Assigning posts to employee records

Add a new post

1. In HR, select the employee, and then go to their Job & Salary screen.
2. Select Add a New Record.
3. In the Position field, use the post lookup, showing currently open posts, and select the one you want to assign to the employee’s record.
4. When you select a post, you will see additional fields that you can use to add more information to the Job & Salary record. Select the default values you want to use, and then click OK to add them to the record.
5. Select the Effective Date for the new post.
6. Select the Reason for the new post.
7. Complete any other information on this form as relevant to the new post.
8. Select Save.
9. The new post is added to the employee's Job & Salary record and will become active on the Effective Date set.

Update a current post

1. In HR, select the employee, and then go to their Job & Salary screen.
2. Beside the post you want to update, click View.
3. Select Update Record.
4. Amend the post details as required.
5. Select Save.