Employee Positions

After editing Services and Employees, configure the positions of employees.

What is it and what is it for? 

A Position is a group of employees performing similar types of work or services. E.g.: Stylists, Makeup Artists, Cardiologists, Tutors.

Positions are needed for own use, with their help you can filter data about employees in different sections of YCLIENTS for example, when setting up a schedule or payroll. This setting is also convenient for companies in which there are a lot of employees: you can display the schedule of employees by position.

Setting and editing

1. Go to the main menu Settings - Positions and click Add a position button. 

2. In the window that opens specify the position Name and, if necessary, a Description. 

3. Click the Save button. 

position1.png

Where you can specify the employee's position

Go to Settings - Employees

1. Select an employee, click on its name, or on the button Edit description and photo.

2. In the window that opens, in the Positions field, select the required position.

3. Click the Save button. 

position2.png

Related articles

Employee list management

Adding a new employee, general employee information

 

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