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.

Access to the position slot

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Operation	Role 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 managers and their managers with access to the agent interface can view only the records that belong to their organizational units
Create	organizational unit managers, 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 managers, and their managers 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
Delete	hrm_admin

Create a position slot

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

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

Position Slot form fields

Field	Mandatory	Description
Position	Y	Specify the position to which the slot is related.
Job post	N	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.
Planning horizon	N	Specify the planning horizon within which an employee to fill in the position slot should be hired. The field becomes available for editing as soon as the budget owner approves the position slot.
Employment contract	N	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.
Start date	N	Specify the recruitment start date.
End date	N	Specify the recruitment end date.
Select salary type	Y	Select a salary type. Available options: Net Gross
Minimum net salary	N	Specify 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 salary	N	Specify 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 salary	N	Specify 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 salary	N	Specify 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.

Related lists

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

Position slot control

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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 action	Description	Role required
Send for approval	Click 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
Approve	Click to approve the position slot.	hrm_budget_owner
Reject	Click to reject the position slot.	hrm_budget_owner
Edit	Click 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.	Record creator hrm_admin
Archive	Click to archive the position slot.	the head of the organizational unit that includes the related position hrm_agent hrm_budget_owner
Delete	Click to delete the position slot. The button is located in the burger menu in the upper-left corner of the form.	hrm_admin

Position slot state model

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

State description

State	Description	Available operations with fields
New	A position slot takes this state at the first saving. Available transitions: Pending approval	Create – managers of the organizational unit, hrm_manager Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above Edit – managers of the organizational unit, hrm_manager Delete – managers of the organizational unit, hrm_manager
Pending approval	A position slot moves into this state after clicking Send for approval on its form. Available transitions: Approved Rejected	Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above
Approved	A position slot moves into this state after clicking Approve on its form. Available transitions: Available Occupied Archived	Create – hrm_admin (for import) Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above Edit – managers of the organizational unit
Rejected	A position slot moves into this state after clicking Reject on its form. Rejected position slots should either be canceled or edited. Available transitions: New Available	Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above Edit – hrm_budget_owner, managers of the organizational unit
Available	A position slot moves into this state after specifying the recruimtent horizon. Available transitions: Recruiting Archived	Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above Edit – hrm_agent, managers of the organizational unit
Recruiting	A position slot moves into this state after a related vacancy is taken to work. Available transitions: Occupied Archived	Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above Edit – hrm_agent, managers of the organizational unit
Occupied	A position slot moves into this state after a related recruitment request is closed. Available transitions: Archived	Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above Edit – hrm_agent, managers of the organizational unit
Archived	A position slot moves into this final state after clicking Archive on its form.	Read – hrm_agent, hrm_budget_owner, managers of the organizational unit and the managers of the organizational unit one level above.