Getting Started β€” Positions

Define job positions for shifts and events, set staffing requirements, and match the right people to the right roles.

Positionen β€” Positions Guide

What it does

Positions define the job roles that employees hold within your organisation β€” titles like "Chef", "Server", "Security Guard", or "Project Manager". Each position has a name and an optional colour for visual identification on the schedule grid. Positions are assigned to employees and used during shift planning to ensure the right people are placed in the right roles. They appear as colour-coded labels on the scheduling grid, making it easy to see at a glance whether a shift has the right mix of roles.

How to set up

  1. Go to Planung > Positions and click New Position.
  2. Enter the position name (e.g., "Bartender", "Team Lead", "Nurse").
  3. Optionally, choose a colour for the position. This colour appears on shift cards in the schedule grid.
  4. Save. Repeat for each role in your organisation.
  5. Reorder positions by dragging them into the preferred sort order. This order is used wherever positions appear in dropdowns and lists.
  6. Assign positions to employees via their employee profile β€” each employee can hold one position that reflects their primary role.

Daily use

Using positions in shift planning

When viewing the schedule grid, shifts display the assigned employee's position as a colour-coded label. This visual cue helps managers quickly verify that each shift has the right role coverage β€” for example, confirming that every evening shift has at least one "Supervisor" assigned.

Filtering by position

On various pages (employee lists, schedule views), you can filter by position to focus on a specific role. This is useful when you need to find all available "Drivers" for an open shift or review which "Team Leads" are scheduled next week.

Updating positions

Edit or rename a position at any time from the Positions page. Changes apply immediately across all employees holding that position. If a role is no longer needed, delete it β€” but only if no employees are currently assigned to it.

Works together with

  • Employees β€” each employee can be assigned a position that identifies their role.
  • Shift Planning β€” positions add colour-coded role indicators to the schedule grid.
  • Events β€” positions help ensure the right mix of roles is covered at each event.
  • Reports β€” position data can be used to analyse hours worked by role.

Tips

  • Use colours that contrast well. If "Kitchen" is red and "Service" is orange, they'll blur together on the grid. Pick distinct colours.
  • Keep position names short. "Sr. Bartender" is better than "Senior Bartender with Cocktail Specialisation" β€” the label needs to fit on a shift card.
  • Reorder positions by frequency. Put the most commonly assigned positions at the top so they're fastest to find in dropdowns.
  • One position per employee is enough. If someone fills multiple roles, assign their primary role and use team membership for the secondary grouping.
  • Review positions annually. As your business evolves, some roles become obsolete and new ones emerge. A clean position list keeps scheduling efficient.

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