Create and Manage Company Positions

Background

The process below describes how to manage company positions. Noting that positions are not the same as a billing classifications. Example, an employee may have a position as a Regional Manager of the Northern Territories, but classified as a Senior Project Manager for the purpose of billing.

Process

1) Click ORG

2) Under “Member” Contacts or External Contacts click Postiions

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3) Check the positon doesn’t exist by filtering the grid on either code or title.

4) Add, edit, delete billing classifications using the icon buttons identified below.

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5) Fill in the position form for Code, Title and Description

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Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the ORG module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the Position menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

Positions do not require any other menu pages pre-populated with data prior to their use.

Additional Information

Field Explanation

Field	Example Input	Characters	Field Restrictions
Code	002	max 10 min 2	Alpha, Numeric and special characters allowed
Title	Business Development Manager Northern States	max 70 min 2	Alpha, Numeric and special characters allowed
Description	This position covers all northern states and is responsible for maintaining the opportunities register and actively networking contacts of those opportunities.	max 1500	Alpha, Numeric and special characters allowed

Sample Data – With 3 digit numeric Code

Code	Title
001	Southern States Regional Operations Manager
002	Business Development Manager Northern States
003	National Legal Advisor
004	National Commercial Manager
005	Regional Happiness Officer
006	Project Management Office Administrator
007	Estimations Document Controller