This article will help you manage and organise positions within your business, giving you more control and flexibility with position names for your employees. With Position Management, you will be able to create new positions, update position titles and archive positions.
Create a new Position
Navigate to the Position Management screen by selecting Configuration in the menu, then Operations. Here, select the Positions tab.
Select the +Add Position button in the top right hand corner of the screen.
Here, you can enter your new position title, then select Save.
Edit an existing Position
On the Position Management screen, select the three dots on the position you are wanting to edit. Then select Edit. Now you will be able to edit the selected position title. Once you are happy with the position title, select Save.
Archive a Position
On the Position Management screen, select the three dots on the position you are wanting to archive. Then select Archive.
You will then be presented with the below pop up, select Archive to confirm the archiving of the listed position. Select Cancel if you do not want to archive the listed position.
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