Create positions

Purpose

Prepare positions before assigning them to employees. Positions and departments serve different purposes.

Before you start#

• Create departments

Step by step#

1. 1

   Open Settings → Positions.

2. 2

   Click New Position (New on mobile).

3. 3

   Enter the position's Name and Description and confirm.

4. 4

   Repeat for the company's positions and review the list of created positions.

5. 5

   Use Edit to keep names and descriptions consistent.

6. 6

   The position is optional in the current individual signup form; creating it before users is recommended to avoid rework.