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Click on the "Green Plus Sign". This will open the
"Edit Form".
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Enter the "Code" and "Description" for the
Position.
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"Code" is a unique
alphanumeric code to uniquely identify each record.
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Select the employee who will oversee
operations for the position.
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Enter the date the position was
created.
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Territory, Branch and Cost Centre are
unique for a position. For example,
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Position "P1001 - Accounts Officer" was
created with Cost Centre as "Central".
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After 6 months the position was made vacant in
the central office and was approved for the "Northern" office. Users
need to create a new position code with cost centre as
"Northern".
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Editing the
cost centre for "P1001 - Accounts Officer " will change the cost
centre in current and history records where it was used.
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Enter "Notes" to add
additional information.
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Save.
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Use the "Pencil" icon to edit
details.
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Use the "Red X" to "Void" a
record.
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Void records will be "Disabled" and
will not appear in any lookups .
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Edit the record and "Un-tick" void to activate a
record.
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Expand into the details to add "Additional
Information " for
the position.
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Expand into the details to add the "Assessment
Criteria " for
the position.
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Enter the expected score for
the "Skill"
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Save.
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Expand into the details to add the "Requirement
Criteria " for
the position.
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Enter the
"Description".
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Enter the expected score for
the "Requirement".
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Expand into the details to add the "Point
Items " for
the position.
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Enter the start date from which the point item will be allocated to
the employees.
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Enter the end date for the
point item.
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Select the "Frequency" for the point item.
Frequency determines how often the point item is allocated to
the employee.
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Enter "Notes" to add
additional information.
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Save.
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Expand into the details
to add "Notes" and " Attachments
".