Managing Positions - Shifton Help

Define the job roles within your organization so you can assign employees, filter schedules, and generate accurate reports. Positions are a fundamental building block of workforce management in Shifton.

What Is This?

The Positions page allows you to create and manage all job titles and roles used across your company. Each position can have a color, a base hourly rate, expected monthly working hours, and a sort priority. Once created, positions can be assigned to employee profiles, used in schedule filters, and referenced in payroll and attendance reports.

Prerequisites

#	Prerequisite	Details
1	Active Shifton account	You must have a registered company account
2	Admin or Owner role	Only Admins and Owners can create and manage positions

Step-by-Step Instructions

Viewing Positions

Click the company name (top-right corner) → Positions.

You will see a table with all existing positions.

The positions table displays the following columns:

Column	Description
Title	The name of the job position (e.g., “Barista,” “Shift Supervisor”)
Color	A color label used to identify the position visually on schedules
Basic rate/hour	The default hourly pay rate assigned to this position
Monthly working hours	The expected number of working hours per month for this position
Sort priority	A numeric value that controls the order positions appear in dropdowns and lists (lower numbers appear first)
Actions	Available operations: Edit, Delete

Adding a New Position

Click the + Add position button at the top of the page.

Fill in the required details:

Title

mdash; enter a clear, descriptive name for the position.

Color

mdash; pick a color to distinguish this position on schedules and filters.

Basic rate/hour

mdash; set the default hourly pay rate for this role.

Monthly working hours

mdash; enter the expected number of hours per month.

Sort priority

mdash; assign a number to control the display order (e.g., 1 for the most common position).

Click Save.

Editing a Position

Find the position in the table.

Click the Edit icon in the Actions column.

Update the fields you need to change.

Click Save to apply the changes.

Deleting a Position

Click the Delete icon in the Actions column next to the position.

Confirm the deletion in the pop-up dialog.

Note:

If employees are currently assigned to this position, you should reassign them to another position first.

Where Positions Are Used

Positions appear throughout Shifton in several key areas:

Area	How Positions Are Used
Employee profiles	Each employee can be assigned one or more positions
Schedule filters	Filter the schedule view by position to see only relevant employees
Reports	Generate reports grouped or filtered by position for payroll and attendance
Shift templates	Associate shift templates with specific positions

Access Permissions

Role	View Positions	Add Position	Edit Position	Delete Position
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Manager	Yes	No	No	No
Employee	No	No	No	No

FAQ

Q: Can an employee hold more than one position?
A: Yes, employees can be assigned multiple positions. This is useful for team members who are cross-trained or who cover different roles on different days.

Q: Does changing the hourly rate on a position affect past payroll data?
A: No. Changes to the basic rate per hour apply going forward. Historical records retain the rate that was in effect at the time.

Q: What does the sort priority do exactly?
A: The sort priority controls the order in which positions appear in dropdown menus and lists throughout Shifton. Positions with lower priority numbers appear first, making the most commonly used positions easier to find.

Q: Can I merge two positions into one?
A: There is no automatic merge feature. You would need to reassign employees from one position to the other, then delete the unused position.

Q: Will deleting a position remove employees from the system?
A: No. Deleting a position does not delete employees. However, affected employees will no longer have that position listed in their profile and should be reassigned.

Possible Issues and Solutions

Issue	Possible Cause	Solution
Cannot add a new position	Insufficient permissions	Confirm you have an Admin or Owner role
Position color not showing on the schedule	The position is not assigned to any employees in the filtered view	Assign the position to employees and check your schedule filters
Hourly rate shows as 0	The field was left empty during creation	Edit the position and enter the correct rate
Positions appear in the wrong order in dropdowns	Sort priority values need adjustment	Edit each position and set the desired sort priority numbers
Deleted position still appears in reports	Historical data retains position references	This is expected behavior — past records preserve the original position name