How to Manage Positions

How to add colors to positions and create sub-positions

Mark Borham avatar
Written by Mark Borham
Updated over a week ago

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 a Position is assigned per employee, a Sub-position is assigned de facto to all employees in the Position it is part of.

1) Managing Positions

To create or edit positions and sub-positions, click the “Create” button and then click on “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 color by clicking on the colored circle

4- Click on ''Save''

  • Choosing a Color (colored circle)

  • Clicking on Create

2.2 - Sub-position

1- Click ''add a position''

2- Select ''sub-position''

2- Write the position's name

3- Change the color by clicking on the colored circle

4- Select the position it will be associated with

5- Click on ''Save''

Note: Sub-positions are only useful in the Base Plan as they are simply tags on scheduled shifts and cannot be associated to time entries. Sub-positions also can't have their own hourly rates and are only exportable un the Shifts and time offs report.

3) Modifying, Editing and Deleting Positions

You can change everything about the positions you create. You can do so directly in the schedule by clicking on ''create'' -> position or, you can go under the ''settings'' tab -> positions

  • Edit the Name, Color 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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