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Creating and Managing Positions

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Overview

Positions are used to assign users and shifts to a particular duty or skill.

You can also create positions from your computer or iOS device.

Considerations

  • You must have manager or admin level access to create a position.
  • When you modify a position, the schedule and timesheets are immediately updated.

Create a position

  1. From the When I Work Scheduling app, tap More in the top-left corner of the screen.
  2. Scroll down, then tap Positions.
  3. In the top-right corner of the screen, tap Add.
  4. Enter the position details:
    1. Tap the Position field to name the position.
    2. (Optional) Tap Color Picker to select a color for the position.
  5. When you’re finished, tap Checkmark in the top-right corner of the screen.

Edit a position

  1. From the When I Work Scheduling app, tap More in the top-left corner of the screen.
  2. Scroll down, then tap Positions.
  3. Tap the position you want to edit.
  4. In the top-right corner of the screen, tap Edit.
  5. Edit the position details.
  6. When you’re finished, tap Checkmark in the top-right corner of the screen.

Delete a position

  1. From the When I Work Scheduling app, tap More  in the top-left corner of the screen.
  2. Scroll down, then tap Positions.
  3. Tap the position you want to delete.
  4. In the top-right corner of the screen, tap Delete.
  5. Click Delete to confirm.
     

Search positions

  1. From the When I Work Scheduling app, tap More in the top-left corner of the screen.
  2. Scroll down, then tap Positions.
  3. In the top-right corner of the screen, tap Search.
  4. Enter the name of the position you want to find. The list is filtered to your search criteria automatically.

Updated on February 9, 2023

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