How_do_I_add_a_position_

How do I add a position?

Use Human Resources to add, edit, and delete the positions in organization. When an employee fills the position, Human Resources will assign the position's job description, qualifications, tests, benefits, steps, and departments to the employee record.

 

Watch a video

Using HR to add detail to positions (4m17s)


Before you get started

  • Add the EEO job category for the position to the EEO Job Categories table. (Organization > EEO Job Categories)

  • Add the pay schedule for the position to the Pay Schedules table. (Payroll > Organization > Pay Schedules)

  • Add the qualifications for the position to the Qualifications table. (Organization > Qualifications)

  • Add the tests for the position to the Tests table. (Organization > Tests)

  • Add the benefits for the position to the Benefits table. (Organization > Benefits)

  • Add the departments for the position to the Department table. (Organization > Department)

 

Adding a position

1. Open Connect Human Resources > Organization > Positions.

2. Click New (CTRL+N).

3. Click to select the field titled Title and then enter the title assigned to the position.

Example: Accounts Payable Clerk


4. Click to select the field titled Abbreviated Title and then enter a shorter version of the title. Connect will use the shorter title on reports and forms when space is limited.

Example: AP Clerk


5. Use the EEO Job Category menu to select the equal employment opportunity job category assigned to the position.

6. Use the Pay Schedule menu to select the pay schedule to assign to the position.

Human Resources fills in the Beginning Pay Grade, Ending Pay Grade, Beginning Pay, and Ending Pay.


7. Click to select the Job Description tab.


8. Click to select the blank field on the Job Description tab and then type in the position's responsibilities, tasks, knowledge, and abilities.

Job Description tab


9. Click to select the remaining tabs to set up the qualifications, tests, benefits, steps, and departments.

Remember, you'll need to set up the qualifications, tests, steps, and departments in Human Resources Organization before you can add the item to the position. If these items have not been saved, you can save the position and then return to update the missing information.


10. Click Save (CTRL+S).

The position is saved.

 

 

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