Creating and Editing Positions

Positions in ZoomShift represent the skills or job codes within your organization. For example, a restaurant might have positions like server, bartender, and hostess. For a retail store, positions might be cashier, floor manager, and stocker.

This guide covers how to manage positions in ZoomShift.

Creating Positions

To create or edit positions go to the Settings => Schedule Settings => Positions page.

Add a new position by clicking on the New Position button. You should see a pop-up like the one below. 

Position Fields

Color Color is used to distinguish different shifts and timesheets. Shifts and timesheets have a colored bar on the left side that corresponds to the position’s color.
Team Members Select which team members are assigned to this position. This setting is used to determine who can pickup shifts and view events. 

Editing or Deleting Positions

To edit a position, click on it. Update the fields and submit the form. To delete a position, click on it. Then click on the Delete button. 

Assigning Employees to Positions

Assigning your employees to positions will help to organize your schedule. Learn more about position and location assignments, here.

Reordering Positions

By default, positions are displayed in the order that they are added to ZoomShift. 

You can update this by clicking Order button.

If you want to use a custom order, select Custom Order and submit the form. 
Once saved, you can drag and drop the position in the order you would like.

To do this, click and hold down on the position. Without letting go of the mouse, drag and drop the position in place.