Configure the Select Position Tab (Position Automation Users Only)

Recruiters and Hiring Managers associate Positions to Opportunities during the Opportunity creation process. Positions are configured by a System Administrator in the Position Automation feature of the UKG Pro solution. Once configured, they can be associated to Opportunities for enhanced vacancy and headcount management.

Navigation: UKG Pro Recruiting > Opportunities > [Select a Job] > Select Position Tab

  1. Select a Position.
    1. If you do not see the correct Position in the list, you can navigate back to the Jobs tab using the Select a different job button.
    2. You can also Skip & Continue to create an Opportunity not associated to a Position.

    The Select Position tab. Positions available to be associated to a Job are listed here. There are buttons to Select a different job and to Skip & Continue at the end of the page.

  2. After selecting a Position, the Opportunity Information tab opens. Three new fields are displayed for you to review:
    • Position Name
    • Position Code
    • Position Status
  3. Continue creating the Opportunity as you normally would.

Note:

  • Opportunity Budgeted FTE value defaults to Position FTE value.
  • When using the Position Automation feature, you can still use the Remaining Headcount function, but all validation comes from the remaining FTEs.
  • You cannot have two Opportunities open at the same time for the same Position.
  • You cannot clone an Opportunity associated to a Position.
  • The Opportunity title defaults to the Position Name (title) but can be changed. The merge tag uses the Opportunity title. Ensure your Opportunities are titled correctly before using the merge tags.

Related Topics
Parent topic: Create an Opportunity

Last Updated: 7/24/2024 3:17:06 p.m.