Difficulty Level - Intermediate Impact - Store Level

Schedule - Positions lets you manage the staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for your stores. Staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. are covered when creating a schedule.

To access Schedule - Positions settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Labour from the Filter drop-down list.

    2. Click on Schedule - Positions from the List box in the left pane.

The following information is displayed on the settings page for the Area* and Store selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

ClosedCreate New Staff Position

  1. Go to Schedule - Positions settings.

  2. Select the Store for which you want to create the staff position from the drop-down list.

  3. Click on the Go button.

  4. Click on the Create button.

  5. In the Create Staff Positions window:

    1. Enter a name of the staff position in Description.

    2. Enter an Abbreviation for the staff position.

    3. Enter a number in Group Link. All staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. with the same group link will be grouped together in the Daily Position Report.

    4. Click on the Create button.

    Once a staff position is created, it needs to be assigned before it can be used to map employee skill levels.

ClosedAssign and Unassign Open and Close Position

  1. Go to Schedule - Positions settings.

  2. Select the Store for which you want to assign or unassign the open and close positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. from the drop-down list.

  3. Click on the Go button.

  4. Select whether you want to Use open/close positions from the drop-down list.

    • Yes will assign the Open Position and Close Position for the store.

    • No will unassign the Open Position and Close Position for the store.

  5. Click on the Update button.

  6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

ClosedDelete a Staff Position

  1. Go to Schedule - Positions settings.

  2. Select the Store for which you want to delete the staff position from the drop-down list.

  3. Click on the Go button.

  4. Click on the Description of the staff position that you want to delete.

  5. In the Update Staff Positions window:

    1. Click on the Delete button.

    2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.