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How do I add or change a Team Member's position?

Annie Bourguignon -

Administrators and Managers may need to add or change a Team Member's position for the following reasons:

  • The Team Member has the wrong position assigned to their account.
  • The Team Member may need an additional position added or may need a new position due to a promotion.

To add or change a Team Member's position:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Team Members
  • Team Members will display.  Click on the Team Member's Name to view their record in detail.  
  • The Work Info tab lists the Team Member's current position and location.
  • Click Add Position to add an additional position.  

  • You will select the Position and indicate a Pay Rate.  Click Add.
  • The second position will be listed.
    • Click the Flag to select the Primary Position if needed. 
    • Click the X if you no longer need the original position. 

 

 

Notes:

  • If there is only one position listed, clicking the "X" before adding another position will put the Manager through the Team Member Separation process.
  • There always needs to be an active position on the Team Member's record for individual to remain active.

 

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