How to add and manage job positions

Adding positions to manage roles in your business

Positions are the names you give to the roles in your business, based on skill, qualification, and responsibility. For example, a restaurant may have positions like manager, head chef, or waiter. You can add each role into your account and assign skilled and qualified employees for those positions. This guide explains how to add positions to your account, assign staff to them, and save those changes.

1. Adding a new position to your account

This section will walk you through how to add new positions in your business system. This process will help you organise and manage different roles and responsibilities for your staff.

1.1 Steps to add a new position

1.1.1 Click on the Positions tab in your account.

Screenshot highlighting the Positions tab in the account interface

1.1.2 Click the Plus (+) button next to the Positions heading.

Screenshot showing the plus button beside the Positions heading

1.1.3 Enter the position name and, if you want, a brief description.

Screenshot demonstrating where to enter the position name and description

1.1.4 To colour code the position, click the drop-down and select a colour. This helps with visualising staff coverage on the roster.

Screenshot of the colour selection dropdown for a new position

1.1.5 If your payroll software requires a custom code, enter it in the Custom Code field.

Screenshot illustrating the Custom Code field

1.1.6 Click Staff Working in this Position (+) to assign qualified staff to this position.

Screenshot highlighting the Staff Working in this Position (+) option

1.1.7 The staff entered here will be available when rostering for this position.

1.1.8 Click Update to save staff to the position.

1.1.9 Click Save to save the new position.

Screenshot indicating the Save button for finalizing the new position

Frequently asked questions

1. How do I add a new position to my account?

Go to the Positions tab, click the Plus (+) button, enter the position name, and provide a brief description if needed. Assign a colour code, enter a custom code if required, assign staff, and save.

2. Can I assign staff to multiple positions?

Yes, you can assign staff to multiple positions. Click Staff Working in this Position (+) to select and assign qualified employees to each role.

3. How do I colour code positions for easy identification?

When adding a new position, select the colour from the drop-down menu under the Colour Code section. Colour coding helps you visually organise staff roles on your roster.

4. What is the custom code field used for?

The custom code field is optional and is typically used if your payroll software requires specific codes for positions. Enter the relevant code if needed for payroll integration.

5. How do I save the new position after assigning staff?

Once you have entered the position name, colour, and assigned staff, click Update to save staff to the position, and then click Save to finalise the new position.

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