Overview

The Position tab is used to manage and assign roles that a crew member can hold within the system. Maintaining accurate position data is critical to ensure automated matching of crew to assignments, track availability of specific skills, and prioritize assignments based on levels of expertise. It also provides visibility into how many crew members hold specific positions across the organization.

Navigation

  1. Search for the desired crew member using the Crew search.

  2. Open the crew member’s profile.

  3. Click on the Position tab at the top of the record.

  4. You will see the Positions section, which lists all roles currently assigned to the crew member.



How Information is Updated

  • Positions can be added or modified by crew members (if they have permissions), HR, managers, or admins.

  • Permissions for crew members to edit positions are managed by an Admin through the Permission tab.

  • Updates can be made from the desktop web app or mobile app, depending on permissions.

  • All changes are saved instantly and reflected in real time.

  • Updates may be reviewed by the crew management team if workflow validation is enabled.

Navigation

  • Access the Position tab under the crew member record.

  • To add positions:

    • Mass Edit: Select multiple positions at once from the available code table list.

    • Add: Enter a single position with specific detail fields.

  • If you need to specify pay rate, bill rate, or level, you must either:

    • Add positions one by one, or

    • Use Mass Edit to bulk add and then edit each position individually afterward.

  • Upload supporting notes if applicable (optional).

  • Save to update the system immediately.

Automation

  • Automated matching ensures crew members are suggested for jobs that align with their assigned positions and levels.

  • Manager/HR notifications can be triggered when positions are added or updated.

  • System analytics track how many crew members hold a specific position for workforce planning.

Permission and Configuration

  • Access Control:

    • Crew Members: Can view their assigned positions. They may also add, edit, or remove positions only if granted permission in the Permission tab by an Admin.

    • Supervisors/Managers: Generally have read-only access but can be granted edit rights if configured.

    • HR/Admins: Full access to add, edit, and remove positions, as well as configure permissions for others.

  • Permission Settings:

    • Permissions for crew members and managers are controlled by Admins through the Permission tab.

    • Admins determine who can add/edit records and who has view-only access.

Screen Layout

Section: Positions
Description: Displays all positions for a crew member, along with optional details like level, rates, and notes.

Fields available:

  • Position: The role assigned (selected from code tables).

  • Level (optional): Represents expertise on a 1–5 scale (e.g., Level 5 = expert, Level 3 = intermediate).

  • Pay Rate (optional): Crew member’s rate of pay for that position.

  • Bill Rate (optional): Client-facing rate associated with the position.

  • Note (optional): Additional comments or clarification.

Associated Lookup Tables

  • Positions Code Table: All selectable positions must first be listed in Settings → Code Tables → Positions.

    • Admins manage this table to define available positions in the system.

    • Positions not listed here cannot be assigned to crew members.

See Also

  • Code Tables Guide

  • Crew Profile Guide

  • Assignment Matching & Scheduling Guide