Staff Positions

The staff field 'Position' has been removed from the staff intake page. To accommodate multiple staff positions, a new panel called 'Positions' has been added to the staff record at the Staff Data tab.

1. Open the staff record.

2. At the Staff Data tab, click the Positions panel to open.

3. Click Add New Record.

4. Enter the start date that the staff position began. An end date is not necessary. An end date may be added to an existing record if the position ends.

5. Select the Position Title from the drop down list.

6. Click apply.

7. The Position Title will display in read only format in the staff record header and at the Staff Data tab / Key Info panel.

8. The read only header fields will update to reflect the most recent position by the start date. For example, a Position Title record has the start date of 9/1/2018. Another record is entered with the start date of 10/1/2018. The Position Title from the 10/1/2018 record will display in the read only fields.

Last Update: 7/7/2022