The Positions module is used to ensure that the company structure is the same in the field and in the software. For example, employees with the Z position will be eligible only for shifts taking place at the Z position.
1. Click on Other > Positions
2. Click on Create position or Edit to make a change to an existing position
3. Then enter the relevant information on the right side of your screen
The name of the position must be as precise as possible, so it cannot be confused with the name of another position
The position code will be used to import user profiles or export reports (optional)
The custom fields 1 and 2 are useful depending on the software integrated with the platform, if you do not know if they are necessary, contact a person in charge
Enter the punch card rule that applies to this position, if there is none, leave this field blank, if you want to create one, read our article about it.
Check the unassignable option if you never want to assign any users to this position
Choose the department to which this position belongs, to know how to manage departments, read our article about it
4. Enter the necessary attributes and their level of training required to work in this position
You can add as many attributes as you want. To know how to manage attributes, read our article on this subject. Once this is done, click Submit.
5. Assign positions to users
Go to the portal Management > Users and find the users you want to assign this position to using the search bar. Then click on Edit to the right of the user's name and go to the Hiring Information drop-down menu, you will find a Positions text field, you can now add the new position to this employee!
