In certain instances, some Corporate Clients require that every Contractor / Service Provider Employee have a position assigned to them once they link to one of their Projects.
If this is a requirement for the site, their system administrators will have to “turn on” the setting before this function will take place.
1) Corporate Client to force the action to collect position assignment
Navigate to the settings menu on your dashboard.
Navigate to Business Units and select manage.
Note: If the organization has multiple business units / divisions, it is important for the system administrator to ensure that they are on the home division (division zero).
Click on the applicable division and select edit.
Ensure that the “Force Position Assignment on linked projects” button is ticked.
When you are complete, select save.
You will receive a notification that the division has been updated.
2) Service Provider to assign a position to an employee when you are prompted to
When you click on the People Manager menu item or if you view your People Manager item within the selected Project in Project Compliance, you will be prompted to complete the action.
Note: If you try to close the pop-up window it will not allow you to perform any action other than assigning the position to the respective individual that is linked to the project. You will receive a pop-up message advising you that the action needs to be completed.
Click on the view button.
Another pop-up window will appear whereby you will see which employee/s need to be assigned a position.
Click on the plus button that displays next to the employee.
Use the dropdown selection available to select the applicable Client Company and the Position.
Select the save button once the position has been assigned.
Once all employees that are linked to the respective client projects have been assigned a position the grid display will indicate that this requirement is completed.