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How To Assign An Employee A New Position

Goal

  • How to add a new Position to an employee profile
  • How to add a new role to an Employee

Environment:

  • Push Web App

Process:

  1. Click the Employees tab 
  2. On the left hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or Inactive
  3. Under Search, input the name of the employee 
  4. Under Edit, click the Pencil icon that corresponds with the employee 
  5. On the left hand navigation bar, click Salary or scroll and click Add/Update Salary/Position
  6. Click Add a New Position
  7. Under Position, click the drop down and select the appropriate Position
  8. Under Salary, input the necessary information 
  9. Under Frequency, click the drop down and select either: Hourly, Monthly, Bi-Weekly, Weekly, Semi-Monthly, Yearly, or Daily 
  10. Under Start Date, input the date that the employee will begin to work
  11. Under Hours in __ Period, input the total hours if applicable
  12. Once done, click Add New Position

Additional Information

If the employee has been promoted or now has a different Position, please end the current Position by adding an End Date and create a new position. If you edit the current position details, you will have discrepancies in the Scheduler, any clock entries, and reporting.

If you do not see a specific Position to assign to an employee under the list, you will need to create a brand new position under Employee Positions.

Please note, that only Super Administrators and Team Administrators with permissions will be able to assign Positions to employees. 

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