Positions: overview and features
FollowThe Positions section allows you to manage job positions within the organization in a centralized and efficient way. Here you can define and update available positions, assign them to employees, and monitor all associated information, such as the role, location, collaborators, and required training.
Using this section is essential for having a clear view of the positions filled within your company and for optimal organizational management.
What You Can Do in the Positions Section
1. Position Management
In this section, you can configure important details related to the job position, such as the position name, the manager, the role, and the work location. See also Creating and assigning a position to an Employee
Main steps:
- Position Name: Enter the name of the job position. It will be automatically populated if the next field is set to "Employee name - role name" or "Employee name (role name - location name)"
- Automatic Name: The system can automatically generate a name based on the employee and their role.
- Location: Specify the work location for this position. See also Associate or modify role and location of an employee
- Role: Assign the specific role of the employee within the organization. See also Associate or modify role and location of an employee
- Notes: You can also add any additional notes in the "Notes" field to specify further details about the position.
2. Employees that occupy this position
In the same section, you can view the list of employees occupying the position. You can also add the start and end dates of the position's occupancy and track any changes.
Additionally, multiple employees can occupy the same position, allowing you to easily manage teams with shared roles.
3. Employees
The Collaborators section allows you to view and manage employees directly associated with the position, such as team members or colleagues working closely with the position holder.
4. Required courses
This section is only available if the Learning module is active in your account.
The Required Courses section allows you to associate mandatory training courses specific to each role. Each role within the organization may have required courses, such as those related to workplace safety, technical courses, or training specific to the tasks of that role.
5. Functional leader
The functional manager is a role that you can assign to an employee to manage specific operational areas, such as the management of absences, clocking in/out, overtime, and PMP, in place of the direct manager when necessary. Although the system automatically assigns the same person as the functional manager when a direct manager is designated, you can customize this configuration and assign a different functional manager. The inherited security is that of the direct boss. See also Hierarchical security
Depending on the account configuration, the functional manager may intervene in these specific areas, ensuring continuity of operations even in the absence of the direct manager. Remember that the direct manager must always be assigned.
6. Security and HR Manager Management
The Security section in Altamira allows you to manage detailed permissions related to the HR Manager. Here you can define the areas the HR Manager has access to, such as holiday requests, PMP, compensation, and other sections.
In this section, you can configure the HR Manager’s access permissions for each business area. You can choose whether the HR Manager can view, edit, delete, or create specific information related to employees.
For more details on how to configure the HR Manager, see Associate or inherit an HR Manager and The function of the HR Manager
7. Vacancies and projects linked to the position
This feature is only available if the Recruiting module is active in your account.
If the tab is configured, it shows vacancies and projects automatically generated when an employee leaves the position. With this feature, you can immediately start the process of finding a replacement and ensure operational continuity.
If you enable the automatic creation option, the system pre-fills the announcements and projects with the information of the vacant role, including the associated job description. If you select both options, the announcement and the project are created together, and CVs received through the announcement automatically flow into the project.
See also Automatically create an announcement and/or a project upon employee resignation
8. Position history
In the History section, you can view the list of employees who have previously occupied that specific position. This feature is useful for having an overview of who has held the role and for how long, allowing for more accurate resource management over time.
See also Position history
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