---
title: Position Types
description: Learn how to create employee and contact Position Types in Otuvy QM to organize your org chart and configure job schedule notifications.
---
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# Position Types
# Position Types
## Video Transcript
**Position Types** are a great way to organize your employees so you can see, at a glance, what kind of jobs a specific user should be assigned to. Positions are significant in **Job Schedules** and the **SP Org. Chart**.
First, you need to create your position types. Start by clicking the **Admin tab**, then **Positions** in the *Organization Configuration* section. Existing positions are listed in the search results here. To create a new position, click **New Position**. Name your position, then select the **Login Type**, either **Client** or **Service Provider**. If you select **Client**, this position will be one you can give to a **Contact**. You won’t need to worry about the check box next to **Directly Responsible for the Service Location**, that option is only used for Service Provider positions.
If you select **Service Provider**, this position will be one you can give to your **Employees**. An additional box shows up below the Main Information box. In the **Default Job Schedule Settings** box, you can create the settings for **job schedule events** that are tied to this position. This position isn’t one that we’ll be using for job schedules, so we’ll leave it as it and click **Save**.
Now, when creating a new employee, or moving current employees to new positions, this position will be available for assignment.
---
## Understanding Positions
Positions for both employees and contacts help you see at a glance, where a person fits within your organization. Positions are required for all active users, so it’s best to have a good understanding of how they work.
### Employee Positions
Employee Positions are used in the **SP Organization Chart** and in **Job Schedules**. They allow you to track the individual job requirements and responsibilities for different employees and can be set up to notify them of new events and newly created job schedules and work orders.
Until a position has a job schedule assigned to it, the position assigned to a user is just a **job title** inside Otuvy QM and helps you see their placement in your SP Org. Chart.
### How to Create an Employee Position Type
Some Position Types are already in your system. To add a new **Position Type**, start at the **Admin** page. Click **Positions** in the *Organization Configuration* section. From the Positions page, you can either edit an existing position title by clicking **Edit** next to the name of the position, or you can create a new position by clicking **New Position** to the right above the list.
When creating a new position, you must provide a **Name** and a **Login Type** for the position. Select the Login Type **Service Provider** to make a position for **employees**. Add a description, if needed. Only check the box next to **Directly Responsible for the Service Location** if you will be using **job schedules**.
The **Default Job Schedule Settings box** will only show up for a Service Provider Login Type. If you are not using Job Schedules or if this position will not have a job schedule associated with it, you can ignore this box and click **Save** to create your new position. If you are, you can set default notification and work order settings here.
Click to add a **check mark** next to **Job Schedules Create Notifications** if you want the events in job schedules for this position to generate notification emails for employees. Below, you can put in a number for how many days, hours, or minutes **before the event** you want that notification to be created.
In order to have work orders generated for an event, select either **Internal Only** or **Internal and External** next to **Job Schedules Create Work Orders**. Enter in the number for days, hours, or minutes before the event for the work order to be created. The final option is the **Work Order Due Date** where you can select if the work order for the event will have **no due date** or the due date will be the **same as the end date** of the event. When everything is entered, click **Save**.
Now your new position can be assigned to new and current employees. Learn more about assigning positions to your employees in the [Create an Employee/Contractor Record article.](https://help.otuvy.com/kb/create-an-employee-contractor-record?hsLang=en)
### Contact Positions
Client contacts within Otuvy QM can be organized in the **Client Organization Chart**. Because Client Org. Charts are simpler by nature, positions will also be simpler. It’s common to have less **Contact Position Types** than **SP Position Types**. Common Contact Positions include such examples as Building Manager, Main Contact, Client Rep., etc..
### How to Create a contact Position Type
Like the steps above for creating an employee position type, start at the **Admin page**, then click **Positions** in the *Organization Configuration* section. From the Positions Page, click **New Position** to the right above the list. Name the Position, then, using the drop-down list, select **Client** for the **Login Type.** Enter a description if needed.
Notice that the check box for **Directly Responsible for the Service Location** is blocked. This option is only available for Employee Positions. Click **Save**. Your new Contact Position Type can be used when creating contacts, or can be added to existing contacts.
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