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Setting-up Employee Positions

In this article we will cover how to add new positions for employees

Updated over 2 months ago

Need to add or update a position at your facility?

Simply follow these steps. We’ve designed the process to be straightforward, but if you need any extra help, don’t hesitate to reach out—we're always here to assist! 😊


How to Add a New Position

Follow these steps to add a new position for your facility:

Step-by-Step Instructions

  1. Go to Settings from the left-hand menu.

  2. Click on Positions, then select the relevant Department.

  3. Click the + Position button.

  4. Fill in the required details:

    • Name

    • Abbreviation

    • Who Can Pick Up These Shifts

    • Shift Templates (and whether they should be auto-created each month)

  5. Once all information is entered, click Save.

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