Future changes to positions

Overview

This new feature allows HR users to schedule future changes to position financial dimensions, enhancing flexibility and precision in managing financial structures across legal entities.

By enabling this functionality, organisations can plan updates to position financial dimensions in advance, ensuring smooth transitions and better alignment with financial strategies.

Key features

• Scheduled financial dimension updates for positions: Users can configure future changes to position financial dimensions, ensuring updates are applied seamlessly on the scheduled date.
• Legal entity-specific configuration: Since positions can belong to multiple legal entities, financial dimensions can be scheduled and customised at the legal entity level.

Configuration

To enable this functionality, activate the “(evergreen HR) Future changes to positions“ feature in Feature management.

How it works

1. Navigate to the Positions screen.
2. Select Changes timeline and click Manage changes.
3. In the Future changes section, schedule updates to position financial dimensions for specific legal entities.

To perform the update of the financial dimensions, a job must be scheduled to run in the background. Navigate to Human Resources > Positions > Periodic tasks and execute Scheduled position updates. Set up a schedule so the process runs as a batch job, automatically updating the financial dimensions on the scheduled date.

This enhancement simplifies the management of position financial dimensions, supporting organisations in maintaining accurate and efficient financial records.