<< Click to Display Table of Contents >> Navigation:  Core Data > Quality Management System (QMS) > Using the Position Wizard

 

Overview:

The 'Position Wizard allows users to allocate, change, or terminate an employee’s position. The positions have already been created in the ‘Enter/Edit Positions’ module.

 

To Allocate an Employee Position

To allocate a position to an employee, open the Core Data Module and open the QMS Module and click on the ‘Position Wizard’ option to open that window.

 

 

Click in the ‘Emp Code’ and press <F2> and select employee from pop-up menu. Click on selected employee then click OK and press <TAB> and click on the options  “New or Transfer Position”, click on Next.

 

 

Click in the “New Position Code” press <F2> and select an available position from pop-up menu and click OK. (Only active and available positions will be displayed in the pop-up list). Press <TAB> to generate the window and click in “Start Date” field and enter date. Press <TAB> to move to the “Start Reason” field, press<F2> and select from the pop-up list and click OK. The “End Date” field is optional and might be used for a contract position.

 

 

Press <TAB> to display this field and click on the Next button. In the completion window - click on the Finish button.

 

 

 

To Change a current Employee Position

Open the QMS Module and click on the ‘Position Wizard’ icon to open the window. Click in the ‘Emp Code’ and press <F2> and select an employee from pop-up menu. Click OK and press <TAB> to generate the window. Click radio button option - “New or Transfer Position” and then click on Next.

 

 

Click in the “New Position Code” press <F2> and select position from pop-up menu, click OK. Press <TAB> and click in “Start Date” field and enter date. Click in “Start Reason” field, press<F2> select “Existing Employee – Position Change” and click OK, and then press <TAB> to display this field. Click on Next and then Finish. In the completion window, click on the Finish button.

 

 

To Terminate an Employee Position

Open the QMS module and click on the ‘Position Wizard’ option to open that window. To terminate an employee, click in the “Emp Code” and press <F2> to select the employee to be terminated from the pop-up list and click OK. Press <TAB> to generate the window. Click on the ‘Terminate Position’ radio button option and then click on the Next button.

 

 

Press <F2> and select reason for the termination of the employee from pop-up list and click OK.

 

 

Press <TAB> to generate the field and enter the end date, click on the Next button.

 

 

Click on the Finish button.

 

After terminating an employee - open the Core Data module, and click on the Employees icon. In the ‘Emp No’ field, press <F2> to select the name of the employee you are terminating from the pop-up list and click OK. Press <TAB> to generate the employee’s information in the window. Un-tick the “Active” box, and press <F9> to save.

 

 

Last Revised: 20/03/2012 SJ