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Positions (Employee) - (HR Tab)View the next screen based on the program's menu orderView the previous screen based on the program's menu order

This screen allows you to assign position records to your employees. Positions are used to categorize groups of employees based on the type of work each person performs. For example, you could assign a Factory Worker position to employees who work in your factory, and assign a second position of Assembly to a sub set of those employees who also perform this function.

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Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

Sample command buttons


The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.


Documents

This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.

Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.

The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.

Effective Date

Use this cell to specify the date that the position will be become active for the employee to whom it is assigned. This is useful when you wish to create a position that will be available at some time in the future. This is also useful for basic record keeping purposes since you can accurately track when an employee began working at a specific position.

You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Employee No.

This uneditable cell displays the unique number that identifies the employee as defined in the HR Employee Setup screen.

Expire Date

Use this cell to specify the date that the position expires. This can be useful when you wish to create temporary positions that will be available for a set period of time only. It can also be used to specify the date that an employee changed job roles.

You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Given Name

This uneditable cell displays the employee's first name (also referred to "given name" or "personal name") as defined in the HR Employee Setup screen.

Position

Use this cell to specify the company position(s) to which this employee is assigned. The drop down menu shows the available positions as defined in the Positions screen. Refer to the Positions help page for more information on these items.

Status

Use this cell to specify the position status to which the current employee is assigned. While most employees will have their status set to Full Time, you can use a Part Time or Acting status in cases where an employee is working in a certain job temporarily, or where the person splits their time between different job roles. The status options that appear in this menu can be added and edited in the Employer tab's HR - HR Define Position Status screen.

Surname

This uneditable cell displays the employee's surname as defined in the HR Employee Setup screen.