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Create an approved position, assign an employee, and save a staffing report in one guided exercise.
training, start here, tutorial, Evergreen, Avery ReedUpdated October 26, 2026
Use the prepared Evergreen practice organization. The tutorial checks that you have the right starting records before you enter anything. If you need to prepare an empty organization, follow Set up practice data first.
The first tutorial is the same in Position Control and Workforce Budgeting. Workforce Budgeting includes position control and adds budgets, employee pay, and financial comparisons. After the staffing tutorial, continue with Compare budget and employee cost if your edition and responsibilities include financial work.
What you will do
- Create a draft position for Outpatient Services.
- Submit its request and confirm approval.
- Assign Avery Reed and check staffing.
- Save a staffing report and understand the effective date.
Other starting points
- Already have a completed demo? View a completed example without creating its records again.
- Finished your first tutorial? Choose More walkthroughs for the work you need to practice.
- Need instructions for a task in your own organization? Use Help by topic.