How to add positions to and remove positions from a staff member's record

Note: If this is new staff and you haven't done so yet, you must add the staff record before moving forward. See How to add a new staff member to your organization.

• How to add a position to a staff member's record
• How to remove a position from a staff member's record
• How to designate a staff member's primary position

How to add a position to a staff member's record

1. In the Organization list, select the organization that contains the staff member's record.
2. Click Manage Staff to display the Staff List page.
3. Click the link under the individual's name to open his or her staff assignment record.
4. In the dropdown list, select the organization in which the individual currently holds the position (if you are removing the position) or will hold the position (if you are adding a new one).
5. Select the Positions tab.
   
   As shown in the following illustration, a list of positions currently held by the staff member in the selected organization appears in the group at the top of the Position Details section. A list of positions that the individual can be assigned to appears at the bottom of the Position Details section.
   
   

    

6. Click Edit Details to switch to edit mode.
   
   The selected (checked) positions at the top of the Position Details section are those currently held by the staff member. The individual's primary position is listed first. The non-selected positions at the bottom are available for you to select.

7. For each new position that you want to add, select its checkbox.
   
   The system updates and moves the position up into the group at the top of the Position Details section.

8. If the individual holds more than one position, click and drag the position you want to be the primary one to the top of the list. For details, see How to designate the primary position.
   
   The software updates the Position Details list with the change.

9. Do one of the following:
   • To save your changes and continue working in this individual's record, click Save.
     You can now continue your work on other tabs in the record.
   • To save your changes and exit the record, click Save & Close. You return to the Staff List page.
   
   Primary Position column shows the staff member's primary position.

How to remove a position from a staff member's record

1. Complete Steps 1 - 5 under How to add a position.
2. To remove a currently held position, deselect its checkbox.
   
   Note: you cannot remove a primary position.

   The software updates and removes the position from the currently held positions group.

3. If you need to change the primary position, click and drag the position you want to be the primary one to the top of the list. For details, see How to designate a primary position.
   
   The software updates the Position Details list with the change.

4. Do one of the following:
   • To save your changes and continue working in this individual's record, click Save.
     
     You can now continue your work on other tabs in the record.
   • To save your changes and exit the record, click Save & Close.
     
     You return to the Staff List page. If you made a change to the primary position, the Primary Position column reflects the change.

How to designate a staff member's primary position

1. Complete Steps 1 - 5 under How to add a position.
2. To make a currently held position the primary position, click and drag it to the top of the currently held positions group. Then, release the mouse button.
   
   After you click the position, the double-arrow cursor
   appears to let you know the position is selected and can be moved.
   
   
   The software updates the Position Details list. The primary position now appears at the top, and any other positions following it appear in alphabetic order.

3. Do one of the following:
   • To save your changes and continue working in the record, click Save.
   • To save your changes and exit the record, click Save & Close.

Top

Updated April 12, 2024 21:16