admin
ArchiveClick to archive the position slot.
  • the head of the organizational unit that includes the related position
  • hrm_agent
  • hrm_budget_owner
DeleteClick to delete the position slot. The button is located in the burger menu in the upper-left corner of the form.hrm_admin

Create a copy​


You can create a position slot copy. To do so, in the burger menu , click Make a copy.

The system will then forward you to the newly created copy with the following differences from the original:

  • the state of the copy is New,
  • the fields Hiring horizon, Job post, and Employment contract are empty,
  • the fields Hiring horizon and Job post are read-only.

Position slot state model​


The Position Slot state model is illustrated by the diagram below.

State description​

StateDescription
New

A position slot takes this state at the first saving.

Available transitions:

  • Pending approval
Pending approval

A position slot enters this state after clicking Send for approval on its form.

Available transitions:

  • Approved
  • Rejected
Approved

The state is set in the following cases:

  • the user clicked Approve on the current position slot,
  • the employment contract specified in the current position slot entered the Archived state,
  • the related onboarding request completed with the Not solved result was closed.
  • Available
  • Reserved
  • Occupied
  • Archived
Rejected

A position slot enters this state after clicking Reject on its form. Rejected position slots should either be canceled or edited.

Available transitions:

  • New
  • Available
Available

A position slot enters this state after specifying the recruitment horizon.

A position slot also returns to this state from the Reserved state if an already completed related Onboarding request is closed with a Not solved result.

A position slot enters this state if an already completed related Dismissal request is closed with the Solved result.

Available transitions:

  • Reserved
  • Recruiting
  • Archived
Recruiting

A position slot enters this state after a related vacancy is taken to work.

A position slot returns to this state from the Reserved state if an already completed related Onboarding request is closed with a Not solved result.

Available transitions:

  • Reserved
  • Occupied
  • Archived
ReservedA position slot enters this state when the following requests are created:

Available transitions:

  • Approved
  • Available
  • Recruiting
  • Occupied
Occupied

A position slot enters this state after a related recruitment request is closed.

Available transitions:
  • Archived
ArchivedA position slot enters this final state after clicking Archive on its form.