How to Add an Existing Employee to Another Position

Add One Employee to Additional Positions

If you need to add a single existing employee to one or more positions:

1. Go to Staff > Staff Management.
2. Find the employee you want to update.
3. Click the Edit Pencil next to the employee.
4. Select the Positions tab.
5. Click Add Positions.
6. Select the position or positions you want to add the employee to.
7. Choose whether the employee should be added as:
   • Active Employee: The employee can be scheduled, enter availability, and participate normally in the position.
   • View Only Employee: The employee can view the schedule but cannot be added to the schedule or enter availability for that position.
8. Click Save.

The employee will now belong to the additional position or positions.

Add Multiple Existing Employees to a Position

If you need to add multiple employees who are already in SubItUp to another position, you can add them in bulk:

1. Go to Staff > Staff Management.
2. Click the green Plus (+) button.
3. Select Existing Employee.
4. Select the position you want to add employees to.
5. Find and select the employees you want to add.
   • You can select employees individually.
   • You can search or filter for employees from a particular position and select multiple employees.
6. Confirm that the employees highlighted in green are the employees you want to add.
7. Choose whether they should be added as Scheduled/Active employees or View Only employees.
8. Click Add to Position.
9. Review your selections and click Save Changes.

Does This Remove Employees From Their Current Positions?

No.

Adding an existing employee to another position does not remove them from any positions they already belong to. It simply adds the new position to their existing employee account.

You do not need to create another employee account just because an employee needs access to an additional position.

Active vs. View Only Employees

When adding an existing employee to another position, make sure you select the appropriate employee type.

Active/Scheduled Employee

An active employee is a full member of the position and can:

• Be added to the schedule
• Enter availability
• Participate normally in scheduling for that position

View Only Employee

A View Only employee can see the schedule for the position but cannot:

• Be added to the schedule
• Enter availability for the position

Use View Only when the employee needs visibility into the position's schedule without being scheduled in that position.

Important Notes

• Use Add Positions from an employee's profile when adding one employee to one or more additional positions.
• Use Existing Employee from the green Plus (+) menu when adding multiple existing employees to a position.
• Adding an employee to another position does not remove them from their existing positions.
• You can only select additional positions available to you as a manager.
• Do not create a second employee account simply because an existing employee needs to belong to another position.

Need Additional Help?

If you have questions about adding an existing employee to another position or need assistance adding multiple employees to a position, contact SubItUp Support HERE and we can review your situation.