HR Position Codes
Company Tracker action: implementation-setup-hr-position-codes
Milestone: Human Resources / Module Setup (milestone_id=10, core_milestone_id=2)
Order: 7
Estimated duration: 0.5 hours
Typical owner: Payroll
Purpose
Complete the Human Resources Module Setup action for HR Position Codes so client decide/load/accept is clear before live use. Form field detail stays on the Vista article.
Prerequisites
- Have job titles and exempt/non-exempt classifications ready.
Vista configuration article
See the detailed Vista guide:
Field meanings and form steps live there. Do not restate them on this page. If Phase 1 Vista depth is still incomplete for a subtopic, keep Tracker thin and link the module intro rather than inventing fields.
Implementation guidance
- What they are: position codes are a field on the resource that groups employees by job title.
- Salary ranges: the salary range fields are unused.
- Exempt status: marks whether the position is exempt or non-exempt.
- Decide / load / accept: agree the job title list with the owner, set up the codes with exempt status, and accept.
Done when
- In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
- Owner accepts the decide/load result for go-live.
- Linked Vista configuration matches what was accepted.