Employee Settings > Positions

Owned by Kye Hush
Last updated: Feb 01, 2022
2 min read

Positions are the roles or titles assigned to employees in WorkBook.

Note, that before setting up an employee their position must exist in WorkBook first so it can be assigned to them on creation of the record.

Positions have two specific purposes in WorKBook and are used for:

  1. creating “group scheduling resources”, and

  2. creating a price list

Please refer to the relevant articles on how positions are used for Group Scheduling Resources.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:

CREATE A POSITION

  • Go to settings > employee settings > positions

  • Click the add button

 

  • In the <new position> field, type the new position name

 

  • Click enter, when done

 

DELETE A POSITION

Before you can delete a position you must ensure that the position is not in use against an employee , or you will get the following error.

  • In this instance you will need to go to the resources module > employee settings grid > and find all the employees that have that position and change it another

 

  • Once there are no employees with that position, go to settings > employee settings > positions

  • Select the position you wish to delete > click the delete button

 

  • If you are sure you wish to delete the position, click delete

 

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