Add a position

Add a position#

For: Admin You’ll need: Nothing.

You’ll create a new position, pick its color, link it to locations, and set headcount thresholds.

Open the position form#

  1. In the sidebar, go to Company → Positions.

  2. Click ‘Create’ in the top-right. (On an empty list the button reads ‘Create position’.)

Fill in the basics#

  1. Enter a ‘Name’.

  2. Pick a preset from the ‘Preset colors’ dropdown (placeholder ‘Select preset…’) — it syncs into the ‘Color’ picker, where you can fine-tune the shade. This is the color shifts of this position will use on the calendar.

  3. (Optional) Open the ‘Locations’ dropdown to restrict where this position is offered — leave it empty to allow every location.

  4. (Optional) Add ‘Notes’.

Set headcount#

  1. Enter the ‘Minimum headcount’ — the floor below which a shift counts as understaffed.

  2. Enter the ‘Target headcount’ — the desired number.

  3. Enter the ‘Maximum headcount’ — the ceiling above which a shift counts as overstaffed.

  4. Click ‘Save’.

Verify it worked#

The new position appears at Company → Positions with its color swatch and locations.