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Creating and Managing Positions

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Applies to ,

Overview

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

You can also add positions from your iPhone/iPad and Android phone.

Things to know before you begin

When you add or modify a position, the schedule and time sheets are immediately updated.

Step 1: Go to the positions page

  1. From your computer, use a supported web browser to sign in to When I Work on the web.
  2. In the top-right corner of the page, hover your pointer over Gear menu and select Positions.Positions in the gear menu

Step 2: Make your changes

From the Positions page, you can add, reorder, rename, delete, and favorite positions.

Positions page

Add a position

  1. Click Add Position at the top-right corner.
  2. Type a Name for the position.
  3. (Optional) To set a color for the position, click Pencil button.Add position
  4. Click Add Position.

Reorder positions

Reorder your positions If you want them to appear in a particular order on the scheduler. To move a position to a different spot in the order, click and drag Drag handle to the left of a position.

Reordering positions

Rename a position

  1. Click the position that you want to rename.
  2. Edit the Name for the position.
  3. Click Save Position.

Delete a position

  1. Click the position that you want to delete.
  2. Click Delete Position.
  3. Click Yes, Delete Position to confirm.

Add a position to your favorites

The My Positions list allows you to choose favorite positions to show in the Scheduler’s Positions filter. If you add positions to the list, other positions will not appear in the Positions filter unless one or more shifts are scheduled for them.

To add a position to My Positions, click Drag handle to the left of the position and drag it into the My Positions area.

Drag positions into My Positions

Updated on September 18, 2017

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