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Position management

The Position management form represents the culmination of the organisational architecture. A position is the specific, quantifiable instantiation of a Job within a designated Department. Positions represent the actual "seats" within the enterprise hierarchy to which individual Employees are ultimately assigned.

Position occupancy

A position is a single seat: it can be held by only one employee at a time, for a specific duration. The system enforces this automatically — hiring an employee into a position, creating a new assignment, or changing an employee's position into one that already has an active occupant for the same period is rejected. A position can still be reused over time: once its current occupant's assignment has ended (or is removed), the same position accepts a new occupant for a later period.

Prerequisites​

Prior to creating a position, you must ensure the underlying structural elements exist:

  • Department management: The division housing the position must be defined.
  • Job management: The role blueprint defining the position must be configured.

Accessing position management​

  1. Navigate to Human resources > Employees management > Position management.
  2. The grid illustrates the complete structural composition, detailing the Position name, its parent Job, and its designated Department.

Creating a position​

To allocate a new seat within the organisational structure:

  1. Select New from the Action Pane.
  2. In the Position name field, provide a highly specific identifier for this instance of the role (e.g., Assistant Accountant, HR Manager).
  3. Select the appropriate Job to inherit the overarching role blueprint.
  4. Select the corresponding Department to anchor the position within the operational hierarchy.
  5. Select Save to finalise the creation of the position.
Important

The accurate configuration of positions is critical. An employee cannot be hired or assigned duties without being formally linked to an active position via the Assignment process.

Viewing a position's assignment history​

Every worker ever assigned to a position — past, current, and future-dated — can be reviewed from a single screen, independent of any individual employee's own record.

  1. Navigate to Human resources > Employees management > Position management.
  2. Select a row anywhere in the grid other than its checkbox to open that position's details.
  3. The Assignments grid lists every assignment ever recorded against the position, with the Worker, Job, Department, Effective from/to dates, Status, and whether it is the worker's Primary assignment.

Deleting an assignment​

An assignment can be permanently removed from a position's details screen, regardless of its status or dates.

attention

Deletion is unrestricted and irreversible — unlike ending an assignment, which closes out a role that has genuinely started and preserves it for the historical record, deleting removes the record entirely. Reserve it for correcting mistakes, such as an assignment created against the wrong position. For a routine departure or transfer, use End or Change position from the employee's own Assignments tab instead, so the assignment stays in the historical record.

To delete an assignment:

  1. From the position's details screen, select the checkbox on the assignment row to remove.
  2. Select Delete.
  3. Confirm the action in the dialog. The assignment is removed immediately and cannot be recovered.