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Position

Positions define job roles and titles within the organization.

Purpose:

  • Standardize job titles across organization
  • Enable position-based reporting
  • Support career progression tracking
  • Link to salary grades/ranges

Fields:

FieldTypeRequiredDescription
Position CodeTextYesUnique identifier (e.g., "MGR-HR", "STAFF-FIN")
Position NameTextYesFull position title (e.g., "HR Manager")
LevelDropdownNoPosition level (Entry, Junior, Senior, Manager)
DescriptionTextNoJob description or responsibilities
ActiveToggleYesEnable/disable position

How to Configure:

  1. Navigate to Employee > Configuration > Position
  2. Click Insert button
  3. Fill Position Code (role identifier)
  4. Fill Position Name (official job title)
  5. Select Level from dropdown (optional)
  6. Add Description of responsibilities (optional)
  7. Set Active = Yes
  8. Click Save

Best Practices:

  • Use consistent naming conventions
  • Include level in position name for clarity
  • Define clear position hierarchy
  • Link positions to salary grades
  • Review annually and update as organization evolves

Examples:

  • Code: DIR | Name: Director | Level: Executive
  • Code: MGR-HR | Name: HR Manager | Level: Manager
  • Code: SPVR-OPS | Name: Operations Supervisor | Level: Supervisor
  • Code: SR-ACCT | Name: Senior Accountant | Level: Senior
  • Code: STAFF-IT | Name: IT Staff | Level: Entry