- Employee Positions Grid

Employee Positions Grid - quickly review and edit employees' Positions and "Position Preferences"

You can set each employee's positions (and optional Position Preferences) on their Add or Edit Employee page, or you can use the employee's Positions Grid to quickly set them for all employees.

To set Positions with the Employee Positions Grid:
From any page: 

  • In the top menu, hover over EMPLOYEES and choose Positions Grid 
  • Check off the positions for each employee (see shortcuts below)
  • Click the Save button
set positions with employee positions grid

When viewing the grid, you can see which Positions are set for each employees and any Position preferences that are set. You can see a color in the cell background of each position. Positions preferences can also be set from the Edit Employee page or from the Positions Grid.

Shortcuts for using the Employee Positions Grid:

  • Click the top checkbox in any column to set all employees to that Position
  • Click the first column checkbox to set that employee to work all Positions
  • Hover over any Position name column title to see the whole Position name. If it is very long it may appear blank - resize column width to display
  • Hover over any checkbox and you will see the employee and Position name

To set "Position Preferences" using the Employee Positions Grid:

  • Click the pencil icon next to the employee name
  • Click the Position to change the cell color to green (prefer), pink (dislike) or again back to white (no preference)
  • Click the Save button
  • Reload the Employee Positions Grid page using the refresh button or F5
set position preferences using the employee positions grid

The Positions Grid can be printed using the Print button on that tab.

If you have more than 150 positions, you must filter to one position or Position Group with less than 150 Positions to see the grid.