Employees may be allocated to different positions that form part of the organization chart.  Process 'Promotions' to take and record promotions that occur during the history of employment.

To enter a Position

Go to the 'Edit', 'Organizational', then 'Position' menu options and from the table of current Positions press 'Insert'.  Then enter Position details and press OK to save the Position.

Repeat the above steps, above, to insert different positions.  Close the window when completed

It is also possible to set up Positions whilst in the Employee Master. To do this:

- Go to 'Edit', then 'Employee Master'

- Select an employee

- Select the 'Works' tab

- Press the Ellipsis [ . . . ] button against 'Position'

- Press the 'Insert' button

- Type in the name of the Position

- Click 'Ok' and 'Close'

- Select the 'Position' from the dropdown menu

- Click Ok.

To Allocate a position to an employee

To enter Positions against employees:

- Go to 'Edit', then 'Employee Master'

- Select the employee

- Select the 'Works' tab

- Select the 'Position' from the dropdown menu

- Click Ok.

For further information on setting up Positions in the Employee Master record see: Employee Master - Works Tab

Reports

Positions currently held by employees are included in the Employee Master - One Line Detail report.  To view this report:

- Go to the 'View', 'Edit Menu Listings', 'Employee Master', then 'One Line Detail' menu options

- Enter any Range Selection Criteria, if any

- Press 'Ok'

- Select the print destination 'Preview' or 'Print'

- If the report is Previewed it can be checked, printed, or exported to Word, Spreadsheet, or PDF formats.