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Creating and Managing Positions

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Overview

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

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

Considerations

  • You must have manager or admin level access 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  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. Enter the position details:
    1. Tap the Position field to name the position.
    2. (Optional) Tap to select a color for the position.
    3. At the bottom of the screen, tap Assign Employees to assign the position to user’s profiles.
  5. When you’re finished, tap Save in the top-right corner of the screen.

Edit a position

  1. From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
  2. Scroll down, then tap Positions.
  3. Tap the position you want to edit.
  4. Tap Edit in the top-right corner of the screen.
  5. Edit the position details.
  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 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. Click Delete to confirm.
Updated on February 9, 2023

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