Overview

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

You can also create and manage positions from your computer or Android phone.

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 timesheets are immediately updated.

Create a position

1. From the When I Work Staff Scheduling app, tap More More icon  in the bottom-right corner of the screen.
2. Scroll down, then tap Positions.
3. In the top-right corner of the app, tap +.
4. Set up the position:
   • (Optional) Tap the color wheel in the top-right corner of the screen to select a color for the position.
   • Tap the Position field to name the position.
   • At the bottom of the screen, tap Tag Employee to select employees that work the position.
5. When you’re finished, tap Save in the top-right corner of the screen.

Update a position

1. From the When I Work Staff Scheduling app, tap More More icon  in the bottom-right corner of the screen.
2. Scroll down, then tap Positions.
3. Tap the position you want to update.
4. Tap Edit in the top-right corner of the screen.
5. Make your changes to the position.
6. When you’re finished, tap Save in the top-right corner of the screen.

Delete a position

1. From the When I Work Staff Scheduling app, tap More More icon  in the bottom-right 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 Edit.
5. In the bottom-right corner of the screen, tap Delete Position.
6. If you’re sure you want to delete the position, tap Delete Position when you’re prompted to confirm.