Set up a Position Manager
Position Manager overview
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A Position Manager can restrict users' access to view Positions assigned to employees.
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Setting up a Position Manager ensures that when you create a record on an employee's Assignments tab, only users with permission can view the Position.
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Set Rights users can see all Positions in the Assignments tab unless you have applied a Position Manager Where Clause Allows you filter records using a specific criteria. to a specific Position.
Add a Position Manager
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Go to System Tools > Utilities > Position Management and select any Position.
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Choose Position Manager.
A screen displays showing a Where clause field.
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Use this field to give users’ access to view this Position when creating Assignments for employees. You can use the builder to create your Where Clause.
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Select Save.
Position Manager Where Clause – example
You have two Positions:
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Finance Manager for the London office.
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Finance Manager for the New York office.
You wish to restrict access so that the HR Team responsible for managing the London office can only view the London position when navigating to an employee’s Assignment tab and selecting Add Assignment.
The Where Clauses you could enter for this configuration are:
TheCountry = 'England'
This only allows users assigned the Country of England to see this Position on the Assignments tab.
TheLocationDivision = 'London Office' AND TheDepartment = 'Human Resources'
This only allows users with their Location set to London Office AND their Department set to Human Resources to view this Position on their Assignments tab.
Any update applied to the Position Manager Where Clause will be reflected the next day as it is run via an overnight job.