Basic Position Tracking Options

If you have only licensed Client Care or you have licensed Employee Care and have decided not to use Employment Tracking, you will need to enable Basic Position Tracking in Position and Placement Options.

To do so:

Task:

1. Choose Setup in the menu pane and then select Employee Care.

   

2. Scroll down to the Position Management card and select Options.

   

3. Select these options on the Basic Position Tracking Settings card:

   You cannot have the settings on the Employee Tracking Settings and the Basic Position Tracking Settings cards both turned on at the same time. If you have already turned on the Employee Tracking Settings, you CANNOT switch back to the Basic Position Tracking Settings.

   

   Enabled	Select to use the Fill, Transfer, Vacate options in the Position. You will also need to set up security permissions to access these options.
   Process Transactions	Select to process the transactions that will appear in the Position History card of the employee.

4. Select Save.

• ZendeskEmployeeCare.5.log-1181344801.zip3 KB