Module Navigation

Positions for the Employee Profile of Core HR

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.

    CHR - Employee Search - 00.png

  • Hover over "Performance" and click Positions.

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

Positions_-_00.png

The Actions drop-down menu will let you:

Positions_-_Actions_-_00.png

Create a Position Record

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

    Positions_-_Actions_-_01.png

  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.

    Positions_-_01.png

  3. Click Add Record when finished.

Editing a Position Record

  1. Click the name of the position record.

    CHR - Employee - Performance - Positions - Edit - 00.png

  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.

    CHR - Employee - Performance - Positions - Edit - 01.png

  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.

    CHR - Employee - Performance - Positions - Delete - 00.png

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

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

  3. Confirm the deletion.

    CHR - Employee - Performance - Positions - Delete - 02.png

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