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Contract Positions

Contract positions​

Employee positions are critical for correct app behavior. Without a position, a user cannot get shifts or access the information tied to that position. There are three position types:

  • Staff: standard employee. Can only view their own info; cannot edit it.
  • Supervisor: oversees a specific zone. Can only view employees below them; cannot edit them.
  • Manager: admin for a specific zone. Can view and edit all employees below them.

To assign positions to an employee:

  1. Open the menu and go to User List.
  2. Find the employee and click View Profile.
  3. In the profile, click Positions.
  4. Click + Create Positions.
  5. In Contract Periods, choose the contract to assign positions to, then click Create position period.
  6. Assign company, site, area, etc. for the employee.
  7. Set the position type per zone: staff, supervisor, or manager.
  8. After adding all areas, click Assign Position. You can create as many positions as needed.
  9. Finally, click Save changes.

Assign position

Position options​

Expand a position to toggle options for that assignment:

PRIMARY: Marks the employee's main position. Primary positions show a star next to the name.

HIDE USER: Hides this user's position in lists.

EXCLUDE FROM SHIFTS: Hides the user's position only inside Time Tracking.

RECEIVE TASKS: Whether this position receives tasks.

Split a position period​

Below the selected contract period, click Split position period to set a date that starts a new position period.

Split position period

Limit who sends requests to a manager​

To route requests only from certain people (not the whole work center) to a manager, follow these steps:

Example: a director should only get requests from certain managers (sales, finance, etc.), not everyone.

  1. Create a zone inside the work center named "Dirección" (or similar).
  2. Set the director as manager of that zone.
  3. Create a second position for those managers (sales director, finance director, etc.) as staff in that zone and mark it primary.

Result: the director receives requests only from those managers, while they still receive requests from their own teams.