Define positions

Create the positions employees hold, set their scheduling limits, and assign them to people.

A position is a role people work, such as Machinist or Inspector. Positions tie employees to the shifts they can fill, and they carry the scheduling limits the planner respects when it proposes a schedule.

Create a position

  1. Go to Workforce > Positions and select New position.
  2. Enter a name, an optional abbreviation and description, and pick a color so it stands out on the schedule.
  3. Set the sort order to control where it appears in lists. Save.

Set scheduling limits

Positions can carry limits that the schedule honors:

  1. Max hours per employee caps how many hours one person in this position can be scheduled.
  2. Max hours total caps the position across everyone.
  3. Min hours between shifts enforces rest between an employee's shifts.

Leave a limit blank to leave it unconstrained.

Assign positions to people

  1. Open an employee and add the positions they are qualified for.
  2. Record a certified at date and an expires at date where a certification applies.
  3. Mark one position as primary.

A position cannot be deleted while it is still attached to employees or shifts. Mark it inactive instead, or clear those references first.

Where to go next