Add Positions to an Employee

Adding positions to an employee is what allows you to have great flexibility when building a schedule.  Each employee can have any combination of positions. How to Add or Remove a Position to an Employee Navigate to the Employee Profile you want to change. Click on the Positions Tab. Click on the Position you want to […]

Adding Positions (managing positions)

This entry is part 10 of 16 in the series Getting Started

“Positions” is the term that Shift Agent uses to describe different roles at your company.  Some places may use the term “Job Code” or some other term. Positions are added to employee profiles so that when you build the schedule, Shift Agent knows who can work the shift. Positions are the foundation of your store […]

Assign Positions

Select the first position in the upper left corner, and then begin selecting employees by click on them one-by-one.  You will notice that a gray bar will appear on their employee card.  From here, you can carefully think through and select: Their skill level in this particular position.  Rate them from zero to three stars. […]


Departments are the major divisions of your store.  You start with one department called “Uncategorized.”  You will always have the uncategorized position, but you can create a new one called “Main” or whatever you want to call it that contains all of your positions. Departments are where you can have multiple areas of your store, […]

Pay Rate Management

Pay Rate Management is both simple and versatile.  You can update many pay rates from one screen easily, as well as have very specific control of pay rates for each employee. Every employee has at least a Base Rate. You can schedule changes that take place immediately or in the future. You can have pay […]

Pay Rates for Employees

Shift Agent allows you to set the Pay Rate for every employee to guide you with tracking your projected labor expenses.  Each position entry is tied to a pay rate. To set the pay rate for an employee Open an employee profile and click on the Pay Rates tab. Set the Base Rate pay rate, and then […]

Positions (skill-sets)

Who is Qualified to Work a Shift You have a unique way of running your store, and we want to maximize your ability to schedule people well.  Positions are a key factor in setting up your store to have a great schedule. In Shift Agent, a position is a unique skill-set.  For example, let’s say […]

Reordering Positions on the Schedule Page

You may decide that you want the positions listed in a different order from top to bottom.  The way the positions are listed on the Manage Positions area is exactly how they are listed on the actual scheduling page. Here is how you can accomplish this: 1.  Go to the Organization Profile. (Click your store […]