A position defines an employee’s role within the organization, such as Project Manager or HR Manager. It can be assigned to multiple employees, and you can create, modify, or delete positions as needed to reflect your organizational structure.
Manage
Add a position
Navigate to Settings > Positions.
Click + Add position and enter a unique name for the position.
Delete a position
Open the position and navigate to Manage, then click Delete position. This action cannot be undone, and all employees assigned to the position will be unassigned.
Assigned
Assign employees
Go to the Assigned tab.
Tick the box next to each employee you want to assign to this location.
Click Save changes to confirm.
Unassign individual employees
To remove an employee without deleting the location, go to Assigned and click the minus sign next to the employee’s name.
