Setting Up Positions

This topic describes how to set up positions.

To set up a position

  1. Navigate to the Administration - Group screen, then the Positions view.

    The Positions view appears.

  2. In the form, add a new record and complete the necessary fields.

    Some fields are described in the following table.

    Note: Most fields in the form are filled in automatically from the Employee record of the active employee. If you have not set up employees, you can associate them with positions later.

    Field

    Guideline

    End Date

    Last day for the currently associated employee to be associated with this position.

    Last Name

    Select one or more employees to occupy the position. In the Assigned Employees dialog box, select the Primary field for the employee whom you want to make primary for this position.

    Parent Position

    If this position is a subposition, select the parent position. This allows a position to be associated with another position.

    Position Type

    Type of position. This field is informational and has no impact on visibility.

    Territory

    This field is a read-only multi-value group. You are not able to enter a value manually. For use by Siebel Assignment Manager.