Adding positions, departments, and regions to the staff profile helps in assigning the right job to the right person.
Positions
To add positions to the staff:
1. On the main page of the staff profile, scroll down to the Positions section.
2. Click on the “+” sign.
3. A dialogue box will open. Click on “+” again.
4. Click on Select Position to select a position from available choices. The other field is for rates. It will automatically fill up after you select a position. These are positions that were defined in the Positions section in system settings. Once done, click on Save.
Departments
To add departments to the staff:
1. Click on the “+” sign in the departments section.
2. A dialogue box will open. Tick the checkbox to select the department. Once done, click on Save. You can select multiple departments as well.
Regions
To add regions to the staff:
1. Click on the “+” sign in the regions section.
2. A dialogue box will open. Tick the checkbox to select the region. Once done, click on Save.