How to Create/Edit/Delete/Export Positions

1. Go to Settings in the Side menu

2. Click Miscellaneous Lists

3. Go to Employee Settings tab

4. Go to Positions Tab

To Create Positions:

• Click on Create and fill in the fields

• Then click Save

• You can check the “Set as Default” so it becomes the Default Position

To Edit Positions

• Click on any of the Positions on the list

• Edit the name

• You can check the “Set as Default” so it becomes the Default Position

• Click Save

To Delete Positions

• Right click on any of the Positions on the list

• Set to Inactive or Delete

• Set to Inactive will remove the Positions options from the dropdown list in your company but won’t be deleted from the list.

• Delete will completely remove the Position.

To Search

• You can search positions by using the:

• Search box

• Filter by Inactive, Active, or All

• By Position

You can also export Positions by clicking Export and clicking the checkbox on Position.