To activate an employee on the platform, you must assign them a position in the organizational chart after creating their personal record. The position contains key information such as the employee's role, work location, their manager, and direct reports. Depending on the settings configured by your company’s Administrator user, additional data may also be available.

Roles

To configure roles in the system:

• Click Settings > Application > Codes > Roles

Create a new position and assign it to the employee

1. Go to Employees > Employee Database
2. Click the employee’s name
3. Scroll to the bottom of the page and click New > Position > Create
4. Fill in the Role and Location fields by selecting the appropriate items from the dropdown menus
5. Click Save at the bottom of the page

Assign an existing position in the organizational chart to the employee

1. Go to Employees > Employee Database
2. Click the employee’s name
3. Scroll to the bottom of the page and click New > Position > Assign
4. A list of available positions will appear. Select the radio button next to the position you want to assign (if the position is not assigned to any employee, it will appear as a Vacant Position)
5. Click Assign

See also Create a new employee, Position history