Filling Positions

Make sure:

The Active and Use Position Management check boxes of the employee are marked.
The correct job titles are assigned to the position type for the position to be filled.

To fill a position:

SelectEmployee Carefrom the menu and then select Positions from the Main card.
Select the arrow next to a position to view the positions beneath it.
Select Edit icon next to the open position you want to fill.
Select Fill Position.
Complete the following information:
- Employee: Make sure the employee is marked Active and has the Use In Position Control check box marked.
- Job Title: The job title will be one of the job titles associated with the position type for this position.
- Effective Date
- Job Order: The job order for the employee's job title above. If it is set to "1", then it is the employee's primary job title.
- Force Pay Level: If ProviderPro Payroll is also licensed and this employee should always be paid for this position/job title at a specific rate, select the correct pay rate (1-8). Otherwise, leave it set to "Do Not Force." If a Pay Rate is selected, a new Wage Calculator Action will be created for this employee/job title.
- Notes
When finished, entering the information, select Save.
A new Position Transaction is created. On the effective date a process runs on the server and may take a few minutes to complete. Once the process has finished, the employee's name will appear in parenthesis next to the filled position. The Status Current information will be populated in the position. Otherwise, the Pending Employee information will be populated instead. The Pending Employee information will move to Current on the effective date.
Select Employee Management from the menu and then select Position Transactions from the Additional card.
From here you can view the completed and pending position transactions.
Set the filters to include the effective date of the position you just filled.
Select the Position Transaction to view additional information.
The Position Transaction will open. The information cannot be modified. However, if the Processed Date/Time is blank, you can delete the Position Transaction to cancel filling the position.