Add a new position to an employee

Position Set Up Options

Before you can assign work to an employee in foundU, you'll need to set up the employee's position information including their employment type, position, pay rate, location/s & any entitlements.

In this article we'll cover off how to set up both casual and permanent employee positions and how to add multiple positions. 

Step 1: Locate Employee Card
  • Search for your desired employee in the search bar or locate your employee via People > Approved People and click their name to access their employee profile.
  • Select the Employee Card icon and open the  Employment Type tab.
  • Click Add New Position and select their position type  i.e. full time, part time or casual and select continue.

Employee_profile_add_new_position.png

Step 2: Employee set up and Work Pattern for Permanent staff
Casual Full time & Part Time Salaried
  1. Select Location/s from the drop down.
  2. Select the Position Group (optional)
  3. Choose the Position. This will then bring in the information from the relevant award.
  4. Choose a Custom Position Title (optional). This will show up on the payslip.
  5. The rates will pull in from your Awards & Agreements. You're able to edit the Rate by typing it in if you pay above award.
  6. Select Yes to add a Cost Code (if applicable) to this person and position.
  7. Select the Position Start Date and End date (optional).
  8. Click Add & Review Position.
  9. Then review the details. Edit the rate or Delete the position (as required).

Step 3: Review Schedule Tab
  1. The Review Schedule tab will now display. This section will highlight if you have any existing shifts that may be impacted by the addition of a new position.
  2. If you are setting up a position for the first time or if you have no overlapping Shifts/ Timesheets, then you can Save & Continue.

review_schedule.png

If you are changing or editing positions, you may see issues on the review schedule page.

This could be because:

  • The position you are changing from has an existing entitlement and you need to choose an action for how you would like to manage the entitlements.
  • The position you are changing from has upcoming future shifts and you need to choose an action for how you would like to update these future shifts.
  • The example below shows Monica who is going from a Casual position to a Permanent position and she has the below issues to resolve:
    • Choose which role the Casual long service leave will now be attached to
    • Choose what happens with the future shifts rostered
  • For more information how to action these issues that may display please see the below guides depending on if you are making changing for a Permanent or a Casual position.
Changing Permanent Positions
See our helpful changing or editing a Permanent position step-by-step guide here.
Changing Casual Positions
See our helpful changing or editing a Casual position step-by-step guide here.
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