Creating positions
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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 
button.
3. Enter the ID # and Name of the record.
4. Click on 
to enable the other configurations.
5. In the Activity tab, click on the 
button to associate the activities that are under the position's responsibility.
6. Then, in the Department associated with position tab, click on the button to associate a department with the position.
7. Click on the 
button.
• Use the 
and 
buttons in the Activity tab to disassociate or view the data of the activity selected in the list.
• Use the and buttons in the Department associated with position tab to disassociate or view the data of the position selected in the list.
• The 
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.