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How to Create and Edit Position Templates
How to Create and Edit Position Templates

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

Shelby Berger avatar
Written by Shelby Berger
Updated over 6 months ago

What are position templates?

Position templates allow users to create and save their job descriptions so they can be utilized for future use. This helps users post empty shifts more efficiently. Position templates MUST be created first before posting a shift on the platform. This can be done via the "Manage Positions" function or "Post Shift" function by clicking "Create a new position".

How to create position templates

  1. Log into the Spotwork Dashboard. Select the "Shifts" tab in the main menu. Select "Manage Positions" in the top right corner.

  2. Select "Create a new position" if you would like to create a new position template. Select "Manage pre-existing positions" if you would like to edit or delete a position.

  3. Fill in the position information and continue through the steps. Be as detailed as possible.

  4. Review your position. Edit any sections if needed. Once you are satisfied select "Confirm and create".

  5. Your position template is now saved to your positions.

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