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How to Create a New Position

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Personnel>>Personnel>>Positions>>All Positions (Filled and Vacant) OR Vacant Positions

Create a New Position

A new position must be created to hire an employee, if there are no vacant positions. Always verify existing positions before creating new ones to maintain a true count of the positions within the organisation.

Step 1: Enable the Feature - Positions without Pay Group Access

If the user does not have Pay Group Access to view some positions within the organisation, then the following feature can be enabled to allow access to view those position details.

System Configurations>>Feature Management>>Positions without Pay Group Access

Step 2: Review Existing Positions

Personnel>>Personnel>>Positions>>All Positions (Filled and Vacant) OR Vacant Positions

Step 3: Create a New Position

Number of Positions: Multiple positions with the same attributes can be created by adjusting the value in this field.

Position No.: Enter position numbers manually or configure it to be auto generated see How to Auto-Generate Position Numbers?.

Staff Type: Select the organisational level of the position. e.g. Administrative, Accounting, Junior Staff, Managers.

Company: Select the company the position is being created for.

Division: Select the division of the company the position belongs to.

Department: Select the department within the division the position belongs to if applicable.

Section: Select the section of the department the position belongs to if applicable.

Job: Select the job for the position.

Location: Select the location of the position.

Pay Group: Select the pay group for the position.

Approval Date: Enter the approval date of the position.

Date Created: Enter the date the position was created.

Fill Date: Auto-populates with the first hire date, when an employee is created for the position.

Status Type: Select the employment status of the position. e.g. Contract, Permanent, Part Time.

Effective Date: Enter the effective date for the position.

Executive: Select 'Yes' if this position is an executive level position, otherwise select 'No' for non-executive positions.

Full Time: Select 'Yes' if the position is full time, otherwise select 'No'.

Comments: Enter any comments about the position.

Step 4: Search for a Position

Use the Search bar to locate the position.  Select the Vacant Positions tab to view only positions that have not been filled.

Next, fill the position by selecting "Create Employee" to hire a new employee.

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