1. Home
  2. Working With Employees and Positions
  3. Creating and Managing Positions

Creating and Managing Positions

From your

Applies to ,

Overview

Positions are used to tag employees and shifts to a particular duty or skill.

You can also create positions from your computer or iPhone/iPad.

Things to know before you begin

  • You must have manager or account holder access privileges to create a position.
  • When you modify a position, the schedule and time sheets are immediately updated.

Create a position

  1. From the When I Work Scheduling app, tap  Menu button  in the top-left corner of the screen.
  2. Scroll down, then tap Positions.
  3. In the top-right corner of the screen, tap  Plus button.
  4. Set up the position:Add position
    • (Optional) Tap the color bar near the top of the screen to select a color for the position.
    • Tap the Name field to name the position.
  5. When you’re finished, tap Checkmark button in the top-right corner of the screen.

Update a position

  1. From the When I Work Scheduling app, tap  Menu button  in the top-left corner of the screen.
  2. Scroll down, then tap Positions.
  3. Tap the position you want to update.
  4. In the top-right corner of the screen, tap  Pencil button.
  5. Make your changes to the position.
  6. When you’re finished, tap Checkmark button in the top-right corner of the screen.

Delete a position

  1. From the When I Work Scheduling app, tap  Menu button  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  Trash button.
  5. If you’re sure you want to delete the position, tap Delete when you’re prompted to confirm.
Updated on December 13, 2017

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket