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How do I assign a position to an employee?

How do I assign a position to an employee?

  • To assign a position to an employee, go to Employee in the Teamso left-hand menu and click Employees the option.

Left menu: People > Employee list

  • On the page that opens, click the three dots to the right of the employee you want to assign a position to.

On the page that opens, click the three dots to the right of the employee you want to assign a position to.

  • In the window that opens, click Edit / Change.

Employee row menu: Edit / Change

  • In that window, go to the Position section.

In that window, go to the Position section.

The window shows the employee's active position if they have one. If this is the first time you are adding one, no position appears here.

  • Click the Add button at the bottom right.

    Personal Information: the Position window

  • Fill in the required details in the window that opens and click Save to finish.

Position Information form

The position has to be added to the organization before it can be assigned.

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