5. Adding posts and assigning employees to them

Each employee in a business has a set of duties, responsibilities and products they produce. These duties are generally assigned to a post.

A post is really more than just a job title. A post describes the duties to be performed, responsibilities and products or services produced by the employee assigned to it. For example, a Security Guard performs certain duties and is responsible for the security of the area he or she is assigned to. Similarly, an executive has certain duties. A receptionist also has a certain set of duties, some of which are common to all receptionists and other duties might be specific your company.

A post may have an employee assigned to carry out its duties or may not. Even when no employee is assigned to a post, someone in the business is doing that work to some degree, even if it is left to the owner to do.

At this point you will set up Management by Statistics to mirror how your business is currently organized.

You will enter now enter each post in your business and assign employees to them.

To add a new post, click the Add Post button as shown by 1 in the screenshot below.

NOTE: Enter the most senior post first. In this example, we'll enter Owner as the most senior post in the company.

As shown by 1 in the image above, enter the post title, in this case Owner.

Next, select the owner's name from the employee list as shown by 2. This connects the owner (person) with the owner (post) in the software.

Because there is no post senior to the Owner, Senior Post is left unassigned in the software, as shown by 3

Next enter the products this post produces for the company. These are called Valuable Final Products. You can find a full description of these and how to work them out for a post by clicking on the What is a Product? link as shown by 4.

Click the Finish button to save the post and return the Company Setup Wizard.

Click Add Post to enter the next most senior post, which would be the Office Manager in our example.

To tell the system that the Office Manger reports to the Owner we select the Owner post in the Senior Post option as shown by 1 above.

When done entering all of the posts and assigning the appropriate employees to them you will see a list of posts like the follow image.

When these posts are viewed by users in Management by Statistics it will look like the following:

When the posts are set up to match or mirrior how your company is organized the Management by Statistics software becomes easier for users and executives. It is easy to see that Rose is the Office Manager and she reports to the Owner, Adam. It is also easy to see that the two mechanic posts are unfilled.