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How to Create and Edit Position Templates

Creating position templates must be done first before posting a shift.

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Written by Spotwork
Updated over 2 weeks ago

What are position templates?

Positions are templates you can use to post shifts, and hire Spotters who apply through the Spotwork app. Note that position templates MUST be created first before posting a shift on the platform.

How to create position templates

  1. Log into your Spotwork dashboard and go to “Positions” tab from the navigation menu. You'll see that your team is selected but you can change the team to the one you wish to create the position under. Alternatively, you can also access your positions through clicking the “Manage positions” button while on the “Shifts” page.

    Once you are on the positions page, this is where you can create new positions or edit and delete existing positions. Click on the “New Position" button at the top right of your screen. This will open up the “Create a Position” form.

  2. There are 5 steps in the create a position process. The first step is basic information. In this section you can enter the position title, which is the name of your role, and the department to which the position belongs. Click “Next” to proceed to Address and wage.

    In this step, you can select the address for where the Spotter will report to. To start, you can enter a new address. Type in the address you would like the Spotters to report at and drag to adjust the pin on the map to mark the work site. We will use this location to check them in when they arrive. If you choose to save this address, it will be available under saved addresses the next time you create a position. Finish this step by entering the hourly wage. Click “Next” to proceed to Skills and Requirements.

    Next, you will be prompted to select the skills and requirements for the position. You must select at least one skill that pertains to the role. Optionally, you can choose to add any equipment or physical requirements, certifications, and working conditions you see fit. Click “Next” to proceed to position details.

    Here you can enter the job description. Describe the duties and responsibilities of this position in at least 100 characters, but we recommend that you type around 500 characters for clarity. Click on “Next” when completed.

    Note that you can save your progress at any point in the process by clicking on “Save as Draft”, and pick it up at a later date.

    In the final step, you can review all the details before creating the template. If there is anything you want to change, click on the “Edit” icon. Additionally, you can navigate back and forth between the completed steps, should you want to change any details.

    Once you are satisfied, click on “Create position”.

    And there you have your position created! Your created position template can be edited or deleted by clicking on the icons here.

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