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Creating positions

Calendar icon that leads to the Calendar configuration step, where date and time preferences are adjusted. Icon of two people with an arrow between them that leads to the Division of responsibilities step, where tasks are distributed among team members. Building icon that leads to the Organization sectoring step, where the company sectors are defined.

 

Prerequisite

  • Access to the File > Organization structure > Position (AD002) menu.

 

Introduction

A position consists of an employee's responsibility in relation to their activities in a specific department of the organization. For example, the responsibilities of someone holding the "Manager" position are different from those of a "Sales assistant".

Positions ensure that the work is aligned and the teams are moving towards achieving the objectives of the organization.

See how to create positions:

 

Creating a position

1. Access the File > Organization structure > Position (AD002) menu.

2. Click on the Add icon. button.

3. Enter the ID # and name of the record.

4. Click on Save icon. to enable the other configurations.

Role data screen open in the menu, with the Identifier and Name fields filled in and related activities list.

5. In the Activity tab, click on the Association/link icon. button to associate the activities that are under the position's responsibility.

User following the steps described above to fill in the role data.

6. Then, in the Department associated with position tab, click on the Association/link icon. button to associate a department with the position.

7. Click on the Save and exit icon. button.

Use the Disassociate/remove link icon. and View icon. buttons in the Activity tab to disassociate or view the data of the activity selected in the list.

Use the Disassociate/remove link icon. and View icon. buttons in the Department associated with position tab to disassociate or view the data of the position selected in the list.

• The Edit icon. button in the Department associated with position tab allows for viewing the relationship between the position and department selected in the list of records. By clicking on this button, it is possible to add a description for the relationship and perform the organizational mapping.

 

 

Conclusion

All done! The positions will be duly created and ready to be assigned to users.


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