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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 iOS device and Android device.

Considerations

  • You must have manager or admin level access to create a position.
  • When you add or modify a position, the schedule and timesheets are immediately updated.

Create a position

  1. Hover over , then select  Positions.

  2. Click Add in the top-right corner.
  3. Enter a Name for the position.
  4. (Optional) To set a color for the position, click .add position dialog
  5. Click Add.

Edit a position

  1. Hover over , then select  Positions.

  2. Click that corresponds with the position that you want to edit.
  3. Edit the position.
  4. Click Save.

Delete a position

  1. Hover over , then select  Positions.

  2. Click that corresponds with the position that you want to delete.A warning prompt appears.
  3. Click Delete to confirm.

Search positions

Use the left sidebar to search for specific positions.

  1. Hover over , then select  Positions.

  2. Click the search bar.
  3. Enter the name of the position you want to find. The list is filtered to your search criteria automatically.search positions
Updated on February 9, 2023

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