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Add New Position to Account

When you first signed into your account, you entered some Positions and employees. You can always add more Positions or change your Positions and set which Employees can work them.

To Add a New Position

  • In the top menu, choose EMPLOYEES> Positions Grid
  • Click the Add / Edit Positions button
  • Type a new Position and click the Add button (the new name will appear in list on the right) Note that if your account is set to a “Custom Position Sort” the new position will be at the bottom of the list.
  • Continue adding positions and click Close when you are done

Now in the Grid, check off which employees can work these new positions and click Save →More

Also. if this new position should be included in a position group be sure to edit the position group to include it.

EDIT Positions (jobs) to change the way the position label/name displays on all schedules

DELETE Positions (jobs) if you make a mistake and enter an unnecessary position you want to completely remove.

 

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