Positions are used across the platform for many key features such as Scheduling, Billing and Mobile Patrol. You must have at least one position at a site, zone or department in order to schedule employees there.
You can create positions at sites, zones or departments.
From a Site:
Sites (Client) > Select Site > Overview > Positions > Create a Position
From a Zone:
Sites (Client) > Site Zones (Groups) > Select Zone > Positions > Create a Position
This will then open the Create a position window that you can fill in.
Post Base Settings
The Post Base Settings are essentials to identify and define the Position as well as communicating important information to the employees when sending them their schedule.
Post Name and Post ID: They will help you search for specific positions in the future, so use a name or an ID that makes sense and that you will remember.
Short Description of Tasks: This is for internal use only and should be used to describe the activities that officers will have to provide.
Schedule Memo: Gather the information you wish to provide the employee that will be scheduled for this position. As an example, for an outdoor post, you could remind employees to dress according to weather. This information will be available on the email distribution of the schedule.
Status: Can be either “Active” or “Archived”. If the position is still in use and you want to use it as part of your scheduling process, then make sure it is active, otherwise you can archive it, so it doesn’t appear anymore.
Requirements are also commonly referred to as Skills & Attributes. This section links the right skills and attributes to each position. This step is key as it will allow only the right person with the right skill set to work each position.
Hard Requirements: They are requirements that the employee MUST have in order to be assigned the position. Meaning someone without them won’t appear in your search if you try to assign the position.
Conditional Requirements: The employee must have at least one of them in order to be able to work at the position.
Soft Requirements: They are the preferred requirements, consider it as a nice to have.
Service dates will allow for better planning in order to start scheduling and stop scheduling for a position at the right date.
Service Duration: Choose whether you want the position to be an Ongoing Service or a Temporary Service.
Begin Date: This is simply the date from which the position will be available to be scheduled.
Expense Reimbursement: Add Ad Hoc Earning items that will be reimbursed after approval.