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

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

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

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

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

1- Click ''on add a position''

2- Write the position's name

3- Change the colour by clicking on the coloured circle

4- Click on ''Save''

1- Click ''add a position''

2- Select ''sub-position''

2- Write the position's name

3- Change the colour by clicking on the coloured 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.

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

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.

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