How do I create/assign a post?

Modified on Tue, 10 Dec at 2:34 PM

When using Jobs and Posts, a Job Title is a generic term and is used to group together Post Titles. A Post Title is attached to an employee in Employment Records. Cintra iQ allows you to attach various Posts to Jobs.

Knowledge

A Job Title could be Receptionist and Post Titles could be Receptionist Newcastle, Receptionist Durham and Receptionist Sunderland etc. All three Post Titles would be attached to the Job Title: Receptionist. Depending on your company setup you can have multiple employees in one post or you could have one post per employee.

Note:

If you are using Organisation Charts in Cintra iQ, a Post Title would be attached to an organisation unit within the Organisation Chart.

If you only have one employee per post and that employee leaves the company the post would show as a vacant post in the Organisation Chart.

If you have several employees in one post and one person leaves, it would not show in the organisation chart that the post is vacant as you would still have other employees in that post. Consideration needs to be given to this when creating posts.

Depending on your setup, you can have multiple employees in one post or you could have one post per employee. For more information about the fields, see About the Post Record.

How do I create a post?

Navigate to the Insert Post Wizard form.
1. Go to Cintra iQ: Folders> Employer Settings> Posts
2. Right-click: New in the Navigator.
Enter the desired Post Details.
Enter the desired Post Management details.
Click the Next button. The Post Details window appears.
Set up the Post Requirements and Competencies. For more information, see How do I Create a Qualification? and How Do I Create a Competency Record for a Job? The processes are the same for Posts as it is for Jobs.
Set up Working Time details.
Set up Post Specific Additions.
Set up who an employee reports to.
Click the Finish button. The Post appears in the Navigator.

How do I assign posts?

Within the Post History window, you can assign a post to an employee.

Navigate to the Post History form.
Go to Cintra iQ: Employment Record> Forms> Post History
Right-click: New in the top pane. The Select Post window appears.
Highlight the desired post.
Click the Select button. The Insert Employee Post form appears, with the Post and Job Title automatically displayed.

Note:

If the Job Title does not appear, it will once the OK button is clicked.
Ensure the desired Spine Point Salary Paid As is selected from the drop-down list.
Enter the From date.
Click the OK button. The record is displayed in the top pane.
Continue to assign a spine point, work pattern and/or attach an assignment to the post, if applicable.
Click the OK button to save and close.

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