Cloning, editing and deleting posts

From the main Posts screen, you can:

Clone a post

  1. Go to Admin > People, Posts and Skills section > Posts.
  2. Find the post you want to clone.
  3. In the Actions column, select Clone.
  4. Complete the Clone Options
    • Select the Number of copies to make
    • Name the Destination post(s). This name becomes the post ID, which cannot be amended after the post has been saved.
    • Select Clone Training Preferences? to clone the training preferences of the original post.
    • Select Clone Competence Preferences? to clone the competence preferences of the original post.
  5. Click Continue to save the new post. You can now access and amend it as required.

Edit a post

  1. Go to Admin > People, Posts and Skills section > Posts.
  2. Select the post you wish to edit.
  3. Click the Post Details tab.
  4. Select Edit.
  5. Make the required changes.
  6. Select OK.

Delete a post

  1. Go to Admin > People, Posts and Skills section > Posts
  2. Select Delete in the Actions column beside the post you wish to delete.
  3. If any employees hold the post (shown on the Occupants tab), you will see this screen, which lists all employees in the selected post.
  1. To reassign the employees to a different post and delete the original post, select the new post from the drop-down menu, and then click Re-Assign.
  2. The re-assigned post is shown on the employees’ current Job & Salary screen. If you need to keep a history of this post change, you need to add new records using the Copy Add option on the Job & Salary screen for each employee (refer to Assigning posts to employee records).
  3. To make a post unavailable for selection on the New Starter or Job & Salary screen, edit the post and add an End Date on the Post Details screen.