Managing Positions

Positions are a way to organize your team and shifts in ZoomShift. Positions typically relate to the job someone will do (I.E. Server, Community Outreach, Shift Manager, On Call Nurse).

Creating Positions

To create positions, go to the Settings page and click Positions

You will see a popup like the one below. 

Click on the green + New Position button at the bottom right corner. This will open a popup like the one below.

Fill in the position Name at the top, and choose a color to identify the shift. Select all Team Members who can do this position, or click the All button to assign everyone. Then click Create. (PTO Method will only show if it is on. To learn more about position level PTO see this doc: Paid Time Off (PTO))

Editing and Deleting Positions

To Edit a Position, go to the Settings page and click Positions (Like seen above). Then click on the position you want to edit, edit the fields, and click Save.

To Delete a Position, click on the Delete icon at the bottom of the form. 

Viewing Positions on Schedule

Positions are shown on all shifts where one is selected and will show up right after their Name.

If you didn't find the answers you were looking for in this article, please reach out to Support for further assistance. 

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