There are 4 Steps for Setting Up Positions:
- Define or create new Positions like President, PE, Secretary, Membership Committee Chair, Membership Committee Member, etc. See the article Adding & Editing Positions
- Create new Position Groups like Board of Directors or a specific committee like the Membership Committee. See the article Adding & Editing Position Groups
- Correlate or link the Positions to Position Groups.
- Correlations allow you to indicate which League positions serve on a specific committee or group. For example, a Finance VP will serve on the Board of Directors, and the Finance Committee.
- In another example, you would add the correlation between the Membership Committee Member and the Membership Committee Chair positions to the Membership Committee group, to indicate these two positions server on that committee.
- For this example, you would do two correlations:
- First, you would correlate or link the Membership Committee to the Membership Committee Chair.
- Then, you would correlate the Membership Committee to the Membership Committee Member.
- See the article Correlating Positions to Position Groups
To see the video tutorial that covers Steps 1-3, watch Video - Define Placement Position
- Assigning Positions to your Members
- If your League does not use Placement Matching:
- You can mass assign a committee to a position. For example, you can choose three members to assign to the Membership Committee Member position at the same time. See the article Mass Assigning Positions or watch the video Video - Position Mass Assign
- Assign individual positions to Members from their Profile through the Admin Directory. See the article Assigning & Editing Position Assignments from the Profile
- If your League uses Placement Matching with Member Essentials:
- If your League does not use Placement Matching:
Archiving Positions and Deleting Position Groups
- To archive Positions, see Archiving Positions
- To delete Position Groups, see Deleting Position Groups