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Create & Edit Positions

Here you will find all the information you need to create and manage positions in your account.

Nahumi Hay avatar
Written by Nahumi Hay
Updated over a week ago

The Positions tab is where you can define all the roles within your company, along with their corresponding hourly rates.

Add a Position

To get started, click the "Add a Position" button located in the upper right corner of the menu.

When adding a new position, you will be prompted to enter:

  1. Position name

  2. Job description

  3. Pay rate. You can choose to set hourly rate/ flat rate.
    To enable flat rate, navigate to your Settings screen > Payroll tab > "General" sub-menu > Toggle the "Flat rate is active" option.

  4. You can set a bill rate for the position as well, which will determine the business's hourly rate for a job and also a flat rate if applicable.

Bill Rates

In order to use bill rates you’ll have to make sure that you have clients in the Clients module. This can be found on the main menu on the left side of the screen with a small suitcase icon.

For Position-specific rates, you can now set future rates using our Scheduled Rates 'effective from' field. This powerful feature lets you set future pay rates in advance, keeping your team’s pay and client billing smooth, accurate, and stress-free. For more information, please head over to the Scheduled Pay Rates article.

Once you have defined your positions, you can manage them as needed by editing or deleting them.

Simply select the position you wish to modify and make the necessary changes.


It is important to keep your positions up-to-date in order to ensure accurate reporting and efficient management of your team. By using the Positions tab, you can easily add and modify positions as your company evolves and grows.

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