Sandata Agency Management 16-Staff Positions Window
The Staff Positions window can be used to create, manage, and view assignable staff positions for Employees at the agency. This is where applicable services and compliance documents are set up. A Staff Member can only be assigned to one position at a time. This also controls which staff appear as available to be scheduled via scheduling screens.
To access the Staff Positions window, go to Positions under Main Menu > Admin > System Setup > Staff Positions.
|
Field |
Description |
|---|---|
|
Code |
Displays the position identification code. |
|
Name |
Displays the position name. |
|
Description |
Displays the position description. |
To create a new position:
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Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
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Select Add.
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Use the fields to enter the position information as needed.
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Select the Save button.
To make revisions or changes to an existing position:
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Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
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Double click on the position that needs updating.
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Complete the fields to enter the position information as needed.
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Select the Save button.
To delete an invalid or out of date position:
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Go to the Staff Positions window under Main Menu > Admin > System Setup > Staff Positions.
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Double click on the position that needs to be removed.
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Select Delete.
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Select the Ok button.
