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Creating and Managing Positions

From your

Applies to ,

Overview

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

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

Considerations

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

Step 1: Go to the positions page

  1. Hover over Workplace, then select Position Positions.

    positions selection

Step 2: Make your changes

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

Add a position

  1. Click Add in 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 dialog
  4. Click Add.

Rename a position

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

Delete a position

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

Search positions

Use the left sidebar to search for specific positions.

  1. Click the search bar.
  2. Type the name of the position you want to find. The list is filtered to your search criteria automatically.search positions

Updated on October 27, 2022

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