Add a new post
- Go to Admin > Posts
- At the bottom of the screen, click Add New Post.
- Complete the screen, see below for details. Fields marked with an asterisk, *, are mandatory, and you must complete them.
- Once you have filled in the appropriate details click OK at the bottom of the screen. You will see additional tabs for the new post.
Post Details Section
Post ID
Type a unique ID for the post (maximum 200 characters). This can be an alphanumeric value (for example, a special post ID code) or just the job title. When you have saved a new post, you can’t change its post ID
Job Title *
Type the job title for the post (maximum 100 characters)
Short Job Title *
The system automatically adds the job title to this field, but you can amend it if necessary (50 characters maximum). The system uses the short job title in areas where display space is limited (for example, post pickers)
Hierarchy
Use the Hierarchy Picker to select the hierarchy location of the post. If required, you can change the location when you add the post to employees’ Job & Salary records
Contract
Select the appropriate default contract type for the post from the dropdown menu. The available options depend on the EMPLOYMENTTYPES system list
Classification
Select the classification of the post (for example, Managerial) for the post. The available options depend on the JOBCLASSIFICATION system list
Manager
Use the post picker to select the job title of the employee who manages this post. The option you select is shown in the Reports To field in employees’ Job & Salary records
Job Family
Select the default job family for the post from the dropdown menu. The available options depend on the JOBFAMILY system list
Pay & Hours section
Grade
Select the default grade for the post from the dropdown list, if your organisation uses grades
Grade Hours
When you select a grade, the system automatically populates this field with the working hours associated with the selected grade
Working Calendar
Select the usual working pattern for the post from the dropdown menu
Normal Hours *
Type the number of normal full-time hours for the post. This figure is used to work out employees’ FTE. You must always type the number of full-time hours in this field; if employees in this post work part time, you can record this on their Job & Salary screen
Details Section
Start Date
Type or select the date when the new post becomes available for use. If you add a future date in this field, the post is not available for selection on the New Starter screen or the Job & Salary screen until that date
Start Reason
If required, type additional information about the start of the post
(maximum 50 characters)
End Date
If required, type or select the date when the post will no longer be available for selection on the New Starter screen and the Job & Salary screen. If the post is permanent, leave this field blank
End Reason
If required, type additional information about the end of the post
(maximum 50 characters)
Temporary Post
If the post is a temporary post, tick this box. This field can be used for reporting purposes
Type
Select one of the following from the dropdown menu:
- Unique: if the post is only held by one employee
- Shared: if the post is shared by more than one employee (i.e. a job share)
- Multiple: if more than one employee holds the post (for example, five receptionists)
Positions *
Type the number of employees that can be assigned to the post.
This is for reporting purposes only (primarily Actual FTE vs Budgeted FTE) and has no effect on the number of employees that can actually be assigned to the post
Total Hours
The system calculates the number of person-hours the post uses, based on the values in the Normal Hours field and the Positions field. For example, if four people hold a 37.5 hour post, the Total
Hours value is 150 hours (4 x 37.5)