Important: Only administrators and managers of all locations may edit positions.
Why use positions and sub-positions?
A position is generally the role of an employee, such as a sales associate, a team lead, and so on.
A sub-position allows you to add more information on a shift, such as open or close.
Note: While each employee is assigned to a position, the corresponding sub-position is automatically assigned to all employees who hold that position.
Managing positions
To create or edit positions and sub-positions, from Schedule click the Create button and then Position.
This window will open to the right of the schedule, and you can then create and modify positions and sub-positions.
Creating positions and sub-positions
Positions
Click Add a position.
Enter the position's name.
Change the colour by clicking on the coloured circle.
Click Save.
Sub-positions
Click Add a position.
Select Sub-position.
Enter the sub-position's name.
Change the colour by clicking on the coloured circle.
Select the position it will be associated with.
Click Save.
Note: Sub-positions are simply tags on scheduled shifts and cannot be associated to time entries. Sub-positions can't have their own hourly rates and are only exportable in the Shifts and time off report.
Modifying, editing, and deleting positions
You can change everything about the positions you create. You can do so directly from Schedule > Create > Position or from Settings > Positions.
Edit the name, colour, and so on by clicking Edit.
Delete the position.
Change the display order:
Note: You can group employees in the scheduler by position in the Other options section. Administrators can also manage positions under the Settings tab.
Selecting a sub-position
When creating a shift, you can select the sub-position it's for.
