Positions

Positions identify employee job roles for the active business unit. They are used on employee records and in labor rate setup, including billing rates that resolve by labor rate group, position, and rate category.

Before You Start

• Confirm that you are working in the correct business unit.

• Review existing positions so you do not create duplicates.

• Decide whether the position should be active for employee and rate setup selection.

• If Greenshades payroll integration is enabled, decide whether to import positions before creating them manually.

Add or Update a Position

1. Open Positions from the Shared Setup area.

2. Search the list to confirm whether the position already exists.

3. Select New to create a position, or open an existing position to update it.

4. Complete the position fields.

   • Code: The short identifier for the position. Use a stable code that can match payroll or imported position values when applicable.

   • Name: The display name users see when selecting a position on employee records and labor rate setup pages.

   • Active: Controls whether the position is available for normal selection. Inactive positions remain available for historical context but should not be used for new setup unless reactivated.

5. Save the position.

6. Review the saved row to confirm the code, name, and active status are correct.

7. Use the position on employee records or labor rate setup where the role is needed.

Import Positions from Greenshades

1. Open Positions and select Import Position from Greenshades.
   Run the import to add missing positions from Greenshades employee position values.

2. Review the import results.

   • Created: Positions added because no safe local match already existed.

   • Matched: Greenshades positions matched to existing local positions by code or unique normalized name.

   • Skipped: Values the import did not create, usually because they were blank or not usable.

   • Conflicts: Values that need manual review because the system could not identify a single safe match.

3. Manually review conflicts and update local positions as needed.

4. Rerun the import if needed after cleanup. The import is additive and does not automatically delete or deactivate local positions.

Troubleshooting

• A position is missing from employee setup: Confirm the position is active and belongs to the current business unit.

• A duplicate appears in the list: Compare the code and name, then inactivate the duplicate that should no longer be selected.

• Greenshades import is not available: Confirm payroll integration is enabled and that your role can run setup imports.

• Import shows conflicts: Review the conflicting values and update local codes or names so each value has one clear match.