Overview
The Position Lookup Table is a core part of the system used to classify jobs and match them with qualified candidates. Every job must have a position, and every crew member is associated with one or more positions.
A Position is defined by:
Industry (broad category, e.g., Healthcare, Hospitality, Events)
Skill (specific job title, e.g., RN, CNA, Brand Ambassador)
This structure creates consistency across the platform, ensures accurate job assignments, and improves efficiency in scheduling, accounting, and reporting.
Area
Applies To: Jobs, Crew Records, Pay & Billing Defaults, Accounting Sync
Managed In:
Settings → Company Profile → Positions
Navigation
From the main dashboard, open Settings.
Click on Company Profile.
Select Positions.
Use the list to view all positions or create/edit as needed.
Apply Order to prioritize how positions appear for selection.
Benefit
Consistency: Standard naming and classification of positions across jobs.
Efficiency: Default pay and bill rates save time when creating jobs.
Accuracy: Improved job–candidate matching by aligning positions and crew skills.
Flexibility: Ability to hide internal-only positions.
Integration: Sync with accounting systems via GL Account Name.
Field Reference
| Field | Description |
|---|---|
| Order | Determines the display order for positions. |
| ID | Unique identifier for the record (system-generated). |
| Industry | High-level category (e.g., Healthcare, Hospitality, Events). |
| Skill | Job title or specialization within the industry (e.g., RN, CNA, Brand Ambassador). |
| Description | Detailed explanation of the role. |
| Note | Internal notes about this position. |
| Pay Rate | Default hourly pay rate for crew. |
| Bill Rate | Default hourly rate billed to the client. |
| Tags | Keywords for search, categorization, or filtering. |
| Hide From Crew | Checkbox — hides position from crew app; for internal use only. |
| GL Account Name | GL account mapping for accounting integration. |
Screen References
Position List Screen: Displays positions, IDs, industries/skills, and visibility status.
Position Detail Screen: Allows creating or editing all position details.
Job Creation/Editing Screen: Requires selecting a position.
Crew Profile Screen: Lists all positions assigned to a crew member.
Pro Tips
Use Order to move frequently used positions to the top for quick access.
Use Tags (e.g., "Certified," "Travel Required") for better filtering.
Keep Pay and Bill Rates consistent with your agreements to avoid errors.
For obsolete or test roles, prefer Hide From Crew instead of deleting.
FAQ
Q: Why is every job required to have a Position?
A: Because positions standardize job classification and ensure precise candidate-job matching.
Q: Can one crew member have multiple positions?
A: Yes, a single crew member can be linked to multiple positions across industries.
Q: What if a skill doesn’t fit into the current industries?
A: You can add new industries as needed or expand existing ones.
Q: How does "Hide From Crew" work?
A: If checked, the position will not appear in the crew app but can still be used internally for assignments and tracking.
Q: Is the GL Account Name required?
A: It’s optional, but highly recommended when syncing to an accounting or payroll system.
Q: Why can’t I delete a Position?
A: A position cannot be deleted if it is associated with existing jobs or crew members. First unassign it from all related records, or simply hide it from crew to preserve history without causing data conflicts.
Permissions & Configuration
Who Can Configure?
System Admins or authorized Company Managers.
Supported Actions:
Add new positions
Edit details and rates
Archive/hide positions
Associate GL accounts for accounting sync
Legacy Compatibility
Position table is fully compatible with Legacy platform