View and add positions

A position on Camelo can be a role, task, job title, or duty of an employee/team member. For example, store manager, cashier, janitor, receptionist, cleaning, etc. are all positions.

On Camelo, you can:

  • View all of the positions in your business and the employees working in each position;
  • Assign employees to positions;
  • Assign positions to your employees.

View all positions in your business

  1. Click the button in the top-right corner.
  2. Click Workspace Data.
  3. In the Positions tab, you can view a list of all positions in your business.
  1. Go to the Menu tab.
  2. Select Positions and you can view a list of all positions in your business. You can also tap any position to view all employees working in that position.
  1. Go to the Menu tab.
  2. Select Positions and you can view a list of all positions in your business. You can also tap any position to view all employees working in that position.

There are 2 ways you can assign positions to your employees on the Camelo app:

1. Assign employee(s) to a position

Tip: You can add or remove multiple employees from a position using this method.

  1. Go to the Menu tab and select My Company.
  2. Select Positions, then select the position you want to assign employee(s) to.
  3. Tap ••• in the top-right corner and select Edit Position.
  4. Tap Add more.
  5. Select the employees you want to add to that position. You can also remove employees from that position within this screen. Selected employees will have a checkmark next to their names.
  6. When you’re finished, hit Done.
  7. Don’t forget to tap Save to save your changes.

Tip: You can add or remove multiple employees from a position using this method.

  1. Go to the Menu tab and select My Company.
  2. Select Positions, then select the position you want to assign employee(s) to.
  3. Tap ••• in the top-right corner and select Edit Position.
  4. Tap Add more.
  5. Select the employees you want to add to that position. You can also remove employees from that position within this screen. Selected employees will have a checkmark next to their names.
  6. When you’re finished, hit Done.
  7. Don’t forget to tap Save to save your changes.

2. Assign position(s) to an employee

  1. Click the Contacts tab.
  2. Click the employee you want to assign a position.
  3. Click Edit.
  4. Under the Position section, you can select positions or add a new one for your employee.
  5. When you’re done, click Update.

Tip: You can add or remove multiple positions of each employee using this method.

  1. Go to the Menu tab and select My Team.
  2. Select the employee you want to assign a position to.
  3. Tap ••• in the top-right corner and select Edit.
  4. Select Positions and a list of positions will be shown. From here you can select positions or add a new one for your employee. Selected positions will have a checkmark next to them.
  5. After you’ve assigned a position to the employee, tap Done.
  6. Don’t forget to tap Save to save your changes.

Tip: You can add or remove multiple positions of each employee using this method.

  1. Go to the Menu tab and select My Team.
  2. Select the employee you want to assign a position to.
  3. Tap ••• in the top-right corner and select Edit.
  4. Select Positions and a list of positions will be shown. From here you can select positions or add a new one for your employee. Selected positions will have a checkmark next to them.
  5. After you’ve assigned a position to the employee, tap Done.
  6. Don’t forget to tap Save to save your changes.

NOTE: You can only assign positions to an employee officially using the 2 methods above. The positions will be displayed on the employee’s profile. If you assign a new position to an employee when you create a new shift or timesheet for that employee, that position will only be assigned to that employee for that shift or timesheet only. It won’t be displayed on the employee’s profile.

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