Jobs: Positions - Web

Table of Contents

• Creating New Positions
• Editing existing Positions
• Deleting Positions
• Assigning Positions
• How Position Invite/Assignments appear on DSPTCH Mobile

Positions are how users are assigned to jobs. A position holds information like the function, wage determination, hourly rate, per diem, and schedule of an individual who is on the job. This information can be auto-filled, or inherit, the information from the user assigned to it - but the position object allows manual overrides of that information.

In this article we will go over how to create positions, how to assign users to them, what the settings do and how to change them.

Creating New Positions

To create a new Position, start by clicking on the "Jobs" tab from the top navigation bar and selecting a Job Card. Once in the Job Card, navigate to the "Positions" tab and click "+ New Position". See video below for illustration.

There are several entry fields that need to be completed for the New Position Creation Form.

When creating new position(s), there are 3 options at the top:

1. Assign - choose names from a dropdown list that automatically assigns the selected users to the positions with the chosen settings.
2. Invite - choose names from a dropdown list that invites the selected users to the positions with the chosen settings. Invited users have the option to accept or reject the job assignment.
3. Create - creates an position with the chosen settings, but leaves it open for someone to be assigned/invited to it later. Create up to 10 of the same empty position at once with the Create option.

There are a few options when creating a position:

Assign or Invite Workers (required)

Only available in the Assign or Create option.

Search for the name(s) of the worker(s) being assigned/invited to the position.

Function (required)

A dropdown of job functions to choose from. Can be used to help organize workers, and is filterable at the top menu.

Wage Determination (optional)

This option is only visible on Jobs that have the Prevailing Wage and Apprenticeship tracking option checked. To learn more about this option and how it works check out our article on Prevailing Wage & Apprenticeships

Number of Positions (required)

Only available on the "Create" option. The number positions to create with the selected settings. For example, if the number of positions is set to 4 when you hit save, then 4 positions with the settings you have chosen will be created. The default value is 1, creating just 1 new position.

Hourly Rate (optional)

The hourly rate for the position. Enter a value to set the rate manually, or leave it blank to have it assume the default value of the user assigned to it.

Whenever hours are logged to by a user on the job, the hourly rate used will come from what is on the position they are assigned to.

Per Diem (required)

The Per Diem rate that will be applied when a user assigned to the position creates a time entry for the job. The available options come from the company who created the job's Per Diem settings.

Start and End dates (required)

The start and end dates for a position. The default values are the start and end dates for the job.

For users to be able to submit time to a job, the position must be "active", i.e., it must be between the start and end dates.

Save a position (required)

Once you have finished choosing the settings you want, hit "Save" in the bottom left corner to create your position(s).

Editing existing Positions

To edit a position, navigate to the Positions tab (Jobs > Job Card > Positions) and click the pencil icon on the right hand side of the position.

This will pull up the same menu as create screen, but with the existing options selected. Change them as you see fit and hit "Save" to apply the changes. See video below for illustration.

Deleting Positions

To edit a delete, navigate to the Positions tab (Jobs > Job Card > Positions) and click the trash icon on the right hand side of the position. A confirmation prompt will appear - click OK to delete the position. See video below for illustration

Assigning Positions

If the "Create" option was used to create a Position, the Position functions only as a placeholder. To enable Users to submit time to a Job and apply the Position's settings, a User must be assigned to that Position.

To assign or invite a user to a position, navigate to the Positions tab (Jobs > Job Card > Positions) and click the pencil icon on the right hand side of the position.

This will bring the form to edit the position. Search for the user you want to Assign or Invite by typing in their name and select them, and then click "Save" at the bottom right of the form. See video below for illustration.

Invite

Inviting a user gives them the option to accept or reject your job offer. The process to invite a user is identical to the assigning process detailed above with the exception of clicking the "Invite" tab during the edit process instead of the "Assign" tab.

Once a user accepts, the offer, they will be assigned to that position. If they decline, the offer will be revoked.

Offers can be revoked before acceptance by editing the Position and clicking the "x" next to the individual's name in the dropdown menu.

Editing Assignment

If a user has not created any time entries tied to that job/position, then you can remove them by editing the position and clicking the "x" on the right of the assign user dropdown.

The position will then be open to invite/assign other users. See video below for illustration.

How Position Invite/Assignments appear on DSPTCH Mobile

For a detailed overview of how Position Invitation/Assignments appear on DSPTCH Mobile from the technicians perspective, read our Job Invites and Assignments – Mobile help doc.