Applying positions to employees

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
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).

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

Downloadable step-by-step guide: 

This guide covers:

  • setting up new staff with their employment details
    • employment type (full time, part time, casual)
    • positions/s
    • pay rates
    • locations
    • work pattern (permanent staff)
    • entitlements

Download Guide

 applying_a_position_image.png

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