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This tutorial entry will guide you through creating actual data in Personnel Folders. Some instructions will reference data inputted in previous tutorial sections. This is because the instructions are set up to go through all sections from beginning to end. However, looking at the instructions in a single section only should still be sufficient to learn how to accomplish the task.
| 1) | Select the Employees main window tab. |
| 2) | Select the Employees section from the left menu bar. |
| 3) | From the employee controls, select Manage Job Positions. (or select Manage Job Positions from the Employees menu) |
| 4) | In the Add Job Position section, type in the name Manager and click the Add button. |
| 5) | In the Add Job Position section, type in the name Administrative Assistant and click the Add button. |
| 6) | Click on the Set Groupings tab. |
| 7) | Select Manager from the Job Position pull-down menu. |
| 8) | Select Anna Walker from the Remaining Users list and click the ">>>" button. The name will then move to the Current members list. |
| 9) | Click the Apply button to save the grouping change. |
| 10) | Click OK or Cancel to close the window. |
Note: Groupings can be manually controlled using this method or automatically maintained using work status entries. See the section on creating a work status entry to learn more.
See also:
User Guide: Manage Groups
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