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How to create and edit positions in Elofy?

In this article, you will learn how to register positions on the Elofy platform.

Atualizado há mais de um ano

This article is intended for administrators. If you want to understand more about access profiles, click here.

Step 01

On the right side of the screen, click Settings > Positions.

Step 02

In the upper right corner of your screen, go to “+ New Position”.

Step 03

A new tab will appear. Fill in the required information:

  1. Active: If you want this position to be now available for use on the platform, click on the "active" option. You can then inactivate a position by returning to this screen.

  2. Position Name: Enter a name for the position.

  3. Description: Next you can write a description for the position.

  4. Ruler: Specify the ruler that will be used in the evaluation for each position. In the performance evaluation, we usually have evaluation rules for each point evaluated (ex: from 1 to 5, from 1 to 10, etc). In this field, you can define a specific ruler for each position, as an optional configuration that should only be used when you want to make a performance evaluation assessing the positions by different methods.

  5. Difficulty: Specify how difficult it is to find a person to hold the position that is being created.

  6. Impact: Specify what impact this position has on your business, and what level of importance it has.

    • The definition of impact, as well as the level of difficulty, is related to the succession of the company. To learn more about it, click here.

Step 04

While you were filling out the position data in the previous step, you may have noticed that when you automatically saved the information, a new "position requirements" tab appeared next to it.

The requirements tab is meant for adding some more information about what a candidate needs to have in order to be hired for the position you create. This will help in the later succession analysis of the company.

Here you can add the following information:

  • Training Level: Specify what degree of education the candidate needs to have for the position.

  • Education: Specify which courses the candidate must have taken or be taking for this position.

  • Language: Specify if there is a language required for the position and the level of knowledge required.

  • Time in company: Specify if the candidate needs to have any previous experience in the field to be able to hold this position.

  • Experience required: Lastly, specify if the applicant needs to have any previous specific experience in the area to be able to assume the position.

Once you have filled out all these fields, the platform automatically saves the settings of the new position. All you have to do now is close the window by clicking the "x" in the upper right corner and it will already be included in the list of all positions created.

Step 05

Once the position has been created, you can return to this screen and edit the information. When edited, the new data will be applied to all users that hold that position, for example, if there is a name change.

You just have to click on the name of the position and the information tab will open for editing.

And that’s it!!

If you have any questions, please contact us, we'll be glad to help!

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