Create a new post
You can create a new post by following the below steps:
Depending on your system setup, click either the Admin menu or Configuration.
Click Post Setup.
Add the job description.
If you can't find the job description you're looking for, click Add New and create a new one.
Check that the below fields are set correctly:
Department
Division
Section
Subsection
Fill in the mandatory fields.
Click Save.
📌Note: If you see a message which reads Payroll ID Required, you need to add a post reference.
Edit Via the employee
Enter into the employee's profile.
Enter Employment then into Position.
Click Post Details.
Click Edit on the basic details box then click the Change Button.
Select relevant subsection then hit Save.
Approvers
By default, all approvals for a post automatically go to the line manager for the post. If you require any approvals to go to another person, or an approval group, ensure that you've set the approvals correctly on the post before you create any employment against the post.
You can set an approver by following the below steps:
Navigate to the post and click Details.
Click Approval, then click Approvers.
Select the approver or approver group.
Click Save.
📌Note: Once this has been completed you need to complete a Rota refresh.
Edit an existing post or position date
If you have input the incorrect date of an employee transfer, you can amend this by following the below steps:
Find the employee using the organisation search then click Admin in the right side of the screen.
Click Edit an Existing Post/Position then make the required changed to employee's position date.
📌Note: Once you have done this, it is advised to perform a batch update and wait for overnight processes to run.
Add a holiday entitlement to a post
You can add a holiday entitlement to a post by following the below steps:
Click either the Admin menu or Configuration, depending how you have your system configured.
Click Post Setup then search for the post you want to add a holiday entitlement to.
Click Absence then click Leave.
Click Edit next to Holiday Entitlements.
You can then add an Absence Period Scheme and Holiday Entitlement.
📌Note: Once you have selected the holiday entitlement to the post, you can then run batch updates on the system, this then updates the employee's entitlement on their profile.