Positions and tags are the foundation that work planning in Proplanum rests on. Positions determine the role an employee appears in on the schedule and whether their shifts count towards settlements, while tags let you organise the employee base by department, form of employment or qualifications. The list you create here applies to the whole organisation and will be suggested when you set up further locations.

To open the tab, click Company settings in the menu on the left (the cog icon at the bottom of the menu) and then Positions and tags. You will find two tables there: Positions and Tags.

Each table has a search box, and the positions table additionally has a location filter. The People column shows how many employees hold a given position, so you know the reach of every change. The row offers the actions Edit and a ⋮ menu, from which you pick Delete.

Adding a position

1. Click the Add position button.
2. In the window enter the name of the position.
3. Pick a colour from the dropdown — the position will be shown in that colour on the work schedule.
4. Decide on the settings:
5. • Is included in working hours — shifts in this position count towards settlements and employees will be paid for them.
   • Default — the position will be assigned to employees in a given location automatically.
5. Click Add to save. The position will appear on the list.

Creating tags

Tags let you mark employees by the criteria you choose — department, form of employment, special qualifications and other categories.

1. Go to the Tags table.
2. Click the Add tag button.
3. Enter the name of the tag and click Add. The new tag will appear on the list.

You edit and delete tags exactly as you do positions — from the actions in the row.

Updated on: 09/08/2026