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Manage position details on the Employee File

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee   , Admin   

The employee positions tab in the Employee File allows admins to assign, unassign, and edit positions directly within the Employee File. Other employees can be given access to this feature through Permission Settings.

View an employee's position
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Position Details tab.
  5. You will then see the positions that have been assigned to the employee.
    Employee Position
Assign a position to an employee
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Position Details tab.
  5. You will then see the positions that have been assigned to the employee.
  6. Click Assign position.
    Assign position
  7. Fill in:
    • Work site
    • Position
    • Comments
  8. Click Save.
Unassign an employee's position
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Position Details tab.
  5. You will then see the positions that have been assigned to the employee.
  6. Click the elipsis (...) next to position you want to unassign.
  7. Click Unassign position.
    Unassign position.jpg
Edit an employee's position
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Position Details tab.
  5. You will then see the positions that have been assigned to the employee.
  6. Click the ellipsis (...) next to the position you want to edit.
  7. Click Edit.
    Edit position.jpg
  8. Fill in:
    • Work site
    • Position
    • Comments
  9. Click Save.

Accessing Employee Positions

Give an employee access to Employee Positions

You can give employees access to Employee Positions by granting them access via Permission Settings. To learn how to set up a security group, then give these people access to Employee Positions, see this article.

You can choose Position Details within the Employees File (Payroll details) section of Permissions.
Position details

Explore related content

  • Edit Employment Details This Employment Hero article will walk you through the steps on how you can change your employees employment details.
  • Update ‌Employees Pay Run Details This Employment Hero article will walk you through the steps you need to follow so you can update your employees pay-run details.
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