Introduction to Positions
The Positions screen allows you to manage positions/job titles that are used in an employee’s profile and also create schedules that can be used with the Schedules screen.
1. Use the Position Name field to search for specific positions.
2. Use the Department filter to narrow the list to positions held by employees in selected departments.
3. Click the + New Position button to add a new position.
4. Click the Grid 
icon to show/hide columns.
5. The Position Name column displays the position title along with any assigned schedule template. Click a position name to edit it.
6. Next to the Position Name column, you will see the schedule assignments:
A colored bar in a cell means the position is scheduled to work that day. Click the colored bar to change the schedule.
A gray DAY-OFF cell means no work is expected. You can assign day-offs when adding/editing a position.
A blank bar means no schedule has been set for that day.
7. Click the Edit button to change just the name of the position. If you want to change both the name and schedule of the position, click on a schedule cell.
8. Click the Three Dots 
icon in front of a position to open its Context Menu:
Edit Position: to change just the name of the position If you want to change both the name and schedule of the position, click on a schedule cell.
Clone Position: to duplicate the position along with its schedule.
Delete: to permanently remove the position.
Adding/Editing Positions
1. You can add or edit positions from the Positions screen:
a. Click the + New Position button to start with a blank position. The position editing window will open as New position.
b. Click a date cell to open edit the position. The editing window will open as Change schedule for position.
Both options share the same interface and setup steps described below:
2. Enter the Position title. This is the name employees and administrators will see wherever the position is used.
3. Optionally, select a schedule template from the Assigned Schedule Template drop-down. Check out the Schedules > Schedules (Templates) section to learn how to create templates. To skip templates entirely and create a one-off schedule, select the "No template" option.
4. Click on a timeslot (cell) to add/edit shifts. Adding shifts for a position is similar to adding shift to a schedule. See the Adding/Editing Shifts section under Schedules > Scheduling to learn how to add/edit shifts.
5. Optionally, enter an Allowed break value in minutes.
6. Click the Copy 
icon next to a day to apply that day’s shifts to all days.
7. Click the Restore button to reset any changes you made to the schedule.
8. Click the Save button to save the schedule.
9. If you are editing an existing position, you will see a Delete button. Click the button to remove the position.