Personnel Positions

You can assign a personnel position to a personnel contact to designate the position the contact has within your organization. 

Add a Personnel Position

1. Click the Personnel Positions link from the Main Menu. The Personnel Positions page opens.
2. Click the Add button. The Add A Personnel Position window opens.
3. Enter the following information:
   • Description - Name of the position.
   • Status - Active positions are available for selection from the Position drop-down.
   • Code - Unique alphanumeric value.
4. Click OK.

Change a Personnel Position

You can change the information for a personnel position after you have created it. When you change the information for a personnel position, it updates wherever the personnel position is used. If you don't want to update the already existing personnel position data, then you must add a new personnel position using the steps in Add a Personnel Position.

1. Click the Personnel Positions link from the Main Menu. The Personnel Positions page opens.
2. Select the personnel position to edit.
3. Right-click and select Edit. The Edit Personnel Position window opens.
4. Update the necessary information.
5. Click OK.

Inactivate a Personnel Position

If you no longer use a personnel position but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a personnel position inactive, it is no longer available for selection in the Position drop-down.

1. Click the Personnel Positions link from the Main Menu. The Personnel Positions page opens.
2. Select the personnel position to make inactive.
3. Right-click and select Edit. The Edit Personnel Position window opens.
4. Select Inactive from the Status drop-down.
5. Click OK.

Delete a Personnel Position

If you no longer use a personnel position and don't want to keep a record of it, you can delete it. When you delete a personnel position that is used, you receive a prompt to select a personnel position to replace the personnel position you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Personnel Positions link from the Main Menu. The Personnel Positions page opens.
2. Right-click on the personnel position to delete.
3. Select Mark for Delete.
4. Click the Save button. If the personnel position is used, the Replace window opens.
5. Select the personnel position from the drop-down to replace the deleted personnel position.
6. Click OK.