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Employee Positions

Introduction and Overview​

This step-by-step guide will show you how to Add Employee Positions in the SEMS application.

Once defined, Employee Positions are used to link Department Positions when defining Company Department Profiles and assigning postions when capturing individual Employee Profiles.

  1. Click on the Business Model button in the Main Navigation Menu.

  2. Then click Organisation Design in the drop-down menu.

  3. Then click Position in the side-menu.

The Position screen is displayed.

On initial access, only the Chief Executive Officer is listed.

Typically, the the highest ranking individual in a company, ususally the CEO, is listed as the 1st position (PosID = 1) in the Company Position grid screen.

  1. Click the row and then click the Open button on the Action Bar.

The Position - CEO screen is displayed.

  1. If needed, change the Position Name and Position Description as relevant to your company hierarchy, and then click the Save button.

  2. Click the Activate button on the form Action Bar.

  3. Then click the Close button.

The Position grid screen is displayed with the updated Postion Information listed in the first record row.

Add New Employee Position​

  1. Click the Add button on the Action Bar to add another Employee Position.

The Add New Position screen is displayed.

  1. Enter the Employee position name in the Position Name field.

  1. Enter the position description in the Position Description field.

  2. Click the Save button on the form Action Bar.

important

Once saved, the Task Code TAB becomes accessible.

The process of defining Employee Tasks and the associated Task Codes is detailed in the document titled "Task Codes".

Once all employee Task Codes have been defined, you can link various tasks to the employee position.

  1. Click the Task Code TAB.

  1. Click the Link button.

The Task Code grid list screen is displayed.

  1. Click on the task you want to link to the position.

  2. Click the Select button.

tip

To link multiple tasks, hold down the control key on the keyboard and click on all the tasks you want to link to the position, then click the Select button.

The program will close the Task Code screen and display the tasks you have selected to add to the Position.

important

The task codes you link to an employee position determines the list of tasks from which the employee can select when logging tasks against jobs in the Job Tracker application.

Once all relevant tasks have been linked to an Employee Position;

  1. Click on the Position TAB, then

  2. Click the Activate button on the form Action Bar.

  3. Click the Close button to return to the Position grid list screen.

Repeat the steps above to add all Employee Positions in the company.

Once all the Employee Positions have been added, click the Close button on the Action Bar.

note

This information can now be used to link Department Positions when defining Company Department Profiles and assigning postions when capturing individual Employee Profiles.

Refer to the documents titled "Company Departments" and "Capture Employee Information".

This is the end of the procedure.

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