- 1. Our Scheduling Philosophy
- 2. Getting Started
- 3. Store Blueprint
- 4. Focus on People
- 5. Create a Store Account
- 6. The Sandbox – Demo Mode
- 7. Basic Store Information
- 8. Add Employee Contact Info
- 9. Departments
- 10. Adding Positions (managing positions)
- 11. Adding Employees to Position – Onboard Wizard
- 12. Entering Availability
- 13. Employee Profile (settings)
- 14. Schedule a Day
- 15. Employee Introduction
- 16. Scheduling Rhythm
Positions are the foundation of your store blueprint. By tracking which employees are able to work in certain areas of your store, you are developing the system that guides you each time you create a schedule.
To Add Positions to your store you can use the Onboarding Wizard, or you can click the Depts/Positions tab on your store profile.
|Examples of Positions:|
For our purposes, positions are an important part of the scheduling process because you create a shift by placing a particular employee in a position for a certain length of time.
Pay Rate for a Position
In most cases, you do NOT want to put in a pay rate for a position you create. You will want to leave this blank, UNLESS you have a position where everyone is paid the same amount when they work that area regardless of what they are paid as a base rate. In the event that you DO have a position that should override the base rate of every employee, go ahead and put a pay rate for the position and this will create a pay rate exception for every employee who has this position in their profile.
Positions in Departments
All positions fit within a Department. Your store may have only ONE department, or it may have MANY. For example, you could have a MAIN department that has all of your positions, or you could have two departments, one as Front of House and the other as Back of House. Positions can only go in ONE department at a time. If you need the same position in both departments, they will be treated separately, and employees would need both positions to be able to work in either position.
From here, you can:
|Add Positions/Depts||Within a department, click the + Add Position button.|
|Remove Positions||Click the “-” button on the far right of the row.|
|Reorder Positions||Click the Rearrange button on the top right|
* Pay Rates in Shift Agent are ONLY a guide.