Each employee's Role and Location are specified in the Position tab of the organization chart.

Both fields are in list format and contain all the roles and locations currently active in your company.

Before assigning a role and location to each employee, you need to add the complete lists in the Roles/Locations sections.

To add a single role

1. Click Setup > Employees from the main menu > Roles 
2. To add a new role, make sure no item is selected in the left column, then click the New button at the top right.
   If you need to create a role as a subcategory of another one, select the main role with your mouse and then click the + New button at the top right
3. A New item will appear on the right side of the screen. Replace the placeholder text by entering the name of the new role (e.g. Senior Developer, Accountant, etc.)
4. Click Save

To add a single location

1. Click Settings > User Interface from the main menu > Lists > search and select Locations position
2. To add a new location, make sure no item is selected in the left column, then click the New button at the top right.
   If you need to create a location as a subcategory of another one, select the main location with your mouse and then click the + New button at the top right
3. A New item will appear on the right side of the screen. Replace the placeholder text by entering the name of the new location
4. Click Save

To add multiple roles or locations at once

1. Go to Roles or Locations positionition as described in step 1 of the previous sections
2. Make sure no item is selected in the left column, then click the Bulk insert button at the top right
3. Enter the list of roles/locations. Note: items must be entered one per line, i.e., each row must contain only one item (e.g., line 1: Developer, line 2: Accountant, line 3: Manager, etc.). You can copy the list from an Excel or Word file
4. Click Add. The new items will now appear in the left column.

See also:

Modifying the items of a list