Setting up Position Codes

Position codes are accessed from the Setup menu under Users. Clicking the Position Codes link will display a list of the position codes available. It will list the code, a description of the position, and whether the position code is active.

Note: If the employee position has been created in the system of record, you will not be able to add or edit the position code, as it is maintained in the system of record.

1. In Administrator Services, click the Administration tab then click the Setup subtab.

3. Under Users, click the Position Code link. The Position Code page will open and display all active position codes.

4. If you are looking for a specific position, select the available Search Options.

5. To add a new code, click the Add New button on the right side of the page.

6. In the Position Code field, enter a code number.

7. In the Description field, select a language/country field, then enter a code name (e.g., Administrator, Secretary, Coach).

8. Click Submit to save your entry.

You can also copy and delete position codes.

• To delete an existing code, click the position code you want to delete. When the Position Code window opens, click the Delete button on the bottom of the page.

• To copy an existing code, click the position code you want to copy. When the Position Code window opens, click the Copy button on the right side of the page. When the page displays again, you must change or append the existing code number, then click Submit to save your entry.

Assigning Position Codes

You can view and assign position codes for all employees. You can also assign a user position code to a new position. Once a position code is assigned to an employee, the position name and code will appear in the Employee Position header.

Note: If the employee position has been created in the system of record, you will not be able to edit the position code, as it is maintained in the system of record.

1. In Administrator Services, click the Administration tab then select the Maintenance subtab.

3. Under the Employee heading on the Maintenance page, click the Employee Positions (or Employees) link.

4. Click the button (next to the Find button) to open the Employee ID Lookup window. Then select the employee whose position you want to edit.

5. Click the button to open the Assign User Position window.

6. Select a position from the list and click Apply. The new position name and code will appear in the Employee Position header.

7. Repeat the process when adding a new position.

Note: Employees with more than one position can access their user and timecard information for all positions via a drop down menu. If there is more than one active position for the employee, the drop down menu will list all currently active positions for that employee. The employee can select the appropriate position and then continue with either clocking or timecard activity.