Replace Position allows you to record that you have replaced an employee on a position. In other words, the position was originally placed with an employee, the position started, but now the employee needs to be replaced with a different one.

Replace Position is performed by going through a Replace Position Wizard. Basically, the Wizard performs a fall-off of the original position (optional) and then duplicates it (required) allowing you to fill it with a different employee. For more information on performing a fall off, click here. For more information on duplicating a position, click here.

Using the Replace Position Wizard

The Replace Position Wizard takes you step-by-step through the information necessary to replace a position. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Replace Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Replace Wizard.

• Back: Takes you to the previous screen in the Replace Wizard. This is useful if you realize you made a mistake entering information during the Replace Wizard.

• Cancel: Closes the Replace Wizard WITHOUT replacing the position.

• Finish: Only available on the final screen (Duplicate Position) of the Replace Wizard, this closes the Replace Wizard and ADDS the duplicated position to your database.

The Replace Position Wizard Fields

NOTE: Before running the Replace Position Wizard, you must have a placed position in currency.

The Replace Position Wizard contains the following fields (click the field name for detailed information):

1. On the Replace Position Wizard window:

2. What is the explanation for replacing this position?

   Use to select the reason why you are having to replace this position.

3. Notes

   Type any other information about the reason you are having to replace this position. For example, if the employee did not show up at the company location because it was not near a public transportation route, you may want to make a note that the next employee placed needs to own or have access to a car.

4. Record Fall Off on Original Position

   If you want to go ahead and record a fall off of the original position, click the check box. This is the most typical route.

   If you want to leave the original position as is, leave the check box empty. For example, suppose an employee tells you that he/she took another job and is giving you two weeks notice. You do not want to record a fall off yet (because the position will be active for two more weeks). However, you do want to create a new position using the Replace functionality (so you can search for a replacement).

   Clicking on the check box toggles it between checked and unchecked.

2. If you checked the Record Fall Off on Original Position checkbox on the previous screen, the Record Position Fall Off window displays:

3. Explanation

   Use to select the reason you are having to record a fall-off on the position.

   This field is REQUIRED.

4. Fall Off Date

   Use to select the date the fall-off occurred. This field defaults to today's date, but can be changed.

   For more information on using StaffSuite's calendar, click here.

   This field is REQUIRED.

5. Performance

   Use to select a rating for the employee for this position.

   The options in the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

6. Change Direct-Hire Status to

   Use to select the new direct-hire status of the employee once this activity is completed.

   For more information about Employee statuses, click here.

   This field is REQUIRED.

7. Notes

   Type any other information you want to include about the fall-off.

   This field is optional.

3. On the Duplicate Position window:

4. New Desired Start Date

   Use to select the date the new position will start. This field defaults to today's date, but can be changed.

   For more information on using StaffSuite's calendar, click here.

   This field is REQUIRED.

5. Resumes To

   Use the button to select the company rep that you will send resumes to concerning this position.

   This field is optional.

6. Job Description

   Enter a general job description of the position.

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