The "Positions" menu allows Admins to assign a Position record to an employee.

You can also assign positions in bulk with the import layout.

The Actions drop-down menu will let you:

• Create Position Record
• Delete Selected Record(s)

Create a Position Record

1. Click Create Position Record from the Actions drop-down menu.

   

2. Select the employee's position from the drop-down menu, specify the start date of the position, and any relevant notes. The positions listed will be populated from the Positions menu of Performance Management.

   

3. Click Add Record when finished.

Editing a Position Record

1. Click the name of the position record.

   

2. Select the employee's position from the drop-down menu, specify the start date of the position, and any relevant notes. The positions listed will be populated from the Positions menu of Performance Management.

   

3. Click Save Record when finished.

Delete a Position Record

1. Select the position record(s) with the checkboxes towards the right of a position.

   

2. Click Delete Selected Record(s) from the Actions drop-down menu.

   

3. Confirm the deletion.