Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee, Admin
The employee positions tab in the Employee File allows admins to assign, unassign, and edit positions directly within the Employee File. Other employees can be given access to this feature through Custom Security Settings.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee you want to view.
- Under Employment Records, click the Position Details tab.
- You will then see the positions that have been assigned to the employee.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee you want to view.
- Under Employment Records, click the Position Details tab.
- You will then see the positions that have been assigned to the employee.
- Click Assign position.
- Fill in:
- Work site
- Position
- Comments
- Click Save.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee you want to view.
- Under Employment Records, click the Position Details tab.
- You will then see the positions that have been assigned to the employee.
- Click the elipsis (...) next to position you want to unassign.
- Click Unassign position.
- Click the People menu.
- Click the Employees list submenu.
- Select the employee you want to view.
- Under Employment Records, click the Position Details tab.
- You will then see the positions that have been assigned to the employee.
- Click the ellipsis (...) next to the position you want to edit.
- Click Edit.
- Fill in:
- Work site
- Position
- Comments
- Click Save.
Accessing Employee Positions
You can give employees access to Employee Positions by granting them access via Custom Security Settings. To learn how to set up a security organization and then assign access to Employee Positions, refer to this article.
You can choose Employee Details within the Employees tab of Custom Security Settings.