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Creating and Managing Positions

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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 time sheets 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:Add 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.Edit 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.Edit position
  6. If you’re sure you want to delete the position, tap Delete Position when you’re prompted to confirm.
Updated on December 13, 2017

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