Positions

Step 1 - Where to Start

• Mission Control - your first step is to locate Mission Control from your top right drop down menu.  This will bring you to the area where you will find your most common actions.

• Positions - look for the Positions block in the bottom left corner of your screen to manage and/or create positions.

Step 2 - Positions Directory

Your Positions directory page lists all positions, allows you to create a new position, manage budget categories, and search for positions. 

​To get started posting a new Position, click the green "Create New Position" button in the top right of the screen.

Step 3 - General Information

Here you will enter basic information about each of your positions.   

• Job Title - give the position a title that both you will understand and the person taking the position will understand.

• Description - give as much detail to the position as possible to help others understand what this is all about.

• Requirements - this field allows you to note what's required to fulfill this role.

• ​Start Date / End Date - this is helpful if the position is for a specific term.  Often this is used for internships.  

• Commitment Length - optionally, you can enter a commitment length for this position.

• ​Salary - enter a position required for this position to raise.

• Number of People Needed - this field allows you to enter how many people can fill this position.

Step 4 - Position Location

This tab allows you to enter the location for this specific position.

Step 5 - Admins

Like many other areas in ServiceReef, here you can add multiple admins to manage a specific position.  You may want to give some one the permission to manage certain positions without having the permission to add positions (for example).  You can add one or multiple admins.  

NOTE - Make sure the person you are adding as an admin first has a ServiceReef account created.  

Step 6 - Budget

​Each position can have an independently created budget to help you manage the finances related to each position.  This budget also helps generate your online fundraising goals for each position. 

• Summary - the top of the screen is populated with a budget summary screen.
• ​Add Budget Items - add items to your budget by name, category, frequency, and amount.  

Step 7 - Manage Positions

From your Positions management page you can use the helpful Action dropdown menu for the following features:

• ​Assign To... - this field allows you to quickly assign a position to a specific person (or people).
• ​Clone - this allows you to quickly clone a specific position.
• Delete - here you can delete this position.

Step 8 - Manage Budget Categories

By clicking the grey box "Manage Budget Categories" from your Positions list page you can easily access and manage your budget categories.  

Step 9 - Assign To...

In various places you will see the option to assign a position to someone.  That person will first need to have a ServiceReef account for you to assign this role.  You have the option to note if the person is (1) Interested In the position, or (2) Assigned to the Position.