This article explains how to create and configure positions from the establishment's parameters, and how to use them from the schedule.
How do I create and configure positions?
Why is this important?
A work position defines the nature of an employee's activities within the establishment. It is essential to configure these positions to create work shifts on the schedule.
How do I create and configure a position?
Access the establishment's parameters:
Go to Establishment settings > Positions.
Create a new position:
Enter the desired position name in the Position Name bar on the left, then click on the blue Add button on the right.
Customize the color of the position to make it easier to read on the schedule.
Define a specific break time for each position.
Set automatic breaks:
When shift duration exceeds the working time specified in the establishment's rules, a break is automatically added to the shift. This break time can be entered in minutes or as a percentage of working time, depending on the establishment's Collective Agreement.
How do I use a position on the schedule?
Why is this important?
Once created, positions must be used on the schedule to organize employee shifts.
How do I use a position on the schedule?
Enter the position when creating a shift:
Select the position from the drop-down list of positions created in the establishment.
Create a position directly from the shift:
You can create a position directly when creating a shift from Schedule > Week view.
Automate breaks:
If a break time has been defined for a position, this information will be automatically added to the shift on the schedule. You can modify this break time if necessary.
Use position filters:
Use a position filter to make the schedule easier to read. Only rows with shifts planned for the chosen position will appear.
Important points:
If an employee is absent all week, he/she will not appear when filtering by position.
Positions vs. teams: Positions are defined when shifts are created, while teams are affiliated from the employee's file.
Example: “I'm part of the Kitchen team and my position from 10 a.m. to 2 p.m. is cook.”
Setting up teams
How do I modify or delete a position?
Why is this important?
It is sometimes necessary to modify or delete positions to adapt to changes within the establishment.
How do I modify a position?
Access the establishment's parameters:
Go to Establishment settings > Positions.
Modify the position's characteristics:
You can change the color, the position name and the corresponding break time.
Changes are taken into account immediately and have a retroactive effect on shifts already scheduled.
How do I delete a position?
Delete the position:
Click on the trash can icon to the right of the position line in the establishment settings.
Effects of deletion:
Deleting a position has no retroactive effect: the deleted position will still be entered on shifts already planned, but will no longer be available for the creation of new shifts.
Authorization requirements :
Only managers can create, modify or delete a position. This action must be authorized in their permissions.