Updating Position Details

OWNA HR & Payroll

Overview

In the employee's HR Profile, the Position/Title, Employment Type, Hourly Rate/Salary, Rate Type, and Avg. Hours per Week are all tracked via a Position change record. This enables you to keep a history of employee roles and pay increases from the Details Summary.

Permissions

HQ: FullAdmin or Admin + HR

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HR: Admin or Staff + Manage Staff Details & View Staff Employment Details

How to Update

  1. Go to 💻 HR/Payroll > Manage Staff 
  2. Click an employee name to edit their profile
  3. Go to the Employment Details tab
  4. Click Edit Position Details 🔍
  5. Enter the new position details
  6. Click Add Position Details

💡 If the details don't change, go to the Job History to check if there is a position with a more recent starting date!

View Job History

  1. Go to 💻 HR/Payroll > Manage Staff
  2. Click an employee name to edit their profile
  3. Open their Details Summary (Quick Links)
  4. Go to the Job History tab

Delete Job History Records

If you make a mistake adding a Position change, you can go to the Job History tab and delete it before adding a new record.

  1. Go to 💻 HR/Payroll > Manage Staff
  2. Click an employee name to edit their profile
  3. Open their Details Summary (Quick Links)
  4. Go to the Job History tab
  5. Click the Delete button

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