It's quick and easy to add a new position for your employees.

You can either add a position either from within an employee's profile, or within your position settings.

Add position from employee's profile

  1. Go to the employee's profile.

  2. On the Employee tab of the profile menu, under Positions, click New position.

  3. On the dropdown scroll down to the bottom, then click Add new position.

  4. Name the position then click Add.

    📌TIP: If the employee is already in an existing position, you're asked to select the start date of this new position.

  5. Scroll to the bottom and click Save.


Add a position from within your settings

  1. Click your name in the top right-hand corner, then click Settings.

  2. From the General settings menu, click Employee data.

  3. Click Positions, then click Add new.


  4. Enter the position name and description.

  5. If required, you can enter a Position code.

  6. Click Add.

The new position has now been created.

You can assign an employee to a position at any time.


Return to Set up Positions

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