This article will walk you through how to create and manage job positions directly from the Workers page. Once a position is created, it will appear in each worker’s profile as an option.
Things to consider:
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This feature offers you the ability to customize the position name, ID, and description to fit your company structure and operational requirements.
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Only users with "Admin" permissions can add or manage positions.
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There is no limit to the number of positions you can create.
Steps to Add a Position
Step 1. Navigate to the “Workers” Tab, and click on the right-side menu bar.
Step 2. Select “Positions”.
Step 3. Click on “Add” to create a new position.
Step 4. Fill in the required fields and click “Create.”
Steps to Edit a Position
- Click the three-dot menu (⋮) next to the position you want to update, then choose Edit or Delete from the dropdown options.
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⚠️ Keep in mind: You can only delete a position if it’s not currently assigned to any workers
Steps to Deactivate a Position
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In the Active column, turn off the toggle next to the position. This will hide it from future use, but it will remain in the system for reference.
Video:
FAQ:
Why Can’t I Delete a Position?
There are a few reasons why you might not be able to delete a position:
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- Permission Restrictions - You may not have the necessary access. Only users with Admin permissions can add, edit, or delete positions.
- Position is currently in use - If the position is already assigned to one or more workers, it cannot be deleted. In this case, you have the option to deactivate it. This will prevent it from being assigned to new workers in the future, but the position will still remain in the system for record-keeping.
- Permission Restrictions - You may not have the necessary access. Only users with Admin permissions can add, edit, or delete positions.