- 05 Jul 2023
- 1 minute to read
Reclassify positions in bulk
- Updated on 05 Jul 2023
- 1 minute to read
Bulk reclassification allows you to reclassify all positions (also known as position items) assigned to a particular position type to another position type. This can be done via the bulk action menu or on the Manage types page.
Via the bulk action menu
- Go to Quick-access menu > Positions.
- Click Manage positions.
- Click the name of the position framework for which you want to reclassify positions.
- Select Re-classify items from the Bulk actions dropdown list.
- This opens the Manage position types page.
- Scroll down to the Bulk reclassification section.
- Select the type you wish to reclassify from the dropdown box (this action reclassifies all positions that currently have this type assigned to them).
- On the Reclassifying page you can see the number of positions you are reclassifying.
- Click Choose next to the type to which you wish to reclassify your selected type.
- Click Re-classify items on the confirmation screen.
The positions have now been reclassified.
Via manage types page
- Go to Quick-access menu > Positions.
- Click Manage types.
- Scroll down to the Bulk reclassification section.
- Select the type you wish to reclassify from the dropdown box (this action reclassifies all positions that currently have this type assigned to them).
- On the Reclassifying page you can see the number of positions you are reclassifying.
- Click Choose next to the type you wish to have reclassified.
- Click Reclassify items on the confirmation screen.
The positions have now been reclassified.
The Totara Academy has a whole course dedicated to using Positions, organisations and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.
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