Administration
How to Create and Configure Employee Positions
positions roles payroll
How to Create and Configure Employee Positions
When to use this guide
Use this guide to define job positions such as Cleaner, Team Lead, Technician, Supervisor, Office Staff, etc.
Prerequisites
- Admin permissions required.
Step-by-step
Step 1 — Open Positions Module
- Go to Administration → Positions.
- Click New Position.
Step 2 — Enter Position Information
Add:
- Position name (e.g., “Cleaner”, “Team Lead”, “Technician”)
- Hourly or salary pay structure
- Default pay rate
- Overtime rules
- Additional responsibilities
Step 3 — Assign Default Permissions (Optional)
You can pre-assign:
- Allowed modules
- Dispatching rights
- Billing access
- Editing or reporting privileges
This is useful for:
- Supervisors
- Office admins
- Field leads
Step 4 — Save Position
Click Save.
Employees can now be assigned to this position during onboarding.
Common mistakes
❌ Employees not receiving this position
- Position must be assigned in employee profile.
❌ Missing pay rate
- Payroll will calculate incorrectly.
❌ Wrong permissions
- Review role-permission matrix in Users & Roles.