- Set Each Helper's Positions (Jobs)

Set Each Helper's Positions (Jobs)

Each Helper needs to be set as to what Positions they can help for. The easiest way to set these is by using the Helpers Positions Grid, but you also can use the Edit Helper page to set them for each Helper.

Optional - you also can set which Positions/Locations you prefer to have each helper to help.

To Set which Positions Each Helper can work:
From any page: 

  • In the top menu, hover over HELPERS and choose Positions Grid
  • Check off the Positions in the corresponding columns for each Helper (or click the checkbox to the left of the Helper to select all, or click the checkbox at the top of the column to select that Position for all Helpers)
  • Click the Save button
position set for each helper

OR you can Edit one Helper's Positions on their Edit Helper page:
From any page: 

  • In the top menu, choose HELPERS to go to the List Helpers page
  • Click the pencil Icon  
    pencil icon 
    next to a Helper name to open their Edit Helper window 
  • Check the boxes next to the Positions that this Helper can help 
  • Click the Save button (or Save & Next to edit the next Helper) 
set position by helper

OR you can access the Edit Helper window from anywhere in the system:

  • Click the Helper name to bring up their Helper Details window 
  • Click the Edit this Helper link in the upper right of the window