RN, Housekeeper, Forklift Driver. Positions are the jobs you staff. Set them up once, and they drive job matching, rates and Crew skills.
Summary
Add positions under Settings › Company Profile › Positions. Each one has an Industry and a Skill, the name people see. You can add standard Pay Rate and Bill Rate, and use Hide From Crew for positions Crew shouldn't pick themselves. Client-specific rates live in rate configurations.
How to do it
- Go to Settings › Company Profile › Positions.
- Click Add Record.
- Choose the Industry and choose the Skill, such as RN.
- Add a Level, a Description and standard Pay Rate and Bill Rate if you use them.
- Turn on Hide From Crew if Crew shouldn't see or choose it. Then click Add.
The Add Position form
Settings › Company Profile › Positions › Add Record opens this form. Industry and Skill are both drop-downs.
That's the position added. Read on for how it connects to rates.
Other fields
| Setting | What it does |
|---|---|
| Order | Where the position sits in lists. |
| Note | Anything your team should know about this position. |
| GL Account Name | Your accounting (general ledger) account name for this position, if you use one. |
| Tags | Labels to group positions. |
Positions and rates
Most agencies charge different clients different rates. Set those in a rate configuration and attach it to the client. See Set up client rates.
Other ways people ask this
- How do I add a new job title?
- How do I add a skill?
- Where do I set the pay rate for a position?
- How do I hide a position from Crew?
Related guides
- Set up client rates — rates per client and position
- Company Settings: Start Here — everything else to set up
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