How to add or edit hotel positions

Use this workflow to add new job codes to your hotel or deactivate old ones to ensure your labor reporting and scheduling are accurate.

Before you begin...

• Requires "Edit Settings" permissions.
• You must be logged into Hotel Effectiveness on the web.

1. Navigate to Position Setup

1. Hover over the Username Menu (top right corner).
2. Select Settings.
3. Under the "Positions/Departments" section, click Position Setup.
   
4. Select the specific hotel from the dropdown menu (if you have access to multiple).

2. Add a New Position

1. Click the blue Add New Position link at the top of the list.
2. Select the Position Name (e.g., "Front Desk Agent").
3. Select the Department this position belongs to.
4. (Optional) Enter an Export Code if integrating with payroll.
5. Click Add New Position to save changes.
   

3. Deactivate a Position

1. Locate the position you wish to remove in the list.
2. Click the Edit button next to that position.
3. Scroll to the bottom and click Deactivate This Position.
4. Confirm the action when prompted.

4. Verify the Changes

• Success: The new position will appear in the list immediately and be available for scheduling and time tracking. Deactivated positions will be hidden from the default view.
  

If this fails...

• Note: If you cannot find the "Add New Position" link, verify you have the correct administrative permissions.
• Note: You cannot delete a position if it has historical data; you must deactivate it instead.