Introduction
Getting Started
Workflows
Tasks
Positions
Users
Certifications
Businesses
Logging In
Xero Integration
Subscriptions
Frequently Asked Questions

Create a position

The next step in the getting started guide is to create a Position.

  1. Navigate to the position menu and click the Create button.
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  1. Give the position a name in this example we use Chef. Then click on the position.
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  1. Click the Assign button. This is where we assign the Workflows.
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  1. Select the payroll Workflow that we created previously, then click Submit.
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  1. Great work 🙌. We can now see the Workflow has been assigned to the position. Now any new employees that are chefs will have to complete this Workflow. The next step is inviting an employee. Navigate to the user menu and click the next section to invite an employee users.
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Now lets invite our first employee to the platform 👷‍♀️

Invite an employee