Creating and Managing Positions

Positions in a Schedule

Once a schedule is built, you’ll see the positions on the calendar view. It will show you what positions are required and who is filling them. As changes need to be made, you can make modifications to each positions as needed. If one of your people call in sick, you’ll be able to make adjustments on the fly to maintain minimum staffing standards.

When you click on a position, you’ll see a popup that contains the details and allows you make changes to personnel.

 

 

For each position an icon can be assigned.

 

For each position a permissions is assigned.

  • Open: Allow any user to claim or request a shift in this position

    • Unlocked- Users who claim this position will be added to the shift immediately.

    • Locked- Users must be approved by an admin to be placed in this shift.

  • Restricted: Only users with qualified positions can pick this shift up.

    • Unlocked- Users who claim this position will be added to the shift immediately.

    • Locked- Users must be approved by an admin to be placed in this shift.

  • Closed (Default): Administrators are the only person(s) who can assign this shift. No one can pick up the position.

One-off Shifts

Sometimes there are events that do not need a full schedule, but do need someone from the department present. One-off Shifts allow you to make sure you have the manpower present at events like the local fair or a race Night.