Manage Positions & Departments
Note: Users must have Location Admin privileges to create positions and departments.
Create Positions and Departments
- From the menu bar, click Admin.
- Select Positions & Depts from the drop-down list.
Create Departments
Departments are useful for organizing positions into manageable groups. Departments can also be used as locations in an organization with similar positions and payroll. Location managers can create, edit, and delete Departments and employee Positions.
- To begin adding Departments, click the Departments tab.
- Enter a name in the Department Name textbox.
- Enter an Abbreviation for the Department's name and choose a Sort Order.
- Click the Add link and repeat until all Departments have been created.
Create Positions
Employee Positions specify the different job roles at a business. Employees can have multiple Positions.
- To begin adding Positions, click the Positions tab.
- Assign the Position to a Department using the Department drop-down list.
- Enter a name in the Position Name textbox and choose a Sort Order.
- Optionally, select which Positions to apply a Clock Out Value towards.
- Click the Add link and repeat until all Positions have been created.
For seasonality, Position or Department may be made *Inactive. The Position or Department data is saved for a historical record. Deleting Positions or Departments cannot be performed unless all Employees have been removed.
To *Inactivate Positions or Departments:
- Navigate to Admin > and select Pos & Departments.
- Click the Edit link next to any Position or Department you wish to *Inactivate.
- Unmark the Active checkbox.
- Click the Update link.
- Repeat this process for any other Position or Department to be *Inactivated.
- Optionally, reactivate the Position or Department by using the Filters column on the left.