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Create employee types and positions

In this article, we explain how to create a new employee and position and add them to the profile and users.

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Written by Lucy Robbie
Updated over 3 months ago

Create an employee type

To add an employee type to a user profile, you first need to check that you have an employee type configured.

  1. Click Settings, then click HR.

  2. Then click Employee Types.

  3. Select the plus icon in the bottom right.

  4. Configure your employee type.

  5. Click Save.


Create a position type

Once you've checked your employee type, you can create the position.

  1. Click Settings, then click HR.

  2. Click Position Types.

  3. Click the plus icon.

  4. Enter the name of the position type.

  5. Click Save, then click into the new position type.

  6. Select the Employee type detail tab.

  7. Select the Employee type, the Position type should be available.

  8. Click Save.


Add to profile & users

Now you have your position, you can add your employee type to profiles and users.

  1. Click Settings, then click Other.

  2. Click Profiles & Users, then click Users.

  3. Click Users, then select the relevant profile.

  4. Go to Employee Types on the right.

  5. Select the plus icon and add the employee types you require.

  6. Click Save.

πŸ€“Tip: When this is complete, the profile user will only have access to see the employees under that type.

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