Expiring Positions
When a position is not needed and is not assigned to any Active person, it can be expired.
Expiration Impacts
- Positions cannot be expired if they are attached to any Person record. For additional information, see Changing a Person's Manager/Position.
- Once expired, the position will be removed from the list and cannot be reactivated.
- Expired positions are hidden and new positions with the same name cannot be created. Therefore, be careful when making the decision to expire positions.
- Another option may be not to expire the position, but instead to just rename it to [EXPIRED + Position Name] and not attach it to any new Person records. This way, the position and all of its roles can be reintroduced into the workflow, if needed.
- Expiring a position from the Global organization will expire it from the Global organization as well as all Local organizations. Expiration of Global positions can only be managed from the Global organization.
- From the SmartSolve Portal Page, click the Home tab > Setup and Policy > Setup.
- In the Training Management section, click Position.
Result: The Positions list window is displayed.
- Check the checkbox of the position to be expired.
- Click Action > Expire.
- Enter a comment.
- Enter your user ID and password.
- Click the Save button.
Result: The position has been expired.
See Also
Viewing the Position Detail Record
Creating Positions
Editing Positions
Activating Positions
Copying Positions
Deleting Positions
Adding Roles to a Position
Activating Position Roles
Deactivating Position Roles
Viewing Persons Attached to a Position
Person Setup
Friday, March 20, 2020
12:27 PM