OrgBoat Guide

CREATE NEW POSTIONS

To add a new position to OrgBoat just go to the Positions menu in the right blue side bar and under that section you will see a link to Add New Positions.

Fill out the information, choose the division where you want to locate the position and select the person who will have this job position assigned.

CHANGE POSITION TO A DIFFERENT DIVISION

Sometimes we find that the organizational structure of our company needs adjustment and 
changes in order to operate more efficiently.

In Orgboat it is easy to change a position and personnel to a different Division, following the steps below:
  1. Open your orgboat account. You must have the right privileges to do this.
  2. Go to the "Positions" section and click on the position or name you want to change.
  3. In the job profile, click "Edit"
  4. Now click on the "Change Division" option.
  5. Then select the Division you want to change the position and press "Set the new Division."
  6. Done. Make the Division successfully changed.

ASSIGN JOB POSITIONS

In Orgboat you can assign new staff positions both as active or even inactive personnel, and is very simple.

Here are the steps:
  1. Open your orgboat account. You must have the right privileges to do this.
  2. In top icons menu located in the upper right corner click "Personnel".
  3. Here you will find the tabs for active and inactive personnel.
  4. To assign a new position to an active someone, simply click on the "Position Select" under the Job Position column and select the new position for your employee. The positions you'll see are the vacancies available at your company.
  5. In the "Inactive" section you'll see your employees that have not yet been assigned a position. Click on "position" and assign one of the vacancies available.
  6. Done! You have successfully made your changes.
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