Creating Positions

Prerequisites

The best way to create positions is to first create jobs. It is a fundamental concept in Organizational Management that all positions should be associated with a job. Positions thus inherit their attributes from the job, which saves data entry time. Any changes made to objects associated with jobs (such as tasks) are inherited by the associated positions.

By creating positions associated with jobs, you create a relationship record between the job and the position. Relationships form a vital part of Organizational Management, and enhance the ability of Workflow Management to route tasks.

Position is the specific object you create from the general object job. For example, from the general category Manager you can create 20 specific managerial positions with different titles, such as HR Manager, Financial Manager, and so on.

Procedure

  1. On the Staff Assignments or Reporting Structure screen in Simple Maintenance, if you are working with staff assignments for a specific organizational unit, select Edit ® Create ® Positions.
  2. The Create Positions dialog box appears.

  3. If you are working with staff assignments for the entire organizational structure, select the organizational unit where the new position should be assigned.
  4. Choose Edit ® Create ® Positions.
  5. The Create Positions dialog box appears.

  6. In the Describing job field, select the job you want to copy.
  7. If a suitable job does not exist, you can create a new job by choosing Create job.

  8. In the Position section of the dialog box, enter data as required.
  9. Save your entries.

The new positions are displayed in the tree structure.

Result

You can now assign the Chief Position in each organizational unit. This is not mandatory, but it is useful in Workflow Management, particularly if you intend to use the standard role, Manager/Superior of. You create the Chief Position assignment in Simple Maintenance. Using Detail Maintenance, you can assign the relationship reports to to a position, which also assists roles in locating a position’s manager.

See also:

Using Detail Maintenance - Objects

Using Simple Maintenance - Plans, Jobs, Positions