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How to Manage Positions

How to add colours to positions and create sub-positions

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Written by Charles Vallières

Important note: Only administrators and managers of all locations may edit positions.

Why Use Positions and Sub-Positions

A position is generally the role of the employee, such as:

  • Sales associate

  • Team lead

  • Etc.

A sub-position allows you to add more information on a shift such as:

  • Open

  • Close

  • Etc.

Note that while each employee is assigned to a Position, the corresponding Sub-Position is automatically assigned to all employees who hold that Position.


1) 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 will then be able to create and modify positions and sub-positions


2) Creating Positions and Sub-Positions

2.1 - Positions

1 - Click on add a position

2 - Write the position's name

3 - Change the colour by clicking on the coloured circle

4 - Click Save

  • Choosing a Colour (coloured circle)

  • Clicking on Create

2.2 - Sub-position

1 - Click Add a position

2 - Select Sub-position

3 - Write the position's name

4 - Change the colour by clicking on the coloured circle

5 - Select the position it will be associated with

6 - Click on 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.


3) 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 etc. by clicking on Edit

  • Delete the position

  • Change the display order :

PS: You can group employees in the scheduler by position in the Other options section the the scheduler filters, Administrators can also manage positions under the Settings tab.


4 - Selecting a Sub-Position

When creating a shift you will be able to select the sub-position.

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