Function

Menu path

Comments

Assign position to a new holder

Edit ® Assign ® Holder

Use this function to link (staff) a position with an employee.

Change staffing

Edit ® Change ® Staffing

Use this function to change the staffing percentage and/or funding. You must select the holder in question first.

Move positions

Edit ® Move

Use this function to reassign positions somewhere else within your organizational structure.

Delete position

Edit ® Delete ® Object

Use this function to delete a position from the organizational structure.

Delete relationships to positions

Edit ® Delete ® Relationship

Use this function to delete the relationship between a position and its higher-level organizational unit (historical record not maintained).

Rename position

Edit ® Rename

Use this function to change the name of a position.

Delimit position

Edit ® Delimit ® Object or Relationship

Use this function if you want to de-assign a position from a higher-level organizational unit at a specific point in time (history is maintained).

Create chief position

Extras ® Chief position ® Create

Use this function to specify an area of responsibility for a position.

Specify substitute for position

Extras ® Substitute ® Assign

Delete substitute for position

Extras ® Substitute ® Delete

Display attributes of a position

Extras ® Attributes

Use this function to display the classification of a position (e.g. validity, pay scale).