How to configure Positions and assign them to an employee

Positions represent job roles within the company (e.g. Analyst, Manager or Supervisor).

Configuring positions standardises function descriptions and enables filters and reports.

Key actions or configuration

1. Create a new position
   • Go to Settings > Company Structure > Positions.
   • Click Add.
   • Enter the Name of the position (e.g. HR Analyst).
   • Click Add to save.
     
     
2. Edit or remove a position
   • Select the desired row.
   • Click Edit to modify the Name, then Save.
   • Use the trash icon to remove the position.
     
     
3. Assign a position to an employee
   • Navigate to Employees and open the employee’s profile.
   • In Employee details, select the position in the Position field.
   • Click Save.
     
     

Tips or Troubleshooting

• If the position does not appear in the list, refresh the page or check if it was created correctly.

Best Practices

• Create positions before adding employees.
• Use clear names that reflect the role performed.
• Periodically review positions to ensure they are up to date.

Frequently Asked Questions

Can I edit a position’s name? Yes, click Edit, adjust the name and save.

How many positions can I create? There is no limit; create as many as needed.

Can an employee have more than one position? No. Each employee has a single assigned position.