Editing an Employee Position record

To edit an employee position record observe the following steps:

1. Select the Administration>13. Employee Position menu to open employee position list page within the browser.

2. Search for the Employee Position record from within the employee position list.

3. Highlight the employee position record to be edited.

4. Either click on the edit button or double click on the employee position record to open it within the Employee Position page.

   

5. Edit the Employee Position record.

   Update either the code or description field(s).
Link or Unlink Qualification records.
   

6. Select Click the save button to update the record.

7. Select Click the Close button to exit back to the employee position list page.

Deleting an Employee Position record

Although not recommended, and you are referred to the notes on record deactivation. Deleting an employee position record will delete all compliance records from the compliance check data grid on the employee profile that are related with the assigned employee position value.

To delete an employee position record observe the following steps:

1. Select the Administration>13. Employee Position menu to open Employee Position List page within the browser.

2. Search for the record from within the employee position list.

3. Highlight the employee position record to be deleted.

   

    

4. Select Click the "Delete Button" in the upper right portion of the window.
   

   

5. Select Click the OK button to confirm the deletion of the selected record. Record listing will refresh.

Adjust the activity status of a Employee Position record

Editing the activity status of the employee position record to inactive will make it unavailable against the Employee (user) record which will in turn temporarily suppress the attached compliance records (qualifications) from being reported within the Compliance Check data grid of the employee profile.

Any data entered to the compliance record is preserved until such time that the employee position record is reactivated.

To edit the activity status of a employee position record observe the following steps:

1. Observe the steps 1-4 as outlined under Edit the Employee Position record.

2. To deactivate the Employee Position record select the Deactivate button . Deactivating the record will set it to read-only.

   

   Record will not be available for selection through the Employee (user) record.
    

3. To activate the employee position record select the Activate button.

   

4. Once done, you can exit back to the employee position list.