Creating and updating your company's positions in Canopy
Recruiting Order of Operations
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A Position (Bookkeeper) resides in a particular Job Classification (Administrative Assistant).
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A Job Classification might include Qualifications, Job Duties, Compliance Codes, Compensation Plans, or Physical, Mental, and Environmental Conditions.
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A Position is also attached to a Recruiting Profile.
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A Recruiting Profile contains Questions and Documents associated with the new position (“Do you know calculus?” “Attach a poem you wrote last month.”)
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In addition to the Recruiting Profile, a Position may also include Profiles for Onboarding, Compensation, and Budget.
While positions are added during the implementation process, you might need to update or create a new one. For example, if the department expands, or merges with another.
Adding a new position in CanopyWS is a simple task. The instructions below will demonstrate how to create a new position by copying setup from an already-created one.
First, navigate to the Positions page via the Administration tab.
From the table of available positions, click Add.
In this example, we can save some time by selecting an existing position and copying it. Choose a position from the drop-down menu and click Copy Position.
Once the position screen appears, make sure to change the title of the position and the position number. The other fields will populate but can be edited if necessary.
Click Save.