Adding positions helps define employee roles more clearly within departments. You can create as many positions as needed and assign them to individual employees. Here's how to add and assign positions in the system:
Step 1: Add a New Position
Go to Settings
Click on the User Icon from the main menu and navigate to the Settings section.
Open the Employee Tab
You will land on the Company tab by default.
Click on the Employee tab located under the Company tab.
Scroll to the Position Section
Scroll down past the Department section.
On the left side, you'll see Positions.
On the right side, you’ll see a list of all existing positions.
Click "+ Add Position"
At the bottom of the position list, click the + Add Position button.
Enter the Position Name
A pop-up titled Add New Position will appear.In the Position Name field, type the name of the new position (e.g., "Sales Executive", "Project Manager").
Click Add to save the position.
Step 2: Assign a Position to an Employee
Go to the Employee Tab
From the left sidebar, click on Employee.View Employee List
You’ll see a list of employees with columns including Department, Location, and Position.
Update Employee’s Position
In the Position column, click on the row for the employee you want to update.
A dropdown will appear with all available positions.
Select the appropriate position.
Auto Save
Once you select the position, the update is saved automatically.
Step 3: Delete a Position
You can remove unused positions from the system to keep the list clean and relevant.
🔸 To delete a specific unused position:
Look for the trash icon next to any position that is not assigned to any employee.
Click the trash icon to delete that specific unused position.
🔹 To delete all unused positions at once:
Beside the + Add Position button, click on "Delete All Unused Positions".
A confirmation box titled Delete All Unused Positions will appear, listing all unassigned positions.
Click Continue to confirm and delete all unused positions in one action.
