The "Positions" menu allows Admins to assign a Position record to an employee.
You can also assign positions in bulk with the import layout.
Navigating to Employee Positions
- Search for the employee that you want to manage.
- Hover over "Performance" and click Positions.
The Actions drop-down menu will let you:
Create a Position Record
- Click Create Position Record from the Actions drop-down menu.
- 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.
- Click Add Record when finished.
Editing a Position Record
- Click the name of the position record.
- 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.
- Click Save Record when finished.
Delete a Position Record
- Select the position record(s) with the checkboxes towards the right of a position.
- Click Delete Selected Record(s) from the Actions drop-down menu.
- Confirm the deletion.