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Adding Positions

Positions are the jobs you schedule. Add them before your employees, because each person gets assigned one.

To access position settings go to your Schedules icon and click settings in the yellow navigation bar then click positions.

Which version are you on? If you log in at login.shiftforce.com/sign-in, you're on ShiftForce — follow the first set of steps below. If you log in at ww1.shiftnote.com, you're on classic ShiftNote — scroll to the second set. 

Before you add anything

Only add the positions you staff differently. If servers and bartenders are interchangeable on your floor, one position is fine. If they aren't, split them. A workable starting set for a full-service restaurant is six or seven: Server, Bartender, Host, Line Cook, Prep Cook, Dishwasher, Shift Lead. You can add more any time — too many at the outset makes every schedule screen noisier than it needs to be.

In ShiftForce

  1. Open the Scheduler and go to Settings → Positions [use dropdown  menu]
  2. Type the position name.
  3. Pick a color. It's what you'll see on the schedule.
  4. Default wage is optional — it feeds labor cost on the schedule if you use it.
  5. Skip Sections for now. That's for assigning people to stations inside your building — Grill, Patio, Bar — and you don't need it to start.
  6. Click Add. [bottom of screen]

sch 2

 

ShiftNote User: 

Add a new position

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  1. In the Position Name field type in the name of the position you want to add
  2. If you have a location you want to associate with this position click in the next box (Optional)
  3. Add your Default Wage for this position (Optional)
  4. Select the Color banner you would like associate with this position on the schedule (Optional)
  5. Click Add
Employees can be assigned more than one position.