Introduction
Position synchronizationis when assignments inherit the values of a predetermined position. So if a set of values like job title, location, and manager are detailed in an assignment, you can synchronize those values with an associated position. We would like to use position synchronization so that assignments can inherit details from an associated position, which in turn creates less work when you want to enter new positions. Synchronization also ensures data is consistent across similar positions and hierarchies.
Since position synchronization is used to save time, you can choose from a list of attributes to synchronize across the board.
When position synchronization is used, these are some of the data fields you can carry over:
- Department
- Job
- Location
- Grade
- Grade Ladder
- Manager
- Full Time or Part Time
- Regular or Temporary
- Assignment Category
- FTE and Working Hours
- Start Time and End Time
- Probation Period
- Union, Bargaining Unit and Collective Agreement
- Synchronize Mapped Flexfields
In this post here we would demonstrate how to enable position synchronization and how does it impacts worker’s assignment records.
Enabling Position Synchronization at Enterprise Level
For this example, we would enable position synchronization and check all flags. For the “Manager” field we will choose “Use HCM position hierarchy”
Position Synchronization Setup at Legal Employer
For this example, we would choose a Legal Employer “US1 Legal Entity” and the Enable Position Synchronization is set as “Use Enterprise” (screenshot below):
Creating a New Position
In the next step we will create a custom position (TP_POS01_PSYNC). Some details related to the positions are below:
The above details when mapped the UI should appear as below (screenshot)
Hiring a New Employee and Assigning Newly Created Position
In the next step we would create a new employee (Hire Date as 01/01/2019, Legal Employer as “US1 Legal Entity” and assign Position as “TP_POS01_PSYNC”). We observed that the moment we choose position other attributes are populated automatically.
Making Changes to Position Data
In the next step we will change the Department and Job attribute value associated with this position (changes are made in “CORRECTION” mode)
The New Value of Department is “Business Services US” and Job is “Analyst” . After making the change we can submit the transaction.
Running Synchronize Person Records from Assignment ESS Job
One would need to run “Synchronize Person Records from Assignment” ESS job to make sure the changes made to Position Metadata reflects on assignment record
The ESS Jobs requires few parameter values to be entered namely:
- Past Period to be considered in days
(if you set this parameter to 60 days, then any assignment records with start dates during the previous 60 days are synchronized from positions. By default, Past Period to Be Considered in Days is set to 30 days.)
- Run at Enterprise Level
(You can choose either ‘Y’ or ‘N’, if you choose ‘Y’ it would run for entire enterprise)
- Legal Employer
(If you want to run the process for only a specific Legal Employer, then set “Run at Enterprise Level” to ‘N’ and pass a valid value for Legal Employer)
For this run we will pass “Past Period to be considered in days” as 500 , Run at Enterprise Level as ‘N’ and Legal Employer as “US1 Legal Entity”
Once the process completes the ESS Job status will be completed and there will be a log file and output file available which will hold details about the ESS Job and the assignment records processed.
A quick look on the output file will show following details:
Similarly log file will show the details about the assignment record processed:
Verifying the Employee Record
As a last step we would navigate to the Employee Record for (William Rodgers) and verify if the changes are reflecting as expected.
From the above snapshot we can clearly see that the changes are reflected as the Department and Job attributes have been updated with new values. One more point to note is that there is a new Action as “Synchronization From Position” reflecting on assignment record and also the sequence has changed from 1 to 2.
Summary
So, this is how we can synchronize assignment records with position details if position synchronization is enabled. Synchronize Person Assignment from Position updates all affected assignments with the changes from the position. This includes:
- Changes due to position synchronization.
- Past or future-dated changes to the position hierarchy.
- Rollback of line manager changes in assignments for reverse termination.
- Line manager hierarchy changes.
- Flexfield-mapping changes.
- Changes in position loaded using HCM Data Loader (HDL).
And with this we have come to the end of this article. Hope this was a good read and would be useful in your current / upcoming implementations.
Thanks all for your time and have a nice day ahead.
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