Add Positions to Your Schedule

Creating new positions in your schedule is a vital step in maintaining a flexible and efficient workforce. Whether you are introducing a new role or adapting to changes in your team, our scheduling feature makes the process easy. Positions are used to classify the role or position and contain shift templates to schedule shifts for the role. This article will walk you through how supervisors and administrators can seamlessly add new positions to your schedule. You can quickly update your schedule to reflect new staffing needs. If you need assistance viewing current positions or using the filter and search functions to find relevant positions, check out our article on Managing Positions and Shift Templates.

To add a new position:

1. Click the Scheduling tab.
2. Navigate to the Settings subtab.
   

   

3. Click the Add button and select Position.
   

   

4. Enter the Position Name.
5. Adjust the Position Color if you want using the dropdown menu.
6. Click on an employee's name on the right to assign an unassigned employee to the Position. Clicking on an employee in the center of the window will un-assign them from this Position.
   

   

7. Select Save.