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:
| Field | Type | Required | Description |
|---|---|---|---|
| Position Code | Text | Yes | Unique identifier (e.g., "MGR-HR", "STAFF-FIN") |
| Position Name | Text | Yes | Full position title (e.g., "HR Manager") |
| Level | Dropdown | No | Position level (Entry, Junior, Senior, Manager) |
| Description | Text | No | Job description or responsibilities |
| Active | Toggle | Yes | Enable/disable position |
How to Configure:
- Navigate to Employee > Configuration > Position
- Click Insert button
- Fill Position Code (role identifier)
- Fill Position Name (official job title)
- Select Level from dropdown (optional)
- Add Description of responsibilities (optional)
- Set Active = Yes
- 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