Module Navigation

Understanding the Positions Tab for Performance Management in Core HR

The Positions Tab provides the ability to manage Positions within the HR Application. By creating Positions on this screen, employees can then be assigned to the Positions via the Employee Positions screen and select desired skills and a position description when posting a job from the Applicant Tracking of Core HR.

Navigating to Performance Management Positions
  1. Expand Settings, expand Performance Mgmt, and click Positions from the menu.

    CHR - Menu - Performance Management - Positions - 00.png

  2. Click the Positions tab.

    CHR - Performance Management - Positions - 00.png

CHR - Performance Management - Positions - Menu - 00.png

The "Positions" tab provides the following columns:

  • Position - Click the name of the position to edit the position information.
  • Description - Hover over the info icon information-icon_White-01.png to view the job description.
  • Grade - Indicates the grade/level of the position at your organization.
  • Location - The physical location of the position.
  • Type
  • Pay Status
  • # Emps Assigned - Clicking the number will list the employees that have been assigned the position.
  • Active - A checkmark will be present for active positions.

The Actions drop-down menu will allow you to:

CHR - Performance Management - Positions - Actions - 00.png

Add a Position

  1. Click Add Position from the Actions drop-down menu.
    CHR - Performance Management - Positions - Actions - 01.png
  2. Fill out the provided tabs and fields for the position.

    Add_Position_-_00.png

    • Position Properties - The only required field is the "Position Title".
      • Position title - the only required field
      • Location
      • Pay Type, Position Type, and Pay Status
      • Grade and Job Code are typically used for internal job tracking or for requisitions but are not a required field.
    • Position Description - Not required, but useful for pulling into Applicant Tracking and for viewing on the position tab
    • Skills Profile - Allows skills to be assigned to a position.
    • Training Profile - Training items assigned to a position will assign them to all employees with the position.
    • Position Goals - Managed by administrators or managers only, and can be viewed by the employee. Unlike Personal Goals, these goals are only added and reviewed, not updated with progress.
    • Manager Permissions - Grants permissions to Managers.
      • You can add permissions to manager by position to allow them access to making changes.
      • Based on the permissions granted a manager can make changes to aspects of the position such as updating the skills required or training items.
  3. Click Add Position when finished.

Duplicate a Position

  1. Select a position with the checkbox to the right of a position.

    CHR - Performance Management - Positions - Menu - Select - 00.png

  2. Click Delete Selected positions from the Actions drop-down menu.

    CHR - Performance Management - Positions - Actions - 02.png

  3. A duplicate of the position will be created with "-copy" added to the position title.

Delete a Position

A position can only be deleted if there are no employees with the position.

  1. Select a position with the checkbox to the right of a position.

    CHR - Performance Management - Positions - Menu - Select - 00.png

  2. Click Delete selected positions from the Actions drop-down menu.

    CHR - Performance Management - Positions - Actions - 03.png

  3. Confirm the deletion.

    CHR - Performance Management - Positions - Delete - 01.png

  4. If the position is assigned to an employee, you will receive a message that you must reassign the position before you can delete it.
Was this article helpful?
0 out of 0 found this helpful