Introduction
A position is a role performed by a worker - for example, 'Sous chef' or 'Bartender'.
Multiple workers can have the same position, and workers can have multiple positions.
Positions are managed at the company level, and each have their own hourly rates set against them.
When workers are scheduled for shifts, they will be scheduled for a specific position. For example, if Jane Smith has both the 'Bartender' and 'Waitstaff' positions, she might be scheduled as a Bartender for a shift on Monday night, then a shift as a Waitstaff on Tuesday night.
Prerequisite
Administrator or Manager level role
Navigation
Mega menu>Company>Positions
Add New Position
Click on Add New Position
Enter position name (or choose from the list of default options)
Enter the hourly rate. Hourly rates are used to calculate the cost of a shift. Note - the position hourly rate can be overwritten for an individual worker in the 'Pay Rates' section of their worker profile.
Enter the export code, if applicable. Export codes uniquely identify a position in timecard export files.
Assign a color to visually distinguish shifts on the scheduler.
Effective dating of position pay rates
When the hourly rate for a position is changed you will be prompted to confirm:
Workers to which the new rate applies. This is facilitated through providing a list of all workers that have that position in their profile and their current hourly rate.
The date that the rate change is to be applied from. You can select from one of the previous 4 weeks. Future-dating for the change is not supported.
Delete a Position
A position can be deleted from the company, but should be performed with caution as once it is deleted it is permanently removed from the company account, as well as all workers who had the position in their profile.
Access company position list.
Select the position to delete by clicking on the Delete icon for that position.
Confirm to proceed with the deletion.
